Real Estate Development & Investment
Taxation of real estate is one of the most complex areas of the tax code. Depreciation rules change regularly and an improper set up of asset acquisitions can significantly delay or even lose depreciation deductions. The consequences of good or poor tax planning can make or break a project.
We have more than 70 years of experience in dealing with all aspects of real estate planning and taxation, from setting up a simple rental investment to handling a multi-phase, multi-entity, multi-year, and multi-million-dollar real estate development. DWC’s real estate specialists can help owners, developers, and investors manage risk, employ efficient tax strategies, and identify opportunities.
Services
- Income tax return preparation and filing, including multi-state taxes
- Like kind (1031) exchange
- Capital asset planning and strategy
- Investor/developer strategy
- Cost segregation studies
- Depreciation schedules, including depreciation options and elections
- Tax planning
- IRS audit support
- Business process outsourcing, including bookkeeping, billpay, and payroll processing, filings, and reporting
- Financial statements, reporting, and management reports
- Set up, training, and consulting for QuickBooks® software
- Advisory services on general ledger set-up and internal controls
- Virtual controller outsource and consulting
- Virtual CFO outsource and consulting
Intuit®, QuickBooks®, and QuickBooks® ProAdvisor are registered trademarks of Intuit Inc. Used with permission.
- Business planning, financial projections, and budgets
- Business valuations
- Selling, exchanging, and/or developing real estate
- Entity set-up and organizational structure
- Cash flow management
- Project benefits, including development of assets list and project indirect costs allocation
- Financial statement audits, reviews, and compilations
- Financial statements for bonding or governmental contract purposes
- Operational audits
- Internal control reviews
- Employee benefit plan audits
- Fraud investigations and risk management
- Agreed-upon procedures
- Forensic accounting, consulting, and litigation support services
Integrated financial planning and strategy with a goal of building and preserving your wealth.
Collaboration between our tax professionals, wealth advisors, and retirement and estate professionals gives clients full access to expertise in all things financial to support their lifestyle and legacy goals.
