CHALLENGE
Whether you are a real estate developer, REIT, opportunity fund, owner operator, operating company, investor, user of real estate, construction company, or home builder, the issues you face are complex. Tax planning at the earliest stage of these activities is critical to minimizing federal, state and international income and transaction taxes, and maintaining flexibility to benefit from future tax planning.
SOLUTION
True Partners has extensive experience in advising real estate related companies of all sizes, from large publicly-held companies to owner-operated real estate businesses. Our professionals can assist you in selecting the most tax effective structures to allow you to achieve your overall business objectives and will deliver customized solutions to the tax issues that arise in your business.
Our professionals will provide you with creative and technical expertise in all areas affecting real estate companies and the activities in which they are engaged. Whether you are making acquisitions, dispositions, developing, investing, constructing, or operating real estate, we can address the business and tax issues and opportunities that arise and assist you in developing the appropriate solutions that best fit your company. Our professionals have significant experience in providing tax consultation and compliance services to real estate related companies and will work closely with you to provide the most cost effective and focused professional services. Among the services we provide are tax consultation related to:
• Limited liability company and partnership agreements
• Real estate investment trusts (REITs)
• Construction companies/homebuilders
• Real estate developers
• Real estate operating companies
• Real estate opportunity funds
• Uniform cost capitalization
• Foreign investments in the U.S.
• Cross-border-real estate investments
• Capital gain planning
• Percentage of completion accounting
• Structuring of taxable and nontaxable stock and asset purchases
• Planning for debt workouts and restructurings
• Structuring real and phantom equity plans for executives
• Structuring complex partnership and joint venture arrangements
• Providing advice on tax deferred like-kind exchanges and installment sale transactions
• Acquisition and disposition due diligence for public REIT acquisitions, opportunity fund acquisitions, and private operating company acquisitions
• State income and franchise taxes
• State and foreign withholding taxes
• Real property and transfer taxes
• Cost segregation studies
• Tax compliance services
• REIT qualification testing
• Tax-exempt ownership in real estate
• Unrelated business taxable income
THE TRUE PARTNERS TEAM
True Partners offers Big Four experience free of Sarbanes-Oxley conflicts and a cost structure that provides us with the opportunity to bring focused and highly technical tax professionals to the table. We have a vast understanding of the issues that affect real estate activities and are able to deliver tailored solutions and implement strategies that meet your organization’s needs. Key members of the team include:
Robert J. McDonald, CPA Managing Director
312 924 3219 |
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Ross J. Valenza, CPA Managing Director
814 434 4002 |
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Cheryl L. Howe, CPA Senior Manager
312 924 3221 |
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Thomas R. Truax, CPA Senior Manager
312 924 3226 |
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