Real Estate Tax, Incentives & Assessments
Real Estate
Tax Structuring, Credits, Public Incentives, and Property Tax Assessment Matters
WH Burkley advises developers, investors, and property owners on real estate tax strategy, incentive programs, and property tax matters. We provide practical, business-focused counsel to help clients structure transactions efficiently, access available incentives, and manage tax-related risks.
Real estate tax issues often impact the timing, structure, and overall success of transactions and development projects. We work closely with clients to align tax strategy with investment objectives and long-term asset performance.
Tax Structuring and Transaction Planning
• Structuring real estate transactions to optimize tax outcomes
• Advising on federal, state, and local tax implications
• Coordinating tax strategy with acquisition, development, and financing plans
• Supporting long-term planning for asset ownership and disposition
Tax Credits and Incentive Programs
• Advising on tax credit programs, including historic and opportunity zone incentives
• Structuring transactions to qualify for available credits and benefits
• Coordinating with governmental authorities and development agencies
• Integrating incentives into broader project financing strategies
Public Financing and Development Incentives
• Advising on public financing tools, including bond financing and similar programs
• Structuring transactions involving tax increment financing (TIF) and related incentives
• Coordinating with municipalities and public entities
• Aligning public incentives with project and investment goals
Property Tax Assessments and Appeals
• Advising on property valuation and assessment matters
• Challenging property tax assessments through administrative appeals
• Developing strategies to manage ongoing tax exposure
• Coordinating assessment matters with broader investment and ownership strategies
Administrative and Dispute Matters
• Representation in proceedings involving tax assessments and valuation disputes
• Coordinating with tax controversy and litigation strategies where necessary
• Advising on compliance and audit-related issues
• Managing multi-jurisdictional tax matters
Practice Group Leader
Tyler S. Bobes, Chair
Tyler’s practice is national in scope, and he serves as a trusted advisor to publicly traded companies, Real Estate Investment Trust (REITs), private equity funds, lenders, family offices and other private and public developers and owners of commercial real estate.
216.928.2891
Our Approach
- Align tax strategy with each client’s investment and development objectives
- Move matters forward efficiently across structuring, incentives, and assessment issues
- Coordinate across real estate, tax, and financing considerations
- Focus on minimizing tax exposure while enhancing project value
- Prioritize responsiveness, clear communication, and practical guidance
Why WH Burkley
- Experience advising developers, investors, property owners, and lenders on complex real estate tax matters
- Practical understanding of development economics, investment structures, and project financing
- Ability to secure and integrate tax credits, incentives, and public financing tools into broader project strategies
- Coordination across real estate, tax, financing, economic development, and litigation capabilities
- Responsive, partner-level service focused on maximizing project value and long-term investment performance
Recognition
Chambers & Partners | USA
- Band 2 – Real Estate (Ohio)
Best Law Firms | Cleveland
- Band 1 – Construction Law
- Band 1 – Real Estate Law
- Band 2 – Banking and Finance Law
- Band 2 – Litigation – Real Estate
- Band 3 – Litigation – Construction
- Band 3 – Litigation – Environmental
Best Law Firms | Pittsburgh
- Band 1 – Real Estate Law
Best Law Firms | US
- Band 3 – Banking and Finance Law
- Band 3 – Litigation – Real Estate
*Certain recognitions displayed on this page were earned prior to the formation of WH Burkley LLP and may reflect the accomplishments of our legacy firms, Walter Haverfield LLP and Bernstein-Burkley, P.C.