Aldrich West Coast Private Company Report 2025

TITLE TRANSITION OPERATIONS | Tax

Which of the following tax optimization strategies have you implemented recently or are considering implementing?

Cost segregation studies

36%

53%

10%

Cash flow management

3%

67%

30%

Improved internal controls

6%

53%

41%

Capital gains and losses

3%

65%

32%

Accelerating deductions

16%

30%

55%

Income deferral

24%

61%

15%

State and local tax minimization strategies

3%

57%

41%

Hiring incentives

7%

60%

32%

Energy efficient investments

27%

48%

25%

R&D tax credits

43%

16%

42%

Deferred compensation

14%

72%

14%

Not considering implementing in next 12 months

Currently implementing or considering implementing in next 12 months

Implemented previously

22

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