Specialty Tax Incentives

Identifying the Value Hidden in Your Operations

Many businesses unknowingly leave significant capital on the table by failing to take advantage of specialized tax incentives. Whether you are investing in new real estate, developing proprietary software, or upgrading your facilities for energy efficiency, the tax code provides specific mechanisms to reduce your liability and boost your bottom line.

We provide the technical expertise to secure your credits. You shouldn’t have to navigate complex tax codes and evolving regulations on your own. We believe that tax incentives are a strategic tool for reinvestment. At Calvetti Ferguson, our team stays at the forefront of the latest regulations, ensuring that you maximize every opportunity available to professionalize your operations and fuel your growth.

Targeted Strategies for Substantial Tax Savings

We provide a streamlined process to handle the intricate details of incentive studies, allowing you to focus on running your business while we secure your savings.

Research & Development (R&D) Tax Credits

If you are improving a product, developing a new process, or investing in technical innovation, you likely qualify for the R&D tax credit. Many companies don’t realize their everyday activities—not just laboratory research—meet the criteria.

• • • Activity Identification: We help you identify qualifying activities and expenses across your engineering, manufacturing, or software development teams.

    • Study Documentation: We provide the technical substantiation required to satisfy IRS and state requirements, transforming your innovation into significant tax savings.

Cost Segregation Studies

Real estate is a major investment. We help you accelerate the depreciation of your property using cost segregation to defer taxes and unlock immediate cash flow.

• • • Component Reclassification: Our detailed studies reclassify specific parts of your property into shorter depreciation schedules (e.g., 5, 7, or 15 years).

    • Immediate ROI: By identifying items such as specialized electrical systems, flooring, and site improvements, we help you take advantage of “catch-up” depreciation and receive immediate tax relief.

Section 179D Energy Efficient Deduction

Upgrading your commercial buildings with energy-efficient improvements is beneficial for both your operations and tax profile.

• • • Quantifying Savings: We assist in quantifying the deductions available for energy-efficient lighting, HVAC systems, and building envelope improvements.

    • Compliance Certification: Our team ensures your improvements meet the rigorous technical standards of Section 179D, securing the deductions you’ve earned through sustainable investment.

Why Calvetti Ferguson? Expert Guidance for Complex Codes

We don’t just find credits; we provide the professionalized defense and documentation that institutional-grade businesses require.

• Expertise in Depth: Our seasoned professionals possess in-depth knowledge of the technical requirements underlying these specialized studies.

• A Multidisciplinary Approach: We coordinate with our Construction, Energy, and Technology teams to ensure that the technical aspects of your business are accurately reflected in your tax strategy.

• Audit-Ready Documentation: We handle the intricate details to provide a streamlined experience and robust support that withstands scrutiny.

Ready to Stop Leaving Money on the Table?

Don’t let valuable tax incentives go unclaimed. Let’s identify the opportunities hidden in your business and turn them into a strategic advantage for your future—partner with a firm that understands the intersection of technical innovation and tax strategy.