Business Description:
PACE provides capital for any non-residential building owner and non profit organization to maximize the buildings’ value without wasting precious resources to upgrade the facility for massive energy and water savings. We are a statewide community and social impact resource due to the fact we can provide financing for projects that otherwise banks and traditional lending either won’t finance or finance at much lower values.
Property Assessed Clean Energy (PACE) is an innovative way to finance building upgrades including renewable energy resources. Property owners interested in converting to a green building can receive 100% financing, repaid as a property tax assessment for up to 20 years. By eliminating upfront costs, providing low-cost, long-term financing, and making it easy for building owners to transfer repayment obligations to a new owner upon sale, the PACE program overcomes challenges that have hindered adoption of energy efficiency and green construction.
Robert Mattler is a commercial real estate industry veteran with over thirty years’ experience in both real estate brokerage and real estate law. More recently, Bob has been an active thought leader and advocate for green building and sustainability throughout southeast Michigan.
Bob is the Michigan Market Leader for PACE Equity.
Bob’s broad entrepreneurial legal and real estate experiences include: establishing and managing a successful law firm, creating and running a commercial property tax consulting business and Director of Green Brokerage for a boutique real estate firm in metropolitan Detroit. Over the last eight years, Bob co-founded the commercial real estate committee of the Detroit Chapter of the United States Green Building Council (USGBC) where he has been a guiding force in programming, fundraising, strategic development, community outreach and advisor to various boards of directors. Bob has been an At-Large member of the Board of Directors and continues to play an active role on the Board.
Robert’s passion for sustainability, economic development and adaptive re-use of metro Detroit’s aged building stock places him at the crossroads of southeast Michigan’s rebirth through implementation of PACE financing to jump start community development and re-development.
Bob was an early supporter and advocate of PACE financing when the law first passed in 2011, having published articles, blogs and spoken on the topic in front of various legal, business and real estate audiences. As a PACE-Equity market leader, Bob can now bring the advantages of Pace financing to help his own community and others in Michigan recover and become vibrant again.
Robert holds a BA from Michigan State University, a JD from the Detroit College of Law, an LLM in Tax from the Wayne State University Law School and certification from the U.S. Green Building Council as a LEED AP BD&C (Leadership in Energy & Environmental Design Accredited Professional, Building Design & Construction).
The mission of Michigan Financial Companies is to impact the lives, lifestyles and legacies of its clients and associates. This full service financial organization delivers the products, marketing, business development resources, and personal service that allow financial representatives to build successful practices through long-lasting, trusted client relationships. The firm offers options for affiliation based on level of independence and support desired. Resources and practice management are customized for financial representatives based on affiliation and business vision. With an intense focus on providing value and believing that “a rising tide raises all ships,” the experienced team at Michigan Financial Companies brings a passion for serving clients and associates to everything they do, with the highest ethical standards, energy, and supportive work environment.
A sophisticated Estate and Business Planning group provided by the John Hancock Advanced Markets Group, consisting of experienced attorneys, accountants, actuaries, and case design specialists. This service is available to financial representatives working with current and prospective clients.
Services for top performers including an experienced transition team, access to firm-based marketing-initiatives, advanced sales consultants, underwriting support, and study groups. Build4Success, an equity and succession platform providing support for the purchase or sale of your business. This platform includes valuation models, financing support, tax allocation strategies, and transition planning.
Practice Management Marketing Director consults with representatives to develop personalized business development plans including execution in chosen markets. Access to firm level special events and resources to cultivate long-term relationships with CPAs, attorneys, banks, credit unions, and property/casualty firms as trusted alliances. Active outreach program to match clients with active associates. Training platform based on client’s values and goals with emphasis on becoming the “Most Trusted Advisor”. Successful joint work and mentoring opportunities.
At Freedman & Goldberg we view our professional accounting and advisory service as on-going process. Going a step further than simply completing the job, we continue to analyze and evaluate new options. We also want to be certain that you understand every facet of your financial situation completely. This approach enables you to be prepared to make informed financial decisions.
Over 40 years of experience with a diversified client base has prepared us to handle your business. We have worked extensively with individual as well as professional corporations, public companies, professional companies, professional athletes, real estate developers and managers in retail and small business, and are able to cater to your financial situations and individual concerns. Whether you need assistance with annual filings or tax planning, Freedman & Goldberg meets your specific needs. You will be assigned a professional specifically qualified to serve you and your organization. An on-going working relationship with this individual assures you continuity, dependability, and the personal service you deserve.
