314-205-2510

Investment Real Estate Overview

Real Estate Financial Planning

Contact Howard Rosen

In real estate, the ability to envision future success plays a vital role in exceeding your goals. Our experienced professionals partner with real estate owners, developers, brokers, property managers, and tenant representatives to capture their visions of success and turn them into a reality.

With growth and profitability as our foundation, we assist real estate clients with assurance, regulatory compliance, tax planning, transactions, and various consulting services.

Areas of expertise

  • Apartments, retail, office, and industrial properties
  • Residential developers, homebuilders, and contractors
  • Property management companies and tenant representatives

Our services in this industry include:

  • Audit, review, or compilation of financial statements
  • Accounting services and outsourced controllership
    • Cash flow and profitability analysis
    • Assistance with in-house accounting records
    • Payroll and associated tax preparation
    • Budget to actual reporting
    • Financial projections and forecasts
  • Accounting systems and software consulting
    • Sage 100 ERP (formerly Sage MAS 90 & 200), QuickBooks, and Peachtree
  • Comprehensive tax services
    • 1031 exchanges
    • Tax credits and incentives
    • Sales & Use tax
    • Tax return preparation, planning, and consulting
  • Compliance
    • Federal/state/local regulations
    • Entity selection and transactional compliance
  • Employee benefit plan administration and 401(k) audits
  • Strategic planning
  • Merger and acquisition consultation
  • Business valuation and succession planning
  • Estate and gift planning

To learn more about our services to investment real estate entities, contact Howard Rosen at (314) 205-2510.