Michael Ross, a partner with Baker Tilly and president of Baker Tilly Capital, LLC, specializes in real estate and comprehensive project finance for development projects. Mike is also a licensed investment banker and CPA. He joined Baker Tilly in 1987.
- Leads the Baker Tilly transactions team
- Consults clients on the use of federal and state credits and incentives; reviews potential financial benefits; application and product review, tax benefit analysis and support
- Develops new services for the firm’s clients, researching new incentives and taxes that impact clients
- Provides strategic planning services to both for profit and not-for-profit clients serving multifamily, single-family and commercial sectors of the real estate market
- Specializes in tax regulations that impact real estate clients including tax-deferred exchanges, passive activity regulations, real estate professional regulations, Historic Tax Credit, Low-Income Housing Tax Credit, New Markets Tax Credit and cost capitalization
- Managed client relationships in all sectors of the real estate market including market-rate housing, senior and assisted living housing, affordable housing, hospitality buildings and businesses, office buildings, industrial buildings and land development
- Managed more than 125 audit clients of affordable housing projects including Low-Income Housing Tax Credit projects, HUD projects, bond projects, HOME and other federal and state subsidy source projects
- Experience in structuring, modeling and analyzing transactions, acquisitions, dispositions and reorganization of real estate and related businesses within
the construction and real estate group primarily representing developers of real estate - Served a critical role in setting up Baker Tilly Capital, LLC, and The Valued Advisor Fund, LLC; these entities were set up to assist accredited and institutional investors place equity with real estate developments and businesses seeking capital and to help clients secure financing; assisted in developing financial models used by this group to determine the proper structure of their deal
- American Institute of Certified Public Accountants
- Affordable Housing Tax Credit Coalition
- Texas Affiliation of Affordable Housing Providers
- New Markets Tax Credit Coalition
- National, state and local speaker on subjects related to affordable housing, community development, credits and incentives with an emphasis on New Market Tax Credits and Opportunity Zones
Location
Texas
Education
University of Wisconsin-Whitewater
Bachelor of Business Administration, accounting