Real Estate and Hospitality

Expert CPA Support for Developers, Managers and Operators

Empowering Real Estate Investors and Hospitality Leaders with Financial Clarity and Confidence

In the competitive world of real estate and hospitality, every decision shapes your bottom line. Whether managing a single property or a diversified portfolio, success relies on strategic financial planning that addresses your unique challenges. At Wegner CPAs, we specialize in guiding investors and operators with expert insights, ensuring your investments are positioned for sustainable growth and resilience.

With decades of experience in real estate and hospitality, we offer proactive, customized strategies designed to keep pace with market shifts, regulatory changes, and emerging opportunities. Our consultative approach empowers you to make confident, informed decisions that maximize your investments.

Comprehensive Services

Our services are designed to simplify your financial operations, so you can focus on growing your business.

Strategic Tax Planning and Compliance

Navigate the complexities of evolving tax regulations with confidence. We minimize liabilities and ensure compliance, helping you protect your profits and avoid surprises.

1031 Exchange Expertise

Reinvest capital gains efficiently through like-kind exchanges. We streamline the process, ensuring tax deferral without unnecessary complications.

Cash Flow Optimization

Healthy cash flow is vital for operational success. Our in-depth analyses identify opportunities to enhance financial stability and support growth.

Tax-Efficient Entity Structuring

The right entity structure reduces tax obligations and mitigates risks. We align your structure with your goals, offering flexibility and savings.

Maximizing Deductions

Unlock the full potential of deductible expenses for real estate and hospitality investments. By managing passive loss limitations, understanding real estate professional status qualifications, and utilizing deferred tax strategies, we ensure every opportunity is leveraged.

Cost Segregation Studies

Maximize depreciation benefits by identifying and reclassifying assets for accelerated deductions. Our cost segregation studies uncover opportunities to reduce your tax liability and improve cash flow, giving you more resources to reinvest in your business.

Accurate Financial Reporting

Gain clarity with timely, precise financial reporting. Our expertise ensures compliance and transparency, empowering confident decision-making.

Solutions to Your Unique Industry Challenges

Our team understands the distinct hurdles you face and delivers strategies to overcome them.

Boosting Profitability

Market shifts from material costs, labor shortages, and economic changes can affect your bottom line. We provide strategies to help weather uncertainties and maintain profitability.

Reducing Tax Exposure

Proactively addressing tax challenges, we help safeguard your earnings against unexpected liabilities.

Enhancing Portfolio Resilience

Market fluctuations demand agility. Our advice strengthens your portfolio’s stability, helping you thrive in dynamic conditions.

A Partner Invested in Your Success

At Wegner CPAs, we are more than advisors—we are partners. We listen to your goals, adapt to your needs, and collaborate to deliver meaningful results. With a dedicated focus on real estate and hospitality, our team provides the expertise you need to navigate industry complexities and stay ahead of the competition.

Ready to Build a Stronger Financial Future?

Take control of your portfolio and overcome financial challenges with confidence. Connect with us today to discover how Wegner CPAs can help you achieve financial clarity and success.