Real Estate

Creative strategies to reduce taxes and improve cash flow

Our real estate specialists employ years of experience in assisting clients with complex transactions involving development, investment, acquisition and disposition, as well as the management of residential and commercial properties. Our clients benefit from proactive solutions that help them maintain investor confidence and stay ahead of the competition.

We tailor our tax planning, consulting, and compliance services to support developers, syndicators, property owners and managers with creative strategies that reduce taxes and improve cash flow. At Calegari & Morris, we strive to be your key business advisor, providing proactive planning and out-of-the box solutions.

We offer the following services:

• Like-kind exchanges: Planning and implementation of Sec. 1031 transactions including reverse exchanges and multi-party exchanges

• Tax planning for acquisitions, developments, construction projects, and dispositions

• Enterprise Zone tax credits

• Estate planning, family-owned real estate enterprises including family limited partnerships

• Choice of entity for ownership of real estate

• Personal, business and pass-through entity (Limited Partnership and LLC) tax return preparation

• Tenancy-in-common ownership arrangements

• Inbound investments in U.S. property

We look forward to meeting you and to helping you achieve your financial goals.

Businesses representative of this industry area include:

• Developers

• Holding companies

• Owner/operators

• Syndicators