Our Services
Employee Retention Credit
After the pandemic began, Congress passed the CARES ACT. This legislation included three programs for the Business Owner. The first and most popular program was the Paycheck Protection Program. The second was the EIDL, or Economic Income Disaster Loan. The third program was the Employee Retention Credit or ERC.
The majority of businesses took advantage of the PPP because the application was fairly simple, and the funds were distributed upfront. In December of 2020, Congress amended the CARES Act to allow businesses who took advantage of the PPP, access to the ERC. They also allowed businesses with 100-499 employees access to the ERC, which is currently up to $26,000.
There are two ways to qualify for the ERC. The first is that your business was directly affected by Government Order. The second is a decline in revenue. SUPPLY CHAIN ISSUES DO NOT QUALIFY. Our ERC Discovery spreadsheet takes 10 minutes to complete and can identify if and which quarters your company qualifies.
Federal R&D Credit
Enacted in 1981, the R&D credit was initially intended for Manufacturing Companies that invented new items as well as encourage employee retention and growth on U.S. soil.
Today, the credit is available to Business Owners of companies that are striving to improve their procedures and processes which involve experimentation and have a cost. This expense, whether it be for training, new materials, new equipment are combined into what is called Qualified Research Expenses or QRE. Qualified Research Activities along with QRE are just parts of our complimentary R&D review. We can provide an R&D review that encompasses the last three years of available credit which can directly offset taxes or be refunded.
Secured Structured Sale
When selling a business, the sale price is only part of the equation—how much you keep after taxes can matter just as much. Without proper planning, capital gains taxes can consume a significant portion of the proceeds, in some cases approaching 40% depending on your state of residence. A Secured Structured Sale offers a smarter, more tax-efficient exit by focusing not only on maximizing value, but on preserving and growing that value over time. This strategy is designed for owners who want to avoid an immediate, outsized tax bill and instead turn their exit into a long-term financial advantage.
By leveraging Section 453 of the Internal Revenue Code, a Secured Structured Sale allows business owners to defer capital gains taxes while reinvesting 100% of their sale proceeds. Rather than paying taxes upfront, sellers receive an installment note and have their proceeds invested according to their personal investment policy, with broad flexibility across asset classes. This approach enables greater compounding, improved cash-flow planning, and the ability to pay future taxes with less valuable dollars due to inflation. The result is a customized, IRS-compliant exit strategy that prioritizes control, growth, and long-term financial security at one of the most important moments of a business owner’s life.
Cost Segregation
Cost segregation is a tax strategy employed by purchasers of new commercial properties to increase their tax benefits. It involves reclassifying building components to accelerate depreciation deductions. This reclassification allows certain elements, such as HVAC systems and lighting, to be depreciated over shorter periods, reducing taxable income.
As a result, purchasers benefit from lower tax liabilities, improved cash flow, and enhanced return on investment. Additionally, cost segregation can speed up the payback period for the property and potentially increase its resale or refinancing value. Overall, this tax strategy is a valuable tool for optimizing the financial advantages of owning a new commercial property.