Stephen Bertonaschi specializes in advising clients in key areas, including entity formation and structuring, real estate asset acquisitions and dispositions, merger and acquisition tax advisory, real estate investment trust (“REIT”) due diligence and compliance matters. Mr. Bertonaschi has 20 years of experience, including deep expertise in institutional-owned real estate and private equity matters.
Mr. Bertonaschi has broad experience with real estate merger and acquisition transactions, partnership roll-ups, buy- and sell-side due diligence, tax accounting matters, like-kind exchanges, disguised sales, RIDEA tax structures and financial statement income tax provisions. Additionally, Mr. Bertonaschi has extensive experience providing a broad array of tax advisory services to companies in a wide range of markets and industries.
One of Mr. Bertonaschi’s notable qualities is his ability to address both the federal and state income tax issues with respect to proposed transactions, thereby creating the most efficient overall tax structure.
Mr. Bertonaschi holds a leadership role in FTI Consulting’s internal tax training program. In addition to organizing the training, Mr. Bertonaschi has presented on a myriad of federal and state income tax areas, including partnership allocations, REIT due diligence and compliance matters, tax M&A advisory work, state and local taxation of business entities, state apportionment and various non-income state taxes. Mr. Bertonaschi’s recent thought leadership articles cover REIT due diligence on acquisitions, including common pitfalls and state and local conformity and responses to federal tax reform.
Prior to joining FTI Consulting, Mr. Bertonaschi was a Senior Tax Manager at The Schonbraun McCann Group (“SMG”), a dedicated real estate advisory firm that was acquired by FTI Consulting in 2008. He started his career at SMG, entering the company as an intern and joining the tax department in 2003. While at SMG, Mr. Bertonaschi focused primarily on real estate owners, operators and developers and developed a strong background in related accounting and tax issues.
Certified Public Accountant (CPA), New Jersey
American Institute of Certified Public Accountants (AICPA)
National Association of Real Estate Investment Trusts (NAREIT)
New Jersey Society of CPAs
B.A., Accounting, William Paterson University
M.S., Taxation, Farleigh Dickinson University
T: +1 973 852 8174
56 Livingston Avenue
Roseland, NJ 07068
Tax Structuring & Tax Advisory Services