Real Estate

Real Estate Tax Strategy

Strategic planning focused on using real estate as a tax-efficient investment vehicle. We evaluate depreciation methods, income timing, and ownership structure to align your real estate activity with your broader financial goals.

Cost Segregation & Accelerated Depreciation

Evaluation of cost segregation opportunities and accelerated depreciation strategies designed to improve cash flow, increase near-term deductions, and optimize long-term tax efficiency — while maintaining full compliance.

1031 Exchanges & Exit Planning

Advisory support for property sales and exchange planning, including transaction timing, reinvestment strategy, and coordination with qualified intermediaries to support tax-efficient exits.

Entity & Ownership Structuring

Guidance on structuring real estate ownership to support tax efficiency, asset protection, and operational clarity. Structures are evaluated in coordination with personal, business, and cross-border considerations.

Foreign Investor & FIRPTA Advisory

Strategic advisory for foreign investors and cross-border real estate activity, including FIRPTA planning, withholding analysis, ownership structuring, and coordination with U.S. tax and estate exposure.

Real Estate Professional Planning

Evaluation of participation levels and activity documentation to determine eligibility for favorable tax treatment, including material participation and real estate professional status planning.