The Big Beautiful Bill has passed and brings back 100% Bonus Depreciation, creating major tax opportunities. Click here to see how this impacts your real estate investments.

July 14, 2025

Tax Planning for High-Net-Worth Individuals: Key Strategies to Protect Your Wealth 

tax planning for high net worth

For high-net-worth individuals, tax planning isn’t just about saving money, it’s about preserving wealth, managing risk, and ensuring a legacy. With a constantly evolving tax landscape and potential exposure to higher tax brackets, a proactive and strategic approach is essential. Below, we explore some of the most effective tax planning strategies to protect and grow […]

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July 9, 2025

How to Avoid an Audit When Conducting a Cost Segregation Study 

avoiding an audit on cost segregation

Cost segregation is a powerful tax strategy that allows commercial property owners to accelerate depreciation and unlock significant cash flow. However, when done incorrectly, or by the wrong provider, it can raise red flags with the IRS. That’s why understanding the IRS cost segregation guidelines and audit procedures is essential to staying compliant and avoiding […]

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