Advanced Cost Segregation Strategies for Maximum Tax Savings and Real Estate ROI
You’re under pressure. Property values are rising, tax bills are climbing, and clients expect every dollar to be optimised. You know cost segregation holds enormous value, but you’re stuck applying outdated templates or relying on third-party studies that miss critical depreciable assets. What if you could reverse-engineer any commercial or residential asset with surgical precision, unlocking 15–30% more accelerated depreciation than standard methods? What if you could deliver clients IRS-compliant, audit-ready cost segregation reports that generate six-figure tax savings on a single property - and do it faster, cleaner, and with complete confidence? The Advanced Cost Segregation Strategies for Maximum Tax Savings and Real Estate ROI is not another generic overview. It’s a tactical, blueprint-level system built by CPAs and real estate investment architects who’ve generated over $417 million in documented client tax savings using advanced component-level asset reclassification and engineering-backed depreciation planning. One commercial real estate CPA in Dallas used the methods in this course to identify $218,000 in first-year bonus depreciation for a 10,500 sq ft medical office building - a 41% increase over the firm’s prior third-party study. Another ACCA-certified consultant in Chicago now charges $4,500 per report, consistently delivering ROI of 12x or more for multifamily investors. This course is your definitive guide to transitioning from generic tax advisor to high-value, ROI-driven cost segregation specialist. No more guesswork. No more missed deductions. Just a repeatable, scalable process to maximise after-tax returns on every real estate transaction. From day one, you’ll learn how to isolate and reclassify components like site work, interior finishes, electrical systems, and building services into shorter 5, 7, and 15-year recovery periods - all within IRS guidelines and supported by engineering logic. Here’s how this course is structured to help you get there.Course Format & Delivery Details Self-Paced, On-Demand Learning - Immediate Online Access
The Advanced Cost Segregation Strategies for Maximum Tax Savings and Real Estate ROI course is designed for busy professionals who need flexibility without compromise. Enrol once and gain lifetime access to all course materials - accessible anytime, anywhere, on any device. You’re not locked into live sessions or fixed schedules. Learn at your own pace, on your terms, with full mobile compatibility so you can study during commutes, between meetings, or during deep work sessions. Most practitioners complete the core methodology in 12–16 hours and begin applying key strategies to active client engagements within days. Full implementation mastery, including complex mixed-use and adaptive reuse properties, typically takes 3–4 weeks of part-time study. Lifetime Access + Future Updates at No Extra Cost
Enrolment includes permanent access to every module, tool, template, and update released in the future. As tax codes evolve and new IRS rulings emerge, the course content is revised and enhanced - automatically, at no additional charge. You’re not buying a static product. You’re gaining membership to a living, growing body of advanced cost segregation intelligence used by top-tier firms and boutique consultancies. Comprehensive Instructor Support & Guidance
Every enrollee receives direct access to our expert-led support portal, where certified cost segregation analysts and tax strategy architects provide clarification, case review feedback, and real-time guidance on complex property classifications. Submit your asset breakdowns, classification logic, and depreciation models for detailed review. This isn’t passive learning - it’s professional mentorship embedded into the curriculum. Master Any Property Type with Confidence
Worried this won’t work for your niche? The framework is engineered for universal applicability across: - Multifamily apartment complexes
- Medical and office buildings
- Retail and hospitality properties
- Industrial warehouses and manufacturing facilities
- Adaptive reuse and historic renovations
- Self-storage, data centres, and mixed-use developments
This works even if you’ve never conducted a cost segregation study, rely on third-party engineers, or are new to real estate tax optimisation. The step-by-step workflow builds confidence from the ground up, ensuring reliable results regardless of experience level. Trusted Certificate of Completion
Upon finishing the course and passing the final assessment, you’ll receive a Certificate of Completion issued by The Art of Service - a globally recognised credential validated by tax professionals in over 68 countries. This certification demonstrates mastery of advanced cost segregation principles, enhances client credibility, and positions you as a technical authority in real estate tax efficiency. It’s shareable on LinkedIn, included in client proposals, and cited in consulting agreements. No Risk, Full Confidence Guarantee
We offer a 30-day “Satisfied or Refunded” policy. If the course doesn’t deliver actionable value, new insights, or measurable improvement in your ability to identify and classify depreciable assets, simply request a full refund. No questions asked. Simple, Transparent Pricing - No Hidden Fees
The course fee is straightforward with no upsells, add-ons, or recurring charges. Once you enrol, you own everything, forever. Secure checkout accepts all major payment methods: Visa, Mastercard, and PayPal. Your transaction is processed through a PCI-compliant payment gateway with bank-level encryption. After enrolment, you’ll receive a confirmation email. Your access credentials and course entry details will be sent in a separate message once your learner profile is fully activated - ensuring seamless onboarding with full system integrity. We remove every barrier between you and mastery. This is professional-grade training without the risk.
Module 1: Foundations of Cost Segregation and Tax Efficiency - Understanding the core principle of cost segregation
- Historical evolution of asset class depreciation
- Key IRS rulings shaping modern cost segregation
- TCJA 2017 and its impact on 100% bonus depreciation
- Qualified Improvement Property (QIP) classification and correction
- Differences between cost segregation, reclassification, and depreciation recapture
- The role of engineering analysis in asset breakdowns
- When to perform a study: new construction, acquisition, or rehabilitation
- Identifying high-impact property types for cost segregation
- Evaluating before-tax vs after-tax return on investment
- Estimating potential savings using preliminary asset allocation models
- Understanding the Modified Accelerated Cost Recovery System (MACRS)
- Five-year, seven-year, and 15-year property definitions
- Residential vs non-residential real property distinctions
- How inflation indexing affects depreciation schedules
Module 2: IRS Compliance and Audit-Proof Methodology - Tax Court precedent: Hospital Corporation of America case analysis
- IRS Audit Techniques Guide (ATG) for cost segregation
- Safe harbor elections under Revenue Procedure 2011-14
- Changes in accounting method requirements
- Form 3115: Application for Change in Accounting Method
- Automatic vs non-automatic consent procedures
- Recordkeeping standards for defensible studies
- Supporting documentation hierarchy: invoices, blueprints, specs
- Using construction manager interviews to verify component costs
- Differentiating personal property from land improvements
- Handling reallocated costs in mixed-use buildings
- IRS scrutiny triggers and risk avoidance strategies
- Best practices for third-party reviewer coordination
- Working with CPAs and EPC (Engineer, Physical Construct) teams
- Depreciation recapture implications and mitigation
Module 3: Engineering-Based Asset Classification System - Structural vs non-structural building components
- Identifying soft costs allocable to shorter recovery periods
- Allocating architectural, engineering, and permitting fees
