Real Estate


Many financially successful people have attributed at least part of their success to an involvement with real estate in one form or another.

We understand that this industry has specific challenges, compliance needs, industry standards and specialized tax nuances. We know that success in the real estate industry takes effective long-term strategic planning and good management of day-to-day operations.

We have worked with a diverse range of clients in the real estate industry, including commercial and residential developers, investors, brokers and agents, attorneys, and insurance providers.

We help our clients address the most common issues real estate industry professionals face during acquisition, development, holding and selling property.

Specifically, we can assist you in the following ways:

  • Objectively assess both financial and other considerations of a potential real estate venture opportunity;
  • Review whether property acquisitions should be made on a personal or corporate level;
  • Determine the tax impact of net rental activity on an annual basis;
  • Analyze the potential sale of a real estate venture and look at the tax minimization opportunities available through the use of reserves, capital dividend declarations & timing of property sales.