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 eight 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

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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