- Separating site preparation from land costs
- Classifying excavation, grading, and drainage systems
- Breakdown of paving, curbing, and private roadways
- Landscaping and irrigation as 15-year assets
- Outdoor lighting and security systems classification
- Fencing and gating systems depreciation life
- Retaining walls and erosion control measures
- Utility connection fees and transformer allocations
- Stormwater retention ponds and bioswales
- Site signage and monument construction
- Underground conduit and electrical distribution
- Fire suppression system components by life cycle
Module 4: Interior Component Breakdown and Acceleration - Partition walls and demising walls classification
- Carpeting, tile, and resilient flooring as 5-year assets
- Ceiling grids, lay-in tiles, and suspended systems
- Lighting fixtures and ballasts by location
- In-room HVAC units and controls
- Window treatments and blinds
- Plumbing fixtures: sinks, toilets, showers
- Kitchen and breakroom cabinetry and appliances
- Wall finishes: paint, paneling, wainscoting
- Door hardware and electronic access systems
- Fire and life safety alarms and sensors
- Data and communication cabling infrastructure
- Security cameras and access control panels
- Elevator interiors and dispatch systems
- Receives, millwork, and custom joinery
- Interior signage and wayfinding systems
Module 5: Mechanical, Electrical, and Plumbing (MEP) Systems Deep Dive - HVAC: condensers, air handlers, chillers
- Boiler systems and heat exchangers
- Building automation and control systems (BAS)
- Electrical switchgear and distribution panels
- Emergency generators and transfer switches
- UPS systems and battery backup units
- Fire alarm control panels and notification appliances
- Sprinkler system components: pumps, valves, tanks
- Plumbing: water heaters, pumps, softeners
- Gas lines and regulators for kitchen and laundry
- Drain-waste-vent (DWV) systems material analysis
- Pipe insulation and tracing systems
- Ventilation fans and exhaust hoods
- Make-up air units and energy recovery ventilators
- Domestic hot water recirculation systems
- Standby power systems and fuel storage
- Solar panel racking and inverters
Module 6: Structural Systems and Building Envelope Analysis - Roofing membrane types and attachment methods
- Roof-mounted HVAC and dehumidification units
- Parapet walls and coping systems
- Exterior cladding: stucco, EIFS, metal panels
- Windows and glazing: frames vs glass classification
- Skylights and rooftop monitors
- Expansion joints and waterproofing membranes
- Building insulation: wall, roof, slab
- Exterior doors and vestibules
- Gutters, downspouts, and scuppers
- Canopies, awnings, and marquees
- Accessibility ramps and lifts
- Foundation waterproofing and drainage
- Load-bearing vs non-load-bearing walls
- Steel framing and structural decking
- Precast concrete elements and connections
- Curtain wall systems and anchors
Module 7: Specialised Property Type Applications - Multi-family: unit interiors and common areas
- Office buildings: raised floors, modular furniture
- Retail: tenant improvements, signage, displays
- Hotels: guest room FF&E, minibars, safes
- Hospitals: medical gas systems, nurse call
- Industrial: process piping, cranes, dust collection
- Self-storage: roll-up doors, security, lighting
- Restaurants: kitchen exhaust, hoods, refrigeration
- Warehouses: mezzanines, racking, conveyors
- Data centres: server racks, cooling, power
- Senior living: grab bars, emergency response
- Automotive: lifts, pits, spray booths
- Educational: lab equipment, AV systems
- Religious: sound, lighting, stage systems
- Recreational: pools, spas, HVAC
- Agricultural: irrigation, ventilation, milking systems
- Cold storage: refrigeration, insulation, doors
- Airports: ramp equipment, baggage systems
- Marinas: docks, lifts, utility pedestals
- Casinos: gaming equipment, surveillance
Module 8: Mixed-Use and Adaptive Reuse Properties - Allocation methods for residential vs commercial space
- Common area cost distribution principles
- Roofing and mechanical systems apportionment
- Elevator and stairwell usage percentages
- Utility service lines: shared vs dedicated
- Depreciable improvements in historic buildings
- Rehabilitation credit interaction with cost segregation
- Buildings converted from industrial to residential
- Office-to-apartment conversions
- Church-to-event-space transformations
- Handling structural upgrades in renovations
- Accounting for new vs existing systems
- Depreciation recovery period resets
- Lifetime energy-efficiency incentives
- Energy audits and cost segregation synergy
- Bonus depreciation stacking with IRA credits
- Sequencing studies with 179D deductions
- Leveraging Power Factor monitoring systems
Module 9: Cost Allocation Methods and Direct vs Indirect Costs - Direct allocation using contractor invoices
- Indirect cost assignment by relative value
- Using AIA G702 and G703 forms for cost parsing
- Allocation of general conditions and overhead
- Construction management fees and consulting
- Temporary utilities and site services
- Safety and permitting costs by phase
- Temporary fencing, portable toilets, trailers
- Temporary power and lighting
- Temporary drainage and erosion controls
- Quality assurance and inspection services
- Testing and balancing for MEP systems
- Commissioning documentation and cost assignment
- Punch list work and warranty repairs
- Post-construction cleanup and debris removal
- Temporary shoring and scaffolding
- Temporary heating and cooling units
- Job-specific architectural oversight fees
Module 10: Advanced Depreciation Strategies and Bonus Applications - 100% bonus depreciation eligibility criteria
- Separaing qualified property from non-qualified
- Used property rules and acquisition dates
- Interaction with like-kind exchanges (Section 1031)
- Cost segregation and installment sales
- Allocation of acquisition costs in bulk purchases
- Partial disposition elections and component dispositions
- Demolition and abandonment loss strategies
- Cost recovery on replaced building systems
- Electing out of cost segregation for specific assets
- Grouping and aggregation rules
- Depreciation limits for luxury vehicles and equipment
- Section 179 expensing coordination
- AMT implications for C corporations
- Net operating loss (NOL) carryforward timing
- State-by-state conformity with federal bonus rules
- State-specific recapture rules and compliance
- Blending bonus with regular MACRS depreciation
Module 11: Field Data Collection and Site Inspection Protocols - Checklist for pre-inspection document collection
- Required blueprints: architectural, structural, MEP
- Understanding specifications and finish schedules
- Identifying base building vs tenant improvements
- Using floor plans to segment asset zones
- Photographic documentation standards
- Interior walkthrough: FF&E identification
- Mechanical room asset mapping
- Electrical room component listing
- Roof inspection for equipment and layers
- Exterior survey: site improvements
- Gate and entry system components
- Data centre security and access protocols
- Hospital suite-level equipment logs
- Industrial process line breakdowns
- Interviewing project managers and superintendents
- Verifying construction phases and substantial completion
- Identifying phased occupancy and partial use
Module 12: Software Tools and Digital Workflow Integration - Using cost segregation software platforms
- Excel-based allocation templates and automation
- PDF markup tools for blueprint annotation
- Image layering and measurement tools
- Integrating cost data with accounting systems
- Cloud collaboration for team-based studies
- Automated report generation frameworks
- Version control and audit trail management
- Secure client data handling (HIPAA, PII)
- Linking depreciation models to tax returns
- Dashboard reporting for client presentations
- Progress tracking across multiple properties
- Batch processing for portfolio-wide studies
- Automated QA checks for classification errors
- Integration with property management software
- API connections to construction cost databases
