What CPAs Need to Know About Timing, Method Changes, and Missed Opportunities Introduction Recent legislative changes have reshaped how several long-standing tax incentives operate in practice. For CPAs, the result has been a mix of opportunity and confusion—particularly at the intersection of the Research & Development (R&D) tax credit, mandatory capitalization under Section 174, and … Read more
If you advise business owners or real estate investors, expect the question to come early and often in 2026: “Now that bonus depreciation changed again, should we do a cost segregation study?” For CPAs, this is not a gimmick question. It is a high-impact planning decision that affects taxable income, cash flow, and how quickly … Read more
The passage of the One Big Beautiful Bill Act (OBBB) marks a major shift in the U.S. tax landscape—one that brings long-awaited relief for small businesses, real estate investors, and innovative companies. With sweeping updates to depreciation rules, R&D expensing, clean energy incentives, and more, 2025 presents a powerful opportunity to realign your tax strategy. … Read more
The Section 179D Energy-Efficient Commercial Buildings Deduction has been a cornerstone of U.S. tax policy, incentivizing energy-efficient upgrades in commercial and multifamily properties. Offering deductions of up to $5.00 per square foot for energy-saving improvements, this powerful tax benefit has driven sustainable building practices while delivering significant financial relief to property owners, developers, architects, and … Read more
As the tax landscape becomes more complex and specialized, CPA firms are increasingly partnering with boutique tax credit firms to deliver enhanced value to their clients. But is it the right move for your practice? Here’s a breakdown of the advantages, potential concerns, and what sets Corporate Tax Advisors (CTA) apart in the tax credit … Read more
May 2025 – The U.S. House has passed the One Big Beautiful Bill Act, a sweeping reconciliation bill that seeks to make the Trump-era Tax Cuts and Jobs Act (TCJA) provisions permanent, enhance key business incentives like R&D credits and bonus depreciation, and overhaul green energy incentives and IRS procedures. With nearly 400 pages of … Read more
A big thank you to all that joined us and participated. Please visit our webinars section to find links to upcoming CPE Webinars for CPAs. For those that weren’t able to attend the live version, the recording and an AI adjusted transcript are available below in its entirety: 🔹 Introduction: Real Estate Tax Strategies & … Read more
A big thank you to all that joined us and participated. Please visit our webinars section to find links to upcoming CPE Webinars for CPAs. For those that weren’t able to attend the live version, the recording and transcript are available below in its entirety: **AI-Enhanced Transcript: Cost Segregation Essentials – High-Impact Tax Planning for … Read more
Cost segregation is a game-changer for property owners looking to boost cash flow through accelerated tax deductions. While it’s a valuable tool for anyone with commercial real estate, certain industries stand to gain more than others due to the unique nature of their assets. If you’re in one of these sectors, a cost segregation study … Read more
As a commercial property owner, you’re likely no stranger to the complexities of taxes. From property taxes to income taxes, the financial responsibilities can feel overwhelming. But what if there was a way to reduce your tax burden and keep more cash in your pocket—legally and efficiently? Enter cost segregation, a powerful tax strategy that’s … Read more
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