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Business expansion can create opportunities across property tax, fixed assets, incentives, and more. Learn why connecting these strategies early can help CPAs deliver greater value.

Companies that made a Real Property Trade or Business (RPTB) election under Section 163(j) in 2023 or 2024 may want to reconsider following OBBBA’s changes to bonus depreciation and ATI rules. Learn why the October 15 deadline to revoke an RPTB election matters and what businesses should evaluate before time runs out.

Explore how federal manufacturing tax incentives and varying state tax treatments could shape expansion, investment, and site selection decisions.

See how early planning for a public school’s geothermal system identified approximately $5.2 million in qualifying costs and a projected $2.6 million Investment Tax Credit.

Join us for six technical webinars designed to help CPA firms navigate evolving compliance requirements, uncover overlooked planning opportunities, and strengthen advisory conversations heading into the second half of 2026.

McGuire Sponsel’s energy modeling confirmed 53.38% energy savings and helped a newly constructed Raleigh apartment complex secure a $535,636 Section 179D deduction.

A cost segregation study of a recently acquired $48 million California auto dealership reclassified 28% of its depreciable basis and generated more than $2.52 million in first-year cash flow.

What did the 2026 property tax appeal season reveal? Explore assessment trends, successful strategies, and steps CPAs can take before the next appeal deadline.

Brookhaven’s recent property tax increase serves as a reminder that commercial property owners should regularly review their property tax assessments. Learn why assessment accuracy matters, how higher millage rates amplify valuation errors, and what Georgia businesses should consider before appeal deadlines pass.

Federal cannabis rescheduling could unlock valuable tax planning opportunities for qualifying medical marijuana businesses. Learn what Section 280E changes could mean for credits, depreciation, and business structure.

 

 

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.

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