myCPE

April Accelerate Sale 2024 : 67% Savings on Subscription. Offer Ends Soon! April Accelerate Sale 2024 :
67% Savings on Subscription. Offer Ends Soon!
00hrs : 00min : 00sec

View Offer

Cost Segregation & Cost Reduction for Accountants

  • CPA (US)
  • CFE
  • CMA
  • Accountant/Bookkeeper/Tax Professionals

Published : January, 2022

Video Image Thumbnail

Free (Only Today)

0.5 Credit

Subject Area

Taxes

View More Webinars on

Before starting this self study program, please go through the instructional document.

  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

Overview

  • Introduction
    00:05 mins
  • The background on cost segregation – history
    03:47 mins
  • Properties that qualify for cost segregation
    08:40 mins
  • Tax laws affecting cost segregation business
    11:20 mins
  • Section 1.101 1016-3 of Tax Code
    13:36 mins
  • The 2017-18 Tax Cut and Job Act
    15:28 mins

Course Description

In this podcast Christopher Rivera, Director Client relations, Entigrity Offshore Staffing, having a conversation with Jerry Lotz, Tax Planning Cost Reduction Energy Advisor, CostSeg Energy Solutions

They discuss on following subjects:

  • How accountants can benefit from working with firms such as Cost Segregation Services Incorporated to provide specialized services such as services for real estate properties
  • Which key laws come into the picture to claim tax benefits
  • Misconceptions and myths in the Real estate domain for claiming tax benefits

The podcast focuses on how cost segregation and cost reduction can be helpful to accountants, tax professionals to understand the calculations and file the returns.

Learning Objectives

  • To explore the background on cost segregation strategy
  • To recognize properties that qualify for cost segregation
  • To identify the tax laws affecting cost segregation business
  • To explore Section 1.101 1016 -3 of Tax Code
  • To recognize the changes the 2017-18 Tax Cut and Jobs Act brought for cost segregation

Course Qualification

Webinar Qualifies For

  • 0.5 CPE Credit of Taxes for Certified Public Accountants (CPA-US)
  • 0.5 General Credit of Taxes for Accountant/Bookkeeper/Tax Professionals
  • 0.5 CPE Credit of Taxes for Certified Fraud Examiner (CFE)
  • 0.5 CPE Credit for Certified Management Accountants (CMA)

Additional details

  • Course Level :
    Basic
  • Credits :
    0.5
  • Instructional Method :
    QAS Self Study
  • Pre-requisites :
    None
  • Advance Preparation :
    None

NASBA APPROVED

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.

Presenter

Expert Speaker

Jerry Lotz

Speaker, CostSeg Energy Solutions

Results oriented Senior Sales Professional with extensive experience in the healthcare industry and recent concentrations in tax planning, cost reduction, energy and media. Driven to network and create partnerships that put more money into the business owners' pockets. Proven abilities as a leader, mentor and coach with an impeccable reputation for consistently exceeding customer expectations. Strong work ethic and relationship building skills with a passion for developing innovative methods to achieve company goals and contribute to the bottom line.

Specialties: Tax Planning, Cost Segregation, Tangible Property Regulations, Commercial, Multi-Family and Residential Rental Property, Energy Savings, LED Lighting, Solar, Cost Reduction, Media, Advertising, Marketing, Consultation Selling, Key Account Management, Team Building, Healthcare, DME, Pharmacy, Customer Service, Customer & Employee Training, Sales Presentations, Market Penetration

About Company

CostSeg Energy Solutions

costseges.com

Everything we do is about helping your organization become “Fiscally Fit!”

CostSeg Energy Solutions was born in 2015 as result of years of listening to and taking care of customers’ needs.  Jerry Lotz, entrepreneur and Principal of the company, had a vision of pooling together a select few highly reputable companies that offer products and services that will give for-profit and not-for profit owners and managers a “peace of mind” in these tenuous times.  Owners and managers want to know they are making the most efficient use of their hard earned dollars.  They also want to know they are offering the “best” products and services they can to meet the market they are looking to penetrate. They want to feel good about taking care of the people in the organization that help them survive and thrive.    

Although we specialize in serving domestic clients, we have a global reach and help organizations around the world operate more efficiently and maximize profits.   We value human capital and the talents that they bring to the workplace.  We work to help clients cut expenses so they retain and reward human capital

Host

Chris Rivera

Director of Client Relations, Entigrity Solutions LLC

Christopher Rivera, Chris serves as a Director of Client Relations and Business Development at Entigrity. He is an expert at leading and managing teams actively from the front. 

His expertise in sales, training, coaching, mentoring and influencing combined with his competitive nature makes him a strong leader.  

