Real Estate
The real estate industry, including real estate development, management and sales organizations,—while an extremely lucrative business when it performs—faces its own financial challenges and compliance issues. From our beginnings, the Satty team has been helping real estate industry clients comply with tax and governmental regulations, manage their business operations, improve their cash flow and enhance their bottom line. Our experts are recognized industry-wide. We have presented seminars and written many articles that focus on NYS Empire Zones, Green Building Tax Credits and 1031 Like-Kind Exchanges.
Specialized Services Include:
Audits, reviews and compilations
Cash flow analysis and forecasts
Tax services, including return preparation, entity selection considerations, project analysis, tax-free exchanges, transaction assistance and analysis, passive activity rules, alternative minimum tax (AMT) issues, cost segregation and representation before the IRS
Federal and state tax credit programs
Ownership considerations, including business continuation and transition, formulating exit strategies, employee relationships, mergers and acquisitions
Personal tax services, including alternative minimum tax considerations, capital gains, installment sales and individual tax return preparation
Estate planning, including charitable remainder trusts, family limited partnerships, gifting strategies and asset transfers
Operational improvement services, including operational manuals, compensation programs, operational reviews, internal control reviews and accounting system selection
Assistance with the interpretation of complex financial reports
Litigation support