The ADISA Due Diligence Forum Invites National Tax Reform Expert, Julio Gonzalez to Discuss the Benefits of Tax Reform for Family Offices

Representatives from more than 100 investment and financial services firms convened in New York for the ADISA Due Diligence Forum. One of the sessions at this year's event featured National Tax Reform Expert, Founder, and CEO of Engineered Tax Services, Inc. and the Gonzalez Family Office, Julio Gonzalez to speak about the benefits of tax reform for family offices.

Representatives from more than 100 investment and financial services firms convened in New York for the ADISA Due Diligence Forum. One of the sessions at this year's event featured National Tax Reform Expert, Founder, and CEO of Engineered Tax Services, Inc. and the Gonzalez Family Office, Julio Gonzalez to speak about the benefits of tax reform for family offices.

Gonzalez focused on the benefits of tax reform for family offices that want to diversify their investments through real estate. Changes to the tax code offer new opportunities to identify deductions that increase ROI and yield higher returns from real estate investments. By taking advantage of comprehensive tax studies—such as cost segregation—to minimize recapture and accelerate depreciation, these family offices can maximize wealth preservation.

Engineered Tax Services, Inc. (ETS) is a licensed engineering firm that focuses on federal, state, and local tax benefits. Founder and CEO, Julio Gonzalez, is an expert in tax reform whose strong presence is helping define our current tax laws. Under Gonzalez's guidance and true insight into how the industry is shaping, Engineered Tax Services is one of the largest, fastest growing, and most innovative engineering, energy, and specialty tax credit services firm in the country. Visit us at www.engineeredtaxs.wpengine.com.

“Gonzalez focused on the benefits of tax reform for family offices that want to diversify their investments through real estate.”

Author

Stay Tax-Savvy

Get expert tax tips and insights delivered to your inbox. Stay ahead with our specialty tax newsletter.

Recent Posts

auto services business

Maximizing Tax Savings in Auto Services Properties: Insights from a Nevada Case Study

Real estate investors often look at auto services facilities as solid, income-generating investments. These properties are typically in high demand, serve a broad customer base, and often require substantial upfront investment in specialized infrastructure. But are investors fully leveraging the financial potential of these assets? A recent project conducted by Engineered Tax Services (ETS) in

Read More »

Welcoming Julienna Viegas to Engineered Tax Services

We are thrilled to announce the newest addition to our team at Engineered Tax Services—Julienna Viegas, who joins us as Client Service Director. Julienna brings extensive experience, a deep understanding of client relationships, and a passion for helping individuals and businesses achieve their financial goals. A Global Perspective with Local Impact Born and raised in

Read More »
commercial insurance provider

The Benefits of Streamlining Property Insurance and Cost Segregation for Real Estate Investors

Real estate investing can be highly rewarding, but it also comes with a host of complexities that can overwhelm even the most experienced investors. From managing multiple properties to understanding tax strategies and ensuring adequate insurance coverage, the various responsibilities can often pull you in different directions. One way to simplify the process is to

Read More »

Contact Us