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Maximizing Real Estate Tax Savings Through Cost Segregation

Chris Streit CEO, CSA Partners

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

Don’t miss out on rock-solid learning!