Staying ahead of the competition and differentiating yourself as a business can be challenging and we know and embrace those challenges. There are so many programs, incentives, cost and tax savings opportunities available which many businesses aren’t taking advantage of.  This is where we come in!
Profit Centric Business By Design

 

TAX INCENTIVES

 

Cost Segregation

Cost Segregation is an engineering based study that permits commercial real estate owners to reclassify real property for depreciation purposes and reclassify it as more rapidly depreciating personal property. This reclassification results in significant cash flow benefits in both present and future years through considerably shorter depreciable tax life and accelerated depreciation methods.

 

“Cost Segregation Studies are a lucrative tax strategy that should be considered in almost every real estate purchase.” -U.S. Treasury

Property Tax Mitigation

Outside of income taxes, the single largest recurring charge for commercial property owners are Property Taxes. In most states, owners are required to pay taxes on both their real estate as well as their personal property. These charges are often an immense expense and a constant hit to their bottom line. To be ensured clients are not being overcharged on Property Taxes, we use an industry specialist with extensive market experience in valuation, tax and law to perform their Property Tax Mitigation.

R & D Tax Credit

We utilize a team of highly qualified professionals including IP attorneys with engineering backgrounds and adhere to the Comprehensive Project by Project Approach methodology as required by the IRS. By following this methodology, we we qualify every applicable employee, activity, hour spent and corresponding wage paid in order to maximize the incentive for our client. We strictly adhere to the applicable sections of the code and provide first-in-class documentation to substantiate our findings.

 

COST REDUCTIONS

 

Credit Card Audits

Our Credit Card Audit focuses solely on expense reduction within the payments industry. Our expertise and experience coupled with our through expense reduction process, ensures a competitive advantage over other firms advertising similar services.

Waste & Recycling Audits

Our Waste Audit saves Clients needless costs in waste disposal billing by analyzing services and producing the most cost effective solutions. Our expertise and knowledge of the waste industry provides our Clients the assurance that they will receive the most effectual and concise disposal bill investigation on the market today.

Workman’s Compensation Insurance Audits

Our Work Comp Audit identifies and recovers workers’ compensation premium overcharges by reviewing the past five to seven years of classifications, experience rating calculations and premium audit calculations. Our experience indicates that over 70% of all companies have been or are currently overcharged for their workers’ compensation premiums.

 Freight & Shipping Audits

Through our Shipping Audit service, clients can expect to see up to 3% hard dollar savings in the form of refunds from their carrier. In addition, our clients average an additional 7% savings through the use of our reporting tools and cost saving optimization analytics. We bill clients monthly based solely on a percentage of the refunds the client receives. In turn you as an agent are paid monthly for the life of the client.

Hiring Incentives – Workers Opportunity Tax Credit (WOTC)

Do you hire employees?  We know that sometimes HR may have a difficult time in implementing the WOTC program.  Local, State, and Federal tax incentive programs allow employers to reduce taxable liability of private-for-profit employers for the hiring of qualified individuals. Tax credits can range from $2,400 to $9,600 per qualified hire.

We’ve streamlined this process and you could be putting back into your pocket, your business, $2400 – $9600 per new hire and sometimes for the employees you already have employed!  This is just one of the many programs and platforms we work hard at implementing for you!

There are over 20 other different audits that can painlessly be performed on your behalf like the Energy EPAct Credit.  This Act of 2005 allows companies to claim a tax deduction of up to $1.80 sq. foot for improving efficiency of existing commercial buildings or designing high efficiency into new buildings.

Other Financial Services:

  • IC-DISC/Export Tax Credit
  • Corporate Loans
  • Business Brokerage
  • Venture Capital
  • Franchise Development
  • Health & Prescription
  • Business Development
  • Procurement
  • Sourcing
  • Cyber Security

And the List Goes On!

Tax Exempt Financing 

Are you a Manufacturer, a Recycling or Waste Business, or a Charter School looking to expand?  Perhaps you’d like to acquire such a facility or break into a new US market.  Why not seize some of the $90 Billion the U S Treasury sets aside to pay for those interest expenses to cover expansion projects.  The Treasury pays up to 40% of your interest expense!

MANUFACTURER ALERT: U S Treasury pays 40% of a manufacturer’s interest expense.  BUT, these federal funds are NOT just for manufacturers!

Taking one tangible and making it into another, like making water into beer, is considered manufacturing!  Not only that, if you’re a charter school looking to expand or a waste or recycling organization, these benefits are even bigger!

Banks

Are you a bank or banker looking for a way to earn that competitive edge? We can help you structure and close transactions that benefit manufacturers, creating one more reason for someone to do business with you and your organization.

Economic Development Organizations

Are you an economic development organization, a hospital, university, or other charitable organization? We can help you understand and promote tax exempt financing so you can continue to help your community grow, create jobs, and attract manufacturers and other industry leaders to your targeted area. Understanding Tax Exempt Financing also allows your to promote this program as an additional tool or incentive in your toolbox.

Exit Strategies

Is The Sale or Transfer Your Business Your Exit Strategy or Retirement?  If Thought of Too Late This Can be Quite Costly!  

Today and within the next 10 years, many business owners will be searching for ways to sell their businesses, perhaps leaving it to the children – wanting to leave a legacy or simply to sell out in order to fund a retirement. This time in our history, with many owners researching exit strategies and/or selling their businesses is predicted to be a trillion dollar wealth transfer in the business sector. But, most business owners are far too busy running and growing their businesses to pay attention to what’s ahead.

Reach out to me for a no-cost consultation and for more information on this strategy as well as any of the others mentioned (and perhaps not mentioned) to find out just how much money you can put back into your bottom line!

FOR START UPS AND EARLY STAGE COMPANIES

Do you need seed money, to raise capital? Are you just venturing out and putting into place your new business? Perhaps you want to start a Film Project, need Real Estate Funds, or money for your Oil and Gas project. Don’t give away a big piece of your baby, your big dream early on in your new venture.  We can help with that too!

 Just give me a call – 719.671.8099 or send me an email to diane@dianecbrown.com . I’m happy to help.