Opportunity Zones
Evaluate proposed investments, Qualified Opportunity Fund and business structures, asset requirements, working-capital planning, and exit alternatives. Apply the rules relevant to the investment date and location.
What the work can includeA structure and eligibility review, financial scenarios, and monitoring roadmap.
Explore Opportunity Zone planning ↗REITs & private equity funds
Advise on REIT and taxable REIT subsidiary structures, REIT qualification opinions and testing, due diligence, transaction planning, ownership, investor profiles, distributions, and transaction alternatives.
What the work can includeA fund or REIT structure review and map of recurring tax considerations.
Related business and transfer pricing planning ↗Development tax planning
Evaluate acquisition and development structures, project entities, capitalization of costs, financing, and anticipated sale or hold strategies. Coordinate project economics with incentive opportunities.
What the work can includeA development tax work plan aligned with project milestones.
Cost segregation & accounting methods
Assess whether a cost segregation study or accounting-method review is appropriate. Coordinate engineering work, tax classification, depreciation analysis, and potential Form 3115 adjustments.
What the work can includeA feasibility assessment, estimated timing benefits, and implementation checklist.
Real estate professional status & passive losses
Review activities, participation, records, and potential grouping considerations. Evaluate passive-activity treatment separately from the economics of a deduction.
What the work can includeA fact-specific participation and documentation review.
Partnerships & Subchapter K
Analyze contributions, allocations, debt, distributions, partner admissions and exits, basis adjustments, and restructurings. Model partner-level consequences alongside deal economics.
What the work can includeA partnership tax model and review of key agreement provisions.
Section 1031 exchanges & DSTs
Evaluate exchange feasibility, transaction timing, ownership, replacement-property strategy, and potential tax consequences with qualified intermediaries and transaction counsel. Review Delaware statutory trust (DST) structures and related tax planning considerations.
What the work can includeAn exchange planning brief and a responsibilities and timing checklist.
Transfer taxes, property taxes & appeals
Review transfer taxes and potential reassessment consequences. Evaluate assessment concerns, valuation evidence, and available appeal procedures with local requirements in view.
What the work can includeA jurisdiction-specific issues assessment and appeal or transaction action plan.