Carol S. Messman, Cpa

Carol S. Messman, Cpa Email and Phone Number

Managing Director at CBIZ @ CBIZ
Cleveland, OH
Carol S. Messman, Cpa's Location
New York, New York, United States, United States
Carol S. Messman, Cpa's Contact Details

Carol S. Messman, Cpa work email

Carol S. Messman, Cpa personal email

Carol S. Messman, Cpa phone numbers

About Carol S. Messman, Cpa

I enable companies to maximize tax efficiencies and minimize tax costs. This is accomplished through my deep expertise in the preparation and filing of federal, state, and local income tax returns for partnerships, corporations, and high net worth individuals. When I partner with my clients, focus is placed on developing deep relationships, enabling timely and accurate filings, and providing proactive recommendations that enhance their tax structure. I also provide comprehensive tax and compliance consulting for the private equity, biotech, hospitality, and real estate industries, including shopping center developers, owners, and operators, as well as owners of hotel properties, large-scale commercial developments, and general property managers. Key responsibilities throughout my career are as follows:Provided international, federal, state, and local tax planning and compliance services to real estate, private equity, hospitality, biotech and high-net-worth families.Implemented tax strategies for the real estate industry including Section 1031 exchanges, installment sales, joint venture structures with real estate investment trusts (REITs) for maximum tax deferral.Concentrated primarily in taxation of partnerships, limited liability companies and S Corporations, including all aspects of real estate funds, private equity funds and fund-of-funds. Developed proven expertise in the tax law changes under the Tax Cuts and Jobs Act of 2017, including business interest expense limitations and the Section 199A (QBI) deduction.Represented clients in tax examinations with the Internal Revenue Service (IRS), state and local authorities.Specialties:Federal Tax Compliance | State and Local Tax Compliance | Income Tax Planning | Real Estate Investment and Development | REITs | Investment Partnerships | High-Net-Worth Families | Partnership Taxation | International Tax

Carol S. Messman, Cpa's Current Company Details
CBIZ

Cbiz

View
Managing Director at CBIZ
Cleveland, OH
Website:
cbiz.com
Employees:
1
Carol S. Messman, Cpa Work Experience Details
  • Cbiz
    Managing Director
    Cbiz Nov 2024 - Present
    Cleveland, Oh, Us
    Marcum is now CBIZ
  • Friedman Llp
    Tax Partner
    Friedman Llp 2020 - Present
    New York, New York, Us
    Friedman merged with Marcum September 2022Friedman is a Top-40 accounting, tax, audit and advisory firm headquartered in Manhattan with locations throughout New Jersey and Long Island as well as in Philadelphia, Los Angeles and China.As a tax partner at Friedman, I provide integrated tax and accounting services to the real estate industry and high-net-worth families. My expertise includes:Providing comprehensive tax consulting and compliance for the real estate industry, including shopping center developers, owners, and operators, as well as owners of hotel properties, large-scale commercial developments, and general property managersImplementing tax strategies for real estate developers/owners, including Section 1031 exchanges, installment sales, joint venture structures with real estate investment trusts (REITs), and exit strategies for foreign ownersDeveloping tax-advantaged ownership structures for businesses, with specialized focus on taxation of flow-through entities such as partnerships, LLC/Ps, S Corps, as well as all aspects of investment partnershipsManaging client relationships for timely, accurate filings providing proactive recommendations for maximizing tax efficiencies and minimizing tax cost
  • Crowe
    Tax Partner
    Crowe 2009 - 2020
    Chicago, Illinois, Us
    CROWE LLP (Globally: Crowe Global) Global network of public accounting, consulting, and technology firms providing audit, tax, management consulting, financial advisory and risk advisory services. Total revenues of $4.4B and 42,000 employees.Provided real estate transaction structuring (i.e. partnerships, limited liability companies, Real Estate Investment Trusts) and planning, including review of acquisitions, disposals, Section 1031 exchanges and installment sales, which helped real estate developers, operators and investors gain operational and tax efficiency and maximum return on their investment.Specialized in flow through entities, primarily investment partnerships consisting of real estate funds, private equity funds, fund of funds and their management companies.Provided individual tax planning and compliance for business owners, executives, and investors.Minimized the disruption of tax compliance by leveraging technology, resulting in improved quality and efficiency.Led tax engagement teams that consistently delivered accurate and timely international, federal, state, and local tax returns.
  • Hay & Company Llp - Merged With Crowe Llp 2009
    Partner
    Hay & Company Llp - Merged With Crowe Llp 2009 1990 - 2009
    Partner - 2005 to 2009Promoted from Senior Staff Accountant to Supervisor to Senior Manger - Years 1990 to 2004

Carol S. Messman, Cpa Skills

Private Client Services Income Tax Accounting International Tax Partnership Tax Accounting Tax Certified Public Accounting Self Motivated Direct And Indirect Taxes Life Sciences Team Leadership Real Estate Private Equity Fund Of Funds Tax Compliance Tax Advisory Partnership Taxation High Net Worth Individuals Real Estate Microsoft Excel Hospitality Federal And State Income Tax Compliance Tax Accounting Tax Preparation Real Estate Transactions Private Equity Tax Research Private Equity Funds

Carol S. Messman, Cpa Education Details

  • Adrian College
    Adrian College
    Accounting

Frequently Asked Questions about Carol S. Messman, Cpa

What company does Carol S. Messman, Cpa work for?

Carol S. Messman, Cpa works for Cbiz

What is Carol S. Messman, Cpa's role at the current company?

Carol S. Messman, Cpa's current role is Managing Director at CBIZ.

What is Carol S. Messman, Cpa's email address?

Carol S. Messman, Cpa's email address is cm****@****llp.com

What is Carol S. Messman, Cpa's direct phone number?

Carol S. Messman, Cpa's direct phone number is +131289*****

What schools did Carol S. Messman, Cpa attend?

Carol S. Messman, Cpa attended Adrian College.

What skills is Carol S. Messman, Cpa known for?

Carol S. Messman, Cpa has skills like Private Client Services, Income Tax, Accounting, International Tax, Partnership Tax Accounting, Tax, Certified Public Accounting, Self Motivated, Direct And Indirect Taxes, Life Sciences, Team Leadership, Real Estate Private Equity.

Who are Carol S. Messman, Cpa's colleagues?

Carol S. Messman, Cpa's colleagues are Kelsey Robb, Cpa, Eugene Taslitsky, Cpa, Cathy Syphax, Beila Sherman, Sheldon Previlon, Chuck Grigg, Conor Cashner.

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