Aldrich Inland Northwest Private Company Report 2025

TITLE TRANSITION OPERATIONS | Tax

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

30%

63%

7%

Cost segregation studies

70%

30%

Cash flow management

7%

53%

40%

Improved internal controls

Capital gains and losses

70%

30%

33%

43%

23%

Accelerating deductions

23%

57%

20%

Income deferral

State and local tax minimization strategies

3%

53%

43%

10%

57%

33%

Hiring incentives

27%

43%

30%

Energy efficient investments

R&D tax credits

17%

57%

27%

Deferred compensation

17%

70%

13%

Not considering implementing in next 12 months

Currently implementing or considering implementing in next 12 months

Implemented previously

ALDRICH INSIGHTS

“Survey results show that there are a significant amount of tax planning and minimization strategies that company leaders should be considering. These can potentially improve performance and increase the value of their business.”

Laura Hays Partner, Spokane

Copyright © 2025 Aldrich Services LLP. All rights reserved.

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