Estate Planning & Non-Profits

Using Cost Segregation for Estate Planning

The key benefit of using cost segregation in the estate plan is after death the heirs get a “step up” to fair market value of the property and get to depreciate the same personal property over again. However, there is another opportunity that many CPA’s overlook. You can create permanent tax deductions from a cost segregation study when someone dies.

Please contact us for a complimentary property analysis of your properties.

Our work with non-profits

We work with the board directors and executives of non-profits designing ways to reach their donors, maximizing resources and generating extra revenue for their donors using our advanced tax strategies and engineering techniques to generation larger donations to the non-profit.