Real Estate
Tax strategies
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?
Tax reform proposal vague by design?
Blog
May 02, 2017
1 min read
Trump Administration outlines tax plan
Article
April 28, 2017
3 min read
Border tax uncertainty highlights range of possible implications
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
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.
Q2 2017 Economic Perspectives
Article
July 17, 2017
4 minute read
July 2017 Market Perspectives
Article
July 17, 2017
8 min read
Cybersecurity awareness: Protect your information, legacy, and reputation
Article
June 27, 2017
7 min read
Private equity due diligence
Find your competitive edge
Real Estate Thought Leadership
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Charitable donations of appreciated real estate: How the tax code rewards you for helping othersIf you own appreciated real estate, a gift of the real property could provide a more valuable benefit for you and the charity.
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Mitigate transaction risk with financial due diligenceIf 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.
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Building & preserving wealth amidst uncertainty: Peeling back the layers of headlinesWhether 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.
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Partnership like-kind exchanges: "Booting" the cash partnerPartnership like-kind exchanges can be complicated transactions, especially when partners want to go their separate ways. Here are a few options to consider.
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Preserving your legacy: Six simple steps to creating an advisory boardAn 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.
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Without proper planning, loans to LLCs or partnerships may cost youInter-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.
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Volatility and value: Equity compensationA 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.
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Tax increment financing: What you need to knowDespite 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.
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Don’t let your tax attributes die with youBusiness 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.
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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.
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.
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.
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Robert Edwards
CPA, Partner, Real Estate Industry Leader
