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 ...

There are an abundance of strategies, including cost segregation. Cost segregation helps those investing in real estate to ...

In 2026, real estate owners are paying closer attention to one metric than almost any other: after-tax cash flow. With operating costs rising and capital decisions getting more complex, the smartest ...

Back in August of last year, I was involved in a discussion with an ownership group acquiring a mixed-use property, when a familiar question arose: “Should cost segregation be completed immediately, ...

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

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 ...

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 ...

A cost segregation study allows Kansas property owners to reclassify portions of their property from the standard 39 or 27,5 year depreciation timelines into shorter depreciation timelines of 5, 7 or ...

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 ...

Earlier this year, a multifamily property owner I advise was assessing a cost segregation study for a recently acquired 180-unit complex. They were leaning toward a provider offering a fully remote ...