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Specialty Tax Insights

Explore insights from our team, grounded in the same specialty tax services and proven strategies we deliver to clients every day.
commercial buildings

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.
car manufacturing

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 can translate into substantial savings. Read more about the top opportunities manufacturers should prioritize this year.
research

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 the One Big Beautiful Bill Act (OBBBA) and updates to IRS Form 6765 make claiming the credit more complex, yet potentially more rewarding.

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 segregation, R&D credits, and utility sales tax exemptions can create substantial savings, they’re often underutilized.

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.

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 and land

Impact of the Inflation Reduction Act on §179D Deductions

Changes to the §179D Deduction by the Inflation Reduction Act 

A Case Study – “Finding” $400K Through Cost Segregation

Saving $420K Through Cost Segregation

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.

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.

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

Tax Exemptions: A Strategic Advantage for Data Centers

Navigating the Complexities of Data Center Operations: Tax Exemptions, Cryptocurrency, and Energy Consumption

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 flow. These 2 Tax Strategies can help...

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.

Cost Segregation and Passive Income

Cost segregation may not yield immediate tax savings for all passive investors, but with thoughtful planning,

Utilizing Tax Benefits for Multifamily Investors

Multifamily properties are a fantastic option for investors seeking steady cash flow, high valuation potential, and passive income.

Cost Segregation Providers: What to Look For and What to Avoid

Do's and Don't When Selecting a Cost Segregation Provider

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

What is Qualified Production Property?

The new Qualified Production Property (QPP) category allows 100% expensing for nonresidential real property used in qualified production activity

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.

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 Bill Act (OBBBA).

Section 179 Expensing & Bonus Depreciation: 2 Powerful Incentives

Maximizing Tax Savings by Balancing Section 179 Expensing & Bonus Depreciation

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

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

The One Big Beautiful Bill Could Unlock Major Tax Credits – Are You Ready?

Big Tax Changes = Big Opportunities

Utility Sales Tax 101

It Pays to be Orange - The Utility Sales Tax Exemption

Cost Segregation 101

Essential Real Estate Investment Strategy to Drive Tax Savings

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 that’s both powerful and underutilized is cost segregation.

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