Legacy Tax & Resolution Services

Client Savings from Cost Segregation

The tax savings from Cost Segregation will differ depending on variables such as how long you’ve owned the building, how much you paid for the building including improvement costs and what the use of the building is – how complex it is. Here are some recent examples of projects we have completed: Retail Building Cost: […]

What Type of Building will Qualify for Cost Segregation?

We can save taxes for owners of any type of building! If you are paying taxes, Cost Segregation is a large tax deduction that many building owners are not taking advantage of. We work with these types of buildings (and many others): Apartment Auto Dealership Casino Distribution Center Funeral Home Golf Course/Range Grocery Store Healthcare […]

Will I Qualify for Cost Segregation?

If you’ve owned your building for less than 15 years and the original cost of your building (plus any improvement costs) is $300 K or more, you should qualify for Cost Segregation. If you’ve owned your building for more than 15 years but you’ve made significant improvements in the last 15 years, you should get […]

Benefits of Cost Segregation

There are numerous benefits to those who qualify for Cost Segregation. While no one enjoys paying taxes, it is something that we must do. Fortunately, there are many different tax benefits to take advantage of with Cost Segregation. Here are tax benefits you will enjoy: Maximize Tax SavingsThe first benefit you can take advantage of […]

IRS Timely Mailed, Timely Filed Rule

In general, an original tax return or a claim for refund that is received after a due date (including an extended due date), but that is postmarked (or that is marked by a designated Private Delivery Service (PDS)) on or before the due date is deemed to be filed on the date of the postmark […]

IRS Letters and Notices Offering an Appeal Opportunity

The following letters and notices are appealable. Letter 11 – Final Notice of Intent to Levy and Notice of Your Right to a HearingThis letter is to notify you of your unpaid taxes and that the Service intends to levy to collect the amount owed. The letter and referenced publications explain how to request an […]

Risky Underwriting Habits. Habit 3- Lack of an Understanding of the 45-Day Rule

Diligence in underwriting can be the difference between a successful lending relationship and one that ends up in default. This is the third installment in a series of 6 regarding improving underwriting habits to protect the lenders collateral. Bad Habit #3. Lack of an understanding of the 45-day rule.  45 days from Filing or Actual […]