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Cost Segregation 101: What Every CPA Must Know

COST SEGREGATION 101: WHAT EVERY CPA MUST KNOW

This webinar was previously named Cost Segregation 101.
Cost Free
Presentation Length 1.0 hour

Recorded DateSeptember 14, 2022
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes
Course LevelBasic
Course Description

Cost segregation is a tool that has been used for years to assist in the acceleration of depreciation for commercial real estate. This course will present an overview of cost segregation and the depreciation of real estate assets, exploring what factors make a property a good candidate for a cost segregation study.

We will discuss how cost segregation is a crucial vehicle for capturing tax savings using legislation old and new, touching on the Tangible Property Regulations, the Tax Cuts and Jobs Act, and the CARES Act. Multiple case studies will be reviewed to demonstrate the utility of cost segregation. This discussion is designed for tax, accounting, and other professionals serving the real estate markets who are looking for a better understanding of cost segregation.

Learning Objectives:


  • Recognize cost segregation and what assets may qualify

  • Identify property types and client scenarios most likely to benefit from cost segregation

  • Describe how cost segregation is an important tool for use in complying with the TPRs and taking advantage of legislation including the TCJA and CARES Act

  • Give examples of typical case studies

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Jacob Wood, JD

Capstan Tax Strategies
Regional Director of Business Development
jwood@capstantax.com
(215) 885-7510

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Jacob Wood likes to get into the trenches with his clients. 

As Regional Director of Business Development, Jacob works closely with his clients – planning with them, building with them, and celebrating with them.   Jacob prides himself on creating long-term relationships – not short-term sales -- and his analytical skills and financial expertise allow him to function strategically as a trusted advisor. 

In the last decade, Jacob has personally performed or overseen over 2,000 R&D Tax Credit studies, identifying and substantiating over $800 million in federal and state tax credits.  Additionally, he specialized in creating excellent experiences for his clients and their friends, engaging hundreds of clients by direct referral. The majority of Jacob’s clients have also gone on to become multi-year partners.

Jacob is a Subject Matter Expert in R&D Tax Credit Law, Canadian SR&ED Credits, and Cost Segregation.  He is also a SME in the Architecture, Engineering, Construction, Manufacturing, Software, and Life Sciences industries, though he confesses to a special interest in robotics and automation. 

A self-described “lifelong student,” Jacob is continually sharpening his technical skills.  He freely admits to loving math, reading The Economist, and considering tax law a “fun hobby.”  Jacob is first and foremost a people-person, and using his knowledge to help clients in a positive, productive way is what he finds truly gratifying. 

A member of the Texas Bar Association, Jacob holds a Juris Doctor degree from the Indiana University Maurer School of Law and a Bachelor of Arts degree from Duke University.

Happily married to his college sweetheart, Jacob is a busy father of four.  In his scant free time, Jacob enjoys running, cooking, and introducing his kids to classic 1980s movies. 

About Our Presenter

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Capstan Tax Strategies is a professional services firm that helps CPAs and commercial real estate owners navigate Tangible Property and Fixed Asset Regulations and maximize the tax benefits of real estate holdings.