Affiliate Webinar Schedule
Empowering you with the knowledge to confidently guide client decisions.
Beyond Referrals: Leveraging Cost Seg for Revenue & Client Value
Discover how to uncover hidden opportunities within your existing client base. In this session, our CEO, Chris Streit, will walk through how to position cost segregation as a strategic growth tool—helping you generate more revenue, deepen client relationships, and deliver greater long-term value.
1245x in Action: A Smarter Exit Strategy for Real Estate Investors
1245x is a targeted tax strategy that helps clients reduce ordinary income from §1245 recapture at the time of sale. By reallocating salvaged and personal property assets based on fair market value, this approach can significantly improve after-tax outcomes. In this session, we’ll explore how to identify opportunities, implement the strategy effectively, and deliver more value during the disposition phase of real estate ownership.
Using TPRs and Cost Seg Together: Unlocking Additional Deductions
When used together, Tangible Property Regulations (TPRs) and cost segregation can unlock powerful, often overlooked deductions. This session breaks down how to apply TPR principles—like partial asset dispositions and repairs vs. improvements—in tandem with cost segregation to maximize tax savings. Learn how to identify eligible opportunities, document them properly, and deliver added value through smarter fixed asset planning.
The Real Estate Lifecycle: Cost Segregation Strategies from Purchase to Disposition
From acquisition to renovation to sale—cost segregation plays a role at every stage of a property’s life. In this session, we’ll break down how to apply cost seg strategies throughout the ownership cycle to maximize tax savings, improve cash flow, and plan smarter for both your clients and your firm. Learn how to identify key opportunities at each phase and deliver more proactive, value-driven guidance.
Year-End Tax Planning: Maximizing Savings with Cost Segregation
As the year wraps up, timing is everything when it comes to tax strategy. This session explores how to leverage cost segregation before year-end to help clients reduce taxable income, improve cash flow, and plan more effectively for the year ahead. We’ll cover key timing considerations, ideal property scenarios, and how to make the most of remaining bonus depreciation.
What to Watch: Real Estate Tax Trends and Strategies for the Year Ahead
As the new year approaches, real estate tax planning is more important than ever. In this session, we’ll discuss key trends in depreciation, recap how tax law changes may affect 2026 strategy, and explore how to use cost seg to stay ahead of the curve and elevate your advisory value.