Chris has traveled through the length and width of the country and has spoken with more than five thousand CPAs, understanding their challenges and limitations. On the grounds of that, he can now easily provide opinions and solutions that can be immensely helpful to professionals. He has also represented Entigrity at a number of major accounting conferences and networking events, voicing his thoughts on various subjects pertaining to the accounting industry, some of which are:

OFFSHORING RELATED TOPICS
  • Integrating offshore and onshore teams.
  • How offshoring can bring Multi-dimensional transformation change in accounting firms.
  • What roles can be shifted offshore.
  • Remote Working & Offshore Hiring for Accounting Firms.
  • Best Practices in Offshoring
  • What tasks to allocate while starting offshoring?
  • Interview Tips for Hiring Offshore Staf
  • How to Onboard an Offshore Staff Member

Entigrity is a global leader in providing outsourcing for accounting firms and one of the preferred outsourcing partners for 30 out of the top 100 US Accounting firms. With a large workforce of over 2000+ accounting experts, we are already assisting over 600 accounting & CPA firms in the United States and Canada.

 

The company helps small and mid-sized accounting firms hire qualified and experienced offshore staff that work from our offices in India. Entigrity has helped accounting firms in overcoming staffing challenges and building offshore teams.

 

The Company was recently inducted into the BDO alliance partnership and was the first company in this segment to become a platinum partner with IMA (The Association of Accountants and  Finance Professionals in Business).

 

About Company

Entigrity Solutions LLC

www.entigrity.com/

Entigrity is a leading offshore staffing solutions provider to 600+ accounting and tax firms situated across the US, CA, and the UK). The company helps small and mid-sized accounting firms hire qualified and experienced offshore staff that works from our offices in India.

Headquartered in Sugar Land, TX, Entigrity has 7 offshore offices located across India; 3 of them in Ahmedabad and 1 each in Indore, Vadodara, Rajkot & Kochi. They are an ISO 27001:2013 certified organization for information security and ISO 9001:2013 certification for quality management. They exceed the standard compliances for best business practices in terms of information security and quality management. Entigrity has provided consultation/advice to over 3000 accountants and assisted them in converting some of their core challenges into opportunities. 

Faq

FAQs content

  • To receive Continuing Education credit for the event, you must register for the webcast prior to the start of each program.
  • Continuing Education Credit Certificate is available to all eligible participants within 24 hours of each webinar.
  • You must attend complete live webinar and respond to all polling questions asked during the webinar. Credits would be issued on 50 minute credit hour basis.
  • Polling feature Not supported: If you are logging in through browser or web portal in the browser (zoom.us) it doesn’t support the polling feature. Please be advised the current polling feature can only be supported via Zoom desktop and mobile app. You can check the same here : https://support.zoom.us/hc/en-us/articles/203749865-Polling-for-webinars
  • This event may be a recorded rebroadcast of a live event done in past and the instructor will be available to answer your questions during/after the webinar.
  • If you still face the polling problem please don’t panic and provide your response in the chat and we shall consider the same for processing for credits. You can download Zoom by clicking on the mentioned link : https://zoom.us/download
  • Our courses meet the global Continuing Professional Development (CPD-IES7) Standard for Chartered Accountants with International Education Standard 7 (IES 7) set by The International Federation of Accountants (IFAC), the International Accounting Education Standards Board (IAESB) and the Association of Chartered Certified Accountants (ACCA). Based on our accreditation by existing IFAC members and affiliates, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • You can manage your continuing education certificates and credits through your certificate dashboard which is available when you are logged in to your account (LOGIN)
  • As an accredited provider of Continuing Professional Education in the United States, myCPE online learning platform, courses, and webinars meet the requirements set forth by the Institute of Management Accountants (IMA), an IFAC Member Organization, as well as the National State Boards of Accountancy (NASBA) and the Institute of Internal Auditors (IIA), both IFAC Affiliates. As well as it has been approved by NASBA, Internal Revenue Service (IRS), Certified Financial Planner Board (CFP Board), California Tax Education Council (CTEC), Society of Human Resource Professional (SHRM), Human Resource Certification Institute (HRCI) and many more.Therefore, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable continuing education requirement as CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • myCPE Courses are taken by : CPA | CMA | CFE | CIA | CPA(Yellow Book)| CFP | CFA | CPA (Govt.) | EA | CRTP | MRTP | ORTP | ABV | CITP | CVA | PFS | CFF and others.
  • For Refund and Complaint Resolution Policy, CLICK HERE.

Ratings and Review

4.1

21 Ratings

Excellent

8

Very Good

8

Average

5

Poor

0

Terrible

0

JO

Jordan Olson, CPA (US)

Apr 27th, 2022

Interesting topic