Managing the accounting and auditing for private foundations and public charities require specialized expertise. Our CPA team has deep experience in guiding both public charities and private foundations through complex accounting, tax compliance, and governance challenges. From ensuring board governance standards to maintaining donor confidence through transparent financial reporting, we help nonprofit organizations thrive and continue making a positive impact in their communities.
The real estate industry presents unique financial and tax challenges. Whether you’re a developer, investor, or broker, the success of your projects depends on precise accounting, strategic tax planning, and a deep understanding of industry-specific regulations. Our team of CPAs works closely with real estate professionals to deliver tailored solutions that optimize tax savings, maximize returns, and ensure compliance.
Real estate professionals looking to defer capital gains taxes can benefit significantly from 1031 exchanges. Our team assists in navigating the strict timing and reinvestment rules of 1031 exchanges, ensuring compliance and maximizing tax deferral opportunities. We also provide expertise in Opportunity Zones, allowing you to reinvest capital gains in qualified projects while benefiting from long-term tax savings.
Proactive tax planning is crucial for real estate professionals managing portfolios or individual properties. We provide year-round tax strategies that optimize your tax position, including taking advantage of deductions such as property depreciation, real estate professional status (REPS), and interest expense deductions. Our team ensures that you remain compliant with all federal, state, and local tax regulations while minimizing your tax burden.
Cost segregation is a valuable tax strategy for real estate investors and developers looking to accelerate depreciation on their properties. By reclassifying building components for faster depreciation, we help you capture significant tax savings upfront. Our team performs detailed cost segregation studies, allowing you to recover more capital and improve cash flow.
Securing favorable financing for real estate projects requires a clear financial presentation. We assist in preparing the necessary financial statements and projections that help you secure the best loan terms. Our expertise includes cash flow analysis, debt structuring, and preparing documents that meet lender requirements, ensuring your projects receive the financing they need.
Real estate portfolios often play a significant role in estate and trust planning. We help you establish trusts and develop estate strategies that protect your assets, minimize estate taxes, and ensure the smooth transfer of wealth to future generations. Our solutions are tailored to real estate investors and developers, focusing on maximizing wealth preservation while reducing the tax impact on your portfolio.
Our real estate CPA services are designed to provide comprehensive financial guidance, ensuring that your projects remain profitable while staying compliant with industry regulations. Whether you’re managing large development projects or building your investment portfolio, our team is here to guide you through every financial decision with tailored, strategic advice.
A CPA ensures that your 1031 exchange complies with IRS rules, helping you navigate the strict timelines and like-kind property requirements. We also provide guidance on how to reinvest capital gains tax-efficiently, maximizing the benefits of the exchange.
Real estate investors can benefit from several deductions, including depreciation on property, mortgage interest, property taxes, and operational expenses. If you qualify for Real Estate Professional Status (REPS), additional deductions may be available, allowing you to offset active income with losses from your properties.
A cost segregation study allows you to break down your property into various components, such as land improvements and equipment, which can be depreciated over shorter periods. This accelerates tax deductions, providing immediate tax savings that improve cash flow and allow you to reinvest in your business.
Yes, a 1031 exchange can be highly beneficial when you’re reinvesting in new real estate for your child care center. This allows you to defer capital gains taxes when selling a property and purchasing a similar one, helping you expand or relocate while maintaining tax efficiency.
Estate planning helps real estate investors protect their assets and minimize estate taxes. By structuring your holdings within trusts, you can ensure a tax-efficient transfer of wealth to heirs while maintaining control over your real estate portfolio.
REPS is a tax designation that allows real estate professionals to treat rental property losses as active rather than passive. If you spend more than 750 hours per year on real estate activities, you may qualify for REPS, enabling you to offset your active income with losses from your real estate investments.
We assist in preparing the financial documentation required by lenders, such as profit and loss statements, cash flow projections, and balance sheets. Our goal is to present your financials in the best light, helping you secure favorable loan terms and meet underwriting requirements.
A CPA specializing in real estate can provide proactive tax strategies that maximize deductions, reduce liabilities, and ensure compliance with tax regulations. Whether it's leveraging cost segregation or 1031 exchanges, a CPA helps you optimize your tax position and increase profitability.
If you own properties in multiple states, each state may have its own tax regulations. A CPA ensures that you're compliant with all relevant state laws, filing accurate returns and minimizing exposure to audits or penalties. We also help navigate the complexities of state-specific deductions and credits.
Brian’s passion for developing and implementing business and tax strategies has been instrumental to many businesses and individuals during his tenure at Linked Accounting. Business owners regularly seek out his advice on tax planning and audit matters, commercial lending, and business acquisition and sale transactions. When new tax laws are passed, you can be certain Brian will have read the law and developed tax strategies to help our clients make good use of new provisions of the Tax Code.
Above all, Jacob cares about the relationship with and success of his clients. They are not alone in navigating a complicated business and tax world. He thrives and is happiest when a client calls with a problem and together they solve it. Consulting and implementing strategies to reduce tax exposure provides many opportunities for Jacob to gain valuable insights that prove valuable to his clients.
Real estate accounting and tax strategies require a deep understanding of industry-specific regulations, tax codes, and financial intricacies. A CPA specializing in real estate offers tailored solutions that go beyond basic accounting, ensuring your business thrives.
Our real estate CPAs understand the unique financial challenges you face, from managing multi-state properties to navigating complex tax deferrals like 1031 exchanges. We provide expert guidance on cost segregation, loan underwriting, and tax planning, ensuring you maximize your profits and minimize liabilities.
By partnering with a real estate-focused CPA, you gain more than financial accuracy—you gain a strategic partner dedicated to optimizing every aspect of your real estate investments.