Tax Advisory
The evolving complexities of global tax laws have a critical impact on business decisions and real estate transactions. Whether you are a REIT, private equity fund, real estate operating company, developer, or investor, you must navigate the ever-changing tax landscape of the real estate, hospitality and finance industries in order to protect and enhance the return on your investment.
How We Help
The seasoned Tax Advisory experts at FTI Consulting offer critical support to clients for all transactions, including acquisitions, dispositions, refinancings and debt and equity restructurings, providing tax structuring, compliance and due diligence services.
Tax Structuring & Compliance
Clients rely on our expertise in areas such as entity choice decisions, fund formation, REIT due diligence,...
Clients rely on our expertise in areas such as entity choice decisions, fund formation, REIT due diligence, debt workouts, cross border structuring and the acquisition/disposition of assets in a tax efficient manner.
Services Include:
- Transactional tax structuring
- Asset and portfolio deal structuring
- Cross-border transaction consulting and structuring
- REIT compliance and planning
- Like-kind exchange consulting
- Joint venture agreement review
- Opportunity fund compliance and structuring
- Tax return compliance including foreign reporting
State & Local Tax
Clients work with our state and local tax experts to reduce the burden of state and local taxes, develop best...
Clients work with our state and local tax experts to reduce the burden of state and local taxes, develop best practices to insulate themselves from unsuccessful audit outcomes and prepare for evolving regulatory requirements.
Services Include:
- Transaction advisory and due diligence
- Controversy and audit defense
- Voluntary disclosure agreements
- Compliance enhancement/risk management
- Credits and incentives guidance
- Escheat property/unclaimed funds advisory services
Private Client Advisory
Families that create or inherit substantial wealth are challenged with managing its impact on current and...
Families that create or inherit substantial wealth are challenged with managing its impact on current and future generations. We provide consulting services to high-net-worth individuals and their families.
Services Include:
- Income tax planning and compliance
- Estate tax planning
- Financial and retirement planning
- Family office services
- Philanthropy and foundation services
- Succession and governance planning
- Fiduciary/trust accounting services
Tax Strategy & Planning Related to Bankruptcy or Financial Restructuring
The restructuring of distressed companies requires specialized tax consideration.
The restructuring of distressed companies requires specialized tax consideration. Our tax experts specialize in identifying and creating solutions to tax issues that result from the restructuring of distressed companies. We help maximize the recovery of claims by creditors and other stakeholders.
Services Include:
- Upfront identification of tax issues
- Determination of tax opportunities and exposures
- Debt workout impact evaluation
- Loss limitation impact analysis
- Financial model review
Featured Service Sheets
Meet Our Experts
McRae Thompson
Senior Managing Director, Leader of Real Estate Tax Advisory
Atlanta, GA
Stephen Bertonaschi
Senior Managing Director, Leader of Real Estate Tax Compliance
Roseland, NJ
Scott Tannenbaum
Senior Managing Director
New York, NY
Phil Brady
Senior Managing Director
Miami, FL
Euan Sutherland
Senior Managing Director, Head of EMEA Tax Advisory & Real Estate
London, United Kingdom
Sam Gregory-Smith
Managing Director
London, United Kingdom