Real Estate
Drive Your Real Estate Business Forward
“Time kills deals” is a truism in real estate.
In the fast-paced world of real estate, you need advisors who can run at your pace, and not play catch-up. Your success hinges on the confidence of lenders, investors, tenants, and contractors. Building strong relationships is crucial. That's why you need professionals you can trust and depend on.
Real estate professionals are innately visionary, seeing opportunities where others see only open land or blight. To succeed, you need a team of experienced professionals with the insight to support your goals and expand your business opportunities. We understand this and have built a team and a service culture that reflects it.
Clark Schaefer Hackett complements your team with experience, expertise and execution. We offer all the sophisticated services and real estate expertise you expect from a top CPA and advisory firm — but it’s our service style that sets us apart
Who We Serve
Commercial Real Estate Developers
Residential Real Estate Developers
Real Estate Investors
Property Operators
Management Companies
Real Estate Investment Funds
Good business decisions are based on a clear understanding of your company’s finances. Our financial services include:
Tailored assurance services: financial statements, audits, reviews and compilations
Financing strategies, including capital formation and evaluating loan proposals
Cash flow analysis and budgeting
Assistance in accounting and tax ramifications of debt restructuring
Review and implementation of internal control and cost accounting procedures
Advisement on business opportunities, managing financial risk, and planning for long-term financial success
We can help you reduce the considerable business cost of taxation, while taking care of necessary reporting and compliance. Our tax services include:
Tax strategy, planning, analysis, and implementation
Local, state, and federal tax return preparation, including planning & consulting for businesses and individuals
Tax transaction support
Entity selection and structuring
Representation before taxing authorities
Pre-development tax structuring and ownership plans
Tax credits and incentives, including affordable housing, historic, green, and new-market
Section 1031 like-kind exchanges and other tax deferral mechanisms
Tax planning and accelerated write off methods
Cost segregation studies
Tangible property regulations
Opportunity zones
Our experience in the real estate industry has taught us which processes and systems work. We will be your resource for best practices throughout the real estate life cycle: from concept and development to property management. Our operational services include,
Purchase price and project cost allocation
Distressed real estate transactions; troubled asset debt modification
Procedural controls integrated with real estate accounting
Benchmarking and trend analysis
Financial projections and budgets
Employee benefit plan administration, audits and consulting
Affordable Housing program audits and compliance
Attracting capital and capital structuring
Our Certified Exit Planning Advisors have the specialized knowledge to help ensure you are personally prepared, financially prepared, and continuing to maximize the value of your business. Our exit planning process is customized based on your unique situation and may include:
Succession planning
Business valuation
Value and profitability enhancement consulting
Tax structuring
Due diligence
Income tax planning
Estate tax planning
