Engineered Advisory

Engineered Advisory Preserve and enhance your personal wealth. The the umbrella company for Engineered Tax Services, The

The ETS team is heading to Dallas for Main Street 360, June 3-5!Hear Kim Lochridge speak and connect with Gabriel Floren...
05/23/2026

The ETS team is heading to Dallas for Main Street 360, June 3-5!

Hear Kim Lochridge speak and connect with Gabriel Florentino at this three-day event, featuring actionable sessions on tax strategy, business growth, AI and automation, real estate investing, asset protection, and financial planning.

🎟 Save 10% on Premium/Virtual tickets with code ETS10 (Case sensitive; please use all caps!)

→ Grab your tickets: https://shorturl.at/iwh18

Recently, several members of the ETS leadership and client development team headed to Dallas for planning, collaboration...
05/22/2026

Recently, several members of the ETS leadership and client development team headed to Dallas for planning, collaboration and team building.

From strategy sessions and team dinners to a little friendly mini golf, the days were focused on strengthening partnerships, sharing ideas, and aligning for what's ahead.

These are the people who show up every day for our clients — and it was great to see them all in one room. 👏

We're heading to Los Angeles on June 4th for the Marcus & Millichap / IPA Multifamily Forum: Southern California 2026.Th...
05/21/2026

We're heading to Los Angeles on June 4th for the Marcus & Millichap / IPA Multifamily Forum: Southern California 2026.

This premier event brings together 500+ multifamily executives, owners, investors, and developers from across California to discuss capital markets, new development, operations, acquisitions, and dispositions.

Michael D'Onofrio will be speaking and sharing his insights with attendees.

If you're attending, we'd love to connect while we're in Los Angeles.

🎟 Use code "social" for a ticket discount.

→ Register now: https://shorturl.at/TypQ4

05/21/2026

You replaced the water heater in your rental. Then threw the old one in the dumpster.

If it was still on your depreciation schedule, you just left money behind.

That's partial asset disposition — and most property investors don't know it exists. When you remove a component like an HVAC system, water heater, or cabinets, you can deduct the remaining undepreciated value. Your cost seg study just needs to have listed it individually. No line item, no deduction.

→ See what you could be saving: https://shorturl.at/Bo7dk

Don't miss our webinar next week on May 28th!🚨 CPA firms are being asked for more strategic guidance than ever before.Th...
05/20/2026

Don't miss our webinar next week on May 28th!

🚨 CPA firms are being asked for more strategic guidance than ever before.

The challenge?
You can't be a technical expert in every niche area of tax strategy.

Join Michael D'Onofrio and Heidi Henderson for an upcoming webinar on how firms are delivering more value to clients without adding unnecessary complexity.

You'll learn how firms are:
✔ Expanding advisory capabilities
✔ Identifying higher-value opportunities
✔ Strengthening client relationships
✔ Delivering advanced strategies with confidence

📅 Register now: https://meet.zoho.com/kxpr-xof-rci

The InterFace Carolinas Multifamily 2026 Conference is THIS WEEK!📍 Hilton Charlotte Uptown | May 21, 2026This premier ...
05/19/2026

The InterFace Carolinas Multifamily 2026 Conference is THIS WEEK!

📍 Hilton Charlotte Uptown | May 21, 2026

This premier multifamily event brings together leading owners, developers, investors, and industry professionals from across the Carolinas to discuss market trends, capital markets, development activity, and the future of multifamily real estate in the region.

Michael D'Onofrio will be speaking, sharing insights on strategies that help multifamily owners and investors unlock greater tax efficiency and value.

If you're attending, we'd love to connect while we're in Charlotte.

→ Register now: https://shorturl.at/7BfXT

Did you know most businesses and founders are leaving money on the table?Join us for a webinar on June 2, 2026 at 1 PM E...
05/18/2026

Did you know most businesses and founders are leaving money on the table?

Join us for a webinar on June 2, 2026 at 1 PM EST: From Idea to Funded — and Tax-Equipped.

In just 45 minutes, Whitney Fagan, Vice President of Grants & Incentives at Engineered Tax Services, will walk through how to claim the full stack that belongs to you — whether you're pursuing funding for an existing business or forming a nonprofit to unlock funding only nonprofits can reach.

→ Register now: https://shorturl.at/YIjrv

We're heading to Salt Lake City for the 2026 AGN Americas Regional Meeting, May 31 – June 2, 2026!The 2026 Americas Regi...
05/17/2026

We're heading to Salt Lake City for the 2026 AGN Americas Regional Meeting, May 31 – June 2, 2026!

The 2026 Americas Regional Meeting is the perfect platform for connecting with other AGN members and discussing ways your firm can make the most of trends in technology, compliance, and an evolving workforce.

Attendees will share best practices and learn from experts what will help elevate them above today's challenges and create a strategy for success that will span to the next generation of leaders in your firm.

Heidi Henderson will be speaking — and we can't wait to hear her insights.

If you're attending, we'd love to connect while we're in Salt Lake City.

→ Register now: https://shorturl.at/R5vWp

The InterFace Carolinas Multifamily 2026 Conference is just days away — and we can't wait to be there.📍 Hilton Charlotte...
05/16/2026

The InterFace Carolinas Multifamily 2026 Conference is just days away — and we can't wait to be there.

📍 Hilton Charlotte Uptown | May 21, 2026

This premier multifamily event brings together leading owners, developers, investors, and industry professionals from across the Carolinas to discuss market trends, capital markets, development activity, and the future of multifamily real estate in the region.

Michael D'Onofrio will be speaking, sharing insights on strategies that help multifamily owners and investors unlock greater tax efficiency and value.

If you're attending, we'd love to connect while we're in Charlotte.

→ Register now: https://shorturl.at/7BfXT

05/16/2026

Adil Surani, our Director of R&D Operations, runs these studies every day. Here's what companies commonly overlook.

→ Improving production processes on the shop floor
→ Developing custom fixtures or tooling
→ Integrating ERP or MES systems with custom coding

The IRS four-part test covers all of these and many companies are leaving credits unclaimed.

→ See if you qualify for R&D tax credits here:

05/15/2026

When you pay less, you get less. But oftentimes, you lose more.

A cost segregation study is an analysis that follows you for the entire life of your property — that's 39 years for commercial property, or as long as you own it.

The difference between a cheap study and a quality one isn't just the number on the estimate. It's what happens over time, when you renovate, sell, or get audited.

→ Before you hire anyone, run through the 5 Questions: https://shorturl.at/Bo7dk

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