Structuring real estate investments including the following:

• Choice of entity
• Form and structure of operating agreement
• Structuring splits with investors and determining market fees
• Content and preparation of PPM’s
• Tax provisions in the operating agreement
• Planning for foreign investors including withholding issues and use of US Blocker corporations
• Maximizing deferral strategies by waving acquisition, management and disposition fees and converting to contingent profits interest
• Multi-generational wealth transfer planning including structure of the operating agreement to provide protection for future generations and maintain operating control, and creating irrevocable trusts

Percentage of completion and completed contract accounting

Structuring 1031 exchanges including sophisticated strategies to allow some members to cash out in a manner that will be respected by the taxing authorities

Referral network of tax and transactional lawyers and competent, trustworthy 1031 accommodators

Reviewing and advising on tenant improvements and capital expenditures to maximize depreciation including first year bonus depreciation and section 179

Setting repair and maintenance expense policies

Guidance and planning regarding opportunity zones

Planning and help regarding charitable donations of real property including use of charitable lead trusts and gifts to donor advised funds

Planning and help regarding partnership divisions and redemptions

Multi-State tax planning and compliance including use of composite returns and withholding waivers

Planning and help regarding condemnations and replacement properties

Use of the applicable code sections to take advantage of debt forgiveness income avoidance

Effective application of the new interest limitations under code section 163(j)

Maximizing new code section 199A – 20% pass-through deduction

Preparing Certified audits of real estate entities for lenders and investors including institutional investors

Advice and recommendations regarding installing adequate internal accounting controls as well as computer security safeguards

Recruiting bookkeepers, controllers, and CFOs including testing and interviewing candidates

Designing incentive compensation and profits interests for key employees to make sure the employer and employee’s interests are aligned

Development of internal monthly and annual reports

Implementation and selection of vertical market accounting software

Selecting appropriate format of investor reporting and applicable, important metrics (i.e. cash on cash returns, Internal rate of return, etc.)

Structuring leases to maximize depreciation write-offs for tenant improvement allowances