- Building information modelling (BIM) data extraction
- Digital approval workflows for client signoff
Module 13: Client Engagement and Report Delivery Frameworks - Initial consultation: identifying eligibility
- Scope of work templates and service agreements
- Pricing models: per square foot, per asset, flat fee
- Managing client expectations and turnaround times
- Delivering preliminary savings estimates
- Final report structure: executive summary
- Detailed asset classification tables
- Supporting methodology documentation
- Depreciation schedules for next 27.5 or 39 years
- Impact analysis on cash flow and NOI
- Client presentation delivery techniques
- Addressing CPA and auditor questions
- Handling IRS inquiry preparedness
- Client training on study application
- Follow-up implementation coordination
- Generating recurring revenue through updates
- Anniversary reviews and re-studies
- Client success story compilation
Module 14: Certification, Marketing, and Practice Growth - Preparing for the final assessment
- Submission requirements for Certificate of Completion
- Using the Art of Service credential in marketing
- LinkedIn profile and consulting page optimisation
- Drafting client case studies (anonymised)
- Developing a specialty niche: healthcare, multifamily
- Pricing strategies for premium positioning
- Partnering with real estate investors and syndicators
- Collaborating with construction accounting firms
- Presenting webinars and educational sessions
- Creating lead magnets and free assessment offers
- Email nurture sequences for warm leads
- Testimonial collection and validation
- Writing articles for industry publications
- Speaking at real estate investment meetups
- Building a referral network of CPAs
- Scaling with junior analysts and templates
- Developing proprietary checklists and methodologies
- Understanding the core principle of cost segregation
- Historical evolution of asset class depreciation
- Key IRS rulings shaping modern cost segregation
- TCJA 2017 and its impact on 100% bonus depreciation
- Qualified Improvement Property (QIP) classification and correction
- Differences between cost segregation, reclassification, and depreciation recapture
- The role of engineering analysis in asset breakdowns
- When to perform a study: new construction, acquisition, or rehabilitation
- Identifying high-impact property types for cost segregation
- Evaluating before-tax vs after-tax return on investment
- Estimating potential savings using preliminary asset allocation models
- Understanding the Modified Accelerated Cost Recovery System (MACRS)
- Five-year, seven-year, and 15-year property definitions
- Residential vs non-residential real property distinctions
- How inflation indexing affects depreciation schedules
Module 2: IRS Compliance and Audit-Proof Methodology - Tax Court precedent: Hospital Corporation of America case analysis
- IRS Audit Techniques Guide (ATG) for cost segregation
- Safe harbor elections under Revenue Procedure 2011-14
- Changes in accounting method requirements
- Form 3115: Application for Change in Accounting Method
- Automatic vs non-automatic consent procedures
- Recordkeeping standards for defensible studies
- Supporting documentation hierarchy: invoices, blueprints, specs
- Using construction manager interviews to verify component costs
- Differentiating personal property from land improvements
- Handling reallocated costs in mixed-use buildings
- IRS scrutiny triggers and risk avoidance strategies
- Best practices for third-party reviewer coordination
- Working with CPAs and EPC (Engineer, Physical Construct) teams
- Depreciation recapture implications and mitigation
Module 3: Engineering-Based Asset Classification System - Structural vs non-structural building components
- Identifying soft costs allocable to shorter recovery periods
- Allocating architectural, engineering, and permitting fees
- Separating site preparation from land costs
- Classifying excavation, grading, and drainage systems
- Breakdown of paving, curbing, and private roadways
- Landscaping and irrigation as 15-year assets
- Outdoor lighting and security systems classification
- Fencing and gating systems depreciation life
- Retaining walls and erosion control measures
- Utility connection fees and transformer allocations
- Stormwater retention ponds and bioswales
- Site signage and monument construction
- Underground conduit and electrical distribution
- Fire suppression system components by life cycle
Module 4: Interior Component Breakdown and Acceleration - Partition walls and demising walls classification
- Carpeting, tile, and resilient flooring as 5-year assets
- Ceiling grids, lay-in tiles, and suspended systems
- Lighting fixtures and ballasts by location
- In-room HVAC units and controls
- Window treatments and blinds
- Plumbing fixtures: sinks, toilets, showers
- Kitchen and breakroom cabinetry and appliances
- Wall finishes: paint, paneling, wainscoting
- Door hardware and electronic access systems
- Fire and life safety alarms and sensors
- Data and communication cabling infrastructure
- Security cameras and access control panels
- Elevator interiors and dispatch systems
- Receives, millwork, and custom joinery
- Interior signage and wayfinding systems
Module 5: Mechanical, Electrical, and Plumbing (MEP) Systems Deep Dive - HVAC: condensers, air handlers, chillers
- Boiler systems and heat exchangers
- Building automation and control systems (BAS)
- Electrical switchgear and distribution panels
- Emergency generators and transfer switches
- UPS systems and battery backup units
- Fire alarm control panels and notification appliances
- Sprinkler system components: pumps, valves, tanks
- Plumbing: water heaters, pumps, softeners
- Gas lines and regulators for kitchen and laundry
- Drain-waste-vent (DWV) systems material analysis
- Pipe insulation and tracing systems
- Ventilation fans and exhaust hoods
- Make-up air units and energy recovery ventilators
- Domestic hot water recirculation systems
- Standby power systems and fuel storage
- Solar panel racking and inverters
Module 6: Structural Systems and Building Envelope Analysis - Roofing membrane types and attachment methods
- Roof-mounted HVAC and dehumidification units
- Parapet walls and coping systems
- Exterior cladding: stucco, EIFS, metal panels
- Windows and glazing: frames vs glass classification
- Skylights and rooftop monitors
- Expansion joints and waterproofing membranes
- Building insulation: wall, roof, slab
- Exterior doors and vestibules
- Gutters, downspouts, and scuppers
- Canopies, awnings, and marquees
- Accessibility ramps and lifts
- Foundation waterproofing and drainage
- Load-bearing vs non-load-bearing walls
- Steel framing and structural decking
- Precast concrete elements and connections
- Curtain wall systems and anchors
Module 7: Specialised Property Type Applications - Multi-family: unit interiors and common areas
- Office buildings: raised floors, modular furniture
- Retail: tenant improvements, signage, displays
- Hotels: guest room FF&E, minibars, safes
- Hospitals: medical gas systems, nurse call
- Industrial: process piping, cranes, dust collection
- Self-storage: roll-up doors, security, lighting
- Restaurants: kitchen exhaust, hoods, refrigeration
- Warehouses: mezzanines, racking, conveyors
- Data centres: server racks, cooling, power
- Senior living: grab bars, emergency response
- Automotive: lifts, pits, spray booths
- Educational: lab equipment, AV systems
- Religious: sound, lighting, stage systems
- Recreational: pools, spas, HVAC
- Agricultural: irrigation, ventilation, milking systems
- Cold storage: refrigeration, insulation, doors
- Airports: ramp equipment, baggage systems
- Marinas: docks, lifts, utility pedestals
- Casinos: gaming equipment, surveillance
Module 8: Mixed-Use and Adaptive Reuse Properties - Allocation methods for residential vs commercial space
- Common area cost distribution principles
- Roofing and mechanical systems apportionment
- Elevator and stairwell usage percentages
- Utility service lines: shared vs dedicated
- Depreciable improvements in historic buildings
- Rehabilitation credit interaction with cost segregation
