Michael Schmittlein is a partner with Baker Tilly’s real estate and construction practices. Michael has more than 10 years of experience in providing tax and business advisory services to the construction and real estate industry, including those with international inbound and outbound investments and REITs. He specializes in issues specific to real estate investment, private equity funds, developers, operating and development businesses, as well as their owners.

Michael Schmittlein is a partner with Baker Tilly’s real estate and construction practice.

Bachelor of Science in business administration with a major in accounting and concentration in finance 

Provides tax compliance and planning services for construction companies, real estate developers, owners, operators and investment funds, including choosing the right entity and overall entity structuring

Assists clients with transaction structuring in order to convert real estate appreciation from ordinary income to capital gains

Consults on 704(b) and 704(c) analysis and capital account maintenance, including complex allocation models and distribution waterfall calculations

Provides tax compliance and advisory services for REITs, including acquisition and due diligence, E&P and 1099-DIV reporting and quarterly REIT testing

Assists with international tax matters including “in bound” and “out bound” tax structuring related to U.S. tax filing requirements

Experience working with high-net-worth individuals, including personal income tax, gift and estate planning. 

Assists clients in resolving controversies with the IRS and state taxing authorities

American Institute of Certified Public Accountants

Virginia Society of Certified Public Accountants 

NAIOP, the Commercial Real Estate Development Association, developing leaders

Baker Tilly is proud to sponsor and present at the National Association of Real Estate Companies (NAREC) 2024 Annual Financial and Tax Conference. Join top experts in the industry to learn the latest business, financial and tax strategies as well as trends affecting the real estate industry.  Don't miss our speaking session! The Rise of Proactive Assurance, presented by Baker Tilly Partner Andrew McCauley and Principal Ben Quigley.  Thursday, June 20, 2024 from 8:30 - 9:45 a.m. ET Whether adopting new software, outsourcing key functions or participating in M&A transactions, your organization is exposed to risk. This session discusses proactive assurance and how to assess risk and controls associated with a strategic change event within an organization, prior to and during implementation. View the full agenda

Michael Schmittlein

Location

Washington, DC

Education

Expertise

Michael's upcoming events

Conference

NAREC 2024 Annual Tax & Financial Conference