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.
Julio Gonzalez was part of a panel discussion titled “Who’s On First?” moderated by ADISA’s past-president John Grady. The panelists talked about the roles of broker-dealers, RIAs, and family offices in the alternative investment industry. Although each type of financial advisor provides wealth management services to their clients, they differ in the way they are regulated and the investment products they offer, an important consideration for sponsors and investors.
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.engineeredtaxservices.com.