Question 1

CPAs / Financial Lenders & Advisors / Attorneys

Accepted Answer

We understand how much your clients and your reputation as industry experts mean to you. But you can’t be everything to everyone all the time. That’s where CRS comes in – to provide the specialized expertise you need to service your clients who invest in commercial real estate. We take the same care with them as you do – with experience, credentials and processes you can trust along with excellent customer service and accessibility they expect.

CRS is committed to providing cost segregation, energy tax and valuation services to your clients on time and on budget. We can help you proactively identify hidden opportunities that exist in your client base by reviewing depreciation schedules, fixed asset lists and energy-efficient materials investments, then show you which clients would benefit from our services.

Before beginning any work, our free, no-obligation benefits analysis proposal will outline the estimated tax savings clients can gain from our services. If you are unfamiliar with the complicated, specialized tax incentives available to them, we’ll walk you through the details or meet with your client directly to explain them.

In terms of our valuation services, we are a trusted source of tangible asset appraisal services you can offer to guide clients through a loan process, meet financial reporting requirements, ensure they pay the correct taxes, prepare for an audit or merger, and provide litigation support.

Benefits

When you partner with CRS, you:

Enhance your client offerings and strengthen your practice by offering our specialized tax incentive strategies and asset valuation services

Establish yourself as an expert in those fields

Provide added value to your clients by uncovering hidden tax savings and maximizing their return on investment

Leverage our expertise to enhance your client relationships and build trust

The CRS team’s unique blend of multidisciplinary skills enables us to maximize the tax benefits of our studies and deliver objective, accurate asset valuations while conforming to IRS regulations and appraisal guidelines set by The Appraisal Foundation and the American Society of Appraisers (ASA). Let’s work together to demonstrate to your clients how we can make a considerable improvement to their bottom line and return on investment.

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Question 2

CRE Investors / Developers

Accepted Answer

Maybe you’re a small business owner who’s acquired a building as an investment property, a medical professional who’s purchased their own office property, a warehouse tenant who’s completed major fit-out renovations, or a major residential real estate developer with a nationwide presence. These and other types of owners and tenants who invest in commercial real estate (CRE) can recover a significant amount of those costs and achieve considerable tax benefits simply by shifting away from the standard way of depreciating assets when filing income taxes. Conducting an engineering-based cost segregation study to reclassify property assets that qualify for shorter depreciation schedules have saved our clients hundreds of millions over our more than 20-year history.

In recent years, many companies have begun to make commitments towards achieving Environmental, Social and Governance (ESG) goals. Sustainable, energy-efficient commercial buildings save their owners money on maintenance and upkeep, attract high-quality tenants and are better for the environment. They can also be a source of significant tax savings when taking advantage of 179D or 45L tax incentives. However, the rules dictating how the incentives can be achieved are complicated, can require periodic checkpoints, and must be certified by an independent third-party. CRS can guide you through this dynamic process to help you achieve the maximum benefits allowed.

Benefits

CRS’ targeted services for the CRE community:

Minimize your tax burden and improve cash flow

Increase your return on investment

Recover acquisition, construction, renovation, and energy-efficient investment costs while enabling you to meet ESG goals

Follow strict, IRS-approved and preferred study methodologies and guidelines

Adhere to the highest ethical and technical standards set by the American Society of Cost Segregation Professionals (ASCSP) and Certified Financial Analysts (CFA) Institute

Analyze the mechanical, electrical, plumbing, and other building components of your property to determine which ones qualify for accelerated depreciation and energy-efficient tax incentives

Use experienced engineering staff who are accessible, responsive, and easy to work with to ensure your reports and certifications are completed in a timely, accurate manner

Are backed by over 25 years of experience in successfully defending our work to the IRS in the rare instance that an audit occurs

CRS’ cost segregation studies and energy tax incentive certifications can be performed on new construction or acquisitions, or retroactive studies can be done on properties that have been owned up to 15 years without amending tax returns. CRS can sit down with you and your accountant to discuss the benefits of each type of incentive and how much tax savings is available to you through our free, no-obligation benefits analysis. We can get the process started with minimal property information by filling out our benefits analysis request form.

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Question 3

Real Estate Professionals

Accepted Answer

The benefits of cost segregation and energy-efficient tax incentives such as 179D and 45L are highly beneficial to those who are real estate brokers or agents. At no cost to you, CRS can provide a custom-branded model of benefits to be included in your commercial property listing, which:

Benefits

Allows your client to see the tax savings they can gain through a cost segregation study before the property sale

Enables buyers to compare the potential tax benefits of multiple properties to make informed purchase decisions

Establishes you as providing a unique, value-added service that other realtors don’t offer, resulting in more listings for you

Additionally, real estate agents who invest in real estate themselves enjoy a special designation and potentially additional tax breaks from the IRS. Read here to see if you qualify.

Ready to partner with CRS to bring in more listings?

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Question 4

Business Owners / Valuation Professionals

Accepted Answer

A company’s tangible assets include all the physical property that you or your client own, such as machinery, buildings and land. Having an accurate assessment and record of these assets is critical for various reasons including complying with regulatory or tax reporting requirements, facilitating smoother audits/mergers and buy/sell agreements, applying for loans, supporting legal proceedings, or maximizing shareholder value.

CRS is a trusted advisor to business owners of all types and partners with valuation professionals to secure tangible asset appraisals as an integral part of a comprehensive business valuation.

Benefits

Partnering with CRS for your tangible asset appraisal needs ensures:

Responsive access to CRS engineers with specialized engineering expertise and tax knowledge needed for fair value and complex valuations

Comprehensive, accurate reports delivered to you or your clients in a timely manner

A proven, high-acceptance track record of valuation conclusions that hold up to an audit

We also can work with you or your asset management team to review your current fixed asset list, depreciation schedules, and recently retired assets to ensure that your records accurately reflect the true value of your portfolio. Our findings can identify overlooked opportunities to benefit from our other services such as retroactive cost segregation studies and energy-efficient certifications.

Our expert team is readily available to provide support and insights throughout the valuation and asset review process. We also make it standard practice to stay informed of any changes in industry standards, tax legislation and court case results that can benefit you or your clients. Contact us for more information on how we can become your trusted resource for tangible asset appraisals and fixed asset reviews.