multifamily housing apartments

BuzzHouse: Maximize your tax benefits with these tax-efficient strategies for multifamily developers

Baker Tilly’s podcast series specifically for professionals in the multifamily housing industry

Reaching your financial goals starts with an efficient investment strategy. On this episode, we discuss the tax-efficient strategies that should be in your back pocket during the upcoming tax season. You’ll learn the depreciation and cost segregation strategies that will help you increase cash flow in the short-term, while maximizing tax savings over time. Make sure you are analyzing the right things as you take a strategic look at your portfolio of assets.

HUD Operating Cost Adjustment Factors (OCAFs) for fiscal year 2021


Next episode: PPP update and guidance following the second round of PPP funding

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Special guest:

Chase Inda, Partner at Baker Tilly

Chase Inda is a partner within Baker Tilly’s real estate and construction services group. He performs tax services for real estate partnerships and real estate developers; manages tax service engagements including planning, analysis, research and preparation; and holds real estate partnership experience including affordable housing tax returns with Low Income Housing Tax Credits (LIHTC) and experience in special allocations of income/loss, minimum gain calculations and tax credit reporting.

Meet the hosts:

Donald N. Bernards, Partner at Baker Tilly

Don Bernards, the partner in charge of Baker Tilly’s housing transactions team, has been active in affordable housing since 1999. He is well-versed in tax issues, structuring affordable housing transactions and identifying major risks in a project. He has worked on affordable housing transactions in 26 states.

Garrick Gibson, Partner at Baker Tilly

Garrick Gibson, a partner on Baker Tilly’s housing transaction team, specializes in partnership tax concepts and tax-incentivized real estate for development projects. He uses his 15 years of experience to structure, model and analyze transactions, acquisitions, dispositions and reorganization of real estate, primarily representing developers.

The information provided here is of a general nature and is not intended to address the specific circumstances of any individual or entity. In specific circumstances, the services of a professional should be sought. Tax information, if any, contained in this communication was not intended or written to be used by any person for the purpose of avoiding penalties, nor should such information be construed as an opinion upon which any person may rely.  The intended recipients of this communication and any attachments are not subject to any limitation on the disclosure of the tax treatment or tax structure of any transaction or matter that is the subject of this communication and any attachments.

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