Why Wipfli?
Wipfli’s industry-experienced tax professionals work alongside developers, owners and operators to deliver tailored strategies for maximizing savings.
Real estate tax needs extend far beyond annual filings. We take a year-round advisory approach, building strong relationships and understanding the full picture of your business and long-term strategy. That perspective lets us create a tax plan that supports your desired outcomes and positions you to make smarter decisions across your assets, entity structure and future projects.
Our real estate tax advisory services include:
Complex real estate transactions move quickly, and even small missteps in structure can create misalignment or introduce unnecessary tax costs. With deep experience across sophisticated real estate transactions, Wipfli serves as a strategic partner to support your financial objectives, protect value and keep all parties aligned.
Wipfli helps you leverage credits and incentives as a powerful way to strengthen cash flow and enhance returns. Our team helps you navigate shifting regulations and strict documentation to pursue the opportunities that create meaningful financial impact for your real estate investments, including Opportunity Zones.
From property tax reviews to multistate compliance, Wipfli provides practical guidance to help you stay ahead of risks and protect returns across your footprint. Our national team can help you navigate complex state and local tax compliance and find strategies to reduce liability.
Real estate investments that cross borders bring added layers of tax exposure, reporting requirements and strategic considerations. Wipfli’s international tax team delivers guidance that supports smarter decisions and protects your global positions, whether you’re expanding into new markets, working with foreign investors or evaluating cross-border transactions.
Insights and resources
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Opportunity Zone updates: New proposed regulations clarify transition rules
Opportunity zone updates can affect your investment strategy. Learn what IRS Notice 2026-40 means for your investments and how to prepare for upcoming changes.
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How to evaluate 2026 Opportunity Zone tax benefits
Discover how Opportunity Zone tax benefits have changed for 2026, including rolling capital gains deferral, updated rules and long-term investment opportunities.
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A key Opportunity Zone tax date arrives on December 31, 2026. Here’s how you can avoid overpaying.
On December 31, 2026, certain deferred gains from Opportunity Zone investments become taxable. What can you do to prepare and even reduce your tax exposure?
Reach out to our team
Connect with our real estate tax advisors to discuss your tax planning objectives and identify strategies to strengthen compliance and maximize returns.
