Resources

Know What's Possible Before You Leave Money on the Table.

Practical guides on the strategies that matter most to real estate investors and business owners.

Most advisors wait for you to ask the right questions. We'd rather make sure you know what to ask. These guides cover the five strategies we specialize in — written plainly, without jargon.

Cost Segregation

What Is Cost Segregation — and How Much Could You Save?

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Most commercial property owners depreciate their buildings over 27.5 or 39 years. Cost segregation lets you accelerate a significant portion of that depreciation into years 1–15 — or even year one under bonus depreciation rules. Here's how it works and who benefits most.

Reclassifies property components to 5-, 7-, or 15-year depreciation schedules
Typical first-year tax deferral of up to $50,000–$500,000+
Retroactive studies available for properties acquired in the past 15 years
Bonus depreciation available on qualifying assets

S-Corp Conversions

Is an S-Corporation Right for Your Business?

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For business owners generating $80,000+ in net income, converting to an S-corporation is often the single highest-impact tax decision available. But the structure only works if it's set up correctly — and maintained properly. Here's what you need to know.

Reduces self-employment tax on income above a reasonable salary
Typical annual savings of $10,000–$30,000 for qualifying owners
Savings begin in year one and grow as your income grows
Requires proper setup and ongoing compliance to withstand IRS scrutiny

Reasonable Compensation

Reasonable Compensation: The S-Corp Detail That Can Cost You Everything

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The IRS requires S-corp owner-employees to pay themselves a 'reasonable' salary. Set it too low and you risk a costly audit. Set it too high and you eliminate the tax benefit. A formal analysis is the only way to get it right — and document it.

IRS requires a 'reasonable' salary before S-corp distributions
Underpaying yourself is one of the most common S-corp audit triggers
A formal written analysis is your best defense in an IRS examination
Should be updated annually or when your role or revenue changes

1031 Exchanges

How to Sell Investment Property Without Paying Capital Gains Tax

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Section 1031 of the tax code lets real estate investors defer capital gains taxes indefinitely by reinvesting sale proceeds into a like-kind replacement property. The rules are strict — but the opportunity is significant. Here's what every investor should understand.

Defer 100% of capital gains and depreciation recapture taxes
45-day window to identify replacement properties after closing
180-day total window to complete the exchange
Taxes can be deferred indefinitely — or eliminated at death via step-up in basis

Real Estate Investment

Building a Tax-Efficient Real Estate Portfolio

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Real estate wealth is built through smart acquisitions — but it's protected through intelligent structuring and tax positioning. The decisions you make when buying a property determine how much of your return you actually keep. Here's how to think about it.

Entity structure affects both tax liability and asset protection
Tax strategy should be integrated into acquisition decisions — not added after
Financing structure has significant tax implications
Long-term portfolio planning compounds tax advantages over time

Have Questions? Let's Talk.

Most clients identify significant savings opportunities in their first conversation. No obligation — just a clear picture of what's possible.