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.”

Recent Posts

cost segregation for manufacturing

Boosting Manufacturing Margins through Cost Segregation

Manufacturers are always on the lookout for ways to enhance their profit margins and improve tax efficiency. One powerful but often overlooked strategy is cost segregation. This process allows manufacturers to reclassify certain building components for accelerated depreciation, resulting in significant tax savings and improved cash flow. Let’s explore how cost segregation can boost your

Read More »
scam alert for tax professionals

IRS Sounds the Alarm: New Scams Threaten Tax Professionals

The IRS and the Security Summit have issued a renewed warning to tax professionals about a surge in sophisticated scams designed to steal sensitive business and taxpayer information. These schemes pose a serious threat not only to your clients’ financial well-being but also to the integrity of your practice. Evolving Tactics: How Scammers Are Targeting

Read More »

Contact Us