Real Estate

Shifting markets and trends bring challenges and opportunities. We’ll help you strategize for both.

Developing possibilities.

Real estate professionals are innately visionary, seeing the future where others see only open land or blight. You have a vision for your company as well. To succeed, you need an accounting firm with the insight to support your goals, and expand your business opportunities. Clark Schaefer Hackett is that firm. We’ll help assess your financial picture, and set your goals for growth.

Real Estate Offerings

Business Succession Planning

Our Certified Exit Planning Advisors have the specialized knowledge to help ensure you are personally prepared, financially prepared, and continuing to maximize the value of your business.

Our exit planning process is customized based on your unique situation and may include:

  • Succession planning
  • Business valuation
  • Value & profitability enhancement consulting
  • Tax structuring
  • Due diligence
  • Income tax planning
  • Estate tax planning

Financial Reporting and Advisory Services

Good business decisions are based on a clear understanding of your company’s finances. Our financial services include:

  • Tailored assurance services: financial statements, audits, reviews & compilations
  • Financing strategies, including capital formation & evaluating loan proposals
  • Cash flow analysis & budgeting
  • Assistance in accounting & tax ramifications of debt restructuring
  • Review and implementation of internal control & cost accounting procedures
  • Advisement on business opportunities, managing financial risk & planning for  long-term financial success

Tax Services

We can help you reduce the considerable business cost of taxation, while taking care of necessary reporting and compliance. Our tax services include:

  • Local, state, and federal tax return preparation, including planning & consulting for businesses & individuals
  • Tax transaction support
  • Entity selection and structuring
  • Representation before taxing authorities
  • Pre-development tax structuring & ownership plans
  • Tax credit & deduction advice, including affordable housing, historic, green & new-market
  • Section 1031 like-kind exchanges & other tax deferral mechanisms
  • Tax planning & accelerated write off methods
  • Cost segregation studies
  • Tangible property regulations

Operational Improvement

Our experience in the real estate industry has taught us which processes and systems work. We will be your resource for best practices throughout the real estate lifecycle: from concept and development to property management. Our operational services include:

  • Purchase price & project cost allocation
  • Distressed real estate transactions; troubled asset debt modification
  • Procedural controls integrated with real estate accounting
  • Benchmarking & trend analysis
  • Financial projections & budgets
  • Employee benefit plan administration, audits & consulting
  • Affordable Housing program audits & compliance
  • Attracting capital & capital structuring

Real Estate Advisors

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