Insights & Strategy

The Tax Strategy
Intelligence Hub.

Real insights on cost segregation, R&D credits, and energy deductions — written for business owners and investors who want to keep more of what they earn.

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Cost Segregation explained
Cost Segregation 8 min read

What Is Cost Segregation — And Why Is Your CPA Not Bringing It Up?

Most commercial property owners are overpaying their taxes by tens of thousands of dollars every year — not because of bad advice, but because of missing advice. Here's what cost segregation is, who qualifies, and how much you could realistically save.

May 2026 Read Article →
Bonus depreciation
Cost Segregation 5 min read

Bonus Depreciation in 2026: What Changed and What It Means for Property Owners

The bonus depreciation rules have shifted significantly over the past few years. Here's exactly where we stand in 2026 and how to maximize your deductions before the window narrows further.

R&D Tax Credits
R&D Tax Credits 6 min read

The R&D Tax Credit Isn't Just for Tech Companies — Here's Who Actually Qualifies

Manufacturers, contractors, software developers, food producers, and dozens of other industries qualify for dollar-for-dollar R&D credits. Most have no idea. We break down the four-part test that determines eligibility.

Section 179-D Energy Deduction
Section 179-D 5 min read

Section 179-D: The $5-Per-Square-Foot Deduction Most Building Owners Miss

The Inflation Reduction Act supercharged the 179-D energy efficiency deduction. If your building has had any lighting, HVAC, or envelope improvements, there's a real chance you're leaving significant money on the table.

Tax planning strategy
Tax Strategy 4 min read

The Triple Play: How Stacking Cost Seg, R&D Credits, and 179-D Multiplies Your Savings

Each of our three strategies is powerful on its own. But when deployed together in the right sequence, the compounding effect on your effective tax rate can be dramatic. Here's how it works.

Commercial real estate
Cost Segregation 7 min read

Cost Segregation on a Multifamily Property: A Real-World Walkthrough

We walk through an actual cost segregation study on a 24-unit apartment complex — the property details, the component breakdown, and the exact tax savings generated in year one.

Tax savings checklist
Tax Strategy 3 min read

5 Questions to Ask Before Your Next Tax Filing (That Your CPA Won't Ask First)

Federal tax incentive programs are opt-in — if you don't claim them, you don't get them. These are the five questions every business owner and property investor should be asking every year.