J.R.Yeo Financial Services

J.R.Yeo Financial Services Helping families protect their goals against unexpected loss, while building wealth for retirement.

06/10/2024

CSSI is the nation’s premier engineering-based consulting firm focusing on
the tax law surrounding commercial buildings for over 21 years.
With 45,000 studies completed, we have never triggered an audit nor had a
study overturned. Our projects range from basis of $200,000 to $2.5 Billion.
To become compliant and eliminate Circular 230 risk and 1.016-3 risk, CPA’s
need an engineering-based firm with construction and tax experience.
We offer consulting and calculation studies for the repair regulations, safe
harbor determinations, capital/expense determinations and reversals,
partial asset dispositions, cost segregation studies, including 3115
completion and consulting support for your accounting team.
We offer 179D Energy Efficiency Deduction studies as well as Research and
Development (R & D Tax Credits) studies in house.

05/04/2024

Cost Segregation is an application by which commercial property owners accelerate depreciation
and reduce the amount of taxes owed. This savings generates substantial cash flow that owners
often use to reinvest in their business, purchase additional property, or apply to their principal
payment.
Cost Segregation is simple, legal, and recommended in the August 2004 Journal of Accountancy for
CPAs. The article states, “A taxpayer can substantially increase cash flow by segregating property
costs.”
What is Cost Segregation?
How does Cost Segregation Work?
A Cost Segregation Study accelerates the depreciation of a building or renovation components into
shorter depreciation categories. Decorative items such as carpet, molding, and interior windows can
be moved from 39- or 27.5-year depreciation to a 5- or 7-year category. The 15-year category would
include landscaping, hardscaping, site utilities, and paving also known as land improvements.
This engineering-based cost segregation study results in much higher depreciation expense and
significantly reduced taxable income for the property owner. Best of all, the ruling states cost
segregation can be applied to categories of buildings purchased or built since 1986, including
renovations, and there is no need to amend your tax return. The fee paid for a study is always a tax deductible business expense.

04/25/2024

You can keep your job and start a business part-time that can help you get ahead. Sound good? Contact me for more info.

I’m looking for individuals with an entrepreneurial spirit to mentor in my business! If you’re interested in helping pro...
04/25/2024

I’m looking for individuals with an entrepreneurial spirit to mentor in my business! If you’re interested in helping provide families with the necessary tools to reach financial security, send me a message to register for my next business overview meeting.

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Your mindset is the compass that guides your journey. Cultivating a growth mindset can help you see challenges as opport...
04/25/2024

Your mindset is the compass that guides your journey. Cultivating a growth mindset can help you see challenges as opportunities and embrace learning. It's the key to unlocking your full potential!

04/25/2024

Major announcement – I’m now a financial services professional! Many individuals are lost when it comes to finances and don’t know where to start. I’m excited to join Primerica and start helping families get their financial house in order.

By applying simple How Money Works™ concepts, you can get on the path to financial security and reaching your goals. But...
04/25/2024

By applying simple How Money Works™ concepts, you can get on the path to financial security and reaching your goals. But nobody else can make it happen. Reach out to me for a FREE digital copy!

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04/25/2024

Parents - your role in shaping your kids' relationship with money is crucial! It’s important to empower them by having conversations about money early on to help pave the way for financial responsibility in the future. If you’re not sure where to start, give me a call today.

04/25/2024

A recent survey showed 29% of middle-income Americans believe they’ll be worse off financially in the next year. Adding an additional income source is one way to improve your financial outlook. Contact me to learn about the Primerica business opportunity.

Find more info on the here: https://bit.ly/3ZLlTGC

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Paytons early days of 4h
04/14/2024

Paytons early days of 4h

Address

American Canyon, CA
94503

Telephone

+14157209550

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