Real Estate: Tax Advisory Service Sheet

The evolving complexities of global tax laws have a critical impact on business decisions and real estate transactions. Whether you are a REIT, private equity fund, real estate operating company, developer, or investor, you must navigate the ever-changing tax landscape of the real estate, hospitality and finance industries in order to protect and enhance the return on your investment.

How We Help

The seasoned Tax Advisory experts at FTI Consulting offer critical support to clients for all transactions, including acquisitions, dispositions, refinancings and debt and equity restructurings, providing tax structuring, compliance and due diligence services.

The complex and ongoing legislative and regulatory changes inherent in the tax landscape and real estate industry can drain resources when trying to stay current and compliant. We’re here to help.

Our comprehensive, integrated suite of solutions and capabilities is tailored for every client so that they can comply with changing tax laws and achieve tax optimization.

Services

Tax Structuring & Compliance

Clients rely on our expertise in areas such as entity choice decisions, fund formation, tax and REIT due diligence, debt workouts, cross border structuring and the acquisition/disposition of assets in a tax efficient manner.

Services Include:

Transactional tax, asset and portfolio deal structuring
Cross-border transaction consulting and structuring
REIT compliance, diligence and planning
Like-kind exchange consulting
Joint venture agreement reviews and waterfall modeling
Opportunity fund compliance and structuring
Tax return compliance including foreign reporting
Quarterly and annual tax provision compliance
Automation solutions to streamline workflows and centralize communication
Transfer pricing

State & Local Tax

Clients work with our state and local tax experts to reduce the burden of state and local taxes, develop best practices to insulate themselves from unsuccessful audit outcomes and prepare for evolving regulatory requirements.

Services Include:

Transaction advisory and due diligence
Controversy and audit defense
Voluntary disclosure agreements
Compliance enhancement/risk management
Credits and incentives guidance
Escheat property/unclaimed funds advisory services
Sales tax filings

Private Client Advisory

Families that create or inherit substantial wealth are challenged with managing its impact on current and future generations. We provide consulting services to high-net-worth individuals and their families.

Services Include:

Income tax planning and compliance
Estate tax planning
Financial and retirement planning
Family office services
Philanthropy and foundation services
Succession and governance planning
Fiduciary/trust accounting services

Tax Strategy & Planning Related to Bankruptcy or Financial Restructuring

The restructuring of distressed companies requires specialized tax consideration. Our tax experts identify and create solutions to tax issues that help maximize the recovery of claims by creditors and other stakeholders.

Services Include: