CALL US:+1-800-322-7776

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.

A lumber supplier planning to create 23 new jobs at a new Ohio distribution center secured local incentives valued at more than $227,000.

A $6.2 million manufacturing expansion creating 30 new jobs secured a six-year, 65% real property tax abatement in Ohio.

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

See how a clean technology manufacturer secured more than $1.1 million in state and local incentives for a $5.5 million Midwest expansion, including job creation tax credits and property tax abatements that helped improve the project’s overall return on investment.

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.

Learn how our team secured Pennsylvania manufacturing expansion incentives totaling $140,000 to support an $8 million food manufacturing expansion and relocation project.

Discover how strategic incentive planning helped support a $3.55 million expansion, 30 planned jobs, and more than $261K in Missouri Works incentives.

Indiana business incentives just became more accessible. Learn how the IEDC’s updated policy may help more businesses qualify for Indiana EDGE Tax Credits and other economic development incentives.

Many business growth opportunities are missed simply because the conversation starts too late. Learn how CPAs can ask better questions, engage earlier, and create more value for clients.

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.

  • SUBSCRIBE:

Latest Let's Talk Tax Episodes