- Buildings converted from industrial to residential
- Office-to-apartment conversions
- Church-to-event-space transformations
- Handling structural upgrades in renovations
- Accounting for new vs existing systems
- Depreciation recovery period resets
- Lifetime energy-efficiency incentives
- Energy audits and cost segregation synergy
- Bonus depreciation stacking with IRA credits
- Sequencing studies with 179D deductions
- Leveraging Power Factor monitoring systems
Module 9: Cost Allocation Methods and Direct vs Indirect Costs - Direct allocation using contractor invoices
- Indirect cost assignment by relative value
- Using AIA G702 and G703 forms for cost parsing
- Allocation of general conditions and overhead
- Construction management fees and consulting
- Temporary utilities and site services
- Safety and permitting costs by phase
- Temporary fencing, portable toilets, trailers
- Temporary power and lighting
- Temporary drainage and erosion controls
- Quality assurance and inspection services
- Testing and balancing for MEP systems
- Commissioning documentation and cost assignment
- Punch list work and warranty repairs
- Post-construction cleanup and debris removal
- Temporary shoring and scaffolding
- Temporary heating and cooling units
- Job-specific architectural oversight fees
Module 10: Advanced Depreciation Strategies and Bonus Applications - 100% bonus depreciation eligibility criteria
- Separaing qualified property from non-qualified
- Used property rules and acquisition dates
- Interaction with like-kind exchanges (Section 1031)
- Cost segregation and installment sales
- Allocation of acquisition costs in bulk purchases
- Partial disposition elections and component dispositions
- Demolition and abandonment loss strategies
- Cost recovery on replaced building systems
- Electing out of cost segregation for specific assets
- Grouping and aggregation rules
- Depreciation limits for luxury vehicles and equipment
- Section 179 expensing coordination
- AMT implications for C corporations
- Net operating loss (NOL) carryforward timing
- State-by-state conformity with federal bonus rules
- State-specific recapture rules and compliance
- Blending bonus with regular MACRS depreciation
Module 11: Field Data Collection and Site Inspection Protocols - Checklist for pre-inspection document collection
- Required blueprints: architectural, structural, MEP
- Understanding specifications and finish schedules
- Identifying base building vs tenant improvements
- Using floor plans to segment asset zones
- Photographic documentation standards
- Interior walkthrough: FF&E identification
- Mechanical room asset mapping
- Electrical room component listing
- Roof inspection for equipment and layers
- Exterior survey: site improvements
- Gate and entry system components
- Data centre security and access protocols
- Hospital suite-level equipment logs
- Industrial process line breakdowns
- Interviewing project managers and superintendents
- Verifying construction phases and substantial completion
- Identifying phased occupancy and partial use
Module 12: Software Tools and Digital Workflow Integration - Using cost segregation software platforms
- Excel-based allocation templates and automation
- PDF markup tools for blueprint annotation
- Image layering and measurement tools
- Integrating cost data with accounting systems
- Cloud collaboration for team-based studies
- Automated report generation frameworks
- Version control and audit trail management
- Secure client data handling (HIPAA, PII)
- Linking depreciation models to tax returns
- Dashboard reporting for client presentations
- Progress tracking across multiple properties
- Batch processing for portfolio-wide studies
- Automated QA checks for classification errors
- Integration with property management software
- API connections to construction cost databases
- Building information modelling (BIM) data extraction
- Digital approval workflows for client signoff
Module 13: Client Engagement and Report Delivery Frameworks - Initial consultation: identifying eligibility
- Scope of work templates and service agreements
- Pricing models: per square foot, per asset, flat fee
- Managing client expectations and turnaround times
- Delivering preliminary savings estimates
- Final report structure: executive summary
- Detailed asset classification tables
- Supporting methodology documentation
- Depreciation schedules for next 27.5 or 39 years
- Impact analysis on cash flow and NOI
- Client presentation delivery techniques
- Addressing CPA and auditor questions
- Handling IRS inquiry preparedness
- Client training on study application
- Follow-up implementation coordination
- Generating recurring revenue through updates
- Anniversary reviews and re-studies
- Client success story compilation
Module 14: Certification, Marketing, and Practice Growth - Preparing for the final assessment
- Submission requirements for Certificate of Completion
- Using the Art of Service credential in marketing
- LinkedIn profile and consulting page optimisation
- Drafting client case studies (anonymised)
- Developing a specialty niche: healthcare, multifamily
- Pricing strategies for premium positioning
- Partnering with real estate investors and syndicators
- Collaborating with construction accounting firms
- Presenting webinars and educational sessions
- Creating lead magnets and free assessment offers
- Email nurture sequences for warm leads
- Testimonial collection and validation
- Writing articles for industry publications
- Speaking at real estate investment meetups
- Building a referral network of CPAs
- Scaling with junior analysts and templates
- Developing proprietary checklists and methodologies
- Structural vs non-structural building components
- Identifying soft costs allocable to shorter recovery periods
- Allocating architectural, engineering, and permitting fees
- Separating site preparation from land costs
- Classifying excavation, grading, and drainage systems
- Breakdown of paving, curbing, and private roadways
- Landscaping and irrigation as 15-year assets
- Outdoor lighting and security systems classification
- Fencing and gating systems depreciation life
- Retaining walls and erosion control measures
- Utility connection fees and transformer allocations
- Stormwater retention ponds and bioswales
- Site signage and monument construction
- Underground conduit and electrical distribution
- Fire suppression system components by life cycle
Module 4: Interior Component Breakdown and Acceleration - Partition walls and demising walls classification
- Carpeting, tile, and resilient flooring as 5-year assets
- Ceiling grids, lay-in tiles, and suspended systems
- Lighting fixtures and ballasts by location
- In-room HVAC units and controls
- Window treatments and blinds
- Plumbing fixtures: sinks, toilets, showers
- Kitchen and breakroom cabinetry and appliances
- Wall finishes: paint, paneling, wainscoting
- Door hardware and electronic access systems
- Fire and life safety alarms and sensors
- Data and communication cabling infrastructure
- Security cameras and access control panels
- Elevator interiors and dispatch systems
- Receives, millwork, and custom joinery
- Interior signage and wayfinding systems
Module 5: Mechanical, Electrical, and Plumbing (MEP) Systems Deep Dive - HVAC: condensers, air handlers, chillers
- Boiler systems and heat exchangers
- Building automation and control systems (BAS)
- Electrical switchgear and distribution panels
- Emergency generators and transfer switches
- UPS systems and battery backup units
- Fire alarm control panels and notification appliances
- Sprinkler system components: pumps, valves, tanks
- Plumbing: water heaters, pumps, softeners
- Gas lines and regulators for kitchen and laundry
- Drain-waste-vent (DWV) systems material analysis
- Pipe insulation and tracing systems
- Ventilation fans and exhaust hoods
- Make-up air units and energy recovery ventilators
- Domestic hot water recirculation systems
- Standby power systems and fuel storage
- Solar panel racking and inverters
Module 6: Structural Systems and Building Envelope Analysis - Roofing membrane types and attachment methods
