The Bigger Picture: Connecting Property Tax, Fixed Assets, & Location Strategy

When a client says they’re expanding, buying equipment, building a new facility, or entering a new state, the tax planning opportunities can extend far beyond a single practice area.

In this episode of Let’s Talk Tax, host Dave McGuire is joined by Ben Worrell, MBA, and Rebecca Patterson to explore how property tax, fixed asset planning, and location advisory work together during periods of business growth and change.

Using the example of a new manufacturing facility, they discuss why tax planning for business expansion should begin early—often before major decisions are finalized. From identifying state and local incentives and evaluating property tax implications to considering depreciation and qualified production property, seemingly separate tax strategies can have a significant impact on one another.

The conversation also highlights the questions CPAs can ask to uncover opportunities earlier, including what is driving a client’s growth, where investments are being made, how many jobs may be created, and what could change over the next 24 to 36 months.

Rather than evaluating each tax area in isolation, Dave, Ben, and Rebecca explain how CPAs can help connect federal, state, and local considerations to provide more proactive, strategic guidance as their clients grow and evolve.