FY Tan advises clients on a broad range of real estate and transactional matters, including structuring joint ventures and Real Estate Investment Trusts (“REITs”), mergers and acquisitions, performing tax due diligence and compliance matters for public and private REITs and real estate funds and companies. Ms. Tan is a member of our Tax Advisory team within our Real Estate Solutions practice and has more than 15 years of real estate experience.
Ms. Tan’s experience includes structuring inbound and outbound transactions for publicly traded REITs, legal entity rationalization to streamline corporate structures, modeling partnership book and tax allocation, partnership waterfall allocation, buy- and sell-side due diligence, uniform capitalization rules and avoided cost method, prohibited transactions on asset disposition within REITs rules, debt restructuring and modifications, and REIT qualification due diligence.
Ms. Tan began her career at Alvarez and Marsal in the real estate practice. Prior to joining FTI Consulting, Ms. Tan was a senior manager in the real estate practice at Ernst & Young LLP’s (“EY”) Atlanta, GA, office where she performed tax compliance and provided advisory services for partnerships, REITs and corporations. She was also in the tax, technology and transformation practice at EY where she helped real estate tax teams adopt emerging technologies to enhance efficiency and navigate the challenges associated with growth, bridging the gap between tax and technology.
Relevant Experience:
- Led buy-side tax structuring and due diligence for a $2 billion cross-border acquisition for a publicly traded REIT
- Designed and modeled inbound investment platforms for foreign investors, optimizing tax-efficient structures while minimizing tax leakage and maximizing after-tax internal rate of return (“IRR”)
- Advised clients on debt restructuring and modifications to strategically preserve and utilize tax attributes
- Transformed and automated tax functions for real estate clients, including developing executive-level analytics and reporting capabilities to enhance decision-making
- Structured joint ventures and real estate investment vehicles for private and public clients, including complex partnership waterfall modeling and REIT compliance matters
Certifications
Certified Public Accountant (“CPA”), Georgia
Associations
American Institute of Certified Public Accountant (“AICPA”)
Georgia Society of Certified Public Accountants (“GSCPA”)
National Association of Real Estate Investment Trusts (“NAREIT”)
Formation
B.S., Accounting, University of Georgia
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Contact
T: +1 404 460 6200
fy.tan@fticonsulting.com -
Bureau
1201 W Peachtree Street, NW
Suite 3300
Atlanta, GA 30309
United States
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Expertise
Data & Analytics
Due Diligence
Tax
Tax Structuring & Tax Advisory Services
Transaction Advisory
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Secteurs