Bonus Depreciation, Roth Discounts & Open Seats in Our Tax Team

Learn how to capture 2025 depreciation with Investment Opportunities, optimize your rollover conversions, and maybe find your next job.

Author

Vince Porter
December 08, 2025

Table of Contents

Inside a New Sunbelt Multifamily Offering: Stabilized Assets with First-Year Bonus Depreciation - FRIDAY - December 12th 12pm CST

We’re teaming up with our client Vinki Loomba to spotlight a unique multifamily investment opportunity in the Sunbelt, think sunshine, stabilized assets, and serious tax perks. This offering features three fully stabilized, cash-flowing properties across Florida and Georgia. The kicker? Investors may be eligible for 100% bonus depreciation in year one, offering the kind of upfront tax benefits that make your CPA do a happy dance.

This session is for you if you’re seeking stable income, meaningful long-term upside, and a solid shot at 2x equity multiple, all while leveraging one of the most powerful tools in the tax code. Join us for a closer look at the deal and see if it aligns with your goals.

Join us FRIDAY , December 12th at 12pm CST .Can’t make it live? No problem, register anyway and we’ll send you the replay.

This is your last chance to grab some 2025 depreciation if you need the write offs - REGISTER HERE

Family Office Tax Strategies & Discounted Rollovers
Monday, December 15th at 2pm CST

Ready to level up your tax planning? Join us for a high-impact session with Keith Blackborg, CPA and founder of Financial Journey. Keith will break down how discounted rollovers can help convert traditional retirement funds to Roth at steep discounts, with savings ranging from 30 to 70 percent.

But that’s just the opening act.

Keith will also share advanced strategies used inside the nine figure family office he manages. We’re talking QOZB structures, Family IP planning, Captive Insurance, Rollover Business Startups, and the Family Bank framework—powerful tools typically reserved for the ultra wealthy, made accessible for high level individual investors.

This isn’t just theory. You’ll walk away with practical insights you can put to work right away.

Sunscape Apartments Deep Dive: Returns, Renovations, and AI-Driven Growth

If you missed this session last week, no worries—you can still catch the full recording and get the inside scoop on the Sunscape Apartments investment opportunity. In this webinar, Dan Carlucci walks through the deal’s strong rent growth, renovation upside, and strategic location in the fast-growing Abilene market. With AI infrastructure projects driving new jobs and long-term demand, you'll get a clear breakdown of the returns, strategy, and fundamentals behind why this project is attracting so much attention.

Know Anyone? We’re Hiring in the Tax Department!

We’re growing and looking for two new team members to join our tax department in Irving, TX.

Open Roles:
• Tax Accountant – Senior and Mid/Junior levels
• Direct hire | Salary range: $55K–$120K + full benefits
• Hybrid schedule (in-office 2 days/week)

We’re looking for folks with experience in partnership or syndication tax, real estate tax, and a knack for using technology to work smarter. CPA is a plus, but not required. We offer a great team environment, interesting clients, and plenty of room to grow.

If you or someone you know might be a fit, let us know—or pass this along!

Email us back or share this LINK to our role.

Year end tax strategies

If you have not tax planned with us , or for yourself, you are just about out of time. We are issuing a report for our clients on what you can do before 12/31 to save on your taxes. We will release this in next weeks newsletter. If you want it now , its going first to our P&C Advisory Collective , you can join now for next to nothing and get a head start - SIGN UP