Ellen has specialized in the real estate industry since 2004. During that time, she has been involved in tax compliance, planning and consulting in the affordable housing industry. She is very experienced, in particular, with entities that own real estate developments and LIHTC equity funds. In addition to the annual tax compliance work on LIHTC properties, Ellen is experienced in dealing with issues relating to acquisition/rehabilitation and new construction LIHTC lease-up issues, year 15 disposition issues, and sales projections. Ellen’s portfolio of clients includes approximately 600 tax return engagements, which have filing requirements in over 40 states. These engagements include IRC Section 42 credits, real estate ventures and developments, corporate, and not-for-profit returns.
Ellen’s duties include assisting the members in all functions of the tax return engagements. She is responsible for ensuring that accurate returns are prepared in line with client and investor projections, and that all compliance deadlines are met. She assists her clients in many aspects of analyzing and resolving Low Income Housing Tax Credit compliance issues, such as recapture computations, first year credit analysis, 8823 compliance issues, and 15 year credit calculations. Throughout the engagement, Ellen is in contact with the staff assigned to the engagement and client to ensure exceptional client service is provided.
Ellen serves as a resource for the client concerning acquisition and rehabilitation strategies, disposition analysis at the lower tier operating partnership and fund level, and consulting for tax treatment of various transactions.
Ellen also serves on DOZ’s Administration committee, overseeing the administrative operations of the firm including the final preparation of reports. This committee ensures consistent reporting and quality across the firm for both clients and their stakeholders, year after year.