Real Estate Professional status and cost segregation are two of the strongest tax strategies available to real estate investors. They work best when they’re understood and used together. In this session, Heidi covers the key things affiliates need to know about material participation and cost seg, so you can spot opportunities, guide your clients and network with confidence, and grow your referrals with ETS.

Year-end is when your clients most need you to be proactive. Heidi and Mike will share year-end planning strategies and specialty tax incentives that CPA affiliates can bring to clients before December 31. They’ll also cover how partnering with ETS adds value for your clients and new revenue for your firm.