Isdaner & Company understands the real estate industry. For over 30 years, we have been serving owners and operators of commercial, industrial, retail and residential properties as well as developers, agencies and property owner associations.
We have helped our clients in a myriad of situations. Our professionals evaluate tax issues involved in acquisitions, ownership and sales. We offer performance based projections and forecasts that enable our clients to make determinations about property investment or prospective investor purchase. Reviews of income loss/allocation issues, analysis of like kind exchanges, and financial reporting are other services we provide to our clients.
Our team works in tandem with your professional advisors to develop a comprehensive plan of service. We collaborate with attorneys, investment advisors, trust officers, bankers, insurance representatives and financial planners to achieve your objectives. Memberships include: Urban Land Institute/Philadelphia chapter, Building Owners & Managers Association/Philadelphia Chapter, the Greater Philadelphia Condominium Managers Association and Pennsylvania Apartment Association – East.
Our typical clients include: owners and operators of commercial, industrial, retail and residential properties as well as developers, agencies, property managers, and property owner associations. Some clients specialize in clubhouse communities, or industrial or multi-family properties (and combinations of all three). Most of our clients serve the Mid-Atlantic region and have multiple offices. Frequently these real estate clients are family owned and operated.
The team in the Real Estate service department averages over 25 years of experience helping a diverse group of clients. We have in-depth knowledge in these areas: choice-of-entity planning, tax planning and preparation, tax-deferred exchanges, tax credits, assistance with financing options, internal control reviews, financial statements, assurance services, cost segregation, capital acquisition and acquisition evaluations. Serving real estate clients is one of the major sectors we serve and we consider it to be one of our niches. Many of our clients in this sector have been with our team for over a decade. Our accountants are actively involved in real estate organizations such as: Pennsylvania Apartment Association, Urban Land Institute, and The Building Owners and Managers Association.
Our accountants work closely with the client’s management and accounting team. We strive to understand the unique opportunities and challenges of the organization by taking the time to learn how the organization operates. Our real estate clients often have multiple entities or lines of business, so our approach is to look at the big picture and consider the entire group of entities, including the owners and family structure, when doing tax planning or consulting. We work in tandem with the client’s other advisors. This collaboration with attorneys, investment advisors, trust officers, bankers, insurance representatives and financial planners allows us to create a comprehensive approach to meet the client’s goals.
Business owners and managers in the real estate industry will experience extraordinary service working with the professionals at Isdaner & Company. It is easy to get started. The first step in the process is to contact our marketing director, Jill Lock at jlock@isdanerllc.com. Jill will ask some questions about the business and the services that are being requested, sometimes including the gathering of historical data, so she can get the prospective client to the right professionals within Isdaner & Company. Then a member of the accounting team will contact you and the remarkable journey of working with Isdaner & Company will begin.
