Howard Klein, CPA, CFA has extensive national experience managing real estate companies’ property tax function. His in-depth understanding of tax codes and real estate economics has resulted in hundreds of $millions in tax savings on regional shopping centers, high street retail, urban and resort hotels, office, multifamily, and specialty industrial property.
Klein Property Tax offers consultation in the following areas:
Minimization of new construction enrollments through careful vetting of costs, explanation of project economics and isolation of land value
Tax projections and planning for alternative development scenarios
Maximize the value of TIFs, PILOTs, Mills Act, and ICAP Exemptions
Careful consideration is given to thoughtful tax minimization strategies that have been developed on a jurisdiction specific basis
- Acquisition proforma guidance- assessments below cost may be achievable in many jurisdictions, particularly after aggressive appeal
- Quarterly and annual budget projections
Through extensive experience selecting and supervising the best practitioners in the major jurisdictions, Klein Property Tax is able to deliver the best results for your national portfolio
Following is a list of representative clients served by Klein Property Tax:
Ala Moana Center, Honolulu HI
Tysons Center, Tysons Corner VA
Santa Monica Place, Santa Monica CA
The Oaks, Thousand Oaks CA
Broadway Plaza, Walnut Creek CA
NorthBridge, Chicago IL
Fashion Outlets Chicago, Rosemont IL
Scottsdale Fashion, Scottsdale AZ
Hollywood and Highland, Hollywood CA
Federal Realty
CIM Group
Mellinkoff Properties
Miramar Fairmont, Santa Monica CA
The Biltmore, Santa Barbara CA
Ritz Carleton, Tysons Corner VA
Omni Hotel, Los Angeles CA
Westmont Hospitality
Windsor Capital
Crown Associates
Alexandria Realty Advisors
United Airlines
Delta Airlines
Southwest Airlines
American Airlines
Redondo Pier, Redondo Beach CA
Aloha Tower, Honolulu HI
California Endowment
Archdiocese of Los Angeles
Diocese of San Diego
Nethercutt Collection, Sylmar CA
AIMCO
Howard Klein has extensive national experience managing real estate companies’ property tax function, negotiating development tax incentives, assessment reductions and tax recovery lease provisions. Mr. Klein was VP, Real Estate Tax with Macerich from 2006 - 2018. As leader of property tax department, achieved over $250M tax savings through development tax incentives, enrollment of new construction below cost, and assessment appeals on national mixed use portfolio.
RESUME
Please contact us for assistance with your assessment issues.