Industries We Serve

Real Estate

The real estate industry offers significant opportunities but also presents complex financial and tax challenges. At Winitsky Group, we specialize in supporting real estate professionals—including brokers, developers, and investors—with expert tax planning and financial strategies tailored to this dynamic sector. Our goal is to help you maximize returns while minimizing tax liabilities, ensuring your investments and transactions are as profitable as possible.

We offer a comprehensive suite of services designed specifically for the real estate industry, including:

• Tax Planning: Developing customized tax strategies to optimize your financial outcomes.
• Cost Segregation Analysis: Identifying opportunities to accelerate depreciation and reduce tax obligations.
• Like-Kind Exchanges: Facilitating 1031 exchanges to defer capital gains taxes and reinvest in new properties.
• Qualified Opportunity Zones: Advising on investments in designated areas to take advantage of tax incentives.
• Entity Structuring: Assisting in selecting the most advantageous legal structures for your real estate ventures.
• Broker Support: Providing tax guidance and financial planning for real estate brokers to ensure compliance and maximize profitability.

Our firm’s deep expertise in real estate taxation ensures that you can confidently navigate the complexities of this industry while maximizing the benefits available to you. Partner with Winitsky Group to protect and grow your real estate investments in this competitive market.

Manufacturing, Wholesale & Retail

In the fast-paced and ever-evolving landscape of manufacturing, wholesale, and retail, businesses face unique challenges—from supply chain management to adapting to the rise of e-commerce. At Winitsky Group, we provide tailored tax planning and financial strategies to help your business navigate these complexities while maximizing profitability.

Our deep understanding of the manufacturing, wholesale, and retail industries allows us to offer specialized services, including:

• Bank Relationships: Assisting in securing lines of credit and managing relationships with banks to ensure your business has the necessary financial resources.
• Profitability Analysis: Conducting in-depth reviews of your business operations to identify areas for increased efficiency and profitability.
• Inventory Management and Valuation: Providing guidance on managing and valuing inventory to improve cash flow and reduce tax liabilities.
• Sales Tax Reporting: Ensuring compliance with complex sales tax regulations across multiple jurisdictions.
• R&D Tax Credit Consulting: Helping manufacturers claim valuable tax credits for research and development activities.
• Employee Benefit Plans: Advising on the design and implementation of employee benefit programs that align with your financial goals.
• Outsourced CFO Services: Offering expert financial leadership through our outsourced CFO services, including cash flow analysis, budgeting, and financial forecasting.

Whether you're a small retailer transitioning to an online presence, a manufacturer navigating supply chain pressures, or a wholesaler seeking to optimize your tax position, Winitsky Group provides the expertise you need. We partner with you to ensure that your financial strategies are aligned with your business goals, helping you stay competitive in today’s dynamic market.

Construction

Navigating the financial complexities of the construction industry requires specialized expertise. At Winitsky Group, we support contractors, engineers, architects, developers, and suppliers with tailored financial strategies that address the unique challenges of uneven cash flow and project management.

Our team provides insights on industry developments and regulatory changes, helping you stay proactive and compliant. We connect you with essential resources, such as bonding agents and financing options, to support your projects and operational needs. With our guidance, you can manage costs effectively, optimize financial performance, and drive growth in a competitive market.

Legal Services

In the legal services sector, firms face unique financial challenges, including managing cash flow, retaining key employees, and planning for succession or sale. At Winitsky Group, we understand the intricacies of operating in this field and offer specialized support to help law firms and other professional service providers maximize profitability and build value.

Our expertise spans a wide range of professionals, from solo practitioners to multi-office operations. We assist with strategic planning, cost management, and addressing issues such as collections and realization concerns. By focusing on your financial needs, we enable you to concentrate on delivering exceptional client service while ensuring your business remains financially robust and compliant.

Technology

The technology sector, encompassing both emerging startups and established companies, presents unique financial challenges. At Winitsky Group, we offer specialized support to navigate the complexities associated with equity compensation, fundraising strategies, and financial planning.

For startups, we provide strategic guidance on securing seed funding and optimizing financial structures, ensuring early-stage capital is effectively managed to support growth. Established technology companies benefit from our expertise in managing intricate equity compensation arrangements, such as stock options and restricted stock units (RSUs), and planning for scalability and long-term success.

Our comprehensive approach addresses the financial intricacies of the technology industry, enabling you to focus on innovation and operational excellence while we manage the complexities of your financial landscape.

Healthcare Services

In the healthcare sector, financial management requires specialized knowledge and precision. At Winitsky Group, we support doctors and medical practices with tailored accounting and tax planning services designed to meet the unique needs of the industry.

We assist in setting up and maintaining robust accounting systems to streamline financial operations and ensure compliance with industry regulations. Our tax planning services help you navigate complex tax laws and optimize your financial strategies to maximize profitability and support the growth of your practice.

Our team’s deep understanding of the healthcare sector enables us to provide strategic guidance that aligns with your operational needs and goals, allowing you to focus on delivering exceptional patient care while we manage your financial concerns.

Finance & Private Equity

In the finance and private equity sectors, managing complex financial arrangements requires specialized expertise. At Winitsky Group, we are well-versed in navigating intricate areas such as carried interest and long-term capital gains (LTCG), offering tailored solutions for individuals, hedge funds, private equity firms, and other financial entities.

Our services include strategic planning and tax optimization for high-net-worth individuals and investment entities, ensuring compliance with regulatory requirements and maximizing financial outcomes. Whether you are involved in private equity transactions, hedge fund management, or individual investment planning, our team provides the in-depth knowledge and strategic guidance needed to excel in these highly complex areas.

We focus on delivering precise, actionable insights to help you manage and enhance your financial strategies, allowing you to concentrate on your core business activities while we handle the complexities of financial management and planning.

Professional, Consulting & Insurance

In the realms of professional consulting and insurance, strategic financial management and expert advice are crucial for sustained success. At Winitsky Group, we offer specialized services tailored to meet the unique needs of consulting firms and insurance professionals.

For consulting firms, we provide comprehensive financial and tax planning services designed to optimize profitability, manage operational costs, and support business growth. Our expertise includes developing effective accounting systems, managing cash flow, and addressing industry-specific financial challenges.

Our deep industry knowledge and tailored approach help consulting firms and insurance professionals navigate their respective markets with confidence, ensuring that financial operations are as effective and efficient as possible.