At Mauldin & Jenkins, we understand the unique challenges faced by the real estate industry. We know that dealing with diverse property portfolios, navigating complex financial transactions, staying compliant with evolving regulations, and managing cash flow can be overwhelming. We offer tailored accounting solutions to address these pain points, so you can stay compliant, optimize cash flow, and maximize profits.
Our real estate clients include developers, property managers, equity partners, and individuals whose diverse holdings range from single and multi-family rentals and commercial net leases, to timberlands and speculative real estate properties.
Developers
Property managers
Equity Partners
Individuals Successful Investments
Successful Investments
We have a team devoted to serving our real estate clients, including an associate who has achieved the Accredited in Business Valuation (ABV) credential as designated by the American Institute of Certified Public Accountants. Through extensive training and real-world experience, our real estate professionals provide services to help real estate investments succeed. Â
We go beyond the basic audit, review, compilation, and tax services by providing the following real estate advisory services:
Entity selection (LLC, LLP, S-Corporations, Trusts, etc.)
We’ll guide you in choosing the optimal business structure for your business to maximize tax benefits and legal protections.
Affiliated and related party group planning
We provide strategic guidance on managing transactions and relationships within affiliated and related party groups, so you can maximize tax efficiency and maintain regulatory compliance.
Tax planning and compliance reporting
Our professionals help you stay ahead of ever-changing tax laws and regulations via proactive, transparent tax planning and compliance reporting services specialized for those in the real estate industry.
Financing and collateral advisory services
Optimize your capital structure with personalized financing guidance that’s designed to align with your unique real estate business objectives.
Estate and gift tax transfer planning
Ensure continuity and stability for your business through proactive estate and gift tax transfer planning that addresses succession planning, asset protection, and long-term wealth preservation.
Sales price and basis allocations (cost segregation)
Explore hidden tax savings opportunities by accurately allocating sales prices and basis values for your real estate assets, ensuring compliance with IRS regulations while maximizing depreciation deductions. We can also assist in leveraging cost segregation studies to optimize tax benefits.
Our real estate clients also benefit from our expertise in the following areas:
Depreciation recapture planning
Ensure compliance with IRS regulations and avoid unexpected tax consequences through comprehensive depreciation recapture planning, which addresses the potential tax liabilities associated with the sale or disposition of real estate assets.
Capital gains versus ordinary income considerations
We’ll work with you to develop a customized tax strategy that optimizes the treatment of capital gains and ordinary income, helping you maximize returns on your real estate investments.
Multi-state income tax reporting issues
Navigate complex multi-state income tax laws and regulations with ease, leveraging our in-depth knowledge and real-world real estate experience to streamline your reporting processes and mitigate risks for your investments.
Income shifting & wealth accumulation planning
Our professionals provide strategic planning that identifies unique opportunities for income shifting and asset protection within your real estate portfolio.
Ownership strategies for real estate used in business operations
Explore tailored ownership strategies designed to enhance operational efficiency and maximize returns for your business.
Cross purchase/Buy-sell agreements
Ensure continuity and long-term stability for your real estate business with proactive planning that addresses potential ownership transitions and disputes through cross-purchase and buy-sell agreements.
HUD-insured project audits
Optimize your investments with strategic audit planning from our professionals that enhances transparency, accountability, and financial performance for HUD-insured projects.
Like-kind exchange (IRC section 1031) planning
Optimize your real estate portfolio with tax-efficient exchange strategies that leverage the benefits of Like-Kind Exchanges. These exchanges can allow you to defer capital gains taxes and reinvest proceeds into new properties.
Sale & purchase of fractional ownership interests
Optimize your portfolio with strategic transactions that capitalize on fractional ownership structures, which can provide flexibility and diversification.
Special purpose compliance reporting
Stay ahead of ever-changing regulatory requirements and mitigate risks associated with non-compliance through proactive monitoring and expert guidance on specialized reporting obligations.
Operating expense analysis
Make informed decisions about resource allocation and budgeting, supported by our expert analysis of operating expenses and industry benchmark data.
Going Further
Our team of qualified professionals is here to guide you through the complexities of the real estate industry. In a market that's constantly evolving, we're dedicated to keeping you informed about updates in accounting standards and tax regulations that may impact your investments. We focus on the technical side, so you can focus on your real estate investments. Contact us today to learn more about our real estate services.Â
