advisory services
Seize control of your finances, so your achievements can deliver financial security going forward. Take advantage of our tax minimization and real-estate related expert so you can achieve your personal goals.
Your bank account might thank us.
tax minimization
The ultrarich know how to minimize their taxes—why shouldn’t you?
Why hand over to Uncle Sam more than you have to? We’re experts in the practical application of tax law—and over 20 years, we’ve saved thousands of clients many, many millions of dollars when it comes to taxes.
Let’s talk so we can inform you how you could benefit from such sophisticated tax-saving strategies as tax exchanges; participating in an aircraft fleet; tokenization (where we turn your assets into liquid cash); and other federal, state and local tax credits and incentives.
real estate
If you own real estate, we can save you major dollars.
You’ll be amazed how much we can save you in taxes by using such techniques as cost segregation studies (where you write off part of your building); federal energy credits that reward Green retrofitting; Opportunity Zones (where you’re rewarded for investing in disadvantaged communities); and 5G rooftop leasing, where you can possibly earn money by leasing your building’s rooftop so telecom companies can install 5G wireless antennas there.
Tax Minimization
• Aircraft Fleet
• Tokenization
• Other Federal, State & Local Tax Credits and Incentives
Real Estate
practice management
If you’re a professional artist or athlete, you know you can’t do everything yourself, even if you’re a solo performer. Well, we’re here to help. We can help you hang ono your hard-earned wealth by applying our smart wealth preservation techniques, backed by technology that’s been customized for people in your specialized profession.
Wealth Preservation
Don’t let your hard-earned wealth be squandered by mismanagement or missteps. Once it’s gone, it’s gone—and you’ve worked too hard for it. Professional artists and athletes have special financial planning needs that most money managers are unfamiliar with. We’re working with Ray Crockett, two-time Super Bowl winner with the Denver Broncos, who’s seen all the mistakes star performers can make when they’re dazzled by the spotlight—and he can advise you how to avoid those pitfalls.
tools and resources
To help you preserve and enhance your wealth, we’ve developed two exclusive software tools to keep you on track of your journey to future financial security and prosperity: our proprietary Player View™ Global Dashboard gives you a 10,000-foot view of your financial situation anytime, anywhere. Our Player View LMS (Learning Management System) is your go-to resource for furthering your financial education.
resources
We have two companies that can assist you financially in your exciting public journey as a professional artist or athlete: Engineered Tax Services is dedicated to helping you save in taxes using strategies usually reserved for the ultrarich. Engineered Tax Exchange uses alternative investments to reduce your tax bill (and put more cash in your pocket).
Contact us so we can explain in clear, simple English what’s the best way we can support your goals.
Engineered Tax Services
We bring together accounting and engineering so Main Street can enjoy the same tax advantages as Wall Street
Engineered Tax Services (ETS) is one of the country’s only professionally licensed engineering firms that provides best-in-class specialty tax services to CPAs, their clients, architects, engineers, and other professional service firms. With over 20 years in business and its team of CPAs, tax attorneys, and engineers, ETS helps clients add value to their client relationships by providing sophisticated strategies like cost segregation, research and development tax credits, and other specialized credits and incentives, allowing them to retain more working capital and drive profitability. It has met with the highest level of success under IRS scrutiny, coupled with the highest possible tax savings of any provider in its industry.
policy and thought leadership
Our founder Julio Gonzalez is a recognized tax reform expert with Washington influence who helps shape U.S. tax policy. See why he’s considered The Most Interesting Man in Tax.
The vision of Julio Gonzalez, founder and CEO of Engineered Advisory
Julio Gonzalez is the founder and CEO of Engineered Advisory, the umbrella organization that encompasses his many and growing number of enterprises, including Engineered Tax Services, The Growth Partnership, ABLE, and Engineered Technology Services.
His flagship enterprise Engineered Tax Services (ETS) is the country’s largest specialty tax engineering firm. It specializes in the preservation of wealth and U.S. job creation through IRS engineering-based services. These include research and development manufacturing tax credit and grant studies, energy tax incentives studies, cost segregation depreciation studies for buildings, Opportunity Zone studies, real estate state and local incentive studies, and alternative tax optimization studies. With 26 offices nationally, ETS is headquartered in West Palm Beach, Florida.
He is recognized nationally as a tax reform expert and is highly influential in Washington, D.C., in helping to shape national tax policy. He is a regular public speaker on a national level regarding tax reform and using tax sophistication to preserve wealth. In addition, he is the go-to tax expert representing many national organizations and associations.
- • On Capitol Hill
- • Meet Julio Gonzalez
- • Follow Engineered Advisory
- • Tax News and Opinion
- • Legislative Updates
- • Advisory Case Studies
- • Plan On Success Podcast
- • The Lighter Side
Our Family of Companies
