Archive for the ‘ETS Company News’ Category

Punit R. Shah
President | Liberty Group of Companies

We engaged Engineered Tax Services as our consultant to prepare a Cost Segregation Analysis for our new hotel development project in Florida. Throughout the entire process, from design development to construction completion, ETS was actively involved in ensuring maximum efficiencies with our intended result in mind. We clearly defined our program from the initial stages, and ETS was proactive in their approach to deliver a final product that achieved our goals. We would recommend ETS to any developer looking for a detailed and complete CSS report.

 Michael I. Daszkal, CPA
Managing Partner | Daszkal Bolton LLP

We have utilized ETS for cost segregation studies and certain energy and R&D tax credit engagements for our firm’s real estate holdings as well as for our clients’ real estate and business interests. The way ETS incorporates energy credits and insurance into other engagements for maximum benefit is unique – no one else does this. The fact that ETS insures their reports through Lloyds of London instills confidence and security. I have personally referred over 60 contacts to ETS for cost segregation studies and will continue to send referrals. The ETS professionals are competent, service-oriented and, most of all, provide cost savings to our clients. By having a reliable source to handle these kinds of engagements, we have essentially increased our firm’s value-added service offerings. That is the truest definition of a strategic partnership.

  Lou J. Fuoco, CPA
Managing Director | Fuoco Group, LLP

I have worked with Engineered Tax Services for approximately two years and feel that they are the best in the business in terms of providing cost segregation and energy tax services. They are a true partner that opened our eyes to how to bring significant tax benefits to our real estate clients while generating significant income for our firm through leveraging our client base. I believe Engineered Tax Services exhibits many of the qualities that are essential to CPA firms looking to assist their clients in these specialty tax services. I have no problem ever putting them in front of my clients. I highly recommend them.

 Fredrick Miller |IKEA

You and your team did a tremendous job for us in terms of providing cost segregation and energy tax services. The tax benefits for us nationally were impressive, as were your services.

 

 Marvin Feinstein
Principal | Bonavista Holdings, Inc.

Bonavista Holdings, Inc, is a real estate holding company with approximately 1,000,000 square feet of commercial space located primarily in Broward and Palm Beach Counties. Our firm engaged Engineered Tax Services to perform a cost segregation study on our behalf. I received a favorable result that exceeded all of my expectations. I found Mr. Gonzalez to be extremely competent, thorough and knowledgeable of the subject matter, I had used other firms to do similar work previously, and none compared to the expertise and professionalism exhibited by Mr. Gonzalez’s firm. Needless to say, I would highly recommend his firm, and I would not hesitate to use his services in the future.

 

Earlier this month, DFK/USA announced the agreement to their member firms in the following communication:

TO:     DFK/USA Firm Liaisons
FR:     Jay Hauck, Executive Director
RE:     Announcing new preferred resource sponsor:  Engineered Tax Services (ETS)

DFK/USA is pleased to announce an agreement with Engineered Tax Services (ETS) to help member firms provide specialty tax services in the area of the Energy Policy Act. As DFK/USA’s preferred resource sponsor, ETS can help DFK member firms bring value to your clients and generate a new income stream in this niche market sector.

• Generating significant revenue by providing value-added services to your existing client relationships and through revenue sharing.

• Staying involved with the implementation of your clients’ financial services needs, rather than risking loss of the relationship by referring it elsewhere.

• Accessing sophisticated capabilities of engineering services, providing the ability to offer value-added services to clients.

• Having access to business development approaches and training through comprehensive prospect-developed programs by ETS.

In addition to ETS’s revenue-sharing program, ETS has generously agreed to be a year-long sponsor at DFK/USA’s major conferences.  We are looking forward to a long and mutually beneficial relationship with ETS.

For more information, please contact ETS directly: 

Julio P. Gonzalez
CEO
Engineered Tax Services, Inc.
Office Telephone: 1.800.236.6519
Office Facsimile: 1.888.607.2425

This agreement has been reviewed and approved by the DFK/USA Executive Committee.

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Curious about where you can find an ETS event? Check out our company Facebook Events Calendar!  There are dozens of events coming up in the next few weeks, and more are scheduled every day. If you don’t see your city listed, check back again soon. We will likely be in your neck of the woods in the very near future.

Would you like to schedule us for an outstanding 179D Energy Tax seminar, webinar or conference? Please contact us. We are adding new events all the time and welcome requests.

For more information about our Green By Design: Understanding 179D Energy Tax Benefits for Architects and Designers series of seminars, or to schedule a speaking engagement, please contact Loryn Nash at 888.607.2425.

 

At Engineered Tax Services, we take a great deal of pride in the services we perform and our people.  

Today, we’re getting to know Carol Hayward, our Senior Executive Director.

Q1:  Prior to working at Engineered Tax Services, what job did you have that was most enjoyable?

Carol Hayward:  Working as a real estate consultant and asset manager in the commercial arena, I learned a lot and truly enjoyed meeting a lot of great people and building relationships.

Q2:  What green energy or green building initiatives are you most excited about witnessing the emergence of over the next ten years?

Carol Hayward:  I am really excited about the possible changes from Congress to increase the 179D energy tax incentive to $3.00/ft² and extend the energy tax incentives to December 31, 2020. I enjoy educating commercial property owners and designers of public/government buildings about the 179D federal energy tax incentives.

Q3:  What would you most like to accomplish over the next ten years (personally or professionally)?

