George Kotridis

  • Principal

Overview

With more than 30 years in public accounting, George devotes most of his time serving clients in the Real Estate Industry. 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

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

In the community

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