Kim Lochridge is executive vice president for Engineered Tax Services Inc., a provider of specialty tax services. Prior to joining ETS, she spent over a quarter of a century in entrepreneurship, with roles within the real estate and energy industry. She is also a frequent speaker in the tax, investment, private wealth, and family office spaces.
With the IRS cracking down, knowing when and how clients can claim the credit — and when they can't — is critical.
Business owners need to think carefully about whether to do a study before or after a rehab.
It comes down to definitions -- and the Tax Code offers more than one.
I hear the comment all the time, “If I do cost segregation, I’ll just give it all back in recapture when I sell.” Allow me to debunk that myth and more.