Who We Serve

The Construction & Real Estate Industry

Success in real estate requires long-term strategic planning as well as cost-effective management of day-to-day business operations.

The real estate industry is extremely exciting and rewarding, but also full of risks and challenges. Our Real Estate Services Group focuses on ensuring that your business has a solid strategic tax, budget and financial plan for long-term profitability and that it is operating smoothly and efficiently.

Transaction Advisory Services
  • Transaction Advisory Services
  • Section 1031 Exchanges
  • Cost Segregation Studies
  • Transaction Advisory Services

    Deal Structuring, Due Diligence, Purchase Agreement Review and More:

    We support real estate professionals with advisory services designed to manage and minimize tax burdens while optimizing financial returns.

    • Evaluation of structure to optimize tax, monetary, and financial reporting outcomes
    • Assistance with preparation of prospectus for potential buyers’ due diligence procedures
    • Analysis of seller customer contracts, contract backlog and waterfall, customer histories, product histories
    • For commercial occupied properties, preparation of historical and forecasted earnings and cash flows using modular approach that allows for “what-if” and sensitivity analysis for use by buyer and/or Deal Structuring buyer’s appraiser and lender in evaluating pricing
    • Review of relevant tax, financial and financial reporting provisions to ensure consistency with parties’ intent and seller’s protection
    • Preparation and filing of required tax and financial regulatory forms, including stubperiod returns, tax elections, etc.
    Contact Us For More Information
  • Section 1031 Exchanges

    Defer taxable gains…with a 1031 Exchange.

    Section 1031 Exchange is a useful tool for real property owners who want to defer taxes when property is sold. IRS Code Section 1031 allows property to be sold while preserving net worth.

    Want to Capitalize on Appreciated Property?

    Thanks to Section 1031 of the Tax Code, a properly structured like-kind exchange allows an investor to sell a property in certain situations, reinvest the proceeds in a different property, and defer capital gain taxes. The four basic steps in a 1031 exchange are:

    1. The seller arranges for sale of property and includes exchange language in the contract.
    2. At closing, proceeds from the sale go to a qualified intermediary for a 1031 exchange.
    3. The seller identifies potential exchange properties within 45 days of closing.
    4. The seller completes the 1031 exchange within 180 days of closing.

    Contact us to learn how a 1031 tax-deferred exchange can help increase your return on real estate investments.

  • Cost Segregation Studies

    Maximize your cash flow and minimize your tax burden.

    It sounds too good to be true, yet cost segregation is a low-risk, high-return method to recover capital investments and improve cash flow. The money you save from a cost segregation study can be used as cash flow for operations, or toward new investments and ventures.

    Although any non-residential commercial property may qualify for tax deferral and increased cash flow, the following types of properties have a high probability of benefiting from a cost segregation study:

    • Corporate office buildings
    • Warehouses and distribution centers
    • Hospitals
    • Medical / dental offices
    • Nursing homes
    • Apartment buildings
    • Restaurants
    • Hotels and motels
    • Strip malls and retail stores
    • Car dealerships
    • Golf courses and country clubs
    • Grocery stores
    • Airport hangers
    Contact Us For More Information

Accounting, Tax, and Consulting Services for the Construction & Real Estate Industry

Specializing in accounting, tax, and consulting services to general and specialty contractors, home builders, real estate developers, owners, suppliers and industry trade associations, our consultants support real estate professionals by providing the advisory services needed to optimize your company’s financial integrity and tax strategy. Our broad range of services include:

  • Strategic Tax Planning & Compliance
  • Auditing and Accounting
  • Property Management Accounting
  • Project Budgeting & Cash Flow
  • Merger & Acquisition Consulting
  • Complex Business Transactions
  • Cost Segregation Studies (Maximize Depreciation)
  • Technology Consulting
  • Section 1031 Exchanges