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Elevate your organization by aligning your financial practices and business strategies with insights from one of the largest and most experienced real estate practices in the country. With over 90 years of real estate industry experience and a multidisciplinary team of specialists, our respected practitioners can help you capitalize on market trends, navigate regulatory requirements, and minimize financial risks.

In addition to traditional audit and tax services, our real estate advisors can also assist you with tax credits and financial incentives, tax planning and structuring for new entities, financial projections, acquisition due diligence, transaction structuring, strategic and operational planning, and cost segregation studies. Whether you’re looking for support on a single project or require comprehensive services on an international scale, we have the experience, insights, and resources required to meet your goals — and then some.

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Tax strategies

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62 min watch
Finding the right balance: Year-end tax planning for individuals
Wondering how the potential for changes in tax law could affect your personal year-end tax planning? Join our tax experts for this webinar as they point you in the right direction.
Jerry Jonckheere
Webinar December 07, 2017 62 min watch
Finding the right balance: Year-end tax planning for businesses
Ryan Defer
Webinar December 07, 2017 63 min watch
Medical device excise tax to rise from the ashes in 2018
James Minutolo
Article November 17, 2017 2 min read

A new era for lease accounting
Your balance sheet may never look the same

The holistic wealth viewpoint

The Holistic Wealth Viewpoint image
4 min read
645 Election gives trustees and executors more flexibility.

Upon the passing of a loved one, there are several decisions to make regarding the person’s personal and financial lives. While tax considerations can seem overwhelming, the decision of making a §645 election doesn’t need to be complicated. Here are some factors to consider when faced with this decision.

Katie Szymanski Wealth Management
Article November 28, 2017 4 min read
Estate Tax Reform
Shawn P. Calabrese Wealth Management
Article November 27, 2017 1 min read
November 2017 Market Perspectives
Jim Baird Wealth Management
Article November 16, 2017 1 min read
Treasury withdraws regulations to curtail discounts for valuing family owned entities.
Mandy Chardoul Wealth Management
Article October 30, 2017 2 min read

Private equity due diligence
Find your competitive edge

Real Estate Thought Leadership

  • Real estate development incentives and proposed tax reform
    Several provisions of the House and Senate tax reform bills directly impact real estate development incentives that many organizations rely on. Here are some key provisions and their implications.
    Gordon Goldie Tim Frens Robert Edwards
    Article November 14, 2017 10 min read
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  • Charitable donations of appreciated real estate: How the tax code rewards you for helping others
    If you own appreciated real estate, a gift of the real property could provide a more valuable benefit for you and the charity.
    Valerie Grunduski
    Article June 14, 2017 3 min read
    Image of charitable ribbons
  • Identify hidden financial and tax risks for your acquisition
    If you’re considering acquiring another business, be sure to perform thorough financial and tax due diligence. If there are “skeletons in the closet,” you want to know prior to an acquisition.
    Matt Petrucci Michael Monaghan Michele E. McHale
    Article October 26, 2016 3 min read
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  • Building & preserving wealth amidst uncertainty: Peeling back the layers of headlines
    Whether contemplating a portfolio of $2 million or $200 million, many investors are bewildered by the constant, varying, and sometimes unsettling political, economic, and social news. If you’re wondering what the implications may be for your assets, you’re not alone.
    Jim Baird Wealth Management John Lesser Wealth Management
    Webinar October 14, 2016 9 min watch
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  • Partnership like-kind exchanges: "Booting" the cash partner
    Partnership like-kind exchanges can be complicated transactions, especially when partners want to go their separate ways. Here are a few options to consider.
    Dean Rocheleau Janette Sullivant Laurice Szydlowski
    Article June 14, 2017 3 min read
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  • Preserving your legacy: Six simple steps to creating an advisory board
    An advisory board can be an important element of your overall estate plan — and setting one up doesn't need to be time consuming or cumbersome.
    Sarah Wolters Shawn Calabrese
    Article June 14, 2017 2 min read
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  • Without proper planning, loans to LLCs or partnerships may cost you
    Inter-company loans may satisfy an organization’s short-term need for cash, but they can lead to unintended negative tax consequences in the long term. We explore options for structuring transactions to avoid them.
    Janette Sullivant Sarah Wolters
    Article June 14, 2017 4 min read
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  • Volatility and value: Equity compensation
    A volatility factor helps estimate the potential for future increases in value, an important objective in many equity compensation plans. This discussion provides an overview of volatility and how it’s used to value equity compensation in a privately owned company.
    David Howell
    Article May 17, 2017 10 min read
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  • Tax increment financing: What you need to know
    Despite the IRS’s recent clarification of TIF reimbursements, do you still have questions regarding their usage? This article will help further clarify a few issues to ensure you can maximize the reimbursements.
    Gordon Goldie
    Article June 14, 2017 8 min read
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  • Want to be a top leader? Embrace a growth mindset.
    Those who exhibit the growth mindset, or the belief that they can improve their skills with effort, tend to be better leaders.
    Steve Gravenkemper Ph.D.
    Article June 14, 2017 1 min read
    Team members having a meeting at a table
  • Don’t let your tax attributes die with you
    Business owners, particularly those in real estate and construction, use net operating loss carryforwards to offset income. The carryforwards can’t be passed at death, so careful planning is needed to make sure they’re fully used. 
    Dean Rocheleau Laurice Szydlowski
    Article June 14, 2017 8 min read
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Our clients say

I’ve been a client of Plante Moran’s for more than 18 years. During that time, they’ve helped me with a variety of projects from audit work, tax returns, and New Markets Tax Credits. The team is knowledgeable, helpful, and can shape a deal that works for all parties involved. I also appreciate the continuity of staff – some of the Plante Moran partners I work with today were interns when I was first introduced to the firm. During my career, I’ve had the opportunity to work with the Big Four firms and can honestly say I prefer my experience with Plante Moran. The firm is large enough to bring all the knowledge and experience you’d ever need, but more accessible and committed to serving the client.

Steve Bentley Chief Financial Officer, Bedrock Real Estate Services

Our Team

The assurance, tax, and consulting professionals of our real estate practice have devoted their careers to advising owners, for-profit and non-profit developers, brokers, managers, real estate investment trusts (REITs), real estate funds, and investors.

Our practice serves more than 2,000 real estate clients and has vast experience working with the industry’s most complex business and tax issues. Let us help you improve profitability, grow, and implement transformational changes.