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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.
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.
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.
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.