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Building wealth through real estate takes more than strong assets. We advise investors, developers, property owners, and hospitality operators on reducing tax exposure, protecting cash flow, and supporting long-term portfolio growth across the U.S. and abroad.
Schedule ConsultationTax strategies that support real estate growth
We design tax structures that align with your investment strategy and risk profile. This includes ownership entities, cost segregation where it makes sense, and disposition planning before a sale is on the table. For qualifying transactions, we plan and manage 1031 exchanges and model Opportunity Zone outcomes so the economics match the structure.
LLCs, partnerships, and multi-entity setups aligned to liability, financing, and exit goals.
Cost segregation analysis and timing planning to improve deductions and cash flow.
1031 exchange planning, disposition modeling, and timing strategy for sales and re-deployments.
What We Do
Detail-driven work across structuring, planning, compliance, and operations. Built for property owners, developers, and multi-entity portfolios, including cross-border exposure.
Entity structuring for holdings, cost segregation support, 1031 and reverse exchange planning, and long-term disposition strategy. We also coordinate estate planning topics tied to real property, including basis step-up planning and wealth transfer considerations.
Planning for foreign investors acquiring U.S. real estate and U.S. clients with property abroad. Includes FIRPTA planning, foreign ownership reporting, and related compliance coordination.
Support for identifying and applying state and local incentives that can improve project economics, plus guidance on multi-state filing needs when portfolios expand across jurisdictions.
Sales and use tax compliance, lodging and occupancy tax coordination, lease accounting under ASC 842, budgeting and forecasting, and internal accounting reviews to improve controls and reporting accuracy.
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