M2M Workshop: Tax Strategies & Savings Opportunities

Member2Member Workshop: Tax Strategies & Savings Opportunities for Businesses and Investors
Presented by Jon Lally, Align Tax Consultants

Join us for an informative Member2Member Workshop led by Jon Lally of Align Tax Consultant, where you'll gain valuable insights into specialized tax strategies that can benefit real estate investors, manufacturers, and business owners alike. Whether you're looking to optimize your tax planning, increase cash flow, or better understand available deductions and credits, this session is packed with practical takeaways.

Topics Covered:

• Cost Segregation Studies
  Discover how real estate investors can accelerate depreciation and increase cash flow through strategic asset classification.

• Utility Sales Tax Exemptions
  Learn who qualifies for exemptions, what purchases are eligible, and how to claim this overlooked savings opportunity.

• R&D Tax Credits
  Understand the benefits of this credit and how businesses in a wide range of industries may qualify—even beyond traditional research labs.

• Fixed Asset Consulting
  Explore how proper asset management and classification can lead to substantial tax savings.

• International Tax Planning
  See how businesses operating globally can reduce tax burdens and stay compliant through proactive planning.

• 1031 Exchange
  Learn how real estate investors can defer capital gains taxes when selling and reinvesting in like-kind properties.

• 179D Energy Efficiency Deduction
  Understand this federal incentive for energy-efficient building design and retrofits—and who’s eligible to claim it.

This session is ideal for business owners, CFOs, real estate investors, and tax professionals looking to maximize deductions and credits. Don’t miss this opportunity to explore lesser-known yet powerful tools that can impact your bottom line.

Registration Required.
Reserve your spot today—space is limited!