Maximizing Real Estate Tax Savings Through Cost Segregation
Chris Streit
CEO, CSA Partners
1 CPE for AFSP, EA, CFP®, CPA, CRTP
Intermediate level
This session explores how tax professionals can help clients unlock significant real estate tax savings through strategic cost segregation and Section 1245 studies, leveraging accelerated depreciation and recapture mitigation.
Objectives
Upon completion of this session, you will be able to:
- Recommend strategic approaches to optimize tax outcomes
- Identify crucial tax saving opportunities at every stage
- Apply lifecycle planning to reduce tax liability
- Understand how different strategies interact
CPE
| Governing body | CPE credits | Designation | Field of study |
|---|---|---|---|
| IRS | 1 | AFSP | Federal Tax Law Topic |
| IRS | 1 | EA | Federal Tax Law Topic |
| NASBA | 1 | CPA | Taxes |
| CTEC | 1 | CRTP | Federal Tax Law Topic |
| CFP Board | 1 | CFP® | N/A |
Details
Duration: 50 minutes
Course level: Intermediate
Prerequisite: Basic understanding of depreciation and asset class life
Advanced preparation: None
Delivery method: Group Live