Being Grateful
In the spirit of gratitude, some of my amazing real estate and private equity colleagues chose to share what they are grateful for this time of year:
“I am appreciative of the real estate industry team and everyone at CLA’s willingness to take on new responsibilities and embrace challenges. Our real estate industry team reaches beyond the four walls of our local office or our service line to deliver for our clients. We care, we listen and we collaborate in order to serve our clients to the best of our abilities.”
Lisa Richmond, Principal, Assurance
“I am grateful for the opportunity to assist our clients at all stages of their real estate and private equity fund life cycles. Each fund is unique and every stage can present different challenges. At CLA, we foster an environment that facilitates continuous learning and advancement. We are able to bring our best each and every day to solve complex problems and building strong, meaningful relationships.”
Jon Haidet, Principal, Fund Administration
“I am thankful for the versatility and resourcefulness of real estate owners and operators. Through every stage of the real estate life cycle, in a good market or a bad one, real estate owners and operators have a unique way of seeing the positive; continually seeking value for their stakeholders. This mindset forces practitioners and service providers to be equally nimble. What worked last year, last month or last week, may not be the best approach going forward. At CLA, our deep industry specialization and seamless integrated capabilities drive us to be ready for any real estate industry challenge that might come our way.”
Brian Duren, Signing Director, Tax & Global
Happy holidays, everyone! Thank you for continuing to subscribe to our Real Estate Industry Insights blog! And in case you missed our email blast today, please check it our here (we are grateful for you).
- Carey M. Heyman, CPA
- Managing Principal of Industry - Real Estate
- CliftonLarsonAllen LLP
- Century City (Los Angeles)
Carey is the Managing Principal of the Real Estate Industry at CLA. He is a trusted advisor with close to 20 years of experience providing accounting, assurance, tax, and consulting services to real estate industry owners, operators, family offices, developers and syndicators. Carey has a strong track record of helping clients build and retain capital by leveraging tax- and cost-saving strategies and employing tax credits and incentives. He also consults with high net worth individuals, large family groups, and owners of closely-held businesses on all aspects of tax planning, estate planning, and retirement planning.
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