Real Estate

Our professionals understand what it takes to achieve profitability, growth and long-term success. It is this expertise that allows us to advise real estate owners, developers, investors and family-owned businesses on the best ways to face industry challenges, seize new opportunities and reach financial goals.

Sax professionals use their industry expertise to help clients not only achieve their tax and cost savings objectives, but also establish long-term stability through strategic planning, wealth preservation and succession planning. All Sax real estate services are tailored to help clients anticipate and resolve the complex issues associated with owning and developing real property.

Our services include:

  • Tax structuring and compliance
  • Assurance services
  • Cost segregation
  • Family estate planning and wealth transfer
  • Feasibility studies
  • Employee benefit plan design and administration
  • Business valuations
  • Loan and mortgage restructuring
  • Worker’s compensation audits
  • Succession planning
  • Buy-sell agreements
  • Renewable energy services