Why Moving Out of New York Could Save You Big Money!

Описание: Unlock hidden tax strategies for business owners & real‑estate investors
Want to discover how the tax code can work for you instead of against you?

In this episode of The Liquid Lunch Project, hosts Matt Meehan and Luigi Rosabianca bring in Julio Gonzalez (Founder/CEO of Engineered Tax Services) to break down big tax plays that most small business owners don’t know exist.

From R&D credits to cost segregation, stopper for real‑estate investors, and what to do before you sell your business, this one hits hard.

💡 What You’ll Learn:
How the revived R&D tax credit lets business owners go back three years and claim refunds
Specific examples of what qualifies as “research & development” (yes — even honey formulas)
How cost segregation accelerates write‑offs for real‑estate investors and the IRS‑approved “engineered study” vs guesswork
How a 1031 exchange and step‑up basis fit into the wealth playbook
Why your accountant needs to wake up, and how AI is shaking things up in tax & accounting
Julio’s journey from Miami roots to building a national tax‑engineering firm — and what it means for you

🔊 Why Should You Watch?
The IRS has enough fans. This podcast isn’t one of them. If you’d rather be smart with your money than surprised by your tax bill, this episode is a must-listen. And if you’re into keeping more of what you earn, hit subscribe. We do this every week.

🕒 Chapters:
00:00 Introduction to the Liquid Lunch Project
00:41 The Big Beautiful Bill and Its Impact on Small Businesses
03:23 Understanding R&D Tax Credits
05:43 Cost Segregation: A Game Changer for Real Estate Investors
09:47 The Importance of Engineered Studies
11:27 Tax Strategies for Small Business Owners
13:01 Cost Segregation and 1031 Exchanges
16:07 The Step-Up Basis and Wealth Preservation
18:56 The Future of Accounting and AI
23:05 Proactive Tax Planning for Business Owners
26:02 Julio's Journey and Insights on Tax Reform

🔗 Links & Stuff That Matter:

Free R+D Tax Credit Estimate: https://engineeredtaxservices.com/ser...

Free Cost Segregation Analysis:https://engineeredtaxservices.com/ser...

Engineered Tax Services Website: https://engineeredtaxservices.com/?ut...


#SmallBusiness #RealEstateInvesting #TaxCredits #RDtaxcredit #CostSegregation #1031Exchange #Entrepreneurship #BusinessGrowth #LiquidLunchProject #TaxStrategy


tax credits, R&D tax credits, cost segregation, small business, tax strategies, accounting, real estate, Julio Gonzalez, Liquid Lunch Project, tax planning