← Insights & Tips

Tax

Lead by Carrie Rivera, CPA, MST

Cost Segregation FAQs and Common Mistakes

A practical FAQ-driven look at cost segregation studies, common mistakes, documentation, and coordination with outside advisers — from Dohan CPA.

Cost Segregation Study Guide

A practical overview of cost segregation studies — covering methodology, depreciation implications, documentation, and coordination with outside advisers — from Dohan CPA.

Evaluating a Qualified Opportunity Fund Investment

A practical overview of evaluating a Qualified Opportunity Fund investment — including the 2026 inclusion timing, documentation, and coordination with outside advisers — from Dohan CPA.

Family Investment Structures and Tax Governance

A practical overview of family investment structures and tax governance — covering entity structure, timing, documentation, and coordination with outside advisers — from Dohan CPA.

Family Office Tax Planning

A practical overview of proactive family office tax planning — covering entity structure, timing, documentation, and coordination with outside advisers — from Dohan CPA.

Tax Planning for Medical Practices

A practical overview of proactive tax planning for medical practices and physicians — covering entity structure, timing, documentation, and coordination with outside advisers — from Dohan CPA.

Tax planning only works if it starts early

Once the year is over, options disappear. Real tax savings come from planning tied to real numbers before December 31.

Entity structure matters more than most realize

Many real estate and construction businesses overpay taxes simply because their entity structure doesn't match their current operational reality.

Predictability beats surprises

Good tax planning doesn't just reduce tax—it creates predictability so owners can plan cash, distributions, and reinvestment.