- Roof-mounted HVAC and dehumidification units
- Parapet walls and coping systems
- Exterior cladding: stucco, EIFS, metal panels
- Windows and glazing: frames vs glass classification
- Skylights and rooftop monitors
- Expansion joints and waterproofing membranes
- Building insulation: wall, roof, slab
- Exterior doors and vestibules
- Gutters, downspouts, and scuppers
- Canopies, awnings, and marquees
- Accessibility ramps and lifts
- Foundation waterproofing and drainage
- Load-bearing vs non-load-bearing walls
- Steel framing and structural decking
- Precast concrete elements and connections
- Curtain wall systems and anchors
Module 7: Specialised Property Type Applications - Multi-family: unit interiors and common areas
- Office buildings: raised floors, modular furniture
- Retail: tenant improvements, signage, displays
- Hotels: guest room FF&E, minibars, safes
- Hospitals: medical gas systems, nurse call
- Industrial: process piping, cranes, dust collection
- Self-storage: roll-up doors, security, lighting
- Restaurants: kitchen exhaust, hoods, refrigeration
- Warehouses: mezzanines, racking, conveyors
- Data centres: server racks, cooling, power
- Senior living: grab bars, emergency response
- Automotive: lifts, pits, spray booths
- Educational: lab equipment, AV systems
- Religious: sound, lighting, stage systems
- Recreational: pools, spas, HVAC
- Agricultural: irrigation, ventilation, milking systems
- Cold storage: refrigeration, insulation, doors
- Airports: ramp equipment, baggage systems
- Marinas: docks, lifts, utility pedestals
- Casinos: gaming equipment, surveillance
Module 8: Mixed-Use and Adaptive Reuse Properties - Allocation methods for residential vs commercial space
- Common area cost distribution principles
- Roofing and mechanical systems apportionment
- Elevator and stairwell usage percentages
- Utility service lines: shared vs dedicated
- Depreciable improvements in historic buildings
- Rehabilitation credit interaction with cost segregation
- Buildings converted from industrial to residential
- Office-to-apartment conversions
- Church-to-event-space transformations
- Handling structural upgrades in renovations
- Accounting for new vs existing systems
- Depreciation recovery period resets
- Lifetime energy-efficiency incentives
- Energy audits and cost segregation synergy
- Bonus depreciation stacking with IRA credits
- Sequencing studies with 179D deductions
- Leveraging Power Factor monitoring systems
Module 9: Cost Allocation Methods and Direct vs Indirect Costs - Direct allocation using contractor invoices
- Indirect cost assignment by relative value
- Using AIA G702 and G703 forms for cost parsing
- Allocation of general conditions and overhead
- Construction management fees and consulting
- Temporary utilities and site services
- Safety and permitting costs by phase
- Temporary fencing, portable toilets, trailers
- Temporary power and lighting
- Temporary drainage and erosion controls
- Quality assurance and inspection services
- Testing and balancing for MEP systems
- Commissioning documentation and cost assignment
- Punch list work and warranty repairs
- Post-construction cleanup and debris removal
- Temporary shoring and scaffolding
- Temporary heating and cooling units
- Job-specific architectural oversight fees
Module 10: Advanced Depreciation Strategies and Bonus Applications - 100% bonus depreciation eligibility criteria
- Separaing qualified property from non-qualified
- Used property rules and acquisition dates
- Interaction with like-kind exchanges (Section 1031)
- Cost segregation and installment sales
- Allocation of acquisition costs in bulk purchases
- Partial disposition elections and component dispositions
- Demolition and abandonment loss strategies
- Cost recovery on replaced building systems
- Electing out of cost segregation for specific assets
- Grouping and aggregation rules
- Depreciation limits for luxury vehicles and equipment
- Section 179 expensing coordination
- AMT implications for C corporations
- Net operating loss (NOL) carryforward timing
- State-by-state conformity with federal bonus rules
- State-specific recapture rules and compliance
- Blending bonus with regular MACRS depreciation
Module 11: Field Data Collection and Site Inspection Protocols - Checklist for pre-inspection document collection
- Required blueprints: architectural, structural, MEP
- Understanding specifications and finish schedules
- Identifying base building vs tenant improvements
- Using floor plans to segment asset zones
- Photographic documentation standards
- Interior walkthrough: FF&E identification
- Mechanical room asset mapping
- Electrical room component listing
- Roof inspection for equipment and layers
- Exterior survey: site improvements
- Gate and entry system components
- Data centre security and access protocols
- Hospital suite-level equipment logs
- Industrial process line breakdowns
- Interviewing project managers and superintendents
- Verifying construction phases and substantial completion
- Identifying phased occupancy and partial use
Module 12: Software Tools and Digital Workflow Integration - Using cost segregation software platforms
- Excel-based allocation templates and automation
- PDF markup tools for blueprint annotation
- Image layering and measurement tools
- Integrating cost data with accounting systems
- Cloud collaboration for team-based studies
- Automated report generation frameworks
- Version control and audit trail management
- Secure client data handling (HIPAA, PII)
- Linking depreciation models to tax returns
- Dashboard reporting for client presentations
- Progress tracking across multiple properties
- Batch processing for portfolio-wide studies
- Automated QA checks for classification errors
- Integration with property management software
- API connections to construction cost databases
- Building information modelling (BIM) data extraction
- Digital approval workflows for client signoff
Module 13: Client Engagement and Report Delivery Frameworks - Initial consultation: identifying eligibility
- Scope of work templates and service agreements
- Pricing models: per square foot, per asset, flat fee
- Managing client expectations and turnaround times
- Delivering preliminary savings estimates
- Final report structure: executive summary
- Detailed asset classification tables
- Supporting methodology documentation
- Depreciation schedules for next 27.5 or 39 years
- Impact analysis on cash flow and NOI
- Client presentation delivery techniques
- Addressing CPA and auditor questions
- Handling IRS inquiry preparedness
- Client training on study application
- Follow-up implementation coordination
- Generating recurring revenue through updates
- Anniversary reviews and re-studies
- Client success story compilation
Module 14: Certification, Marketing, and Practice Growth - Preparing for the final assessment
- Submission requirements for Certificate of Completion
- Using the Art of Service credential in marketing
- LinkedIn profile and consulting page optimisation
- Drafting client case studies (anonymised)
- Developing a specialty niche: healthcare, multifamily
- Pricing strategies for premium positioning
- Partnering with real estate investors and syndicators
- Collaborating with construction accounting firms
- Presenting webinars and educational sessions
- Creating lead magnets and free assessment offers
- Email nurture sequences for warm leads
- Testimonial collection and validation
- Writing articles for industry publications
- Speaking at real estate investment meetups
- Building a referral network of CPAs
- Scaling with junior analysts and templates
- Developing proprietary checklists and methodologies
- HVAC: condensers, air handlers, chillers
- Boiler systems and heat exchangers
- Building automation and control systems (BAS)
- Electrical switchgear and distribution panels
- Emergency generators and transfer switches
- UPS systems and battery backup units
- Fire alarm control panels and notification appliances
- Sprinkler system components: pumps, valves, tanks
- Plumbing: water heaters, pumps, softeners
- Gas lines and regulators for kitchen and laundry
