Real Estate Tax Planning Services
Robert Swartz engages with companies nationwide to provide independent, innovative, and results-driven Real Estate Tax Planning services.
Real Estate taxes are one of the largest recurring operating expenses associated with tangible asset ownership. Owners are often unaware of what items or costs are taxable, what items are being assessed or how their property is being valued. Answering these and other related questions often produce recurring Real Estate Tax Planning savings for owners and lessees.
We assist clients in identifying tax saving opportunities by reviewing their tangible property portfolio and associated Real Estate Tax Planning assessments and liabilities. Through our diligence, we can generate millions of dollars in Real Estate Tax Planning savings for clients worldwide.
Real Estate Tax Planning Advisory Services
Robert Swartz has been successful in value negotiation/appeals, resulting in appropriate and uniform fair market values, and associated liabilities for clients we have represented in the most efficient, collaborative, and high-quality manner. Our services include:
• Real and personal property tax appeal preparation
• Property tax audit support services
• Property tax consulting and support services in the form of equalization and obsolescence studies, cost of capital analyses, and property valuation and classification for real estate transfer tax planning
Property Tax Compliance and Co-Sourcing Services
Robert Swartz Property Tax Compliance team has proven successful over many years in ensuring timely and accurate submission of renditions and payment of the tax liabilities owed for the portfolios which we have represented. Our services include:
• Fixed asset review categorization and identification of exempt items
• Personal property tax rendition preparation, filing and follow-up for locally and centrally assessed properties
• Real estate compliance filings
• Real and personal property tax assessment review
• Real and personal property tax bill accuracy review and vouchering
Property Tax Exemption and Abatement Services
Robert Swartz ensures that all available statutory property tax exemptions and abatements are maximized in the value negotiations cycle. Our services include:
• Pollution control analyses for property tax exemption and special tax purposes
• Alternative energy exemption certification efforts
• Freeport exemption efforts
Property Tax Due Diligence Services
Robert Swartz has successfully analyzed potential property tax liability considerations for both greenfield projects and operating projects, to ensure transaction prices realistically incorporate future operating costs related to tax. Our services include:
• Determine the impact the potential sale price may have on future property tax liability
• Utilize current assessor relationships to determine assessment of project
• Address opportunities for property tax abatement available for the project
• Homeowners Extension
• 1031 Like Kind Exchange
• Basis Calculations
• Depreciation
• Passive Loss Rules
• Installment Rules
• Cost Segregation