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Proactive Tax Strategy + Cost Segregation Reports [FL CRE Taxes]

Updated: Aug 11

What Are The Differences And Why Should You Let PTAG Help You With Both.

by George L. Rosario, Speaker, Business Development Director at Property Tax Alliance Group

Tax planning is a key component of any commercial real estate venture. A savvy investor knows the importance of having a proactive tax strategy in order to maximize their return on investment. However, many people do not understand the difference between a proactive tax strategy and a cost segregation report. This article examines what sets these two distinct yet critical parties apart to help clarify the differences and identify which one is the most viable tool for the investor in Florida.

The primary goal of a proactive tax strategy is to minimize the amount of taxes a commercial real estate investor pays by identifying deductions and other tax-saving strategies. This aspect of the business involves researching state and federal tax laws, rates, and regulations in order to identify potential deductions that can reduce the investor’s taxable income. Some common deductions include depreciation, state and local taxes, repairs, and enhancements. A proactive tax strategy also involves proactively planning for future investments by ensuring that all current investments are properly accounted for tax-wise and that future investments are made in order to maximize deductions and benefits.

A cost segregation report is a different type of document used to help investors identify ways to reduce the taxable income associated with commercial investments. This type of report delineates expenditures into shorter depreciable life assets, such as furniture, fixtures, and equipment, to allow them to be written off after a shorter amount of time resulting in increased deductions for the investor. Cost segregation is especially important for investors in Florida because the state’s accelerated depreciation schedules, which can create more beneficial deductions for investors. This type of report may also identify other potential deductions, such as building improvements, for the investor.

Both a proactive tax strategy and a cost segregation report are essential for investors in Florida. While they both have similar goals of maximizing deductions and minimizing taxable income, they are used to achieve that goal in different ways. A proactive tax strategy is a comprehensive approach to researching and understanding the state and federal tax laws, regulations, and rates and using them to identify deductions and benefits that may be applicable to a particular investment. A cost segregation report is a more specific report that focuses on categorizing expenses to be written off in shorter periods in order to increase the tax deductions associated with a commercial investment.


When it comes to optimizing tax strategies in a commercial real estate venture, both a proactive tax strategy and a cost segregation report are essential. A proactive tax strategy is a comprehensive approach to researching and understanding the state and federal tax laws, regulations, and rates to identify deductions and beneficial strategies for the investor. A cost segregation report defines expenses in shorter depreciable life assets to enable more beneficial deductions for the investor. Both strategies should be considered when investing in commercial real estate ventures in Florida, and no one is better equipped to help you through these than the professionals at Property Tax Alliance Group - PTAG. as they can both help the investor save on taxable income.

If you or anyone in your sphere of influence are involved in Florida Commercial Real Estate Property, you should contact Property Tax Alliance Group - PTAG immediately. Chances are you are overpaying on your taxes. To work through any Florida Commercial Real Estate Property Tax issues, contact the pros at Property Tax Alliance Group - PTAG. You can reach us at We service the entire State of Florida. Hey, real estate prices are up, but your taxes don't have to be.

Contact me today:

GEORGE L. ROSARIO Business Development Director Direct: 954-644-2322 Office: 954-202-9696 [Once you've taken the leap and become a commercial real estate owner, you have to give the pros at Property Tax Alliance Group - PTAG a call. #PTAGsaves Florida commercial real estate owners/investors on their property tax bill. The goal is to free up much needed capital for future endeavors, repairs or reinvestment. To learn more, contact us at or contact me, George L. Rosario directly at 954-644-2322. A huge part of managing your Florida commercial real estate investment cash flow involves having your tax liability evaluated by Florida's best commercial real estate property tax team. The Property Tax Alliance Group (PTAG) is a South Florida-based professional Property Tax Consulting and Advisory firm delivering solutions to local, regional, and national clients since 2004. We offer an impressive portfolio of customizable tax reduction services available to Florida commercial property owners. County appraisers are not in the business of reducing your tax liability. We are! And, we help you accomplish this within the full spectrum of the law. Get in touch with us today if you would like PTAG to ensure your business is not overpaying its fair share of local property taxes and increase cash flow. #PTAGsaves] Let's talk about it. *** Don't forget to schedule a FREE 30 minute consultation. For information on how to hire #GeorgeTheSpeaker to speak at your next event, visit today. Schedule your Complimentary 30 Minute Consultation with George L. Rosario today.

ABOUT THE AUTHOR: George L. Rosario, #GeorgeTheSpeaker with GC Rosario Group

George L. Rosario is a Brooklyn NY born & raised businessman & entrepreneur turned consultant. He started GC Rosario Group with his lovely wife Claudia. With over 30 years of service to the marketplace in NYC, George has relocated and been graciously adopted by the business community of South Florida. He travels the country helping businesses and organizations thrive in today’s noisy environment. George & Claudia Rosario help companies, businesses, organizations and teams develop the necessary skillset and plan of action to not just survive but thrive in this new world. Their love for commercial real estate made them the ideal partners to help Property Tax Alliance Group #PTAGsaves help more commercial real estate investors, owners, property managers and developers gain more leverage over their portfolio's property taxes. We will help you meet your ROI and NOI goals. George is always available to meet over coffee and discuss how your commercial real estate portfolio can continue to grow when you use proactive strategies to lower your yearly tax burden. Let's talk about it.Every day is a good day when you do what you love and love what you do.” – George L. Rosario George L. Rosario and Claudia P. Rosario are growing some of America's fastest growing brands, including Florida's best property tax consulting firm, Property Tax Alliance Group. If you own commercial property anywhere in the state of Florida, you know PTAG. #GeorgeTheSpeaker #GeorgeFromBrooklyn #GeorgeSpeaks #glrosario #Consultant #Consulting #Business #success #PTAGsaves #PropertyTaxAllianceGroup #PTAG #Taxes #Tax #CRE #RealEstate #CommercialRealEstate #CommercialRealEstateTaxes #Investor #Investing #TaxLaw #insurance #financialeducation #finance #wealth #money #moneymanagement #mindset #BIGGeorgeNYC

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