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REIT Tax Advisors

26 fund tax advisors at 13 firms have bios that show a focus on REIT tax.

Everyone here is listed from their firm’s own bio page, and nobody pays to be listed or to rank. Last verified Oct 23–24, 2026. How we check

Partners
26
all at partner level
Firms
13
Most partners
Baker Tilly
5 listed here
Biggest city
Washington, D.C.
4 here

Fund tax advisors

26
Primary practicePrior firms
Phillip AllredHolthouse Carlin & Van Trigt (HCVT)PartnerOrange County, CAPrivate equity funds, Real estate funds–Southwestern Law School, California State University, FullertonDeloitte
Paul D ChambersKPMGTax PartnerChicago, ILReal estate funds–––
Arkadiy GreenCohnReznickPartnerMiami, FLReal estate funds–University of Washington–
Ryan HalbrookCohnReznickPartnerCharlotte, NCReal estate funds–Indiana University–
Scott HelbergRSM USPartnerChicago, ILReal estate funds–University of Illinois, DePaul University Charles H.–
Lynn KawaminamiDeloittePartner | Real Estate Services | Deloitte Tax LLPAtlanta, GAPrivate equity funds, Real estate fundsReal estate funds––
Adam KettleBDO USATax Market Managing PrincipalBoston, MAPrivate equity funds–Johnson & Wales University–
Arthur KhaimovEisnerAmperPartnerNew York, NYPrivate equity funds, Private credit funds +1–Brooklyn College–
Mark KirshenbaumEYPrincipal, Tax and Co-Leader, REIT Tax Practice, Ernst & Young LLPBoston, MAPrivate equity funds, Private credit funds +2–––
Lisa KneeEisnerAmperManaging PartnerWest Palm Beach, FLPrivate equity funds, Real estate fundsReal estate fundsBoston University, Brooklyn Law School +1–
Dasol KwanBaker TillyPrincipalWashington, D.C.Private equity funds, Real estate funds–James Madison University–
Chris MalicdemBaker TillyPrincipalChicago, ILReal estate funds–University of Illinois at Chicago–
James MunuheBaker TillyPrincipalWashington, D.C.Private equity funds, Real estate funds–University of Maryland–
Ashley PaschkePlante MoranPartnerDenver, COReal estate funds–University of Colorado Boulder–
David RackmanEisnerAmperPartnerLong Island, NYPrivate equity funds, Real estate funds–Benjamin N. Cardozo School of Law, NYU–
Julie C. RobinsBDO USAWashington National Tax Principal; Real Estate Tax Technical Practice LeaderAustin, TXPrivate equity funds, Real estate funds–Brigham Young University–
Rony RodriguezCohnReznickPartnerLos Angeles, CAPrivate equity funds, Real estate funds +1–University of Southern California, Loyola Marymount University–
Michael SchmittleinBaker TillyPrincipalWashington, D.C.Private equity funds, Real estate funds–University of Richmond–
Nicholas ScrivanichCLA (CliftonLarsonAllen)PrincipalNew York, NYReal estate funds–Golden Gate University, Saint Peter's University–
Sonja SparksPlante MoranPartnerDenver, COPrivate equity funds, Venture funds +2–University of Arizona–
Jonathan SteinKPMGPrincipal, Washington National TaxNew York, NYFund formation, Real estate funds–––
Jeffrey StrugHolthouse Carlin & Van Trigt (HCVT)Tax PartnerOrange County, CAPrivate equity funds–NYU, Dalhousie University +1Allen Matkins
Michael TorhanEisnerAmperPartnerLong Island, NYPrivate equity funds, Real estate funds–St. John's University–
Liisa WardenBaker TillyPrincipalWashington, D.C.Real estate funds–University of Richmond–
Lorie WhiteGrant ThorntonPartner, Tax ServicesPhiladelphia, PA––Villanova University, Drexel University–
Jonathan WilliamsonCohen & CoPartnerAkron, OHPrivate equity funds, Infrastructure funds–University of Akron, Cleveland State UniversityAICPA

Arrow keys move through the list, Enter opens a person, S saves them to your shortlist, Escape closes. Facts from each firm’s public bio page; nobody pays to be listed.

Fund Tax and Accounting Firms, by partners listed

About this list

What REIT tax work is

Forming and keeping real estate investment trusts qualified (the asset, income and distribution tests), including private REITs in fund structures.

In sum

26 fund tax advisors at 13 firms are listed on this page. The 5 with the most: Baker Tilly (5), EisnerAmper (4), CohnReznick (3), BDO USA (2) and Holthouse Carlin & Van Trigt (HCVT) (2).

Questions

How many fund tax advisors does FundOpsHQ list?

26 partners at 13 firms. Last checked Oct 23–24, 2026. Each one is at partner level, and their firm's own bio page describes their work on REIT tax (the quote is on each profile).

Which fund tax and accounting firms have the most partners listed?

Baker Tilly (5), EisnerAmper (4) and CohnReznick (3), counting the partners each firm's own website lists.

Where are fund tax advisors based?

The cities with the most: Washington, D.C. (4), Chicago (3) and New York (3).

What else do these tax advisors work on?

The practices they list most: fund tax (26), real estate funds (20) and private equity funds (16).

How does a fund tax advisor get on this list?

By being a partner, principal, shareholder or member whose firm's own website lists them for this work. FundOpsHQ reads each firm's public bio pages and dates every check. Nobody pays to be listed or to rank, and anyone listed can claim, correct or remove their profile. How the directory works

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Listed here?

Claim your profile from its page to add to it, or ask for a correction or removal. It is free; the claim link goes to your work email at your firm’s domain.

How claiming works

Who is listed here comes from each firm’s own public bio page: the practices, clients and offices it names. Nobody pays to be listed or to rank. How the directory works