Michael, a tax partner based in our San Francisco, California office, specializes in providing creative and insightful tax solutions for the real estate industry. Michael has more than a decade of experience helping clients build tax optimization strategies to boost cash flows. He specializes in serving clients in the real estate industry, as well as optimizing qualified opportunity zone strategies. Throughout his professional career, Michael has focused on providing efficient client service and identifying and exploring tax planning opportunities.
- Serves clients in the real estate and hospitality industry
- Provides tax compliance and consulting services for real estate developers, property management companies, homebuilders, contractors, construction equipment renters, real estate funds, country clubs, restaurants, hotels and timeshares
- Develops efficient tax planning strategies for property level transactions, joint-ventures, investment syndication, financing, opportunity zone funding and multi-generational transfer planning
- Is an integral part of many different consulting projects including:
– Formation and choice of entity
– Transactional structuring
– Sale analyses
– Tax planning for individual owners
– Real estate financing
– §1031 and §1033 exchanges
– Structuring opportunity zone fund investments
– Construction budgets and related issues
– Estate planning
– Tax authority audit representation - Previously worked in the corporate tax department of a large publicly traded defense contractor
- American Institute of Certified Public Accountants (AICPA)
- California Society of Certified Public Accountants (CalCPA)
Location
San Francisco, CA
Education
Master of Science in taxation
Golden Gate University
Bachelor of Science in accounting
California State University, San Marcos