- Resources
Insights
Practical insights on specialty tax strategies, industry changes, and
opportunities that matter to your business.
Practical insights on specialty tax strategies, industry changes, and opportunities that matter to your business.
- R&D
For Startups, the R&D Tax Credit Should Be a Cash-Flow Conversation
Many startup founders hear “R&D tax credit” and assume it is something to consider only after the company becomes profitable. That assumption can prove costly.
- R&D
State R&D Tax Credits: Why Federal Eligibility Is Only Half the Story
The federal Research and Development (R&D) Tax Credit is one of the most valuable incentives available to businesses investing in innovation. However, federal eligibility is
- Commercial Real Estate, Cost Segregation, Uncategorized
Establishing Land Value in a Real Estate Purchase
When purchasing real estate, the acquisition price often represents a single lumpsum amount that includes both the land and any improvements, such as buildings, parking
- Commercial Real Estate, Cost Segregation, General, Manufacturing, R&D, Utility Sales Tax
It’s Not Your Typical Tax Career
When most people think about careers in tax, they picture compliance work, the dreaded tax deadline crunch, and spreadsheets. Specialty tax consulting is different. It’s
- 163(j), 179D, Commercial Real Estate, Cost Segregation, General, R&D
2026 Tax Deadlines You Can’t Miss
As 2026 unfolds, tax preparers and their clients are facing more than just routine filing deadlines. This year represents a convergence of expiring incentives, evolving
- General
New IRS Relief for §163(j) Elections
On March 18, the IRS issued Revenue Procedure 2026-17. This guidance allows taxpayers to withdraw certain elections that were previously treated as irrevocable. The relief
- Cost Segregation
The Overlooked Tax Benefit of Cost Segregation: Partial Asset Dispositions
When thinking of cost segregation studies, most investors think of its main benefit of accelerating depreciation deductions to reduce tax liability. While that’s the widely
- General, Uncategorized
Tax Trends We Expect in 2026
As we enter 2026, the U.S. tax landscape is undergoing meaningful transformation. From major tax law changes to evolving compliance expectations, businesses that stay ahead
- Cost Segregation, General, Manufacturing
Qualified Production Property Interim Guidance Released
The IRS has released IRS Notice 2026-16, providing interim guidance on the new Qualified Production Property (QPP) asset class enacted under the One Big Beautiful
- Cost Segregation, General
Interim Guidance on 100% Bonus Depreciation Creates Opportunities
The IRS released Notice 2026-11, which explains how taxpayers can use the permanent 100% bonus depreciation deduction starting on January 19th, 2025.
- Cost Segregation, Manufacturing, R&D, Utility Sales Tax
Top 2026 Specialty Tax Opportunities for Manufacturers
2026 promises to be a pivotal year for manufacturers looking to optimize their tax position. With significant legislative changes and expanded incentives, the right planning
- R&D
Unlock More Value: Key 2025 R&D Tax Credit Updates
The Research and Development (R&D) Tax Credit remains a valuable tool for businesses investing in innovation. While it’s not a new incentive, recent changes, especially
- General
The Importance of Specialty Tax in CPA Client Planning
For most CPAs, tax season is a sprint—one that rarely leaves room to explore opportunities beyond core compliance. While specialty tax strategies such as cost
- Utility Sales Tax
What to Look For When Assessing a Client’s Utility Sales Tax Savings Potential
In manufacturing, fabrication, food production, recycling, and other energy-intensive industries, utility exemptions can create immediate cash savings and ongoing monthly reductions that directly impact profitability.
- Uncategorized
How to Turn Self-Rental Losses into Tax Savings
When business owners buy or build a property for their business, they often set up a separate entity (usually an LLC) to own the building
- Uncategorized
Impact of the Inflation Reduction Act on §179D Deductions
Changes to the §179D Deduction by the Inflation Reduction Act
- Uncategorized
A Case Study – “Finding” $400K Through Cost Segregation
Saving $420K Through Cost Segregation
- Uncategorized
Why Using a Trusted Cost Segregation Provider Matters
Federal tax strategies like cost segregation studies offer powerful ways to minimize tax liability, but their true value lies in their proper application.