- Drain-waste-vent (DWV) systems material analysis
- Pipe insulation and tracing systems
- Ventilation fans and exhaust hoods
- Make-up air units and energy recovery ventilators
- Domestic hot water recirculation systems
- Standby power systems and fuel storage
- Solar panel racking and inverters
Module 6: Structural Systems and Building Envelope Analysis - Roofing membrane types and attachment methods
- Roof-mounted HVAC and dehumidification units
- Parapet walls and coping systems
- Exterior cladding: stucco, EIFS, metal panels
- Windows and glazing: frames vs glass classification
- Skylights and rooftop monitors
- Expansion joints and waterproofing membranes
- Building insulation: wall, roof, slab
- Exterior doors and vestibules
- Gutters, downspouts, and scuppers
- Canopies, awnings, and marquees
- Accessibility ramps and lifts
- Foundation waterproofing and drainage
- Load-bearing vs non-load-bearing walls
- Steel framing and structural decking
- Precast concrete elements and connections
- Curtain wall systems and anchors
Module 7: Specialised Property Type Applications - Multi-family: unit interiors and common areas
- Office buildings: raised floors, modular furniture
- Retail: tenant improvements, signage, displays
- Hotels: guest room FF&E, minibars, safes
- Hospitals: medical gas systems, nurse call
- Industrial: process piping, cranes, dust collection
- Self-storage: roll-up doors, security, lighting
- Restaurants: kitchen exhaust, hoods, refrigeration
- Warehouses: mezzanines, racking, conveyors
- Data centres: server racks, cooling, power
- Senior living: grab bars, emergency response
- Automotive: lifts, pits, spray booths
- Educational: lab equipment, AV systems
- Religious: sound, lighting, stage systems
- Recreational: pools, spas, HVAC
- Agricultural: irrigation, ventilation, milking systems
- Cold storage: refrigeration, insulation, doors
- Airports: ramp equipment, baggage systems
- Marinas: docks, lifts, utility pedestals
- Casinos: gaming equipment, surveillance
Module 8: Mixed-Use and Adaptive Reuse Properties - Allocation methods for residential vs commercial space
- Common area cost distribution principles
- Roofing and mechanical systems apportionment
- Elevator and stairwell usage percentages
- Utility service lines: shared vs dedicated
- Depreciable improvements in historic buildings
- Rehabilitation credit interaction with cost segregation
- Buildings converted from industrial to residential
- Office-to-apartment conversions
- Church-to-event-space transformations
- Handling structural upgrades in renovations
- Accounting for new vs existing systems
- Depreciation recovery period resets
- Lifetime energy-efficiency incentives
- Energy audits and cost segregation synergy
- Bonus depreciation stacking with IRA credits
- Sequencing studies with 179D deductions
- Leveraging Power Factor monitoring systems
Module 9: Cost Allocation Methods and Direct vs Indirect Costs - Direct allocation using contractor invoices
- Indirect cost assignment by relative value
- Using AIA G702 and G703 forms for cost parsing
- Allocation of general conditions and overhead
- Construction management fees and consulting
- Temporary utilities and site services
- Safety and permitting costs by phase
- Temporary fencing, portable toilets, trailers
- Temporary power and lighting
- Temporary drainage and erosion controls
- Quality assurance and inspection services
- Testing and balancing for MEP systems
- Commissioning documentation and cost assignment
- Punch list work and warranty repairs
- Post-construction cleanup and debris removal
- Temporary shoring and scaffolding
- Temporary heating and cooling units
- Job-specific architectural oversight fees
Module 10: Advanced Depreciation Strategies and Bonus Applications - 100% bonus depreciation eligibility criteria
- Separaing qualified property from non-qualified
- Used property rules and acquisition dates
- Interaction with like-kind exchanges (Section 1031)
- Cost segregation and installment sales
- Allocation of acquisition costs in bulk purchases
- Partial disposition elections and component dispositions
- Demolition and abandonment loss strategies
- Cost recovery on replaced building systems
- Electing out of cost segregation for specific assets
- Grouping and aggregation rules
- Depreciation limits for luxury vehicles and equipment
- Section 179 expensing coordination
- AMT implications for C corporations
- Net operating loss (NOL) carryforward timing
- State-by-state conformity with federal bonus rules
- State-specific recapture rules and compliance
- Blending bonus with regular MACRS depreciation
Module 11: Field Data Collection and Site Inspection Protocols - Checklist for pre-inspection document collection
- Required blueprints: architectural, structural, MEP
- Understanding specifications and finish schedules
- Identifying base building vs tenant improvements
- Using floor plans to segment asset zones
- Photographic documentation standards
- Interior walkthrough: FF&E identification
- Mechanical room asset mapping
- Electrical room component listing
- Roof inspection for equipment and layers
- Exterior survey: site improvements
- Gate and entry system components
- Data centre security and access protocols
- Hospital suite-level equipment logs
- Industrial process line breakdowns
- Interviewing project managers and superintendents
- Verifying construction phases and substantial completion
- Identifying phased occupancy and partial use
Module 12: Software Tools and Digital Workflow Integration - Using cost segregation software platforms
- Excel-based allocation templates and automation
- PDF markup tools for blueprint annotation
- Image layering and measurement tools
- Integrating cost data with accounting systems
- Cloud collaboration for team-based studies
- Automated report generation frameworks
- Version control and audit trail management
- Secure client data handling (HIPAA, PII)
- Linking depreciation models to tax returns
- Dashboard reporting for client presentations
- Progress tracking across multiple properties
- Batch processing for portfolio-wide studies
- Automated QA checks for classification errors
- Integration with property management software
- API connections to construction cost databases
- Building information modelling (BIM) data extraction
- Digital approval workflows for client signoff
Module 13: Client Engagement and Report Delivery Frameworks - Initial consultation: identifying eligibility
- Scope of work templates and service agreements
- Pricing models: per square foot, per asset, flat fee
- Managing client expectations and turnaround times
- Delivering preliminary savings estimates
- Final report structure: executive summary
- Detailed asset classification tables
- Supporting methodology documentation
- Depreciation schedules for next 27.5 or 39 years
- Impact analysis on cash flow and NOI
- Client presentation delivery techniques
- Addressing CPA and auditor questions
- Handling IRS inquiry preparedness
- Client training on study application
- Follow-up implementation coordination
- Generating recurring revenue through updates
- Anniversary reviews and re-studies
- Client success story compilation
Module 14: Certification, Marketing, and Practice Growth - Preparing for the final assessment
- Submission requirements for Certificate of Completion
- Using the Art of Service credential in marketing
- LinkedIn profile and consulting page optimisation
- Drafting client case studies (anonymised)
- Developing a specialty niche: healthcare, multifamily
- Pricing strategies for premium positioning
- Partnering with real estate investors and syndicators
- Collaborating with construction accounting firms
- Presenting webinars and educational sessions
- Creating lead magnets and free assessment offers
- Email nurture sequences for warm leads
- Testimonial collection and validation
- Writing articles for industry publications
- Speaking at real estate investment meetups
- Building a referral network of CPAs
- Scaling with junior analysts and templates
- Developing proprietary checklists and methodologies
- Multi-family: unit interiors and common areas
