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We offer tailored solutions — whether private company or owner; public or private fund, adviser or fund service provider; or Fortune 1000 enterprise. Learn how we can help you.

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Our industry experience means you can find professionals who speak your language and bring earned insights to the table. Learn how we can help you.

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Foundational Principles In the Community Diversity, Equity & Inclusion Technical Excellence Alumni TIAG Membership
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Real Estate & Construction

Real Estate Tax

Our Tax Advisers Help You Succeed at Every Level

We know your tax situation has a significant impact on the success of your real estate entity. From funds and portfolio companies, to developers, joint ventures and more, our senior-level professionals assist in tax compliance and strategic planning to optimize tax positions for your investors. For real estate companies, we stay in the trenches with you to understand your business and help you maximize tax savings you can reinvest in the business. For private equity and real estate funds, we help with required investor reporting, structuring new and existing funds, and more. Whether you live in the industrial, office, retail, developer, management company, property owner or fund space, we are here to help you navigate the tax code and its overall impact.

Our Real Estate Tax Services

We offer comprehensive tax services for all participants in the real estate industry, including:

  • Federal, state, and local tax planning and compliance, including tax credits and incentives
  • Qualified Opportunity Zones (QOZs)
  • Cost segregation studies
  • Like-kind exchanges
  • Lease structuring
  • Entity structuring
  • Cancellation of debt (COD) planning
  • Finance and modeling for capital stack and incentives

Meet Our Leadership

Ryan Broze, CPA

Partner, Cohen & Co Advisory, LLC
rbroze@cohenco.com
724.260.8117

Kim Palmer, CPA, MT

Partner, Cohen & Co Advisory, LLC
kpalmer@cohenco.com
330.255.4324

Featured Insights

Article

Q2 2025 National Real Estate & Construction Market & Legislative Update

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Article

Step-by-Step Guide to Recording Your Real Estate Purchase: From Closing to the General Ledger

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Article

Foreign Income Tax, REITs, Real Estate and More in August Issue of AICPA Tax Adviser

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"Cohen & Co" is the brand name under which Cohen & Company, Ltd. and Cohen & Co Advisory, LLC, and its subsidiary entities, provide professional services.

Cohen & Company, Ltd. and Cohen & Co Advisory, LLC practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations and professional standards.

Cohen & Company, Ltd. is a licensed independent CPA firm that provides attest services to its clients. Cohen & Co Advisory, LLC and its subsidiary entities provide tax, advisory and business consulting services to their clients and are not licensed CPA firms.

The entities operating under the Cohen & Co brand are independently owned and are not responsible for the services provided by any other entity operating under the Cohen & Co brand. Our use of terms such as “our firm,” “we,” “us” and other terms of similar import denote the alternative practice structure of Cohen & Company, Ltd. and Cohen & Co Advisory, LLC.

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