Maximizing Capital Efficiency

Expert CPA Solutions for Real Estate, Development & Construction

Advanced tax planning, cost segregation studies, and strategic financial advisory designed to manage project costs, and enhance asset returns.

Low-angle view of modern multi-story apartment buildings with balconies, against a partly cloudy sky.

Navigating the Venture Capital Cycle and Tax Efficiency

Cost Segregation Studies: Accelerating depreciation and providing significant, immediate cash flow by reclassifying eligible building components as 5, 7, or 15-year property.

Partnership & LLC Taxation: Advising on complex structures, special allocations, and compliance.

Audit & Assurance: Providing audits and attestation services required by lenders and governing bodies for construction firms and developers.

Our Value Proposition: We provide financial clarity at every stage—from the initial land acquisition to the final sale. We are experts in capital structuring and tax law, helping you maximize passive losses and convert project costs into immediate tax advantages.

FAQs

Q: How does a Cost Segregation Study immediately impact my cash flow?

A: By reclassifying building components from a 39-year life to a 5, 7, or 15-year life, the study allows for massive accelerated depreciation in the first few years of ownership, resulting in a large upfront tax deduction and immediate cash savings.

Q: We are planning a 1031 Exchange. What are the critical deadlines we need to adhere to?

A: The two critical deadlines are the 45-day identification period and the 180-day closing period following the sale of the relinquished property. Our advisory ensures strict adherence to IRS requirements to avoid disqualification of the exchange.

Q: What specific audit and assurance requirements do lenders often mandate for construction and development firms?

A: Lenders often require specialized reporting, including reviewed or audited financial statements and CPA certification letters affirming the financial health of the firm. Our Audit & Assurance team is experienced in delivering these specific reports.

Testimonial

"Our previous firm struggled with our multi-tiered partnership K-1s. This team not only simplified the compliance but restructured our holdings to maximize passive losses, which fundamentally changed our tax efficiency this year." — Justin Wang, Director of Accounting of PWZ Luna Holding LLC, Regional Commercial Development Firm managing pooled funding for a Marriott franchise.