The One Big Beautiful Bill has introduced some of the most significant changes to commercial real estate tax strategy in years, and for wealth managers and family offices managing complex, multi-asset portfolios, the implications are substantial. Accelerated deductions, expanded bonus depreciation, and enhanced incentives for innovation-driven businesses can meaningfully shift after-tax returns for your clients.
In this 60-minute briefing, CSSI will walk you through exactly what these legislative changes mean at the portfolio level, and how strategies like cost segregation and R&D tax credits can be deployed to protect wealth, improve cash flow, and strengthen the overall financial position of the families and institutions you serve.
What We Will Be Discussing:
- Current law and new legislation regarding the Research and Development Tax Credit as per the OBBBA
- How to identify industries and activities that qualify for the Research and Development Tax Credit
- Bonus depreciation’s return to 100% and its powerful synergy with cost segregation
- New Form 6765 filing and amending requirements.
- How to leverage cost segregation to maximize tax savings for commercial real estate investments.
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.
Wealth Managers & Private Client Advisors
Discover powerful tax strategies that can meaningfully increase your clients’ cash flow and deliver value your competitors cannot.
Financial Planners & CFPs
Help your clients keep more of what they’ve built by uncovering tax strategies that directly improve their long-term financial plan.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
R&D Tax Credits
Simplified Credit vs Alternative Simplified Credit (ASC): What’s the Difference?
Learn more
Cost Segregation
Cost Segregation for New Construction vs. Existing Properties: Why Your In-Service Date Determines Your Bonus Depreciation Rate
Learn more
