Mark Wilkerson, Partner

Audit & Tax

Construction

Reducing your tax exposure makes good business sense. Our tax consultants are skilled in delivering creative tax strategies designed to proactively take full advantage of the law. You need comprehensive tax planning while identifying refund opportunities from potential overpayments. Experience how our insight can help you:
  • Develop federal and state tax strategies designed to lower or defer taxes
  • Anticipate and resolve controversies with taxing authorities
  • Select a “tax aware” organizational structure that matches your strategic plan
  • Identify potential refund opportunities through reverse sales tax audits and sales and property tax reviews
  • Identify opportunities to reduce unemployment and payroll taxes
  • Identify and assist with incentive programs, including tax credits and training reimbursements
  • Conduct real estate cost segregation studies to generate significant cash-flow savings

Real Estate

You want careful solutions to help improve performance, gain control over finances and overcome challenges. Experience attention with:
  • Tax Planning and Preparation. Virtually every transaction will have tax implications. From simple to complex, we can examine the pros and cons of a real estate transaction and help you structure it to reduce your taxes and liability.
  • Tax-deferred Exchanges. Swapping real estate rather than buying and selling property can generate attractive tax benefits. Our consultants can assist you with the complexities of like-kind exchanges to help you defer taxes on the monetary gain and apply the savings toward the new property.
  • Tax Credits. Some transactions will qualify for state and federal tax credits. You can benefit from our experience with low-income housing credits, enterprise zone credits and other potential tax credits.
  • Cost Segregation Services. Real estate cost segregation generates cash tax savings by identifying shorter-lived assets qualifying for 5-, 7- or 15-year write-off periods. These costs are typically imbedded in a building’s construction or acquisitions costs and depreciated over 30 years. BKD uses an engineering and cost-estimating approach recognized by the Internal Revenue Services and by the courts to identify assets to reclassify for shorter depreciation lives. The result can lower the after-tax cost of owning real estate.

AUDIT AND TAX SUCCESSION PLANNING TECHNOLOGY STRATEGIC PLANNING PROFIT ENHANCEMENT RISK MANAGEMENT