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 a 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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