Real Estate

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

In addition to our traditional accounting, auditing and tax services, Sax’s Real Estate Practice uses decades of experience to help clients not only achieve their tax and overall cost savings objectives, but also establish long-term stability through strategic planning, wealth preservation and succession planning.

Our specialized knowledge within the industry allows us to look beyond the numbers and provide actionable business advice that helps to capture growth opportunities and gain operational efficiencies.

Our advisors offer a wide range of services, including:

  • Tax Structuring and Compliance
  • Assurance Services
  • 1031 Tax-Free Exchange Planning
  • Estate Planning and Wealth Transfer
  • Incentives and Tax Credit Consulting
  • Feasibility Studies
  • Renewable Energy Advisory
  • Succession Planning
  • Employee Benefit Plan Design
  • Low Income and Affordable Housing
  • Business Valuation and Litigation Support
  • Loan and Mortgage Restructuring

Lean on Sax’s Real Estate advisors for tailored solutions to help clients anticipate and resolve the complex issues associated with owning and developing real estate property.