Maximize after-tax returns through accelerated depreciation, capital-gains deferral, and cash-flow optimization.
Capture powerful energy-efficiency incentives and sustainability tax credits that enhance project ROI.
Turn innovation into opportunity using R&D tax credits and advanced tax strategies that strengthen profitability and reinvestment potential.
Protect and grow generational wealth with proactive planning and tax-efficient investment structures.
Elevate your advisory impact with specialized tax solutions that deepen relationships, deliver measurable value, and enhance your core services.
No two industries are alike, but everyone can benefit from smarter tax planning. Let us guide your company to unlock savings and reinvest in growth based on your sector.
Tax-deferred 1031 exchange that funds improvements and later convers into a REIT
Federal tax incentive promoting energy efficient commercial construction
Federal tax incentive promoting energy efficient residential construction
Investments that stack multiple tax credits into one opportunity - ITCs, QOZs, R&D, 45Q, 179 Expensing, and Bonus Depreciation
Tax strategy where a business creates its own licensed insurance company to cover risks specific to their business
The process of identifying real-estate property or building components that will generate accelerated depreciation deductions and federal tax deferrals
Utility-sponsored incentives that reward businesses and real estate owners for reducing their energy consumption during peak demand periods
Review of company’s asset records to ensure they are accurate, and assets are properly accounted for, maintained, and utilized
Form used to request approval from the IRS to make a change to your overall method of accounting
Tax-exempt corporate entity used to reduce federal income taxes on export profits utilizing a US tax incentive encouraging exports
Federal programs that allow investors to reduce taxes, dollar for dollar, based on the value of their qualified investment
Insurance that covers the costs associated with an audit, with an immediate payout upon notice of IRS audit and defending coverage if litigation escalates to tax court
Strategic use of life insurance to protect wealth from estate taxes, create tax-free growth vehicles, and structure generational wealth transfers
IRS approved payroll tax reduction program which reduces payroll taxes for employer and employee
Federal incentive encouraging businesses to invest in developing & using cutting-edge solutions for development, design, or improving products, processes, formulas, or software.
Holistic tax planning providing a comprehensive approach to tax strategies maximizing your after-tax income
Define how you capitalize, expense, and depreciate improvements, repairs, and purchases