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

r&d tax credits 2025

Unlock Growth Potential with Strategic R&D Tax Credits 2025

In today’s fast-paced economy, innovation isn’t just a buzzword—it’s a necessity. Businesses that prioritize research and development (R&D) gain a decisive edge, outpacing competitors and reshaping industries. The R&D Tax Credit, established under IRS Section 41, serves as a powerful tool to fuel this progress. Far more than a tax deduction, it’s a strategic resource for

Read More »
solar projects

Unlocking Tax Benefits for Solar Installations: How Cost Segregation Can Help

Solar installations are an increasingly popular investment for businesses and property owners, offering energy savings, environmental benefits, and tax incentives. But did you know that combining a solar installation with cost segregation can significantly enhance the financial returns of your project? At Engineered Tax Services, we work with property owners to maximize the tax benefits

Read More »

Contact Us