A few years ago, I helped a client renovate a gorgeous set of cottages that the owner decided to use as short-term rentals. He made good money from the cozy beach bungalows, but hosting family ...

Cost segregation has long been a favored tactic by property investors looking to lower their tax obligations and boost cash flow, but for a while, it looked like the tax strategy may be coming to an ...

Matthew R. Meehan is a leading finance expert and CEO of Shield Advisory Group. He specializes in helping SMEs access credit and capital. Here's something I wish I had known about sooner, and I bet a ...

Not long ago, I met with the CFO of a healthcare REIT that owned dozens of outpatient facilities across several states. They had used the same CPA firm for years. Solid, reputable, but not specialized ...

For a real estate investor or property owner, a cost segregation study is an opportunity that can offer significant tax savings. To help understand this tax strategy and how it can benefit a property ...

These studies, typically performed by multidisciplinary teams of engineers and tax specialists, can result in substantial tax deferrals, increased cash flows, and immediate capital boosts for ...

Cost segregation is a powerful tool that can benefit retirees who own commercial properties by optimizing their savings and offsetting taxes — particularly when it comes to converting a traditional ...

If you own investment property, you probably already know that tax planning can have a huge impact on your overall returns.

A few years back, I consulted with a developer expanding their mixed-use portfolio across Florida’s Gulf Coast. Their prior cost segregation provider, based out of the Midwest, had applied the same ...

When buyers evaluate an acquisition, they typically focus on purchase price, working capital adjustments, and overall tax structure. All three are important. But if you have clients who are ...

For many real estate investors, one of the biggest tax advantages of owning a rental property is depreciation. Depreciation is a valuable strategy that lets investors gradually recover the cost of a ...

When a New Jersey-based developer built an $18 million multifamily complex, its then-CPA adviser missed out on a significant tax deduction, according to Stephanie Dominguez, a partner at the CPA firm ...