United States

Scott Helberg

Senior Manager, Real Estate Senior Analyst

Areas of focus: Real Estate

ABOUT SCOTT

In May 2019, Scott was selected as a senior analyst in RSM’s cutting-edge Industry Eminence Program, which positions its senior analysts to understand, forecast and communicate economic, business and technology trends shaping the industries RSM serves. These senior analysts advise clients on conditions influencing middle market leaders. Scott’s focus is on the real estate industry.

Summary of experience

Scott is a senior tax advisor in RSM’s Chicago-based national real estate industry practice focusing on consulting and compliance for a variety of real estate entities. With more than 10 years of niche experience in the real estate private equity space, Scott provides comprehensive tax services to a large range of real estate owners. Clients include, but are not limited to, real estate investment trusts (REITs), opportunity funds, joint ventures and family offices.

Scott has significant experience in federal and state tax consulting, structuring and compliance for real estate clients, and regularly consults on matters such as REIT suitability analysis, state and foreign withholding considerations and tax-exempt investor (UBTI) issues including fractions rule structuring and compliance. Additionally, Scott advises clients on the acquisition, development, and disposition of various real estate projects across a range of product types (multi-family, commercial, industrial, senior living, etc.) and the representation of clients before the IRS and other state taxing agencies.

Professional Affiliations and Credentials

  • Certified Public Accountant
  • American Institute of Certified Public Accountants
  • Illinois Society of Certified Public Accountants

Education

  • Master of Science, taxation, DePaul University
  • Master of Science, with a concentration in taxation, University of Illinois at Urbana-Champaign
  • Bachelor of Science, accountancy, with honors, University of Illinois at Urbana-Champaign

Recent Perspectives

Policy snapshot: Real estate

INSIGHT ARTICLE

Policy snapshot: Real estate

Based on Biden’s campaign platform, long-term capital gains, currently taxed at 20%, would be taxed at ordinary income rates.

2020 Election preview: Real estate

INSIGHT ARTICLE

2020 Election preview: Real estate

With the election approaching, RSM is looking at the economic stakes and the key issues for various industries.

INSIGHT ARTICLE

Forgiving commercial real estate debt brings tax implications

Forgiving commercial real estate debt brings tax implications: RSM tax professionals are working on solutions.

Real estate industry outlook

INSIGHT ARTICLE

Real estate industry outlook

New trends are emerging in the real estate industry that will have a lasting impact on where we live, work and learn.

Tax implications of the CARES Act on the real estate industry

INSIGHT ARTICLE

Tax implications of the CARES Act on the real estate industry

The Coronavirus Aid, Relief and Economic Security Act has led to significant tax changes and relief for real estate owners and operators.

INSIGHT ARTICLE

How the real estate industry can benefit from ESG investing

RSM and Preqin discuss environment social governance and the impact it has on the decision-making process for real estate investment.

INSIGHT ARTICLE

Huge travel-related losses expected in 2020 due to COVID-19 pandemic

The U.S. travel industry is expected to see a 75% revenue drop over the next two months alone, according to one economic report.

As coronavirus spreads, pain goes beyond hospitality and travel

INSIGHT ARTICLE

As coronavirus spreads, pain goes beyond hospitality and travel

As the human and economic toll of the Coronavirus mounts, the real estate industry is wondering where it can safely place its bets.

How ESG is affecting the real estate and construction industries

INSIGHT ARTICLE

How ESG is affecting the real estate and construction industries

ESG considerations will become all the more vital in the coming years for all types of real estate and construction companies.

HOW CAN WE HELP YOU?

To discuss how our team can help your business, contact us by phone 800-274-3978.


CONTACT SCOTT

+1 312 634 3840
scott.helberg@rsmus.com
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