A CPA's read on your next deal
Monthly insights from the James Moore real estate team on tax, structuring, and the market signals real estate investors, developers and industry professionals.
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What's inside each newsletter
We built this around what real estate leaders want to know, from the conversations we have every day.
Letter from Daniel
Daniel opens every issue with a candid read on one thing moving the market right now. It's written the way he'd say it before you sign, not in a memo.
Your CPA's Take · Video
The most recent video from the series breaking down a real question investors bring us, whether it's cap rates, structuring, or exit timing, with a link to watch the full thing.
Market Pulse
One outside data source a month, from CoStar, CBRE, or NAR, distilled to what it means for mid-to-large developers and the questions it should prompt internally.
From the Practice
A practical tip from the JMCO real estate team: a structuring mistake we keep seeing, a question to ask before closing, or a planning opening in this deal environment.
On our radar
The short list we're tracking this month such as a tax deadline, a regulatory shift, or a financing change to keep you up to date with the latest.
Featured resources
One tool you can put to work today, like a checklist, calculator, or template we actually hand clients, picked for where investors most often get stuck.
Built for the people who move on real estate
Whether you own the portfolio, run the numbers, or close the deals, this newsletter gives you what you need to underwrite with confidence.
Developers and real estate investors
CFOs, controllers, and asset managers
Fund and syndication principals
Property and portfolio operators
CPAs and advisors serving real estate
Daniel Roccanti, CPA
Director
Daniel has ten years of experience in tax accounting and consulting. As a director, he leads and supervises a team that provides tax planning, tax preparation, compliance and accounting services to the firm’s clients. Daniel’s focus is on modern innovative solutions to help each client grow and reach their aspirations.
While Daniel works with a wide range of individual and business clients, his expertise is in real estate. In addition to leading the firm’s Real Estate Services team, he is also a real estate investor himself — allowing him to bring his personal experience to the table. Daniel also has a background as an IT analyst, and he uses this knowledge to combine technology and accounting to better help his clients.
Daniel also has expertise in nonprofit tax compliance. He provides tax reporting and consulting for the firm’s nonprofit clients allowing these organizations to help better their communities. He also leads the Tallahassee office’s tax compliance and Form 990 preparation services for nonprofits.