5 skills in Tax, Entity & Legal
Evaluates whether a cost segregation study is worth pursuing for a CRE property by estimating reclassifiable components, quantifying PV of accelerated depreciation, modeling…
cost segregationaccelerated depreciationbonus depreciationstable
Review CRE loan documents for covenant compliance, carve-out exposure, cash management tripwires, and borrower obligations.
review loan documentsloan agreement reviewpromissory note reviewsecurity agreement reviewstable
Evaluates whether investing capital gains into a Qualified Opportunity Zone Fund produces superior after-tax returns vs.
opportunity zoneOZQOZBstable
Structures and models Section 704(b) tax allocation provisions for real estate partnerships.
partnership allocation704(b)UBITK-1stable
Prepare entity transfer documents, closing document packages, and assignment agreements for CRE acquisitions.
prepare transfer documentsdeed preparationassignment of leasestransfer instrumentstransfer_tax.pystable