Sorren

A building may be depreciated as one asset. But economically, it’s made up of many.

Electrical systems. Interior improvements. Site work. Specialized infrastructure. How those components are classified can have a meaningful impact on the timing of depreciation and, ultimately, cash flow.

Cost segregation helps property owners look beneath the purchase price to identify assets that may qualify for shorter recovery periods. But the opportunity isn’t simply about accelerating deductions. Classification accuracy, timing and a defensible methodology matter.

For businesses and investors acquiring, constructing or improving real estate, the opportunity may already be there. The question is whether it has been identified.

Read more about how understanding what’s beneath the purchase price can support smarter tax and cash flow planning: https://hubs.la/Q04y9YW20

Accountability starts with ownership.

At Sorren, our values aren’t just words on a page. They shape how we show up for our clients, our communities and each other.

On September 18, our Boise and Meridian teams came together for our annual Thematic Goal and Teambuilding Day, focused this year on Accountability: own what you say and do.

Together, we stepped away from our day-to-day work to brainstorm meaningful ways we can put accountability into action across our offices and communities. We shared ideas, challenged each other to think differently and identified opportunities to turn our value into action.

And because building a strong team matters, too, we made time for a little friendly competition, plenty of laughs and recognition through our Sorren Superstar Awards.

Days like this give us the opportunity to strengthen the culture we’re building together and recommit to showing up, taking ownership and following through on what matters.

𝐐𝐮𝐢𝐜𝐤𝐁𝐨𝐨𝐤𝐬 𝐃𝐞𝐬𝐤𝐭𝐨𝐩 𝐢𝐬 𝐜𝐡𝐚𝐧𝐠𝐢𝐧𝐠. 𝐈𝐬 𝐲𝐨𝐮𝐫 𝐛𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐫𝐞𝐚𝐝𝐲 𝐟𝐨𝐫 𝐰𝐡𝐚𝐭 𝐜𝐨𝐦𝐞𝐬 𝐧𝐞𝐱𝐭?

For businesses still relying on QuickBooks Desktop, the path forward is about more than choosing new software. The timing and approach to a transition can affect your year-end close, reporting, workflows, and your team’s ability to make informed decisions in 2027.

Join Sorren and Intuit on October 20 for a practical conversation about what’s changing, the risks of staying on legacy systems too long, and how to evaluate your options with confidence.

You’ll learn what QuickBooks Online and Intuit Enterprise Suite can offer, what to consider when planning a migration, and how to choose a timeline that works around your close process and business needs.

📅 October 20, 2026
🕐 11:00 AM MT
💻 Live webinar

𝐒𝐭𝐚𝐫𝐭 𝐩𝐥𝐚𝐧𝐧𝐢𝐧𝐠 𝐧𝐨𝐰 𝐬𝐨 𝐲𝐨𝐮𝐫 𝐧𝐞𝐱𝐭 𝐦𝐨𝐯𝐞 𝐢𝐬 𝐢𝐧𝐭𝐞𝐧𝐭𝐢𝐨𝐧𝐚𝐥—𝐧𝐨𝐭 𝐫𝐮𝐬𝐡𝐞𝐝.

Register here: https://hubs.la/Q04y9yRS0

𝐒𝐨𝐫𝐫𝐞𝐧 𝐢𝐬 𝐞𝐱𝐩𝐚𝐧𝐝𝐢𝐧𝐠 𝐡𝐨𝐰 𝐰𝐞 𝐡𝐞𝐥𝐩 𝐜𝐥𝐢𝐞𝐧𝐭𝐬 𝐧𝐚𝐯𝐢𝐠𝐚𝐭𝐞 𝐬𝐢𝐠𝐧𝐢𝐟𝐢𝐜𝐚𝐧𝐭 𝐛𝐮𝐬𝐢𝐧𝐞𝐬𝐬, 𝐟𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐚𝐧𝐝 𝐩𝐞𝐫𝐬𝐨𝐧𝐚𝐥 𝐝𝐞𝐜𝐢𝐬𝐢𝐨𝐧𝐬.

We’re proud to announce the launch of Sorren Law, a legal services practice serving clients across Nevada, Idaho and Texas. Built on the foundation of Mansfield & Mayo, Sorren Law provides practical legal guidance for businesses, investors, families and organizations navigating complex matters—from business transactions and succession planning to estate planning, asset protection and disputes.

“Clients are often making legal decisions that connect directly to their business, financial, tax, ownership and family goals,” said Josh Tyree, CEO of Sorren. “Sorren Law gives clients access to practical legal guidance while staying connected to advisors who understand their broader picture. Our goal is to help clients make clearer decisions, protect what they’ve built and move forward with confidence.”

By connecting legal guidance with Sorren’s broader advisory perspective, clients can receive support that reflects the full context of the decisions they’re making.

Read more: https://hubs.la/Q04y2lbc0

Thinking about owning a dental practice someday? The decisions you make before ownership can shape what’s possible when the opportunity arrives.

The Dental Business Academy is bringing together emerging dental professionals for a webinar focused on what it takes to prepare for practice ownership, including the financial considerations and career decisions that can shape the path ahead.

Join Elliott Tracy, Director & Healthcare Dental Practice Leader at Sorren, for a practical conversation about the business side of dentistry, from financial considerations and career decisions to the steps you can take now to prepare for the transition from clinician to practice owner.

📅 Wednesday, September 30
⏰ 11:00 AM MST

Considering practice ownership in your future? Join us: https://hubs.la/Q04xRTJC0

Audit readiness doesn’t start when the auditors arrive.

For nonprofits and educational institutions, many grant-related challenges develop over time through gaps in documentation, unclear requirements, or processes that have not kept pace with growing funding complexity.

Understanding grant requirements early, maintaining consistent documentation, and addressing questions as they arise can help reduce year-end pressure and strengthen compliance over time.

Read more for practical ways to strengthen grant management and build audit readiness into everyday processes: https://hubs.la/Q04xJc_W0

Building a stronger accounting firm takes more than technical expertise. It takes stronger teams, intentional development, and opportunities to learn from others who understand the challenges of growing a modern practice.

For Sorren CAS Partner Marie Greene, those are some of the most meaningful opportunities behind the shift to Intuit ProPartner Accountants.

From creating clearer paths for the next generation of advisors to strengthening peer connections across the profession, the new program reflects an important idea: firms grow when their people grow.

Swipe through for three takeaways that stood out to Marie, and what they could mean for accounting firms preparing for what’s next.

Read Marie’s perspective: https://hubs.la/Q04xG4510

Are your jobs truly profitable—or is overhead quietly eroding your margins?

For construction companies, understanding the true cost of doing business is critical to making better decisions about bidding, pricing, and growth.

Join Sorren’s construction advisory team on Thursday, October 29 at 11:00 a.m. MT for a practical webinar on managing overhead for stronger, more sustainable profitability.

Matt Goodfellow and Clay Alumbaugh will share how to identify your true overhead costs, allocate expenses more accurately, recover overhead through better bidding and pricing, and monitor the financial metrics that help protect your margins.

Gain a clearer picture of what your projects are really contributing to the business—and practical strategies to support long-term profitability.

Register today: https://hubs.la/Q04xtFqn0

Healthcare coverage changes can affect far more than reimbursement, including cash flow, patient volumes, compliance and long-term sustainability.

As uninsured and self-pay populations grow, hospitals and FQHCs need to understand where they’re vulnerable and prepare for multiple scenarios.

Sorren Partner Will Birdsall shares five questions healthcare leaders should be asking now to assess their exposure, strengthen financial resilience and prepare for what may be ahead.

Read more: https://hubs.la/Q04x953g0