Tax Professional
Upcoming Tax Professional Educational CPE
Check back periodically for new events. We are committed to educating our tax professionals and referral partners. Our job is to provide “executive sleep” for tax professionals and business owners. We stand behind our work, even to the point of working with the authorities in the event there is a question. In more than 20,000 studies we have undertaken, we have never had to exercise our E&O insurance! We’ve “got your back” when it comes to substantiating the numbers behind our work.
New Tax Code Changes
In 2014, the most comprehensive change to the tax code in decades was released. These new Tangible Property Regulations (TPRs) are all-encompassing and daunting. Our cost segregation specialists have worked with hundreds of tax professionals to save clients millions of dollars and comply with these NEW regulations.
Turn-Key Tax Strategies
We have a turn-key approach to help tax professionals identify clients, manage the workloads, and implement the solutions, so your clients reap the maximum tax savings allowed by the new regulations. We are the “calculation experts” who value and define building systems and “Units of Property.”
Smart Capitalization Decisions
We take out the guesswork and provide the framework upon which future “expense vs capitalization” decisions can be determined.
More details about Cost Segregation and the TPRs can be found here: https://jlotz.costsegregationservices.com
Tax Professionals Educational Sessions
We offer national CPE programs in various parts of the country. Contact me to arrange a Lunch & Learn at your office, or to attend any one of our nationwide webinars.
July 2025 - Web Replay
“Beyond Cost Segregation
Accelerated Depreciation Strategies”
Check Out the Latest CPE Presentation Deck
Check out the latest CPE presentation deck we offered for Pennsylvania's Society of Tax and Accounting Professionals
Expensing and Depreciation Strategies-CPE- Lotz 1-6-22 (003) (pptx)
Expensing and Depreciation Strategies-CPE- Lotz 1-6-22 (003) (pptx)
Cost Reduction Strategies-Life Enhancing Solutions!