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Real Estate Family Office & Private Wealth West
June 15-16, 2026
Waldorf Astoria Monarch Beach ResortDana Point, CA

Nick Bell
Tax Manager at Wipfli
Speaker

Profile

Nick is a Manager at Wipfli specializing in real estate tax compliance and partnership structures since 2019. He brings deep technical expertise and a proactive, solutions-oriented approach to navigating complex tax matters within the real estate industry.

Nick works closely with high-net-worth individuals, family offices, developers, and real estate investment groups on tax planning and deal structuring, helping clients align tax strategy with broader investment objectives. He advises clients on family limited partnerships (FLPs), and §1031 exchanges, providing practical guidance on complex transactions and ownership structures.

Collaborating with Wipfli’s in-house cost segregation team, Nick helps clients maximize tax benefits by strategically aligning tax efficiency with compliance requirements across the full lifecycle of real estate investments. He is known for his collaborative mindset, strong client relationships, and ability to deliver thoughtful, client-focused solutions that support long-term success.

Agenda Sessions

  • Tax‑efficient real estate investing for family offices

    12:00pm