MLR

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.

Expertise

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

Services

  • 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

OUR FAMILY OFFICE TEAM PROVIDES A BLEND OF SERVICES DESIGNED TO CARE FOR YOUR FAMILY'S FINANCIAL WELL-BEING.

Our complete line of family office resources provides high-net worth individuals and families continuity of service and security safeguards to reduce the risk of fraud and provide asset protection. We give you peace of mind and the time to concentrate on what you value most.  Contact us today to see how we can assist you.

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