Real Estate

Blue outline drawing of a multi-story house with multiple windows and a door

Entity Structuring & Deal Setup

  • LLC, LP, and holding company structuring

  • S Corp setup for real estate businesses (e.g., agents, managers, etc.)

  • Entity layering and liability planning

Tax Planning & Preparation

  • Depreciation planning and cost segregation studies

  • Short-term vs. long-term gain strategy

  • Passive activity loss rules and grouping elections

  • 1031 exchange planning

  • Real estate professional status (REPS) strategy

  • Opportunity zone investment strategy

Financial Reporting & Cash Flow Analysis

  • Property and portfolio level financial statements

  • Cash flow analysis and rent roll tracking

  • Capital account tracking for partnerships and syndications

Growth & Exit Strategy

  • Acquisition and disposition tax planning

  • Scenario modeling for refinance vs. sale

  • Holding period analysis

  • Loan structuring guidance

  • Coordination with legal and brokerage partners