Carol Hayward:  Professionally, I would like to see Congress increase the 179D incentive to $3.00/ft² and extend the energy tax incentives to December 31, 2020. I would also like to see ETS continue to emerge and become nationally known and recognized as the leading cost segregation and energy tax service provider.

Personally, I would like to continue to travel and explore new places. I also know that God has given me a heart for children. I would like to make a difference in a child’s life, whether through advocacy, guardian ad litem or adoption. Children are a gift and a blessing. I am thankful for the wonderful life and experiences I have had thus far and look forward to a great next ten years!

Q4:  Architecturally speaking, what building, structure or city captures your heart and why?

Carol Hayward:  I am absolutely in love with California. To be able to be in the mountains or at the ocean is breathtaking to me. 

Q5:  Where have you visited that you would most like to return to and why?

Carol Hayward:  Actually, I have three places. The Redwood Forest near San Francisco, CA, Scottsdale, AZ and the Caribbean. Nothing like the beautiful clear aqua waters.

Q6:   What skills or interests do you possess that you think would surprise your co-workers or clients?

Carol Hayward:  Many people do not know that I possess not only my real estate license in FL but have also had a FL insurance license for health, life, annuity and legal since I was in my twenties and have written my own insurance for many years personally and for my family. In addition, I have taken self-defense courses, pistol marksmanship and have passed the concealed weapons course.

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Contact Carol:
Office: 561.253.6634
Toll Free: 800.236.6519
chayward@engineeredtaxservices.com

  A Federal Level Analysis:
The Practical Use of Sec. 179D Green Building Deductions by A&E
C-Corporations and C-Corps that Convert To Sub-S Status

Joe Belden of Belden Hutchison & Co. and Don McDougall of Engineered Tax Services recently offered a two-hour educational presentation on the Energy Policy Act of 2005 (EPAct) and Section 179D to the Orange County AIA. 
One attendee commented that C Corporations could generally not use EPAct.  We rose to the occasion and directly addressed that myth, discussing exactly how C Corps can and should be taking advantage of benefits under EPAct. 

Because we know that this issue is frequently misunderstood, particularly by C Corps, we asked Joe to prepare an analysis with sample case studies that we could share with all of our valued contacts.  It is a very complete analysis and we hope you find it useful. 

Please CLICK HERE to download a copy of the comprehensive Federal-level analysis.

At Engineered Tax Services, we take a great deal of pride in the services we perform and our people. 

To showcase the talented individuals who energize our clients and are a credit to our company, we’ve developed a six question interview.

Today, we’re getting heavy vibes from Debbie Deioma Danto, our Interim COO. 

Q1:  Prior to working at Engineered Tax Services, what job did you have that was most enjoyable?

Debbie:  Developing and test marketing new Pizza Hut and Arby’s products were probably the most fun, but the most relevant job to what I am doing now was taking over operations for a small $3 million manufacturing company and reducing lead times from three months to three weeks.  It took a lot of hard work but was enjoyable with respect to the sense of accomplishment.

Q2:  What green energy or green building initiatives are you most excited about witnessing the emergence of over the next ten years?

Debbie:  I am most excited about the initiatives and incentives for reduction in energy use in commercial buildings and homes. There are simple solutions that make economic sense, eliminating waste of energy, reducing energy costs and increasing the asset value of the buildings.  I am hoping for more incentives to motivate owners to implement solutions, which will also provide more jobs.

Q3:  What would you most like to accomplish over the next ten years (personally or professionally)?

Debbie:   Professionally − building and growing a small company to $50 million and profiting from it. Personally − travel to my top five destinations with my husband and give 5 to 10% of our income and time to our favorite charities for children and pets in need.

Q4:  Architecturally speaking, what building, structure or city captures your heart and why?

Debbie:  Barcelona and Rome…the architecture, along with the history, in these cities is simply amazing.

Q5:  Where have you visited that you would most like to return to and why?

Debbie:  Italy…appeals to all the senses…architecture, people, food, wine, great memories, etc.

Q6:  What skills or interests do you possess that you think would surprise your co-workers or clients?

Debbie:  I am an athlete…an ice skater growing up and I can still spin and jump…I may be able to still pull off an axel.  I also like to run 3 to 6 miles and ski black diamonds.  I used to think I had a pretty good Bill Cosby impression but my husband disagrees.

 
Engineered Tax Services is pleased to announce that Kim Zillman, a member of the ETS sales and research team since January 2007, is now stepping into her new role, as Client Relations Manager.

Kim is clearly up the task of ensuring that ETS clients are updated and satisfied at each and every stage of the service process.  As a company that places great emphasis on building long term relationships with our clients, ETS has carefully chosen the right person to manage relationships for a diverse array of clients, including commercial property owners, leaseholders, designers, consultants and CPAs.

Kim has a strong background in real estate and holds a Florida  Real Estate Broker’s license.  Her 20 years of experience in a variety of real estate transactions enable her to have a solid and practical understanding of the importance that Cost Segregation and Energy Tax Benefits have for ETS clients.  Kim is a member of the Florida Board of Realtors and the National Association of Realtors. Personally, she enjoys helping people and is a passionate advocate for animals.  In her leisure time, she loves being at the beach, golfing, swimming and scuba diving.

You can reach Kim at:

Kim Zillman
Client Relations Manager
Engineered Tax Services, Inc.
Phone: 1.561.253.6640
Email: kim@engineeredtaxservices.com