SAX expertise:

REAL ESTATE

SAX REAL ESTATE ADVISORS

Our seasoned Real Estate professionals advise owners, developers, investors, and family-owned businesses on navigating industry challenges, ensuring compliance, seizing opportunities, and meeting financial objectives.

At SAX, we specialize in guiding real estate stakeholders toward profitability, growth, and enduring success. Beyond traditional accounting, auditing, and tax services, SAX’s Real Estate Practice leverages decades of expertise to drive tax savings, cost efficiency, stability, and wealth preservation. With our industry-specific insights, we deliver actionable business advice, facilitating growth and operational optimization.

Rely on SAX’s Real Estate Advisors for custom solutions in navigating the complexities of property ownership and development.

OUR ADVISORS OFFER A WIDE RANGE OF SERVICES, INCLUDING:

  • Tax Structuring & Compliance
  • Assurance Services
  • 1031 Tax-Free Exchange Planning
  • Cost Segregation Studies
  • Estate Planning & Wealth Transfer
  • Incentives & Tax Credit Consulting
  • Feasibility Studies
  • Renewable Energy Advisory
  • Succession Planning
  • Employee Benefit Plan Design
  • Low Income & Affordable Housing
  • Business Valuation & Litigation Support
  • Loan & Mortgage Restructuring

practice leader

Joseph Shannon CPA/ABV, CVA, CFE

CONTACT SAX’S REAL ESTATE ADVISORS

Meet our advisors

SAX LLP - Advisory, Audit and Accounting