Real Estate & Construction

Maxwell Locke & Ritter has real estate and construction industry experience gained from service to a vast array of clients. This experience allows us to provide a high-level of expertise on accounting and tax issues and share industry best practices and other recommendations for improvement.


  • Real Estate Investment Funds
  • Property Owners
  • Developers
  • Construction Companies
  • Specialty Contractors


  • Partnership Tax Compliance and K-1 Distribution
  • Quarterly Estimates
  • Cost Segregation
  • Tax Deferred, Like Kind Transactions
  • Allocation of Basis
  • Carried Interest Analysis
  • Capital Gain Planning
  • Estate, Gift and Succession Planning
  • Financial Audits & Reviews
  • Internal Controls
  • Transaction Due Diligence Analysis
  • 401(k) Plan Design & Management
  • Personal Investment Management

Want a second opinion on your company retirement plan?

Our affiliate, ML&R Wealth Management, can serve as a single point of contact for you and will coordinate your other plan service providers, such as the record keeper, third party administrator and custodians.

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