Ashlie Forum

About Ashlie

Ashlie Forum is a partner in the Firm’s Tax & Business Services Division. She also serves as the Firm’s Real Estate and Construction industry leader in the Southeast.

Ashlie consults with clients who are adding, modifying, and divesting real estate portfolios. The depth of her practice includes proactively planning to leverage 1031 exchanges as well as other strategies. For example, she works regularly with clients interested in direct investment in Qualified Opportunity Zones (QOZs), as well as those creating their own QOZ funds. Additionally, she guides clients through cost segregation studies.

Working extensively with general contractors and large subcontractors, Ms. Forum has a detailed understanding of the industry and implications of contracts on tax compliance and planning. She advises clients on opportunities for credits available to construction business and helps navigate dynamics around bonus depreciation, net operating losses, business interest deductions as well as other tax regulations.

Ashlie provides a wide range of tax services to privately held companies in a variety of industries, with extensive experience serving family businesses as well as high-net-worth families. She has provided tax consulting, compliance, research, and tax planning services to privately held companies, as well as assisted with tax controversy issues.

Ashlie has ample knowledge in partnership taxation with a focus on the business and compliance needs of limited liability companies. She also has experience in Family Office services, which includes a variety of services like bill paying, succession planning, and investment analysis.