Real Estate Services
As one of Upstate New York’s leading Real Estate CPA Firms, Freed Maxick has the resources and depth of talent to specialize in the Real Estate sector. As a developer, investor, or operator in the real estate industry, your business is devoted to buying, developing, managing, holding, and selling real estate. Our business is to help resolve some of the issues you face during each of those stages by providing you with sophisticated income, sales, and estate tax minimization strategies and services.
We work with our property owner clients to manage and maintain maximum tax benefits, whether the goals are to protect assets from contingent creditors, to provide the opportunity for incentives to executives or high performers, to minimize self-employment taxes, to facilitate family estate planning, to accommodate tax-deferred diversification, to preserve qualification for beneficial capital gains tax treatment, to maximize the tax savings from loss deductions, or to position holdings for retirement income or charitable funding.
The combination of our own proactive and well-trained professionals, plus access to resource groups in our industry ensures delivery of accurate, timely services, as well as a steady stream of the latest planning and consulting strategies.
Real Estate Services:
- Audits and other assurance services for real estate properties and portfolios
- Tax structuring and tax deferral transactions
- Cost segregation studies
- Cost certifications and related reporting for tax credit projects
- Valuation of partnership interests
- Portfolio analysis
- Economic development assistance including tax credits and other incentives
- Estate planning and wealth transfer