Tax Update / IRS Repair Regs (E1701609)

As co-founder and managing partner of Capstan Tax Strategies, Ms. Johnson helps commercial real estate owners and investors realize significant tax savings by utilizing valuable engineering-based tax depreciation and incentive strategies. In addition to offering a unique combination of business acumen, accessibility, and genuine warmth, Terri is constantly on the cutting edge of changes in the industry to help ensure that her customers realize maximum savings.

During her 23 years in commercial real estate, Ms. Johnson has authored a number of articles and has been a frequent speaker on cost segregation studies. Ms. Johnson’s ability to maintain a personal connection while conveying sophisticated information has made her a sought-after speaker, one who consistently assesses audience response and adjusts her talks accordingly. She speaks extensively to the public about tax incentives for real-estate owners, and provides customer-specific sessions and training for clients, as well.

When the IRS finalized the Tangible Property Regulations, Ms. Johnson worked collaboratively with CPAs and their clients to take very complicated information and present it so that CPAs could understand the new regulations and how best to talk with their clients about the immediate opportunities. Her approach—which focuses on the practical applications—remains both frequently requested and well received. In addition to providing general information about the regulations, Terri often takes on a client-specific consulting role, helping clients and CPAs smoothly incorporate the new regulations into their business process.

Ms. Johnson is a past president of CREW Philadelphia, a past CREW network director, and a past CREW foundation trustee. She was invited into The Counselors of Real Estate in 2014 and currently serves as treasurer of the Delaware Valley chapter. She is an associate member of the Pennsylvania Apartment Association-East, ICSC, and AICPA. In 2010, Ms. Johnson was recognized by SmartCEO magazine as a Brava! Award winner. She previously served on the Advisory Board of Resonate LLC (now Sustrana).

Ms. Johnson has achieved Masters Level in Strategic Coach. She is also a member of the Atheneaum of Philadelphia and was recently named a Rothman Institute Ambassador. She serves as treasurer for the Parents of Meadowbrook School.

Ms. Johnson is a 1982 graduate of the University of Alabama, Tuscaloosa.

Daniel L. Mellor, J.D., LL.M., is a shareholder with Kulzer DiPadova, P.A., located in Haddonfield, New Jersey. Mr. Mellor is a member of the American Bar Association, New Jersey State Bar Association, as well as the Camden, Burlington and Mercer County Bar Associations. He is admitted to practice law in New Jersey, New York and Pennsylvania. He is also licensed to practice before the United States Tax Court. Mr. Mellor earned his B.A. from the College of William and Mary, his J.D. at the George Mason University School of Law, and his Master of Laws (LL.M.) in taxation from the Temple University Beasley School of Law.