The Financial Gravity Podcast

Episode 95: Terri Johnson — Tax Strategies for Fixed Assets


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Terri Johnson is the CRE and Partner at Capstan Tax Strategies, a company focused on working with owners of real estate and CPA firms to save money on taxes by accelerating the depreciation on real estate. Terri shares more about her "corporate divorce" and how she has managed to maintain good relations with the parent company, as well as how her business benefits real estate owners, particularly with the changes in the tax code. Terri and John also discuss changes in technology and social media and its impact on businesses, so tune in to find out more!

 

Key Takeaways:

[:19] John introduces his guest for this episode — Terri Johnson.

[1:27] What does Terri do?

[4:55] Terri had a different business previously that branched off into her current business. How and why did that happen?

[8:59] Terri shares her experiences with making the tough decisions and going through a "corporate divorce" and their outcomes.

[12:48] John and Terri discuss the circumstances or events that bring about change in a company.

[16:45] John shares his troubles with social media and how it's impacting his business.

[20:42] Terri describes how her company has managed to maintain an amicable relationship with the parent company.

[22:14] Changes in technology have resulted in more outsourcing and better access to talent.

[24:33] Terri talks about how she helps people accelerate the depreciation on their buildings, and how changes to the tax code have enhanced that.

[27:59] John and Terri illustrate the benefit of accelerated depreciation with an example and how that's played out in the past few years.

[35:12] John highlights the importance of having a common language to discuss personality differences.

[37:22] What is the engineering study and why is it relevant?

[41:02] John gives a shout out to SmartVault.

[43:38] Terri shares her beginnings in the industry, and how Strategic Coach helped her and John in their journeys.

[49:43] John shares his plans to work with Terri in the future.

[51:05] Get in touch with Terri via phone, email or her website!

 

Mentioned in This Episode:

Terri Johnson on LinkedIn

Capstan Tax Strategies

Call Terri Johnson: 215 885 7510

Email Terri Johnson

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The Financial Gravity PodcastBy Financial Gravity