For CPAs, real-estate brokers, syndicators, wealth managers, and property managers. We’ll come to your office, your conference, or your screen — and walk your team through cost segregation in plain English.
Cost segregation is one of the most under-utilized tax planning tools in U.S. real estate — not because clients don’t want it, but because most of their advisors haven’t had the time to dig into the engineering and the tax code. We close that gap with one free session.
Free. Always.
Training is part of how we build referral relationships. There’s no obligation to send us business afterwards — though most CPAs and brokers do, because the math is genuinely compelling for their clients.
We’ll confirm shortly. Most sessions are scheduled within 1–2 weeks.
We’ll confirm shortly.
Yes — truly free. No fee, no obligation. Training is one of the main ways we earn referral relationships with CPAs and brokers, so there’s real value to us in showing up. If we’re a fit for your client base, you’ll naturally start sending us work; if we’re not, no harm done.
For groups of 10 or more, anywhere in the continental U.S. For smaller groups, we typically prefer virtual unless you’re within a couple hours of one of our partner offices. We’ll discuss when you submit the form.
Yes. Tell us your client mix in the “Anything else we should know?” box and we’ll tailor examples accordingly. CPA firms with heavy multifamily syndication clients get different examples than firms focused on STR investors.
If you have a specific client situation rather than a team training need, that’s a different conversation — please contact us directly and we’ll set up a working call.