Financial Advisory

Financial Advisory services is where Michele Beck CPA stands out from other CPA firms.  Our firm has the capabilities to help navigate the complicated lending arena and can act as your placement agent or intermediary with bankers to insure you get the financing terms you’re seeking.  In addition, coupling our tax division with our financial division can help reduce taxes and increase ROI & IRR through tax investment strategies that are usually reserved for the ultra high net worth individuals.

  • Financial Package Presentation
  • Bank Placements
    • SBA
    • USDA
    • Nonrecourse financing
      • Multifamily
      • Commercial
    • CMBS loans
    • HUD financing
    • Real estate syndications
  • Tax Credits
    • Investment Tax Credits (IRC Section 48)
    • Historic Tax Credits
    • Low-Income Housing Tax Credits
    • New Market Tax Credits
  • Opportunity Zones
  • Tax advantaged deferred trust
  • Monetized Capital Gains
  • Balance sheet restructuring
  • Budgeting & forecasting
  • Cost & profitability management
  • Cash management

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