- Uncategorized
Proposed Specialty Tax Changes in Trump’s Tax Plan
With a supportive Senate, Trump’s administration is more likely than not to bring changes to tax law.
- Uncategorized
Energy Impact Renames, Rebrands, & Expands
Along with our new name and fresh brand identity, we’re expanding our services to include additional specialty tax services
- Uncategorized
Tax Exemptions: A Strategic Advantage for Data Centers
Navigating the Complexities of Data Center Operations: Tax Exemptions, Cryptocurrency, and Energy Consumption
- Uncategorized
Maximizing Tax Savings and Cash Flow for Restaurant Owners
Running a restaurant is both an art and a science—balancing great food and service with the challenges of rising costs, tight margins, and unpredictable cash
- Uncategorized
Unlocking $800k Through 3 Specialty Tax Strategies
Midwest-based industrial equipment and component manufacturer operates out of a 100,000 sq foot facility and has an annual revenue of $25M.
- Uncategorized
Cost Segregation and Passive Income
Cost segregation may not yield immediate tax savings for all passive investors, but with thoughtful planning,
- Uncategorized
Utilizing Tax Benefits for Multifamily Investors
Multifamily properties are a fantastic option for investors seeking steady cash flow, high valuation potential, and passive income.
- Uncategorized
Cost Segregation Providers: What to Look For and What to Avoid
Do's and Don't When Selecting a Cost Segregation Provider
- Uncategorized
Maximizing R&D Tax Savings Under the OBBBA
The One Big Beautiful Bill Act (OBBBA), signed into law on July 4th, 2025, brings one of the most significant changes in recent years for
- Uncategorized
What is Qualified Production Property?
The new Qualified Production Property (QPP) category allows 100% expensing for nonresidential real property used in qualified production activity
- Uncategorized
How Auto Dealers Can Benefit From The One Big Beautiful Bill Act
The One Big Beautiful Bill Act (OBBBA) brings several changes that affect automobile dealership owners.
- Uncategorized
Small Business Guidance for Research & Experimentation Expenses
The IRS released Revenue Procedure 2025-28 on August 28th related to research and experimental (R&E) expenditures, which was significantly changed by the One Big Beautiful
- Uncategorized
Section 179 Expensing & Bonus Depreciation: 2 Powerful Incentives
Maximizing Tax Savings by Balancing Section 179 Expensing & Bonus Depreciation
- Uncategorized
Minimizing Depreciation Recapture: A Guide for Real Estate Investors
Real estate investors planning to sell a property within a few years of acquisition or construction should understand how depreciation recapture
- Uncategorized
Make Your Airbnb Work Overtime: The Power of Cost Segregation
Cost Segregation for Airbnb (or any short-term rental) owners: How Property Owners Can Maximize Tax Benefits
- Uncategorized
The One Big Beautiful Bill Could Unlock Major Tax Credits – Are You Ready?
Big Tax Changes = Big Opportunities
- Uncategorized
Utility Sales Tax 101
It Pays to be Orange - The Utility Sales Tax Exemption
- Uncategorized
Cost Segregation 101
Essential Real Estate Investment Strategy to Drive Tax Savings
- Uncategorized
Your Guide to Cost Segregation
Tax planning can often feel overwhelming, especially for real estate owners trying to navigate a maze of strategies to minimize their tax liability. One tool
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Latest from LinkedIn
- Company Updates
Latest from LinkedIn
- RECENT
A breakdown of how the One Big Beautiful Bill Act’s fix to Section 174 doesn’t fully resolve prior-year amortization issues for R&D spending.
- RECENT
Align welcomed Kevin Henry as Tax Operations Director, adding depth to the team supporting CPA firm partners nationwide.
- RECENT
The team connected with industry peers at the CCIM Indiana Chapter’s year-end event and the PE Summit presented by Accounting Today.
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