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Real Estate

Tax strategies

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1 min read
Where angels fear to tread: An essay on tax legislation
Many states are finding that their governments (and voters) aren’t as divided as they are at the federal level. What will this mean going forward?
William W. Henson
Blog July 07, 2017 1 min read
Tax reform proposal vague by design?
William W. Henson
Blog May 02, 2017 1 min read
Trump Administration outlines tax plan
Michael Monaghan
Article April 28, 2017 3 min read
Border tax uncertainty highlights range of possible implications
William W. Henson
Blog April 25, 2017 2 min read

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

The holistic wealth viewpoint

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12 min read
August 2017 Market Perspectives
Our latest Market Perspectives provides timely economic and financial expertise on emerging trends and issues that are top of mind with our clients.
Jim Baird Wealth Management
Article August 15, 2017 12 min read
Q2 2017 Economic Perspectives
Jim Baird Wealth Management
Article July 17, 2017 4 minute read
July 2017 Market Perspectives
Jim Baird Wealth Management
Article July 17, 2017 8 min read

Private equity due diligence
Find your competitive edge

Real Estate Thought Leadership

  • 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.
    Laurice Szydlowski Valerie Grunduski
    Article June 14, 2017 3 min read
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  • Mitigate transaction risk with financial due diligence
    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.
    Matthew Petrucci Michael Monaghan Michele E. McHale Eric Wozniak
    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 Jacqueline Venier
    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.
    Mandy Chardoul Wealth Management 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.
    Steve Gravenkemper Ph.D.
    Article June 14, 2017 1 min read
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  • 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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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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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.