- Office buildings: raised floors, modular furniture
- Retail: tenant improvements, signage, displays
- Hotels: guest room FF&E, minibars, safes
- Hospitals: medical gas systems, nurse call
- Industrial: process piping, cranes, dust collection
- Self-storage: roll-up doors, security, lighting
- Restaurants: kitchen exhaust, hoods, refrigeration
- Warehouses: mezzanines, racking, conveyors
- Data centres: server racks, cooling, power
- Senior living: grab bars, emergency response
- Automotive: lifts, pits, spray booths
- Educational: lab equipment, AV systems
- Religious: sound, lighting, stage systems
- Recreational: pools, spas, HVAC
- Agricultural: irrigation, ventilation, milking systems
- Cold storage: refrigeration, insulation, doors
- Airports: ramp equipment, baggage systems
- Marinas: docks, lifts, utility pedestals
- Casinos: gaming equipment, surveillance
Module 8: Mixed-Use and Adaptive Reuse Properties - Allocation methods for residential vs commercial space
- Common area cost distribution principles
- Roofing and mechanical systems apportionment
- Elevator and stairwell usage percentages
- Utility service lines: shared vs dedicated
- Depreciable improvements in historic buildings
- Rehabilitation credit interaction with cost segregation
- Buildings converted from industrial to residential
- Office-to-apartment conversions
- Church-to-event-space transformations
- Handling structural upgrades in renovations
- Accounting for new vs existing systems
- Depreciation recovery period resets
- Lifetime energy-efficiency incentives
- Energy audits and cost segregation synergy
- Bonus depreciation stacking with IRA credits
- Sequencing studies with 179D deductions
- Leveraging Power Factor monitoring systems
Module 9: Cost Allocation Methods and Direct vs Indirect Costs - Direct allocation using contractor invoices
- Indirect cost assignment by relative value
- Using AIA G702 and G703 forms for cost parsing
- Allocation of general conditions and overhead
- Construction management fees and consulting
- Temporary utilities and site services
- Safety and permitting costs by phase
- Temporary fencing, portable toilets, trailers
- Temporary power and lighting
- Temporary drainage and erosion controls
- Quality assurance and inspection services
- Testing and balancing for MEP systems
- Commissioning documentation and cost assignment
- Punch list work and warranty repairs
- Post-construction cleanup and debris removal
- Temporary shoring and scaffolding
- Temporary heating and cooling units
- Job-specific architectural oversight fees
Module 10: Advanced Depreciation Strategies and Bonus Applications - 100% bonus depreciation eligibility criteria
- Separaing qualified property from non-qualified
- Used property rules and acquisition dates
- Interaction with like-kind exchanges (Section 1031)
- Cost segregation and installment sales
- Allocation of acquisition costs in bulk purchases
- Partial disposition elections and component dispositions
- Demolition and abandonment loss strategies
- Cost recovery on replaced building systems
- Electing out of cost segregation for specific assets
- Grouping and aggregation rules
- Depreciation limits for luxury vehicles and equipment
- Section 179 expensing coordination
- AMT implications for C corporations
- Net operating loss (NOL) carryforward timing
- State-by-state conformity with federal bonus rules
- State-specific recapture rules and compliance
- Blending bonus with regular MACRS depreciation
Module 11: Field Data Collection and Site Inspection Protocols - Checklist for pre-inspection document collection
- Required blueprints: architectural, structural, MEP
- Understanding specifications and finish schedules
- Identifying base building vs tenant improvements
- Using floor plans to segment asset zones
- Photographic documentation standards
- Interior walkthrough: FF&E identification
- Mechanical room asset mapping
- Electrical room component listing
- Roof inspection for equipment and layers
- Exterior survey: site improvements
- Gate and entry system components
- Data centre security and access protocols
- Hospital suite-level equipment logs
- Industrial process line breakdowns
- Interviewing project managers and superintendents
- Verifying construction phases and substantial completion
- Identifying phased occupancy and partial use
Module 12: Software Tools and Digital Workflow Integration - Using cost segregation software platforms
- Excel-based allocation templates and automation
- PDF markup tools for blueprint annotation
- Image layering and measurement tools
- Integrating cost data with accounting systems
- Cloud collaboration for team-based studies
- Automated report generation frameworks
- Version control and audit trail management
- Secure client data handling (HIPAA, PII)
- Linking depreciation models to tax returns
- Dashboard reporting for client presentations
- Progress tracking across multiple properties
- Batch processing for portfolio-wide studies
- Automated QA checks for classification errors
- Integration with property management software
- API connections to construction cost databases
- Building information modelling (BIM) data extraction
- Digital approval workflows for client signoff
Module 13: Client Engagement and Report Delivery Frameworks - Initial consultation: identifying eligibility
- Scope of work templates and service agreements
- Pricing models: per square foot, per asset, flat fee
- Managing client expectations and turnaround times
- Delivering preliminary savings estimates
- Final report structure: executive summary
- Detailed asset classification tables
- Supporting methodology documentation
- Depreciation schedules for next 27.5 or 39 years
- Impact analysis on cash flow and NOI
- Client presentation delivery techniques
- Addressing CPA and auditor questions
- Handling IRS inquiry preparedness
- Client training on study application
- Follow-up implementation coordination
- Generating recurring revenue through updates
- Anniversary reviews and re-studies
- Client success story compilation
Module 14: Certification, Marketing, and Practice Growth - Preparing for the final assessment
- Submission requirements for Certificate of Completion
- Using the Art of Service credential in marketing
- LinkedIn profile and consulting page optimisation
- Drafting client case studies (anonymised)
- Developing a specialty niche: healthcare, multifamily
- Pricing strategies for premium positioning
- Partnering with real estate investors and syndicators
- Collaborating with construction accounting firms
- Presenting webinars and educational sessions
- Creating lead magnets and free assessment offers
- Email nurture sequences for warm leads
- Testimonial collection and validation
- Writing articles for industry publications
- Speaking at real estate investment meetups
- Building a referral network of CPAs
- Scaling with junior analysts and templates
- Developing proprietary checklists and methodologies
- Direct allocation using contractor invoices
- Indirect cost assignment by relative value
- Using AIA G702 and G703 forms for cost parsing
- Allocation of general conditions and overhead
- Construction management fees and consulting
- Temporary utilities and site services
- Safety and permitting costs by phase
- Temporary fencing, portable toilets, trailers
- Temporary power and lighting
- Temporary drainage and erosion controls
- Quality assurance and inspection services
- Testing and balancing for MEP systems
- Commissioning documentation and cost assignment
- Punch list work and warranty repairs
- Post-construction cleanup and debris removal
- Temporary shoring and scaffolding
- Temporary heating and cooling units
- Job-specific architectural oversight fees
Module 10: Advanced Depreciation Strategies and Bonus Applications - 100% bonus depreciation eligibility criteria
- Separaing qualified property from non-qualified
- Used property rules and acquisition dates
- Interaction with like-kind exchanges (Section 1031)
- Cost segregation and installment sales
- Allocation of acquisition costs in bulk purchases
- Partial disposition elections and component dispositions
