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CRE tax services organized around lifecycle windows and property decisions.

Service areas
23
Planning lanes
6
Handoff
CPA-ready

Start with the pressure point, then route to the right planning lane.

JPOPE’s service map works best when the question is named first: acquisition, energy, appeal, transaction, portfolio, or advisor handoff. The right lane then determines records, timing, and output.

Lanes6
Services23
OutputCPA-ready

Acquisition, renovation, or placed-in-service records

Screen basis, components, fixed assets, and documentation before the CPA workpaper window narrows.

Energy scope, building design, or construction timing

Check 179D, 45L, R&D, and rehabilitation documentation while project facts are still recoverable.

Assessment notice, appraisal question, or valuation dispute

Organize income, condition, market, and assessment evidence before appeal calendars tighten.

Sale, refinance, exchange, or reinvestment decision

Model gain, basis, debt, entity structure, and reinvestment paths before terms get papered.

Annual review, portfolio drift, income, estate, or succession exposure

Run a benefit screen across entities, depreciation schedules, repairs, credits, estate, and year-end timing before stale positions become recurring leakage.

CPA, broker, attorney, or wealth-advisor handoff

Package assumptions, evidence, and next-step notes so the existing advisor team can act cleanly.

Match the tax service to the property decision.

Which JPOPE service should a property owner start with?

Start with the decision window: acquisition and renovation often point to depreciation or credits, assessment notices point to property tax appeals, and sale planning points to capital gains or Opportunity Zone review.

How are JPOPE services organized?

The services are grouped into six planning lanes: Depreciation & Basis, Credits & Incentives, Valuation & Appeals, Transaction Planning, Portfolio Planning, and Advisor Collaboration.

Can JPOPE work with an existing CPA or advisor?

Yes. JPOPE packages CRE-specific analysis, assumptions, workpapers, and planning notes so the existing CPA, broker, attorney, or wealth advisor can stay central to the client relationship.

Depreciation & Basis

Each service card identifies the likely audience, timing window, and client-ready output, then anchors the work to the tax outcome the owner or advisor is trying to protect before records, deadlines, or deal terms lock in.

Cost Segregation Studies

Accelerate supportable 5, 7, and 15-year depreciation, evaluate current 100% bonus depreciation fit, and document the study for CPA review.

Planning window
Acquisition, renovation, and look-back review
Typical output
Engineering-based depreciation study and CPA-ready support

Fixed Asset Depreciation

Review fixed asset schedules, class lives, repair/capitalization decisions, and depreciation methods so owners do not leave cash flow trapped on the books.

Planning window
Annual close, acquisitions, and disposition planning
Typical output
Fixed asset review and depreciation adjustment roadmap

Credits & Incentives

Each service card identifies the likely audience, timing window, and client-ready output, then anchors the work to the tax outcome the owner or advisor is trying to protect before records, deadlines, or deal terms lock in.

179D Energy Tax Deductions

Screen energy-efficient commercial buildings for 179D deductions while construction-start, certification, and placed-in-service records are still available.

Planning window
Construction-start, design, retrofit, and placed-in-service review
Typical output
Eligibility review and documentation coordination

45L Tax Credits

Identify 45L credit opportunities for qualifying residential and multifamily developments before unit, acquisition, and certification records scatter.

Planning window
Pre-construction, acquisition, and certification timing
Typical output
Credit eligibility path and documentation plan

Historic Tax Credits

Evaluate historic rehabilitation incentives early so preservation goals, financing, project scope, and tax documentation move together.

Planning window
Before rehabilitation scope and financing are fixed
Typical output
Credit-fit review and documentation timeline

R&D Tax Credit

Identify qualifying technical uncertainty, engineering, software, construction, and process-improvement activity while evidence is still fresh.

Planning window
Project documentation and tax-year review
Typical output
Credit eligibility and substantiation support

Valuation & Appeals

Each service card identifies the likely audience, timing window, and client-ready output, then anchors the work to the tax outcome the owner or advisor is trying to protect before records, deadlines, or deal terms lock in.

Property Tax Appeals

Challenge over-assessments with evidence-backed appeal support, valuation review, and no-recovery/no-fee positioning where available.

Planning window
Assessment notice and appeal deadline window
Typical output
Evidence package and appeal support strategy

Appraisal Reports

Support insurance, tax, transaction, lender, and planning decisions with defensible appraisal and engineering replacement reporting.

Planning window
Financing, appeal, estate, and transaction events
Typical output
Valuation report coordination and review support

Property Condition Assessment

Identify building-system issues, capital exposure, and due diligence risks before acquisition, refinance, or capital planning decisions lock in.

