Tax, Entity & Legal

Tax deferral, entity structure, and legal mechanics.

5 skills2 sections

Legal

2 skills

Review CRE loan documents for covenant compliance, carve-out exposure, cash management tripwires, and borrower…

review loan documentsloan agreement reviewpromissory note review

Prepare entity transfer documents, closing document packages, and assignment agreements for CRE acquisitions.

prepare transfer documentsdeed preparationassignment of leases

3 skills

Evaluates whether a cost segregation study is worth pursuing for a CRE property by estimating reclassifiable…

cost segregationaccelerated depreciationbonus depreciation

Evaluates whether investing capital gains into a Qualified Opportunity Zone Fund produces superior after-tax…

opportunity zoneOZQOZB

Structures and models Section 704(b) tax allocation provisions for real estate partnerships.

partnership allocation704(b)UBIT