Chances are several of your clients own commercial or investment real estate and are paying more tax than they need to, at purchase, while they own the property, or when they sell. Most real estate tax planning focuses on a single moment. The biggest savings come from planning across the full life of the property.
Join Chris Streit from CSA Partners for a practical, lifecycle approach to real estate tax planning. Through real case studies, Chris will show how each stage of ownership creates distinct opportunities and risks for your clients.
In this session, you’ll learn:
- At acquisition: How cost segregation reclassifies building components into shorter-lived property to accelerate depreciation, and how to tell which properties and clients are good candidates
- During ownership: Strategies for improvements, repairs and partial dispositions that can create deductions and avoid paying tax twice on replaced components
- At sale: How a 1245 exchange strategy can help reduce depreciation recapture, one of the most overlooked costs of selling a property
- Bonus depreciation updates: Where the rules stand after recent tax legislation, and what that means for timing acquisitions and improvements
- IRS enforcement: How the IRS’s growing use of AI and data analytics is changing what counts as a defensible cost segregation study, and what to look for in a study provider
