Business Tax Advisory

To ensure compliance with international, federal, state and local tax rules and regulations, our tax advisory and experts at FTI Consulting offer seasoned support to public and private REITs, private equity funds, real estate operating companies, developers and investors. We assist in all transactions, including acquisitions, refinancing, debt and equity restructurings, and sales and other dispositions, providing best practice tax structuring, compliance and due diligence services.

Tax Structuring & Compliance

We help clients to navigate the evolving complexities of tax laws and regulations of the real estate, hospitality and finance industries as they relate to every business decision and real estate transaction. We offer industry-specific expertise in the formation of a new entity, Section 1031 exchanges, sale leaseback transactions, management of REIT income/distributions and the acquisition/disposition of assets.  

Our services include:

  • Transactional tax structuring/consulting
  • Tax return compliance
  • REIT compliance and planning
  • Opportunity fund compliance and structuring
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State & Local Tax

We work with real estate clients to offset the burden of new taxes, plan for state and local tax audits, and prepare for evolving regulatory requirements. 

Our tax services include:

  • Transaction advisory and due diligence
  • Controversy and audit defense
  • Voluntary disclosure agreements
  • Compliance enhancement/risk management
  • Credits and incentives guidance
  • Escheat property/unclaimed funds advisory services
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Cost Segregation

We help our clients achieve significant tax savings and increased cash flow by reclassifying and accelerating depreciation of real estate assets through a cost segregation analysis. We conduct cost segregation analyses for new construction, acquisition, renovation/leasehold improvements, retroactive depreciation/look-back studies, FAS 141: Purchase Price Allocations, Insurance Replacement Cost Studies, and Section 1060: Purchase Price Allocations.

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Tax Strategy & Planning Related to Bankruptcy & Financial Restructuring

FTI Consulting specializes in identifying and creating solutions to tax issues resultant from the restructuring of distressed companies. Our services help to maximize the recovery of claims by creditors and other stakeholders and include:

  • Upfront identification of tax issues
  • Determination of tax opportunities & exposures
  • Debt workout impact evaluation
  • Loss limitation impact analysis
  • Financial model review
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Using Cost Segregation

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Bonus depreciation is back in the spotlight for many real estate owners

Key Contacts
Sue Brown Senior Managing Director
Strategic Communications
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Ronald Greenspan Senior Managing Director, Co-Leader Real Estate Solutions
Corporate Finance
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Bruce Schonbraun Senior Managing Director, Co-Leader Real Estate Solutions
Corporate Finance
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