Real Estate

Commercial, industrial, and residential real estate businesses are affected by swings in the lending environment, interest rates, material costs, and advancements in technology that create greater efficiencies. Depending on these factors and more, you need to keep close watch on your expenditures, property valuations, and costs associated with development and construction. You also want to make certain you are taking advantage of every tax credit and incentive available so that you can reinvest in your business.

Rich in Industry Experience

Lumsden McCormick has been serving real estate operators, developers, and investors for more than 30 years. We understand that the needs of the industry are multifaceted with complex reporting and transaction requirements. We collaborate with you to assess your needs and devise innovative approaches to financing and management that align with your long-term goals.

Our certified public accountants well versed in real estate proactively consider every detail to properly guide clients through all types of transactions, from assisting with tax-deferred property swaps to performing cost segregation studies and maximizing development incentive credits.

Our real estate services include:

Audit and Assurance Services

Tax Services

Consulting Services

Firm Resources

For more information about our accounting and consulting services for real estate businesses contact Brian Kern or complete the form below.

Services Leaders

Brian Kern

Brian J. Kern, CPA

Michē Needham

Michē C. Needham, CPA

Kerry Roets

Kerry A. Roets, CPA

David Schlein

David A. Schlein, CPA

Kelsey Weigel

Kelsey P. Weigel, CPA


Upcoming Events

Webinar Series Part III: Planning, Planning, and More Planning - What’s Necessary to Optimize Your Personal Financial Position

Webinar Series Part III: Planning, Planning, and More Planning - What's Necessary to Optimize Your Personal Financial Position

June 22, 2021

Given the proposed tax rate increase to individuals, planning will be the key to mitigate financial stress. Your key takeaways from this one-hour discussion will include planning strategies that you can implement now.

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Webinar Series Part I: Federal Tax Laws Gone Wild

Webinar Series Part I: Federal Tax Laws Gone Wild

May 25, 2021

Planning is key to mitigate the impact of the administration's proposed tax law changes expected for tax year 2021. This one-hour presentation will review the potential changes and the impact to your operations.

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Comprehensive. Proactive. Accessible.
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