Book a no-cost analysis
Pick whichever is easier. Both reach me directly.
Come as you are. You do not need documents, depreciation schedules, or your CPA on the line for the first call. Bring what you know about the property or the work, and we will figure out the rest together.
What happens on the call
We talk through your situation: the building you own, the projects you have designed, or the technical work your business does. I give you a straight read on which incentives apply, a realistic estimate of what they are worth, and what a study would involve. If the numbers do not justify a study, that is the answer you get, and the conversation cost you nothing but the time.
Tax professionals
If you are a CPA or advisor exploring these strategies for a client, the same call works for you. Your client stays your client; I bring the specialized study work and the documentation. Many of my best relationships started with a CPA asking one question about one property.
Speaking inquiries
I speak around the country to investor groups, brokerages, business associations, and CPA organizations. A call works, and so does the message form below if it is easier to write out the date, the audience, and the format. Either way you get a clear yes or no quickly.
Prefer to listen first?
The Tax Strategy Playbook covers all three strategies in plain language, with real numbers. Start at taxstrategyplaybook.com or see the recommended episodes for your situation.
Rather write it out?
If you own a building and want to know what it is hiding, book the call. It is faster and you will get real numbers on the spot. This form is for everything a calendar slot handles badly: a speaking date you need to describe, a client situation that takes a paragraph, a press or podcast request. I read every one of these myself.
Ready when you are
The analysis is free, the answer is honest, and the money in question is yours.