Real Estate tax planning tax return 
Withum
FEBRUARY 5, 2025
Appropriate accounting practices are crucial for real estate entities not only to manage daily operations, but also to ensure tax readiness and compliance. Selecting the Appropriate Accounting Method The choice between cash and accrual accounting methods can significantly impact financial reporting and tax filings.
Going Concern
OCTOBER 10, 2024
ACCOUNTING CANDIDATES FTE Accounting | Candidate ID # 22574493 Certifications: EA in process Education: BA Business Experience (years): 20+ years accounting experience Work experience (detail): Currently Accountant & Office Manager at a CPA firm Full cycle accounting, reconciliations, financial reporting AP/AR, payroll processing and quarterly (..)
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CTP
OCTOBER 28, 2024
Personal Assistance & Concierge A family office may also offer support with scheduling, bill payments, managing domestic staff, travel planning, and overseeing property management—which can include real estate, aircraft, and art collections.
Going Concern
NOVEMBER 7, 2024
TAX AND ACCOUNTING CANDIDATES FTE Tax and Accounting | Candidate ID #23571431 Certifications: CPA in process Education: BBA Accounting, MA Accounting Experience (years): 5+ years of accounting and tax experience Work experience: All in public accounting Performs full cycle accounting and tax preparation Financial compilations and reporting with clients (..)
CTP
OCTOBER 30, 2024
Their financial team often helps the family manage their real estate, businesses, trusts, and other assets. However, a family office is an expensive setup—which is one of the reasons a tax planner can be a value-add to this team. The deduction covered the portion of these expenses that exceeded 2% of their adjusted gross income.
Going Concern
OCTOBER 24, 2024
TAX AND ACCOUNTING CANDIDATES FTE Tax and Accounting | Candidate ID #22557459 Certifications: EA, Intuit Tax Academy Education: MBA Accounting, JD Experience (years): 6 years of overall experience Work experience (detail): Tax senior with a national tax service International tax experience National client tax practice Adept at tax research Client niches: (..)
CTP
JANUARY 17, 2025
We will especially want to have this conversation if our clients tax return features one of the IRS red flags of the season. Below are key talking points we will want to review with clients to reassure them that we are prepared to walk them through an audit and to remind them of why working with a tax planner pays off in the end.
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