GD&D’s extensive experience with the real estate industry enables us to go beyond simply filing tax returns and delivering timely financial statements to offering value-added and customized management advisory services. Our goal is to help clients reduce operating costs and increase profitability.
GD&D clients represent a broad range of real estate entities including:
- Residential developers - single and multi-family
- Commercial developers
- Property managers
- Real estate brokers
- Mortgage brokers
Specialized Services
- Real estate development planning - GD&D provides assistance with feasibility studies for real estate development, cash flow forecasting, and capitalization of costs and long-term contracts.
- Joint venture project development - GD&D assists clients in defining equity participation and development of joint venture projects that will minimize tax burden and increase return on investment.
- Entity formation and transaction planning – Our professionals advise clients on issues such as entity structure that will minimize taxes in owning, to developing or managing real estate assets. We work with them to understand their goals — minimize self-employment taxes, protect assets from contingent creditors to, accommodate tax-deferred diversification, preserve qualification for beneficial capital gains tax treatment, maximize the tax savings from loss decisions or to position holdings for retirement income — helping them maintain that structure for maximum tax benefits.
- Capital gain maximization strategies
- Due diligence for acquisitions and dispositions
- Operating cost minimization analysis and strategies
- Surety and bond assistance
- Lease analysis and review
- Property valuations
- Insurance consulting
- Debt structuring, including financing and 1031 exchange strategies
Business Consulting
- Capital asset segregation analysis –Creating a new structure, expanding an existing one, purchasing real estate, or relocating with leasehold improvements, property can generate considerable tax savings. Taxpayers who properly classify their construction or acquisition costs between real and personal property can achieve substantial tax and cash flow savings. A cost segregation study breaks down construction or acquisition costs and allocates them to specific categories - maximizing accelerated depreciation for qualifying building components. The shorter the depreciation period, the greater the tax savings. This analysis can also be used to lower property taxes and provide the basis for property records systems.
- Asset Based Lending Services - Many lenders do not have an internal audit staff. Drawing on a broad range of skills and expertise, our professionals analyze financial information and provide objective field examinations to give you specialized advice that saves you time and money. Fully versed in lender protocols, we can evaluate financial trends and perform detailed testing to ensure clients have accurate information for decision-making.
Strategic Tax Planning and Compliance
- Tax and liability protection - corporate entity structure
- Tax-free exchanges
- Tax aspects of mortgage financing
- Property tax issues
- Tax deferral transactions
- Multi-state tax issues
Financial Services
- HUD and non-HUD financial statement audits
- Financial forecasts and projections
- Due diligence relating to property acquisitions
- Analysis of transactions, including dispositions and acquisitions
- Structuring of debt and equity financing transactions
- Job process and cost monitoring systems
- Low-income housing credit consulting and compliance
Executive Services
- Business succession - An effective business succession plan can convert business wealth into assets in order to fund retirement, transfer ownership to desired successor, address estate-planning concerns related to the transfer of a business including minimizing estate and gift taxes, providing liquidity and developing a strategic plan for the business's success after the transition.
- Estate and trust planning - An estate plan enables clients to direct how and to whom assets will be directed, ensuring maximum wealth preservation.
Wealth management – GD&D's forward-looking perspective can help you grow and preserve assets, defer income, and reduce taxes on income, estate, gifts, investments and retirement distributions. Our goal is to help you build your net worth, reduce your tax burden, have more control of your wealth, and increase your ability to pass it on to your children and beneficiaries.
GD&D Real Estate Contact
David Donnelly
GD&D Real Estate Industry Affiliations
Greater Houston Builders Association
www.ghba.com
