It’s not a “one size fits all” approach. We make it a point of understanding our clients’ needs – not just in the current year but throughout the ownership period.
Properties go through life cycles – whether it’s based on use, age or market conditions. Also, different groups within a client organization play distinct roles within the various phases of the life cycle. It is not uncommon for these groups to be unaware of the value of tax-centric information.
Here are just a few examples of how the information from our reports can be utilized.
Concept / Feasibility
Many sophisticated investors will want to gain a better understanding of how the depreciation deductions will impact cash flow. Source Advisors is routinely engaged by clients who wish to include our projections in the pro-forma packages.
Acquisition
It is usually best to have Cost Segregation Study completed following acquisition in order to maximize depreciation deductions from day one, benchmark property for asset management purposes and for a better understanding of what was specifically included or excluded as part of the acquisition. Also, in light of the Tangible Property Regulations, a comprehensive study will also properly document all assets that might be subject to disposition in the future.
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