Real estate tax outcomes hinge on one critical distinction: active vs. passive investor status. Misclassification can cost clients thousands in missed deductions, or create serious tax exposure.
This one-hour course cuts through the complexity, covering passive activity losses, real estate professional status, material participation tests, grouping elections, and short-term rental exceptions. You’ll leave with practical strategies to accurately classify clients, maximize deductions, and minimize risk.
Learning Objectives:
- Distinguish between active and passive activity classifications under IRS rules.
- Apply material participation tests to determine client eligibility for active activity status.
- Evaluate when real estate professional status applies and how it impacts deductions.
- Recognize planning opportunities with passive activity losses, including grouping elections.
- Develop strategies to optimize tax outcomes for both active and passive real estate investors.
- Confidently advise clients on structuring real estate activities to align with their financial goals and tax advantages.
Note:
To receive CPE credit, you must register and attend the full session. Group attendance is not accepted. CPE credits are available only to CPAs.
Live Webinar
Webinar Hosts
Dan Boyd
Vice President | CSSI Services
Brian Broussard
VP of 179D and R&D | CSSI Services
Warren Dazzio
EVP of Sales | CSSI Services
Robert Taylor
EVP of Operations | CSSI ServicesThe CSSI Webinar Advantage
Webinars Backed by Experience, Built for Results
CSSI webinars aren’t just informational, they’re built on decades of experience, real-world application, and a proven history of helping commercial property owners and tax professionals succeed. With over 60,000 engineering-based cost segregation studies completed without a single audit, CSSI delivers expertise you can trust.
Each session goes beyond theory, showing attendees how to apply strategies like Cost Segregation, Section 179D deductions, and R&D tax credits directly to real projects. You’ll gain practical knowledge, case studies, and actionable steps from industry leaders who have helped clients save millions in taxes.
Our webinars are designed for professionals who value accuracy, clarity, and results. Whether you’re an investor, CPA, or business owner, you’ll leave with insights that translate into measurable benefits, because at CSSI, we don’t just teach strategies, we’ve proven they work.
WHO SHOULD ATTEND? Ideal for tax professionals, financial advisors, and building owners in real estate, manufacturing, R&D, and construction.
CPA’s & Financial Advisors
Stay updated on tax regulations for proactive planning for your clients as well as gain valuable CPE Credits.
Building Owners
Gain valuable insights into Cost Segregation, Section 179D, R&D tax credits, and more.Developers
Learn powerful strategies to take advantage of before heading into your next build.Explore Additional Tax Savings Resources and Case Studies
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