CPAacademy.org | COST SEGREGATION: POTENTIAL TAX DEFERRAL FOR REIT

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COST SEGREGATION: POTENTIAL TAX DEFERRAL FOR REIT INVESTORS

Cost Free

CPE Credits 1.0 hour

Subject Area 1.0 - Taxes (Federal Tax Update)

CE Credits 1.0 hour

Course Id# - HURS9-T-00012-15-O

Course Level Basic

Instructional Method Group Internet Based

Prerequisites None

Advanced Preparation None

Who Should Attend CPA - small firm
CPA - medium firm
CPA - large firm
Enrolled Agent
Real Estate Professional

Series: Real Estate Taxation, Enrolled Agents, Taxes

Course Description

Cost Segregation is a strategic tax savings tool that allows companies and individuals, who have constructed, purchased, expanded, or remodeled any kind of real estate to increase cash flow by accelerating depreciation deductions and deferring federal and state income taxes.

This webinar will discuss cost segregation as a potential tax strategy for REIT investors. You’ll walk away from our discussion knowing the three different levels of tax obligations for REIT stockholders. You will also understand what cost segregation is and how it can potentially work as a tax strategy for your clients who are REIT investors.

Learning Objectives

Review and understand the current tax environment and the tax obligations for different types of commercial real estate investors.
Define the Internal Revenue Service‐approved method of Cost Segregation and briefly review its history.
Walk through a hypothetical example of a cost segregation study to show you – on a macro level ‐ the methodology behind the analysis
Go through an example of the Form 1099‐DIV, so you can help explain the potential tax deferral to your clients

Richard Brown, CFP

Inland Securities Corporation
Vice President
rbrown@inland-securities.com
6302976739

Rick Brown, Vice President, Inland Securities Corporation, is responsible for developing sales and new broker dealer relationships. He began his career at Inland in 2008 as a regional sales associate. He was promoted to Assistant Vice President in 2009, and Vice President in 2011. Prior to joining Inland, Mr. Brown worked in marketing for Steelcase, an office furniture company. He is a graduate of Calvin College with a Bachelor of Arts in business. He holds the Series 7 and 63 licenses with the Financial Industry Regulatory Authority (FINRA) and his CFP® designation.

Additional Materials

The Inland Difference

White Paper: Potential Tax Deferral for Inland REIT Investors

Webinar Technical FAQs

Frequently Asked Questions

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Handout Materials

Presentation Slides

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About Our Presenter

Inland Real Estate Investment Corporation (Inland Investments) is a sponsor of real estate investment trusts (REITs) and limited partnerships, and provides opportunities for individual real estate ownership. Inland Real Estate Investment Corporation is a part of The Inland Real Estate Group of Companies, Inc. The Inland Real Estate Group of Companies, Inc. is a fully-integrated group of legally and financially independent companies, engaged in the diverse facets of real estate such as property management, leasing, marketing, acquisition, disposition, development, redevelopment, renovation, construction, finance and other related services for 40 years. The Inland Real Estate Group of Companies, Inc., is comprised of a group of independent legal entities some of which may be affiliates, share some common ownership or have been sponsored and managed by subsidiaries of Inland Real Estate Investment Corporation. The contents of this Website constitute neither an offer to sell nor a solicitation of an offer to buy any security which can be made only by prospectus, filed or registered with appropriate state and federal regulatory agencies, and sold only by broker dealers authorized to do so.