- Demolition and abandonment loss strategies
- Cost recovery on replaced building systems
- Electing out of cost segregation for specific assets
- Grouping and aggregation rules
- Depreciation limits for luxury vehicles and equipment
- Section 179 expensing coordination
- AMT implications for C corporations
- Net operating loss (NOL) carryforward timing
- State-by-state conformity with federal bonus rules
- State-specific recapture rules and compliance
- Blending bonus with regular MACRS depreciation
Module 11: Field Data Collection and Site Inspection Protocols - Checklist for pre-inspection document collection
- Required blueprints: architectural, structural, MEP
- Understanding specifications and finish schedules
- Identifying base building vs tenant improvements
- Using floor plans to segment asset zones
- Photographic documentation standards
- Interior walkthrough: FF&E identification
- Mechanical room asset mapping
- Electrical room component listing
- Roof inspection for equipment and layers
- Exterior survey: site improvements
- Gate and entry system components
- Data centre security and access protocols
- Hospital suite-level equipment logs
- Industrial process line breakdowns
- Interviewing project managers and superintendents
- Verifying construction phases and substantial completion
- Identifying phased occupancy and partial use
Module 12: Software Tools and Digital Workflow Integration - Using cost segregation software platforms
- Excel-based allocation templates and automation
- PDF markup tools for blueprint annotation
- Image layering and measurement tools
- Integrating cost data with accounting systems
- Cloud collaboration for team-based studies
- Automated report generation frameworks
- Version control and audit trail management
- Secure client data handling (HIPAA, PII)
- Linking depreciation models to tax returns
- Dashboard reporting for client presentations
- Progress tracking across multiple properties
- Batch processing for portfolio-wide studies
- Automated QA checks for classification errors
- Integration with property management software
- API connections to construction cost databases
- Building information modelling (BIM) data extraction
- Digital approval workflows for client signoff
Module 13: Client Engagement and Report Delivery Frameworks - Initial consultation: identifying eligibility
- Scope of work templates and service agreements
- Pricing models: per square foot, per asset, flat fee
- Managing client expectations and turnaround times
- Delivering preliminary savings estimates
- Final report structure: executive summary
- Detailed asset classification tables
- Supporting methodology documentation
- Depreciation schedules for next 27.5 or 39 years
- Impact analysis on cash flow and NOI
- Client presentation delivery techniques
- Addressing CPA and auditor questions
- Handling IRS inquiry preparedness
- Client training on study application
- Follow-up implementation coordination
- Generating recurring revenue through updates
- Anniversary reviews and re-studies
- Client success story compilation
Module 14: Certification, Marketing, and Practice Growth - Preparing for the final assessment
- Submission requirements for Certificate of Completion
- Using the Art of Service credential in marketing
- LinkedIn profile and consulting page optimisation
- Drafting client case studies (anonymised)
- Developing a specialty niche: healthcare, multifamily
- Pricing strategies for premium positioning
- Partnering with real estate investors and syndicators
- Collaborating with construction accounting firms
- Presenting webinars and educational sessions
- Creating lead magnets and free assessment offers
- Email nurture sequences for warm leads
- Testimonial collection and validation
- Writing articles for industry publications
- Speaking at real estate investment meetups
- Building a referral network of CPAs
- Scaling with junior analysts and templates
- Developing proprietary checklists and methodologies
- Checklist for pre-inspection document collection
- Required blueprints: architectural, structural, MEP
- Understanding specifications and finish schedules
- Identifying base building vs tenant improvements
- Using floor plans to segment asset zones
- Photographic documentation standards
- Interior walkthrough: FF&E identification
- Mechanical room asset mapping
- Electrical room component listing
- Roof inspection for equipment and layers
- Exterior survey: site improvements
- Gate and entry system components
- Data centre security and access protocols
- Hospital suite-level equipment logs
- Industrial process line breakdowns
- Interviewing project managers and superintendents
- Verifying construction phases and substantial completion
- Identifying phased occupancy and partial use
Module 12: Software Tools and Digital Workflow Integration - Using cost segregation software platforms
- Excel-based allocation templates and automation
- PDF markup tools for blueprint annotation
- Image layering and measurement tools
- Integrating cost data with accounting systems
- Cloud collaboration for team-based studies
- Automated report generation frameworks
- Version control and audit trail management
- Secure client data handling (HIPAA, PII)
- Linking depreciation models to tax returns
- Dashboard reporting for client presentations
- Progress tracking across multiple properties
- Batch processing for portfolio-wide studies
- Automated QA checks for classification errors
- Integration with property management software
- API connections to construction cost databases
- Building information modelling (BIM) data extraction
- Digital approval workflows for client signoff
Module 13: Client Engagement and Report Delivery Frameworks - Initial consultation: identifying eligibility
- Scope of work templates and service agreements
- Pricing models: per square foot, per asset, flat fee
- Managing client expectations and turnaround times
- Delivering preliminary savings estimates
- Final report structure: executive summary
- Detailed asset classification tables
- Supporting methodology documentation
- Depreciation schedules for next 27.5 or 39 years
- Impact analysis on cash flow and NOI
- Client presentation delivery techniques
- Addressing CPA and auditor questions
- Handling IRS inquiry preparedness
- Client training on study application
- Follow-up implementation coordination
- Generating recurring revenue through updates
- Anniversary reviews and re-studies
- Client success story compilation
Module 14: Certification, Marketing, and Practice Growth - Preparing for the final assessment
- Submission requirements for Certificate of Completion
- Using the Art of Service credential in marketing
- LinkedIn profile and consulting page optimisation
- Drafting client case studies (anonymised)
- Developing a specialty niche: healthcare, multifamily
- Pricing strategies for premium positioning
- Partnering with real estate investors and syndicators
- Collaborating with construction accounting firms
- Presenting webinars and educational sessions
- Creating lead magnets and free assessment offers
- Email nurture sequences for warm leads
- Testimonial collection and validation
- Writing articles for industry publications
- Speaking at real estate investment meetups
- Building a referral network of CPAs
- Scaling with junior analysts and templates
- Developing proprietary checklists and methodologies
- Initial consultation: identifying eligibility
- Scope of work templates and service agreements
- Pricing models: per square foot, per asset, flat fee
- Managing client expectations and turnaround times
- Delivering preliminary savings estimates
- Final report structure: executive summary
- Detailed asset classification tables
- Supporting methodology documentation
- Depreciation schedules for next 27.5 or 39 years
- Impact analysis on cash flow and NOI
- Client presentation delivery techniques
- Addressing CPA and auditor questions
- Handling IRS inquiry preparedness
- Client training on study application
- Follow-up implementation coordination
- Generating recurring revenue through updates
- Anniversary reviews and re-studies
- Client success story compilation
