How we help you
Real estate transactions move quickly, and even minor oversights can stall a deal, create misalignment or add avoidable tax costs. That’s why clarity upfront is essential.
Structure your deal for stronger outcomes.
Act confidently on deferral strategies.
Identify risks and opportunities for your portfolio.
Protect your financial legacy with real estate investment.
Bring clarity and alignment to deals from day one
Wipfli’s transactional tax advisory team leverages our deep experience across complex transactions to deliver clear, proactive guidance that helps you address challenges before they escalate.
Explore our services
Wipfli helps you structure each deal for the strongest possible outcome by bringing clarity to operating agreements, capital decisions and allocation mechanics. Our real estate transaction structuring services guide you in setting terms that make sense for your strategy while keeping sponsors and investors aligned.
Our support includes:
- Operating agreement equity, debt and allocation strategies.
- Benchmarking appropriate preferred return and fee structures.
- Aligning objectives of sponsor/investors.
Wipfli guides you through the full tax analysis behind a wide range of deferral strategies. Our team can give you a clear view of the options available and the confidence to move forward with strategies that protect value and support long-term objectives.
We offer tax analysis, planning and compliance support including:
- 1031 like-kind exchange consultation.
- 721 contribution and portfolio consolidation advisory.
- Cost segregation study benefit analysis.
- Deferred fee, carried interest and similar promote strategies.
- Opportunity zone planning.
Protect gains and strengthen outcomes with Wipfli support for disposition strategies. We provide insight into the risks and opportunities that can affect your goals and the long-term direction of your portfolio.
Our support includes:
- Consultation regarding sale price allocation strategies.
- Understanding the benefits and risks associated with seller financing.
- Leveraging tax efficiency strategies with preferential capital gains tax rates and real estate reinvestment.
- Evaluating options, including UPREIT, 721, 1031 and various conducive DST/TIC structures.
Wipfli helps you leverage real estate investments to drive tax efficiency and protect your financial legacy. Our team supports you in managing risk and opportunities, so you know how each decision can impact your tax planning, exposure and overall strategies.
We help you navigate tax analysis, planning and compliance, including:
- Helping clients navigate how real estate investment can spur tax efficiency and tax-deferred wealth accumulation.
- Providing clarity and transparency to the respective impact on estate and income tax planning strategies.
- Assessing and managing personal guaranty and recourse debt risks.
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
We’re ready to discuss the tax considerations affecting your next transaction and the strategies you can use to improve efficiency, alignment and long-term value.
LET'S CONNECT
Discover how our team can provide practical guidance, grounded in decades of industry experience, to help you make confident decisions in a complex market.
