Bring clarity and alignment to deals from day one
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. You need more than a timely return — you need tax insight that supports the financial strategy behind every decision.
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.
Why Wipfli?
Wipfli serves as a strategic partner to help keep every deal aligned, efficient and financially optimized.
Our transactional tax services are grounded in strong relationships and a collaborative advisory approach, so you always have a team that moves with you, not just behind you. With a dedicated real estate practice that works closely with developers, sponsors and family offices, we help you navigate transaction structures, align stakeholders and protect value across every stage of your investment strategy.
How we help you
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.
Our team
Cory Bultinck, CPA, MBT
Bultinck is the national real estate practice leader at Wipfli. Prior to being the national leader, Cory led Minnesota’s construction and real estate practice. His clients and team value his passion to help others, tenacious approach to his clients’ success and ability to find unique solutions to the most challenging problems.
Dannielle Lewis, CPA
Dannielle Lewis is a partner in the tax practice, focused on serving clients in the construction and real estate industry. She advises clients on complex tax transactions involving partnership interest exchanges or business sales.
Opportunity zones 2.0
The One Big Beautiful Bill is bringing significant changes to opportunity zones in 2026. Watch our webinar to learn what’s new, what it means for your portfolio and how to position yourself for long-term tax advantages.
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