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Planning is Paramount; The Deal Sheet

Boston
Planning is Paramount; The Deal Sheet
Forget location, location, location. For CPAs advising clients on taxes and finanacing, it's planning, planning, planning, says DiCicco, Gulman & Co's Bob Calzini.
Planning is Paramount; The Deal Sheet
For instance, Bob says one client recently asked him to help find a solution for a tenant who wanted to buy a building owned by the client. The problem was figuring out how to structure the deal to avoid adding too much debt on the tenant?s balance sheet. Bob is also consulting with another client on tax planning and financing issues for a redevelopment now under construction in Boston. For more specifics on this topic, join us (and Bob) at Bisnow?s Second Annual State of the Market Summit on Sept. 27. Full details coming soon!
Related Topics: Second Annual State, Bob Calzini