
Experienced Real Estate Tax Manager with over 15 years of specialized expertise in managing Federal, State, and local income and franchise tax returns for real estate entities, including commercial backed mortgage financing, construction and home developers, storage management joint ventures, hotel management companies, and real estate investment partnerships. Proven track record in tax compliance and consulting services tailored to complex real estate structures, including multi-tier partnerships and REITS. Proficient in handling key federal tax forms such as 1120, 1120S, 1065, 1120-REIT, and related state filings, extensions, and quarterly projections/estimated payments. Extensive knowledge of recent tax legislation including TCJA, CARES Act, and OBBBA, applied effectively in real estate tax planning and compliance. Skilled in real estate-specific tax matters such as depreciation schedules, cost recovery methods, §199A, §163(j), bonus, depreciation,743(b) step up/down, disguised sale exception analysis, 263A cap and turn analysis, 99-5,6 Rev ruling analysis, CCM/PCM projections and gain/loss calculations. Experienced in preparing and reviewing Schedule K-1/K-3 packages for large real estate partnerships. Demonstrated ability to manage multiple engagements from preparation through delivery, including budgeting, pricing, and client communication. Adept at resolving IRS and state tax notices, acting as power of attorney, and assisting with entity formation and registrations.