Planning window
Due diligence, refinance, and capital planning
Typical output
Condition assessment and repair-priority summary

Reserve Studies

Plan reserves, replacement schedules, and long-range capital funding so stewardship decisions are backed by practical data.

Planning window
Budgeting, capital planning, and annual review
Typical output
Reserve funding and replacement schedule support

Transaction Planning

Each service card identifies the likely audience, timing window, and client-ready output, then anchors the work to the tax outcome the owner or advisor is trying to protect before records, deadlines, or deal terms lock in.

Capital Gains Tax Planning

Overcome capital gains tax as a barrier to selling with compliant strategies, 1031 alternatives, Opportunity Zones, and transaction timing review.

Planning window
Before listing, sale, or ownership restructuring
Typical output
Tax exposure review and option comparison

Opportunity Zone Investments

Compare Opportunity Zone timing, eligibility, holding periods, and compliance obligations before gain reinvestment decisions become difficult to change.

Planning window
Before gain reinvestment and fund compliance dates
Typical output
Timing, eligibility, and compliance coordination

Pre-Construction Tax Planning

Bring tax planning into design and budgeting before construction decisions lock away depreciation, energy-credit, and documentation options.

Planning window
Site planning, design, and construction budgeting
Typical output
Tax-sensitive design and documentation checklist

Debt Workout Tax Planning

Model cancellation-of-debt income, recourse exposure, basis, depreciation, Section 108 questions, and partner-level consequences before workout terms are signed.

Planning window
Before modification, principal reduction, short sale, deed in lieu, or foreclosure terms are papered
Typical output
Debt-relief exposure review and election comparison

Portfolio Planning

Each service card identifies the likely audience, timing window, and client-ready output, then anchors the work to the tax outcome the owner or advisor is trying to protect before records, deadlines, or deal terms lock in.

Income Tax Planning

Coordinate income, tax brackets, deductions, credits, entity structure, and reinvestment goals so owners pay the minimum tax legally owed.

Planning window
Quarterly estimates, year-end, and major transactions
Typical output
Planning memo and advisor coordination points

Annual CRE Review

Uncover hidden annual tax savings across fixed assets, property tax, repairs, credits, entity changes, and portfolio planning windows.

Planning window
Year-end, tax planning, and portfolio review
Typical output
Portfolio opportunity map and next-action list

Estate Planning

Connect real estate tax strategy with entity, estate, gifting, liquidity, and wealth-transfer planning so family assets are protected with fewer surprises.

Planning window
Before succession, gifting, or entity restructuring
Typical output
Estate tax coordination points for advisory teams

Succession Planning

Align buy-sell terms, ownership transition, business continuity, liquidity, and tax-efficient wealth transfer before a succession event forces decisions.

Planning window
Before ownership transfer or leadership transition
Typical output
Tax coordination brief for legal and financial advisors

Step-Up in Basis & Trust Structure Planning

Quantify embedded gain and compare basis consequences across existing trusts, ownership structures, and state-law planning routes before an estate or sale event.

Planning window
Before death, gift, sale, entity restructuring, or trust amendment
Typical output
Basis exposure map and trust-structure coordination brief

Community Property Trust Planning

Screen embedded gain, titling, state-law eligibility, trustee requirements, and protection trade-offs before an elective community-property trust is drafted.

Planning window
Before trust drafting, retitling, gift, sale, or a first-death event
Typical output
Community-property route screen and asset-by-asset advisor brief

A/B & Bypass Trust Review

Revisit an existing A/B or bypass trust through the combined lens of family protection, embedded gain, first-death timing, control, and advisor coordination.

Planning window
Before trust amendment, asset repositioning, sale, incapacity, or a first-death event
Typical output
Protection-versus-basis map and trust-review question list

Advisor Collaboration

Each service card identifies the likely audience, timing window, and client-ready output, then anchors the work to the tax outcome the owner or advisor is trying to protect before records, deadlines, or deal terms lock in.

CRE Broker Services

Help brokers surface tax-saving opportunities that can unlock stronger owner conversations, more informed listings, and smoother closings.

Planning window
Listing prep, diligence, and buyer advisory
Typical output
Client-facing tax opportunity brief

CPA Collaboration

Elevate the existing CPA relationship with CRE-specific analysis, assumptions, workpapers, and strategy support that keeps the advisor in control.

Planning window
Before return filing, transaction close, or client presentation
Typical output
CPA-ready workpapers, summaries, and planning notes

Not sure which service maps to the property decision?