R&D Tax Credits

Innovation Engineering • Rewarding Innovation

Claim federal and state tax credits for qualified research and development activities. Many businesses have qualifying R&D activities they don't realize are eligible for credits.

$50K-$500K/year

$ 0 K

How It Works

A Simple, Structured Approach
to Business Success

We follow a clear and collaborative consulting process designed to understand your business, identify opportunities, and deliver strategies that create real, measurable results.

01

Form family limited partnership with family members

02

Transfer assets (real estate, investments, business interests) to FLP

03

Senior generation retains general partner control

04

Gift limited partnership interests to heirs at discounted values

05

Valuation discounts of 25-40% reduce gift/estate tax

06

Assets remain under family control and management

Ideal Client

Companies developing new products, processes, software, or improving existing ones with technological uncertainty.

Typical Results

Credits of 6-8% of qualifying R&D expenses. $1M in R&D spending could yield $60K-$80K in credits.

Investment

$5,000-$20,000 for R&D study (typically 10-15% of credit amount)

R&D activities must meet IRS four-part test. Documentation is critical.

Key Benefits

Valuation Discounts

25-40% discount on gifted interests

Estate Freeze

Remove future appreciation from estate

Asset Protection

Charging order protection for LP interests

Control Retention

General partner maintains control

Income Shifting

Distribute income to lower-bracket family members

Succession Planning

Orderly transfer of family wealth

More Services

$100K-$500K/year

831(b) Captive Insurance

Structural Engineering • Building Strong Financial Foundations

Create your own insurance company to insure legitimate business risks while building tax-advantaged wealth. The 831(b) election allows small insurance companies to be taxed only on investment income, not underwriting profit.

Asset protection

Tax-deferred growth

Underwriting profit

Cost Segregation

Architectural Analysis • Building Component Breakdown

Accelerate depreciation on commercial real estate by identifying personal property and land improvement components that can be depreciated over 5, 7, or 15 years instead of 27.5 or 39 years.

Accelerated depreciation

Cash flow improvement

Retroactive studies

40-50% of equipment cost

Equipment Leasing

Industrial Engineering • Machinery Optimization

Maximize Section 179 and bonus depreciation deductions on business equipment purchases.

Bonus depreciation

Lease vs. buy analysis

Ready to Protect Your Assets?

Schedule a confidential consultation with our team to discuss your specific situation and explore how we can help protect what you've built.