Broker-Dealers
Construction
Entertainment & Leisure
Financial Services
Healthcare Services
Manufacturing & Distribution
Professional Service Firms
Real Estate
Retail
Technology
Real Estate
Successful real estate investments result from effective and innovative integration of sound business, tax and finance strategies.
Acquisition/ Joint Ventures
• Equity investments
• Financings
• Due diligence
• Sale/Leasebacks

Construction / Redevelopment
• Evaluation and implementation of internal controls for bidding,
billing, approval, payment and change order processes
• Monitoring project costs
• Identifying potential trouble indicators
• Accounting for project costs
• Cost certifications
• Forensic accounting

Operations
• Creative lease structuring
• Refinancing
• Troubled debt restructuring
• Financial reporting
• Cooperative corporations and condominium associations
• Internal accounting assistance
• HUD audits

Sales and Other Dispositions
• Sales of properties or entity interests
• Tax-free (“Like-kind”) exchanges
• Cooperative and condominium conversions

Other Advisory Services
• Succession, estate and retirement planning
• Strategic business planning
• Systems consulting
• Litigation consulting
• Cost segregation studies

Foreign and Domestic Planning
• Inbound investments
• Outbound investments
• Foreign and domestic joint ventures

State and Local Planning and Reporting
• Credits and incentives
• Transfer and recording taxes
• RPIE and certiorari statements
• Sales and use taxes
• Miscellaneous taxes

Representation
• Owner/operators
• Owner/users
• Builders and developers
• Converters
• Lenders
• Tenants
• Commercial
• Retail - strip shopping centers and regional malls
• Residential, cooperatives and condominiums
• Healthcare
• Hospitality
• Recreational
Real estate is a tax and finance driven industry. To achieve optimum return on investment, several components must be integrated. These include sound business, tax and finance strategies requiring the advice of experienced professionals capable of creative and innovative planning.

Margolin, Winer & Evens LLP is one of the largest accounting and business advisory firms in the Northeast. Since 1946, MWE has provided expert advice to a cross-section of the real estate industry, including developers, owners and operators of commercial, industrial, retail and residential properties, as well as financial institutions and individual investors. Our expertise covers a wide range of applications from rental and mixed-use facilities to cooperatives, condominiums, community developments, hospitality, recreational and special purpose facilities.

MWE’s leadership in providing services to the real estate industry is based on a conviction that we serve a dual role as accountants and business and financial advisors. Our goal is to assist clients in structuring sound real estate transactions, as well as developing effective tax and finance strategies that address their overall business and financial objectives.

Applying decades of experience, we combine imagination, innovation and an effective understanding and appreciation of the critical relationships that exist between economic, tax, finance, accounting, and managerial considerations. This added dimension of our service provides clients with the necessary insight to be successful in a complex real estate environment.

We guide clients through all phases of the industry - as it expands, matures and consolidates. This encompasses structuring joint ventures and financing transactions. As U.S. real estate continues to be of prime interest for foreign investments, MWE counsels foreign companies and individuals on investment techniques that integrate domestic and foreign tax laws.

MWE’s accounting and tax expertise is evolutionary, reflecting the radical and rapid changes affecting real estate finance and investments. New financing techniques, economic cycles and interest rate fluctuations result in profound changes in structuring property acquisitions, project developments, financing and refinancing opportunities.

An integral part of MWE’s service involves conducting due diligence investigations relating to proposed transactions. We assist financial institutions in analyzing real estate portfolio investments and evaluating the tax and financial implications of troubled loan restructurings.

Cost control monitoring is an important component of our services. We take the traditional financial monitoring and internal control reports common in the real estate industry a step further to help our clients better manage their businesses. Our in-depth knowledge of our clients allows us to make recommendations for improving internal controls and streamlining financial operations. MWE assists clients in establishing effective monitoring systems that provide timely, reliable data on property portfolios.

The Firm’s highly regarded tax professionals incorporate a proactive approach to anticipate and adjust to changing tax laws. Our professionals counsel companies on the choice of business entity in order to achieve the desired business and investment goals. Federal, state and local business tax planning is integrated with personal and family income tax, estate tax and financial planning considerations.

Our advisory services aid clients in responding quickly to contemporary business, economic and organizational issues. We assist companies in creating practical business plans, relying extensively on financial modeling and analysis that address critical questions of asset redeployment and diversification, as well as acquisition and disposition strategies.

MWE’s cost segregation services are an important component of our real estate and tax advisory services. Through cost segregation, we identify and quantify those portions of the cost of a building or property, which under established tax authority and guidelines, can be depreciated over a shorter “life”. The result - enhanced tax benefits in the beginning of the life cycle of a new project or renovation increasing after tax cash flow and return on investment. Cost segregation studies benefit all types of real estate projects including new construction, expansion and renovation of existing facilities and acquired properties.

Members of our Real Estate Practice Group are active in leading business, trade and professional associations and frequently share their expertise at national and regional conferences and speaker forums. They have authored articles appearing in numerous real estate publications.

As your accounting, tax and financial consultants, MWE will help structure your transactions and guide your real estate projects and investments toward a sound financial outcome. We call it turning vision into value. You’ll call it one of the best real estate and financial decisions you’ve ever made.

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Certified Public Accountants and Business Advisors