Case Studies

See how companies increase cash flow and reduce tax liabilities with Source Advisors

R&D TAX CREDIT

Aerospace

Aerospace

This aerospace company is a research and analysis services firm specializing in aerospace guidance, navigation and control (GN&C) design, analysis,

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Chemical

Chemical

For over 35 years this chemical company has developed and manufactured environmentally friendly products for personal care, household and industrial use.

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Tool & Die

Tool & Die

With over 40 years of experience, this company has a highly experienced team of designers, engineers, toolmakers and machinists who create dies to produce a variety of parts.

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Electrical Design

Electrical Design

Established in 1948, this electrical contracting company has grown to be one of the largest and the most respected electrical contracting companies in their area

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Nuclear Calibration

Nuclear Calibration

Established in 1994, this $6M US-based company designs and manufactures nuclear calibration equipment used in diverse applications that include irradiator calibration

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Mortgage Banking

Mortgage Banking

With more than 20 years of experience offering a variety of cutting edge loan products, this mortgage banking company has become one of the most respected mortgage

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COST SEGREGATION

Banks

Banks

The subject property is a bank that was newly constructed in 2019 for $2,400,000. The building included four teller windows, bank vault doors, teller windows, and pneumatic tube systems.

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Auto Dealership

Auto Dealership

The subject is a newly constructed auto dealership that was placed-in-service in 2019 for $9,200,000. The building includes 10 service bays, a customer’s waiting area,

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Big Box Retail Center

Big Box Retail Center

Source Advisors reclassified 10% or $1,500,000 as 15-year Land Improvements and 15% or $2,250,005 as 5-year tangible personal property. This is toward the high end for a Big Box property.

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179D

How Cost Segregation Studies Work

How Cost Segregation Studies Work

Changes stemming from the 2017 Tax Cuts & Jobs Act (TCJA) have made the R&D credit even more valuable. One of the changes to the tax code from TCJA was the requirement to amortize all research expenses for tax years starting on or after January 1, 2022.

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