We offer a full line of accounting and auditing services. Our services range from compiled financial statements prepared from your accounting records, to reviewed financial statements required today by many banks and lending institutions. We also conduct audits of financial statements prepared using General Accepted Accounting Principles to satisfy the requirements of your investors, lenders or regulatory agencies, including HUD, MSHDA, and SEC.
As members of the Private Companies Practice Section (PCPS) of the American Institute of Certified Public Accountants (AICPA) we maintain high standards for our work. We are also a peer-reviewed firm, which requires us to maintain a high level of professional and ethical standards.
We have expanded our bookkeeping and accounts payable department to meet the growing demand from our customers. More and more, companies have discovered that outsourcing these services offers major benefits. With our bookkeeping staff maintaining your books, you can be assured of fast turn around on financial statements and accurate data for decision making.
Our staff can assist you in developing an effective way to maintain control over your business or personal finances while minimizing your costs. Our current list of customers who have chosen to use our Accounts Payable services come from several industries, including real estate management, retail food establishments, and medical offices. Our staff has experience with a number of software accounting packages, including Peachtree, QuickBooks, and Creative Solutions.
Isn’t it time that you gained full control of your financial and maximized your profits?
The death of a family member is a difficult period for any family or closely-held business. We can help by working with your attorneys to develop the estate or succession plan best suited for your needs. After your loss, our staff can help you with financial reporting for probate cases, filing final tax returns for a decedent, preparing and filing estate returns, and administering your trusts.
Freedman & Goldberg offers several different levels of payroll services, including:
* Setting you up for do-it-yourself payroll
* After the fact payroll processing, tax payments and required state and local forms
* Full service payroll, including direct deposit, paycheck delivery, federal, state and local tax payments
* Employee leasing options
* Section 125 plan administration (We also have a standard, IRS approved Section 125 you can adopt for your company)
Our staff has many years of experience in dealing with the Internal Revenue Service, including personal and business tax audits, delinquent tax returns, Offers in Compromise and other negotiating tools. We have in many cases been able to reduce or eliminate the amount of tax due by our customers.
We offer several types of support services for attorneys and their clients, including forensic accounting, probate accounting, and are able to provide our senior staff members as professional witnesses for hearings and other court appearances.
We prefer to address your personal and business tax needs in a proactive manner. By staying on top of new tax laws, tax court rulings and pending legislation, we are able to keep you informed about changes that can affect your family or your business. We are available year-round to provide our clients with tax planning, return preparation, correspondence from federal, state and local tax agencies, and more. Our tax team provides services for:
* Individuals and families, including divorce and support issues
* Partnerships, Limited Partnerships, Limited Liability Companies and Corporations
* Estates and Trusts
* Gift taxes
* Non-profit entities
Freedman & Goldberg, CPA’s now offers a fast and affordable method to file your tax return online. This service is ideal for many and offers the simplicity and flexibility of managing your taxes online, with the comfort and knowledge of having it prepared by a tax expert with over fifteen years of experience and reviewed by a CPA. Our online system will save you the expense of buying the software and all the required upgrades and avoid the expense and challenges of dealing with an inexperienced tax preparer at a national chain.
Now you can have the best of both worlds, an low cost filing and the knowledge and experience of a leading CPA firm.
Michael is a partner with the firm. He has been practicing since 1975 and specializes in taxes, investment and real estate. He has lectured on those topics and also published several articles on tax and real estate, some which have appeared in National Public Accountant and Taxes-The Tax Magazine.
Michael Goldberg is a member of the American Institute of CPA’s and the Michigan Association of Certified Public Accounts. He earned his degree in accounting from Eastern Michigan University.
Eric has been a principal of Freedman & Goldberg, CPAs, P.C. since it’s inception in 1982. He specializes in management advisory services, business start-up, business restructuring, litigation support, and corporate and individual taxes. He has lectured to law firms and brokerage houses on a number of subjects including tax and related topics.
Eric Freedman is a member of the American Institute of CPAs and the Michigan Association of CPAs. He holds a B.B.A. in Accounting from Eastern Michigan University.
UHY Advisors offers an exceptional competitive advantage – national capabilities enhanced by access to global resources and personalized service. We call this philosophy The Next Level of Service.
Read more about the services offered by UHY Advisors. UHY also provides assistance in calculating energy deductions/credits for inclusion on tax returns.
