Expert Tax Strategies and Compliance Solutions
Our tax experts specialize in developing tailored tax strategies and compliance solutions. Navigating the complex tax landscape of private lending and real estate investments can be challenging, but our team simplifies the process with expert guidance.
At REIL Fund Services, we focus on providing comprehensive fund administration, accounting, and business tax services tailored to the unique needs of private lenders and real estate investment funds.
Our experienced team provides accurate financial reporting, streamlined tax compliance, and efficient back-office support, ensuring your fund meets IRS regulations and industry standards while maximizing tax efficiency.
We proactively monitor tax law changes, regulatory updates, and industry trends to provide strategic tax planning that optimizes your fund’s performance, compliance, and profitability.
Partner with us for expert-driven financial solutions, transparent reporting, and a proactive approach to business tax services that helps you stay ahead.
Our Tax Services Include:
Tax Planning and Strategy
- Structuring funds for tax efficiency
- Tax strategies for investment gains, interest income, and capital gains
- Planning for 1031 exchanges and other real estate-specific tax deferrals
- State nexus planning for multi-state investments and funds
Partnership & Fund Taxation
- Partnership tax compliance for private and real estate investment funds (Form 1065)
- Calculation and allocation of income, gains, and losses among fund investors
- Preparation of Schedule K-1s for fund partners or investors
Real Estate Taxation
- Property depreciation and cost segregation studies
- Deduction strategies for property expenses and repairs
- Guidance on passive activity loss rules for real estate investors
Private Lending & Mortgage Taxation
- Tax treatment of interest income and origination fees
- Compliance with IRS requirements for lending activities
- Assistance with loan loss provisions and deductions
Tax Advisory Services
- Evaluating fund structure options (e.g., LLCs, LPs, REITs) for tax advantages
- Analysis of the tax implications of investments and lending activities
- Guidance on foreign investment and FIRPTA compliance (if applicable)
Specialized Reporting & Compliance
- FATCA and FBAR reporting for funds with international investors or activities
- Tax compliance for Opportunity Zone investments
- Assistance with withholding tax requirements for foreign investors in U.S. funds