
IRS Qualifications for Real Estate Professionals: Do You Meet the Requirements?
The IRS designation of a Real Estate Professional carries significant tax advantages, but qualifying isn’t automatic. If you’re investing time and effort into managing rental properties, understanding the IRS criteria could lead to major tax savings. Let’s break down the requirements, what they mean, and how you can […]
See How We Saved Clients Millions with Detailed Case Studies
Latest Articles
View All
How to Avoid Depreciation Recapture
When it comes to maximizing tax savings through real estate […]

Abandoning a Property: Legal and Tax Implications You Need to Know
When a property becomes too costly to maintain, generate income […]

Maximizing Tax Benefits for Retail Properties: Key Strategies for Owners & Investors
Retail property owners are always looking for ways to maximize […]
Latest Blogs
Discover tips and strategies to lower your tax liability and keep more of your hard-earned money.

How to Calculate Research and Development Tax Credits?
The Research and Development (R&D) Tax Credit is one of the most valuable federal incentives available to businesses that innovate or improve products, processes, software, or technologies. Whether you’re a startup investing in new solutions or a mature company refining your operations, this credit can deliver significant tax savings. But to reap the benefits, you […]

Maximizing Tax Benefits in the Self-Storage Industry: Key Strategies for Owners & Investors
The self-storage industry continues to show strong growth and resilience, even during uncertain economic times. For owners and investors, the appeal goes beyond steady income, it also lies in the significant tax advantages that come with owning and operating self-storage facilities. By understanding the tax landscape and using the right strategies, you can reduce your […]

How Cost Segregation Can Benefit Commercial Real Estate Brokers and Their Clients
Unlocking Greater Value with the Return of 100% Bonus Depreciation In the world of commercial real estate, opportunities for brokers and their clients don’t end at the closing table. One of the most powerful, yet often overlooked, tools for maximizing property value and client satisfaction is cost segregation. Cost segregation is a tax strategy that […]

Tax Planning for High-Net-Worth Individuals: Key Strategies to Protect Your Wealth
For high-net-worth individuals, tax planning isn’t just about saving money, it’s about preserving wealth, managing risk, and ensuring a legacy. With a constantly evolving tax landscape and potential exposure to higher tax brackets, a proactive and strategic approach is essential. Below, we explore some of the most effective tax planning strategies to protect and grow […]

100% Bonus Depreciation Is Back: What This Means for Businesses and Commercial Property Owners
After months of speculation and political maneuvering, it’s official: 100% bonus depreciation is back thanks to the recently passed Tax Relief for American Families and Workers Act of 2024, popularly dubbed the “Big Beautiful Bill.” The bill revives one of the most powerful tax incentives for businesses, allowing them to fully deduct the cost of […]

How to Avoid an Audit When Conducting a Cost Segregation Study
Cost segregation is a powerful tax strategy that allows commercial property owners to accelerate depreciation and unlock significant cash flow. However, when done incorrectly, or by the wrong provider, it can raise red flags with the IRS. That’s why understanding the IRS cost segregation guidelines and audit procedures is essential to staying compliant and avoiding […]
50,000+ Studies Completed. Zero IRS Audits Triggered. Guaranteed Results.

The Big Beautiful Bill Has Passed: What It Means for Tax Incentives and Commercial Real Estate
In a landmark legislative win for congressional Republicans and the Trump administration, the “One Big Beautiful Bill” has officially passed both chambers of Congress and is now law. This sweeping reconciliation package cements key provisions from the 2017 Tax Cuts and Jobs Act (TCJA), expands select deductions, and reshapes the tax and entitlement landscape for […]

When Did Income Tax Begin in the U.S.? Key Milestones in Tax History
Income tax plays a central role in the American economic system today, but its origins trace back to a much different time in our nation’s history. For those curious about when income tax was created or when federal income tax started, this guide outlines the key moments that shaped how income is taxed in the […]

What Is a 721 Exchange? A Guide to Tax-Deferred Strategy for Real Estate Investments
For real estate investors seeking to grow their wealth while minimizing tax liability, the 721 exchange is a powerful but often overlooked strategy. This tax-deferred approach allows property owners to contribute real estate to a Real Estate Investment Trust, or REIT, through an UPREIT structure in exchange for operating partnership units, abbreviated as OP units. […]

Is it Possible to Amend a Tax Return to Take Bonus Depreciation?
Bonus depreciation has long been a powerful tool for commercial property owners and investors looking to accelerate tax deductions and improve cash flow. But what happens if you missed claiming it in a prior year? Can you go back and amend your tax return to take advantage of this valuable deduction? Let’s explore what bonus […]

Boost Your RV Park Profits With Cost Segregation
In today’s competitive hospitality landscape, maximizing your return on investment is crucial, especially for RV park owners. One powerful, yet often overlooked, tax strategy is cost segregation. This IRS-recognized method can dramatically accelerate depreciation deductions, significantly improve your cash flow and boosting profits. Whether you’re developing a new park or have owned one for years, […]

The Cost Segregation Checklist: What to Look for in a Trusted Specialist
Cost segregation is one of the most powerful tax strategies available to commercial property owners, allowing you to dramatically accelerate depreciation, reduce taxable income, and improve cash flow. But the success, and the safety, of a cost segregation study depends entirely on the firm conducting it. Not all providers are created equal. In fact, many […]