Free CPE Seminars

Learn how to save significant tax dollars for your clients, and earn 4 CPA CPE!

R&D and ERC: How to Identify and Maximize Opportunities within your Client Base (1 hour)

In this 50-minute presentation, members of Tax Credits Group (TCG) will provide an overview of the rules and requirements necessary to claim the Federal Research and Development (R&D) Tax Credit along with the Federal Employee Retention Credit (ERC). Based on R&D and ERC assessments that they’ve performed for their own clients and prospects, they’ll also share examples of development projects that rise to the level necessary to qualify for the R&D credit, along with facts and circumstances they’ve had to take into consideration for determining ERC eligibility. These real-world examples can help CPAs identify which of their clients may be eligible for one or both of these incentives.  And for clients who find themselves eligible for both, TCG will also explain the critical interplay between these two credits along with strategies for maximizing the claims.

Creating Liquidity: The Benefits of Auctions for Sellers (1 hour)

Auctions are not what you think they are!  Often misunderstood, auctions are an effective option for property owners who want to control their sale from start to finish. Kiko will explain the benefits of auctions for sellers:

  1. Control of the Terms – Property is sold at designated time, place and “as is” with no contingencies. Buyer’s premium covers the cost of selling.
  2. Parts vs. Whole – By offering property separate then together, the sellers receive ultimate benefit from competitive bidding.
  3. Division of Interest – Transparency during estate, divorce, partnership, or corporation sales.

Cost Segregation: The Most Powerful Tax Tool for Real Estate (2 hours)

Engineering-based Cost Segregation Studies are the most valuable tax tool for real estate owners, developers, and tenants in leased space of all types.  CPAs, Tax Advisors, Architects, and Real Estate Brokers are assisting their clients in the maximization of non-cash depreciation and income tax shielding through cost segregation studies.  Our Cost Segregation professionals will answer your questions about the legal authority, the IRS requirements, and the favorable Case Law that governs this niche industry.  Also learn the interplay with the EPAct Sec. 179D Energy Efficiency tax deduction, the IRS Tangible Property Repair Regulations, and the favorable Qualified Improvement Property classification of building improvements.

2022 Spring Webinars

Please click through your preferred date to register.   You will receive login details directly from GoToWebinar.

Attendees MUST be logged in and VIEWING the presentation to receive CPE credit.  Dialing in and listening to audio only does not constitute attendance. 8 CPE Codes will be displayed on the screen at the rate of 2 per CPE hour.  Write these codes down and enter in to the survey window at the end of the presentation OR email them to lori@costsegexperts.com.  Attendance will be tracked by GoToWebinar, and CPE credits will be issued based on active participation, including answering administered polling questions.

Failure to submit codes will affect the number of CPE credits awarded.

The webinar is for CPA CPE credit ONLY.  CE Credits are not available for Real Estate Agents or Enrolled Agents.

CPE offered in OH, IN, KY, MI, PA, SC.