Education

  • Bachelor of Business in Accounting from Temple University, Philadelphia, Pennsylvania
  • American Institute of Certified Public Accountants
  • Pennsylvania Institute of Certified Public Accountants
  • Certified Public Accountant in Pennsylvania

Overview

With more than 28 years in public accounting, George devotes most of his time serving clients in the Real Estate and Private Equity Industries. These include commercial real estate companies, multi-family developers and operators, hotels, asset managers, private equity funds, and other private investment companies. In 2014, he helped CLA launch the firm’s Fund Administration Service line which serves a variety of private investment companies. George also serves in a key role as advisor and liaison to the firm’s wealth advisory group with respect to private investment reporting and tax compliance. He is also a lead resource in the firm helping clients in real estate workout transactions.

  • Assists clients in selecting entity status, advises on partnership and LLC formations, helps with modeling IRR calculations and waterfall provisions, and forecasting distributions and allocations under IRC Subchapter K
  • Provides consulting and expert services related to performance, cash flow, and operations of commercial real estate and hotel operations, including litigation support
  • Helps clients assess the benefits of cost segregation studies, repair studies, change in accounting methods, as well as help facilitate closely-held business strategic planning initiatives, and design and implementation of succession plans
  • Co-leads CLA’s Fund Administration group and assisting managers with their investor obligations and communications

Upcoming speaking engagements

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Resources and event materials

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In the community

  • Member, Urban Land Institute
  • Pennsylvania Bar Institute panelist on Distressed Real Estate transactions
  • Bisnow Philadelphia Real Estate moderator, numerous