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  • The Housing Market Hangover, And the Tax Strategy Smart Investors Are Using to Ride It Out

    The real estate market that once felt unstoppable has hit a wall. Across virtually every segment, multifamily, long-term rentals, short-term rentals, single-family purchases, and large-scale development, owners and investors are feeling the squeeze. Higher interest rates, softening rents, rising operating costs, and economic uncertainty have reshaped the landscape […]

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Tax Insights & Strategies

Stay informed on cost segregation, energy efficiency deductions, R&D credits, and other tax strategies that deliver real savings for businesses and property owners.

  • What CFOs Should Know About the R&D Tax Credit After a Painful Tax Bill

    For CFOs and finance leaders evaluating their tax position, few federal incentives offer more potential and go more consistently unclaimed than the R&D tax credit. If your last tax bill came with a number that stung, here’s something worth knowing before you move on: for many companies, that number isn’t final. In most cases, businesses […]

  • The July 6 Deadline You Can’t Afford to Miss: R&D Tax Credits and Amended Returns

    If your business has incurred research and development expenses in the past few years, there’s a time-sensitive opportunity on the horizon, and once it passes, it’s gone for good. The deadline: July 6, 2026. After that date, businesses lose their window to retroactively amend 2022, 2023, and 2024 tax returns to claim immediate R&D expense deductions […]

  • How R&D Tax Credits Are Fueling Innovation Across Industries

    Innovation doesn’t happen in a vacuum, and it doesn’t come cheap. Whether your team is developing new software, improving a manufacturing process, or pushing the boundaries of what’s possible in your field, the cost of doing something that’s never been done before adds up fast. That’s where R&D tax credits come in. The federal Research […]

  • Unlocking Tax Benefits in the Self-Storage Industry: Key Strategies for Owners & Investors

    The self-storage industry continues to show strong growth and resilience, even during uncertain economic times. For owners and investors, the appeal goes beyond steady income. It also lies in the significant tax advantages that come with owning and operating self-storage facilities. By understanding the tax landscape and using the right strategies, you can meaningfully reduce your […]

  • Form 3115 Filing Guide: Complete Instructions for Changing Accounting Methods

    If you’ve owned commercial property for several years without performing a cost segregation study, there’s a good chance you’ve left significant depreciation deductions on the table. The good news is that it’s not too late to claim them. Form 3115 is the IRS mechanism that allows property owners to go back and capture those missed deductions without […]

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