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REAL ESTATE

Experts that think outside the 4 walls

Real estate owners, developers and managers are confronted with many challenges every day. Whether it is conducting due diligence for a purchase or executing a 1031 exchange, you’ve got a lot to juggle. Anchin has been helping real estate companies maximize cash flow, develop innovative tax strategies and working with management to evaluate transactions for more than 90 years.

Real estate owners and families need to maximize tax efficiency, structure deals favorably and execute efficient estate plans. Assistance with strategic planning, tax planning, lease consulting and testing, cost segregation, litigation support, and state and local tax services (SALT) are just some of the ways Anchin maximizes value for clients.

A well designed and properly executed tax strategy can both maximize returns to investors and provide funds for additional acquisitions. Our tax professionals are experienced with the tax advantages available in the real estate industry and utilize their expertise to your benefit. The result is a logical strategy that works for both you and your business.

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Tailored real estate tax planning from professional CPAs:

  • Mergers and acquisitions
  • Real estate due diligence/acquisition due diligence (141 allocations, FIN 46)
  • Tax structuring and compliance
  • Executive compensation
  • State and local taxation
  • Private client tax and advisory
  • Restructuring and bankruptcy
  • Lease consulting/lease testing
  • Assurance
  • Litigation support
  • Cost segregation
  • Wealth management
  • Insurance review
  • Business accounting and taxation
  • Financial outsourcing (back office support/bookkeeping)
  • Strategic planning

“We have known you as a friend and a business advisor since 2005. Not only are you our accountant and business advisor, but you have acted as a sounding board on a regular basis. If we need to reach you or one of your partners, we are always able to get through. As we have sought answers and approaches to new issues and challenges, your experience in the business world has been invaluable. Thank you for being our expert partner.”

-Jonathon Yormak, Co-Founder & Managing Principal, East End Capital

Investment Funds
Our clients range from start-ups to well established funds, and our expertise and suite of services allow us to assist funds throughout each phase of their growth or lifecycle.

For funds that may be at the early stages and need assistance in forming a new fund, we have been instrumental in guiding them through the formation phase. We work directly with the funds’ attorneys to create a structure that will maximize tax benefits and promote the efficient operation of the entity.

For established funds, we conduct financial statement audits and perform in-depth operational audits from a system analysis viewpoint on a recurring basis.

Services Include:
Audit and Assurance Services

  • Financial statement audits of real estate investment funds in accordance with GAAP and the Investment Company Guide
  • Financial statement audits in accordance with income tax basis
  • Audits of investee companies

Accounting Consulting Services

  • Review and evaluate internal control environment of the management company and of the fund
  • Technical accounting consultations, including reporting requirements

Tax Compliance Services

  • Prepare federal, state and local partnership tax returns of the fund and the underlying investments
  • Prepare K-1’s
  • Foreign tax compliance

Tax Consulting Services

  • Assist with tax efficient structuring of the fund
  • Assist with acquisition and disposition of investments
  • Operational due diligence
  • Mergers of funds
  • Tax planning
  • Cost segregation studies

Back Office Services and Special Procedures
In addition to our traditional role as auditors and tax compliance specialists, we offer a full range of services designed to assist in back-office administration for real estate funds. Through the use of proprietary software, customized for each client, we provide streamlined reports on performance of investments and the allocation of income to the members of different tiers.

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