Estate planners play a critical role in helping high-net-worth clients preserve and grow wealth, but two often-overlooked tax strategies can meaningfully impact a client’s bottom line: cost segregation for real estate holdings and R&D tax credits for clients engaged in innovation-driven businesses.
Join CSSI Services for a practical session on how these engineering-based strategies work, who qualifies, and how they can be incorporated into a broader estate and wealth planning strategy. Attendees will leave with a clearer understanding of these opportunities and how to identify them for clients, plus how to ensure any recommended strategy is grounded in a compliant, defensible analysis built to withstand IRS scrutiny.
What We Will Be Discussing:
- Understand how cost segregation accelerates depreciation on real estate holdings and improves cash flow for high-net-worth property owners and investors.
- Identify which clients may qualify for R&D tax credits based on innovation, product development, or process improvement activities.
- Learn how to recognize planning opportunities where these strategies intersect with estate and wealth transfer goals.
- Gain a clear framework for evaluating whether a strategy is backed by proper engineering analysis and documentation to withstand IRS scrutiny.
- Know when and how to bring in a specialist for a no-cost analysis to determine potential client savings.
Live Webinar
Webinar Hosts
Dan Boyd
Senior Vice President | CSSI ServicesDr. Dan Boyd is a Vice President and sales leader for CSSI, the nation’s leading specialty tax firm providing Cost Segregation Studies, Section 179D Energy Efficient Deductions and R&D Tax Credits. He holds a doctorate in education from the University of Central Florida and joined CSSI to expand and improve their training, education, and development program. He represents CSSI nationally for professional development, conferences, and investor networks.
Warren Dazzio
Executive Vice President | CSSI ServicesWarren is a natural leader and brings ethics and integrity into every aspect of his life and work. He spent the first 20 years of his career in ministry and has a degree in theology from Franciscan University in Steubenville, OH. Warren also has an MBA from Louisiana State University.
The 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 a wealth manager, investor, tax professional, 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 Estate and Financial Planners that work with high net-worth clientele that seek to enhance their value for their clients.
Estate Planners
Help clients preserve more wealth by flagging tax strategies that complement estate plans.
CPA’s and Tax Advisors
Learn to spot qualifying opportunities early and know when to bring in a specialist.Wealth Managers and Financial Advisors (RIAs)
See how freed-up cash flow from these strategies fits into portfolio and legacy planning.Explore Additional Tax Savings Resources and Case Studies
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