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.
Areas of Focus
A new era for lease accounting
Your balance sheet may never look the same
The holistic wealth viewpoint
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.
Private equity due diligence
Find your competitive edge
Real Estate Thought Leadership
Real estate development incentives and proposed tax reformSeveral 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.
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.
Identify hidden financial and tax risks for your acquisitionIf 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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.