experts in tax minimization strategies and efficient auditing
Working with a commercial real estate CPA can help real estate investors avoid risk caused by inadequate accounting as well as undue tax exposure. The real estate specialists at Shea Labagh Dobberstein are experts in tax minimization strategies and efficient auditing. Established in 1944, SLD advises institutional and individual owners of commercial real estate, including retail, multi-family, office, industrial, and land. Our commercial real estate accounting specialists provide daily accounting, tax minimization, and audits for investors in more than 75,000 apartments, 200 commercial and industrial buildings, and 600 real estate partnerships and LLCs in San Bruno and the greater Bay Area.
Our commercial real estate CPAs have diverse backgrounds and expertise that can help you make more informed decisions and understand financial implications, as well as highlight areas of risk and opportunity. Our commercial real estate accounting expertise includes:
- ■ 1031 exchanges
- ■ Depreciation
- ■ Cost segregation
- ■ Basis
- ■ Intergenerational wealth transfer
- ■ Converting ordinary income into capital gains
- ■ Audits
- ■ Internal controls
- ■ Reconciling bank accounts
- ■ Recording rental streams
America’s Top Recommended Tax & Accounting Firms
Our team provides individualized, responsive service of a small firm, paired with the global resources and broader service capabilities of a larger firm. We were ranked on Forbes magazine’s 2020 list of “America’s Top Recommended Tax & Accounting Firms” and named a “Top 200 Firm” and 2020 “Best of Best Firm” by INSIDE Public Accounting. We have also received seven consecutive “unmodified” peer reviews without comments from the American Institute of Certified Public Accountants (AICPA), a distinction that puts us among the top 10% of accounting firms in the nation. This speaks to the expertise and breadth of knowledge of our team, like Principal Edward “Ed” Hanley.
SLD is always available to consult with us on happenings with our businesses and works with us to ensure we are making the best tax decisions for our situation.
– Sarah Woodberry Trauner, President, SWT Consulting
Ed has more than thirty years of experience in public accounting providing tax services, business advice, and strategic consulting to assist privately-held companies and their owners with income and estate tax matters. Ed’s specializations include high net worth individuals, tax strategy, personal financial planning, pass-through entities, and distributive trade. Additionally, his legal background gives him a unique perspective when coordinating comprehensive tax planning models.