Tuesday, March 12
Federal filing window: 22 days
Good morning, Maya — your portfolio is on track.
8 active studies · 2 awaiting your signature · 1 ready to download.
Active Studies
8
↑ 2 vs. last month
Avg. Turnaround
6.2days
↓ 1.4 days faster
Open Risk Flags
5
2 require sign-off
Reclassified Basis · YTD
$48.2M
Across 12 properties · est. $14.7M tax savings
5-yr · 28%
7-yr · 14%
15-yr · 22%
39-yr · 36%
Aggressive position flagged on Westgate Logistics Center — Whiteco factor analysis on site improvements is below 70% confidence and may warrant a contrary-argument note before filing.
Review in risk register →
Active studies
Live workflow stages and delivery commitments
All · 8
In review · 3
Signing · 2
Ready · 1
W
Westgate Logistics Center
Engineer Review
Stage 4 of 6
72% complete
in 2d
C
Cedar Ridge Multifamily
AI Classification
Stage 3 of 6
45% complete
in 5d
H
Harbor View Hotel
Awaiting Signature
Stage 6 of 6
92% complete
today
P
Pinecrest Office Park
Ready to Download
Delivered · 47 workpapers
Complete
delivered
M
Maple Grove Industrial
Document Ingest
Stage 1 of 6
18% complete
in 9d
B
Bayside Retail Plaza
Risk Resolution
Stage 4 of 6
60% complete
in 3d
S
Summit Self-Storage
Awaiting Signature
Stage 6 of 6
88% complete
tomorrow
Pending actions
Items awaiting your input
Sign engagement letter
Harbor View Hotel · Form 3115 attached for §481(a) catch-up
Sent 4 hours ago via DocuSign
Review & sign
Download completed study
Pinecrest Office Park · 47 workpapers, $1.84M reclassified to 5/15-yr lives
Ready 1 day ago
Download bundle
Upload missing documents
Maple Grove Industrial · AIA G702/G703 pay applications required for take-off
Requested yesterday
Upload files
Risk register
Latest flags with cited authorities
Westgate Logistics
68% conf.
Site improvements §1250 vs. §1245 reclass — Whiteco factor analysis below threshold.
Rev. Proc. 87-56 · ATG Ch. 6.4
Cedar Ridge MF
78% conf.
Decorative millwork to 5-yr life — contrary argument from Hospital Corp. of Am. v. Comm'r noted.
HCA · 109 T.C. 21
Bayside Retail
82% conf.
§481(a) cumulative adjustment exceeds $250k threshold — Form 3115 §3 disclosure required.
Rev. Proc. 2015-13