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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Tax preparer vs tax strategist
Tax Strategy 7 min read

You Have a Tax Preparer. You Think You Have a Tax Strategist.

Most business owners assume their CPA is doing both jobs. They're not — and the difference costs the average owner six figures over a decade. Here's what tax strategy actually looks like, and how to know which one you have.

June 10, 2026 Read Article →
Triple Play tax strategy
Tax Strategy 8 min read

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

Each strategy is powerful on its own. Stack all three and the numbers become something else entirely. Here is how cost segregation, R&D credits, and Section 179-D work together — and what they look like on a real business.

Section 179-D Energy Deduction
Section 179-D 6 min read

The $5.65-Per-Square-Foot Deduction Most Commercial Building Owners Have Never Claimed

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

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 is what cost segregation is, who qualifies, and how much you could realistically save.

Bonus depreciation 2026
Cost Segregation 7 min read

100% Bonus Depreciation Is Back. Here Is What That Means for Property Owners.

Most property owners watched bonus depreciation quietly disappear over the last two years. It has now been restored to 100 percent. Here is twelve years of history, a visual timeline, and why the window you have right now matters.

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

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

Manufacturers, contractors, food producers, breweries, and dozens of other industries qualify for dollar-for-dollar R&D credits every year. Most have no idea. We break down the four-part test and who it actually catches.

Multifamily apartment building
Cost Segregation 9 min read

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

We walk through a real cost segregation study on a five-unit apartment building in San Francisco. 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 incentives are opt-in. Nobody claims them on your behalf. These are the five questions every business owner and property investor should be asking before every tax filing.