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Don’t Hire a Cost Segregation Provider Until You Ask These 10 Questions

Brian Coddington September 17, 2023

Top 10 Questions to Ask a Cost Segregation Provider Before Working with Them Navigating the complexities of tax planning can be overwhelming for businesses. One area that can offer significant tax savings is Cost Segregation. A well-executed Cost Segregation study can lead to accelerated depreciation deductions, allowing businesses to maximize their cash flow. However, choosing the right provider to conduct this study is crucial. Below are the top 10 questions you should ask a Cost Segregation provider before engaging their

R&D

How to Make Your R&D Tax Credit Defensible

Claiming the R&D tax credit can potentially help your business offset increased cash flow. However, simply completing IRS Form 6765,

Deb Roth, CPA June 15, 2023

R&D

481 a Adjustment For Changes in Accounting Methods

What is a 481 a Adjustment? A 481(a) adjustment is required in order to prevent duplication or omission of income or deductions

Brian Coddington June 9, 2023

R&D

6 Common Misconceptions About R&D Tax Credits

The Research & Development (R&D) tax credit can enable businesses to increase cash flow and savings, reduce the Federal income tax rate,

Deb Roth, CPA June 5, 2023

R&D

IRS Extends R&D Tax Credit Claims Transition Period

What Does the IRS Extending the R&D Tax Credit Claims Transition Period Mean? The IRS extended the transition period for

Rachel Bishop, CPA June 19, 2023

R&D

What Does the IRS Extending the R&D Tax Credit Claims Transition Period Mean?

The IRS extended the transition period for taxpayers to perfect their refund claims for R&D Tax Credits through January 10, 2024. Taxpayers

Deb Roth, CPA June 1, 2023

R&D

R&D Pay Roll Tax Credit

The Research and Development payroll tax credit, also known as the R&D payroll tax credit is a tax incentive designed

Source Advisors May 7, 2023

R&D

Qualifying Expenditures for the R&D Tax Credit

Qualifying expenditures for the R&D tax credit include salary and wages, supply costs, computer rental or lease, and contractor costs.

Rachel Bishop, CPA January 24, 2023

R&D

TCJA Changes That Could Impact R&D

Changes stemming from the 2017 Tax Cuts & Jobs Act (TCJA) have made the R&D credit even more valuable. One

Brian Coddington January 24, 2023

R&D

How to Qualify your R&D Tax Credit Provider

Our consultative approach sets us apart from other providers. It allows us to invest time in understanding clients’ history, current

Rachel Bishop, CPA February 10, 2022

Cost Segregation

Cost Seg

The Life Cycle of Real Estate

It’s not a “one size fits all” approach. We make it a point of understanding our clients’ needs – not

Greg Bryant May 11, 2023

Cost Seg

How Cost Segregation Studies Work

Are You Looking to Free Up Capital for Your Company? Cost Segregation studies might be the solution you need. By

Greg Bryant May 9, 2023

Cost Seg

What to Look for When Evaluating a Cost Segregation Provider

Choosing the right cost segregation provider is a vital part of optimizing tax savings for your business. The provider you

Brian Coddington November 11, 2021

Energy

179D

R&D & Energy For Real Estate: Tax Accounting Methods

What Does the IRS Extending the R&D Tax Credit Claims Transition Period Mean? Construction and real estate firms often ask

Brian Coddington November 15, 2021

45L

Qualified Leasehold Improvements

What is a Qualified Leasehold Improvement Property? Qualified vs. Non-Qualified Leasehold Improvements From 2001 through 2017, Qualified Leasehold Improvement Property (QLIP) were most improvements

Source Advisors August 2, 2019