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Regional Sales Director (West Coast), CAPSTAN TAX STRATEGIES
Over the last decade, Isaac Downing has played every role in the cost segregation industry – he’s been an engineer performing studies, an accountant reviewing studies, and a salesperson selling studies. Now he’s bringing that wealth of experience – and the associated unique perspective -- to Capstan Tax Strategies.
It’s not typical for salespeople to have accounting and engineering experience, but Downing is anything but typical. A proud Marine, Isaac spent 4 years as a USMC Engineer, and then earned an additional degree in Accounting and Finance. After a stint managing over $3B worth of fixed assets for a luxury hotel REIT, he began performing cost segregation projects in-house. Isaac later moved to public accounting where he performed cost segregation studies on all major property types, working with basis upwards of $50M. While functioning as the engineer on the projects, he actively looked for additional savings streams and effectively communicated those solutions to his clients. He discovered he was a natural at sales, and found himself drawn to that side of the aisle.
As such, he spent several years in business development, building relationships with C-suite executives. Fortunately for Capstan, he decided the time was right to return to his cost seg roots. Isaac’s professional journey means that he knows the industry inside and out, in a way that most salespeople simply never will. This “inside baseball” enables him to serve his clients in a holistic way, and his friendly, results-driven approach speaks for itself. Isaac exemplifies the Core Values of the Marine Corps, bringing honor, courage, and commitment to everything he does.
In his limited spare time, Isaac enjoys volunteering for VA-related charities, studying jiu-jitsu, and palling around with his cranky cat Waffles.
Isaac holds a Bachelor’s Degree in Accounting and Finance from California Lutheran University, and a Certificate of Completion from the United States Marine Corps School of Engineering.
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Advance Preparation
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: GEHNZ) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor ID# : 6273) has been approved by the California Tax Education Council to offer continuing education courses that count as credit towards the annual “continuing education” requirement imposed by the State of California for CTEC Registered Tax Preparers. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, toll-free by phone at (877) 850-2832, or on the Internet at www.ctec.org.
309 Ratings
KM
Oct 23rd, 2021
Awesome presentation! I really enjoyed learning about your firm and this topic!
BAA
Oct 20th, 2021
Presentation, knowledgeable, & professional
MS
Nov 8th, 2021
Great experience overall
JL
Jun 25th, 2021
great presentation
AT
Oct 20th, 2021
Very informative.
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.webp "Annual Federal Tax Update - Individuals (Form 1040)")
