My Expertise in Business and Real Estate Helps Owners Make Millions
I am a CPA based in Chicago who specializes in helping clients solve their problems and becoming more profitable. I save them money and headaches by helping them do things right the first time. This includes structuring complex transactions and business entities, creative tax planning, management consulting, estate and wealth transfer planning, and developer consultations for Affordable Housing properties.
Areas of Practice
Affordable Housing
I’ve developed a deep expertise and have helped "for profit" and "nonprofit" developers with the treacherous issues involved with Affordable Housing transactions, management, and ownership. It’s easy to lose big money by improperly structuring transactions, having deals fall through, failing to get government approval, and not understanding all of the program requirements.
Real estate
During my career I have represented real estate developers that are involved in numerous different types of real estate. I have been involved in all phases of real estate: predevelopment, development, acquisition, construction, property management, asset management and disposition.
Tax Planning and services
There are significant changes due to the new tax law and the rules, regulations, and notices that the IRS may issue. This makes it more important than ever to have a tax advisor who understands not only your personal and business situation, but can provide tax planning that results in significant tax savings.
Let's Chat.
Use the form below to contact me regarding your accounting needs.