Real estate taxation sits at the intersection of some of the most nuanced rules in the tax cod, and the difference between active and passive classification can have an enormous impact on your clients’ bottom line. From short-term rental exceptions to real estate professional status, the opportunities for strategic planning are significant, but so are the compliance risks for those who get it wrong.
In this 60-minute CPE session, CSSI’s tax specialists will break down the IRS rules governing active and passive activity classifications, walk through key exceptions and elections available to real estate investors, and explain how passive activity losses can be leveraged as a powerful planning tool — giving you the technical foundation to better serve clients with real estate holdings of any size or complexity.
Learning Objectives:
- Distinguish between active and passive activity classifications under IRS rules and explain how each affects a client’s tax position
- Identify when short-term rental exceptions apply and understand their unique tax implications compared to traditional rental activity
- Recognize planning opportunities involving passive activity losses, including the strategic use of grouping elections
- Determine when a client qualifies for real estate professional status and explain how that designation can significantly expand available deductions
- Apply best practices for advising clients on activity classification and loss utilization across single and multi-entity real estate structures
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
Senior Vice President | 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 65,000 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 and financial advisors with clientele that engage in research-based activities.
CPA’s & Tax Professionals
Earn CPE credit while sharpening your understanding of active and passive activity rules, and walk away with practical strategies to help real estate clients maximize deductions and minimize tax liability.
Tax Managers & Senior Associates
Deepen your command of passive activity loss rules, short-term rental classifications, and real estate professional status so you can identify planning opportunities your clients may be missing.Firm Partners & Practice Leaders
Equip your team with the technical knowledge and planning frameworks needed to deliver high-value real estate tax advice that sets your practice apart.Explore Additional Tax Savings Resources and Case Studies
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Simplified Credit vs Alternative Simplified Credit (ASC): What’s the Difference?
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