Matthew Vertin

Matthew E. Vertin

Partner, CPA, MST · +1 (312) 729 8058
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Matt Vertin is a tax partner with Baker Tilly.

Matt leads Baker Tilly’s real estate and construction Chicago tax group. He has provided tax consulting services in the real estate industry for over 12 years.

  • Specializes in pass-through entity taxation in the real estate industry, working with developers, investors and institutional investors
  • Advises on various tax structures including joint ventures, parallel funds and blocker corporations
  • Consults on 704(b) and 704(c) analysis and capital account maintenance, including complex allocation models and distribution waterfall calculations
  • REIT compliance and consulting, including REIT testing, UPREIT structuring, and dividend character determination
  • Provides compliance and consulting services for private equity funds and their portfolio companies, family-owned and operated business enterprises and family offices
  • Experience with tiered partnership and “fund of funds” structures, as well as individual tax compliance and consulting related to these businesses
  • Provides tax due diligence support for private equity acquisitions and family-owned business exits
  • Regular contributor to national training initiatives and leadership prospective presentations
  • American Institute of Certified Public Accountants
  • Illinois CPA Society
  • ICPAS Flow-through Tax Committee Chair, 2019-2021
  • ICPAS Young Leaders Advisory Council, Vice-Chair 2019-2020
  • ICPAS Young Professionals Group Leadership Conference Committee, 2015-2019
  • ICPAS Flow-through conference task force, 2017-2020
  • ICPAS Tax Executive Committee Vice-Chair, 2021-2022
  • 2019 Distinguished Service Award for contributions to the Taxation on flow-through Entities content advisory group

Location

Illinois

Education

Master of Science in taxation

Bachelor of Science in finance
University of Illinois – Urbana-Champaign