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Fortune 500-level CRE tax strategy, built around the taxpayer first.

30+ years
Acquire, hold, sell
CPA-ready
Benefit screen

Owners should not discover tax savings after the chance to act has passed.

Commercial real estate creates tax opportunity at every stage: acquisition, design, construction, operations, assessment, financing, sale, estate planning, and succession. JPOPE brings those moments into view early, then translates property facts and taxpayer context into advisor-ready action owners can use now.

Depreciation and basis strategy

Cost segregation, fixed asset review, and placed-in-service timing that can move supportable deductions into current cash flow while giving the CPA usable support.

Credits, incentives, and documentation

179D, 45L, R&D, historic incentives, and project documentation reviewed before certification, substantiation, or filing windows close.

Property tax and valuation support

Assessment, appeal, condition, reserve, and appraisal context organized into evidence the owner and advisor can act on.

Transaction and wealth planning

Capital gains, Opportunity Zones, annual CRE review, entity planning, estate planning, and succession decisions mapped before structure and timing become difficult to change.

Practical, defensible, and built for the full advisor table.

Study the taxpayer and the property before recommending a strategy.

Screen for savings before documents, deadlines, and filing positions lock.

Package the findings so CPAs, attorneys, brokers, and advisors can review them cleanly.

Keep the planning practical: minimum tax legally owed, defensible support, and clear next steps.

The output is designed to make the next conversation easier.

Owners get a clearer view of where tax savings may exist and whether they can actually use them. CPAs get support they can review. Brokers and advisors get stronger planning context. The work is technical, but the handoff should be plain, useful, and ready for action before the next deadline or deal decision.

Owner clarity

Know what the planning opportunity is, what it may affect, and when it needs action.

CPA usability

Receive review-ready support notes the CPA can use.

Advisor alignment

Keep the existing team coordinated around the same property facts.

Bring the property facts. JPOPE will map the highest-value next step.

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