Industries We Serve

Real Estate

Topel Forman provides experience for real estate accounting and tax compliance that few firms can match, while offering the personalized attention and close teamwork we are best known for.

We understand the challenges investors, lessors and real estate professionals face – from 754 step-up and entity classification to optimizing return as part of a smart exit strategy. Our large real estate client base depends on Topel Forman for a comprehensive range of services, including like-kind exchanges, 754 step-up, special income allocations, cost segregation studies and more.

Whether you are seeking help with tax return compliance, an audit of financial statements, or answers to your most difficult strategic questions, our deep real estate experience means you get timely assistance and sound advice, with no learning curve.

Should you organize as an LLC, partnership or corporation? How many separate entities should you be in? Should a grouping election be considered for more favorable tax treatment? How can you navigate the complex regulations for capitalizing or expensing building repairs? Are individual investors active or passive? How can capital gains be reduced or eliminated through like-kind exchanges?

We offer ready answers for these questions and more – based not only on a solid understanding of real estate accounting principles, but also on the personal interest we take in meeting your unique challenges and goals.

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