Skip to main content

Atlantic Chapter - Cost Segregation Strategies for your Client's Advantage

-

Add to Calendar

Wells Fargo Advisors

1675 N Military Trl
Boca Raton, FL 33486

Get Directions

1.0 Credits

Member Price $20.00

Non-Member Price $30.00

Overview

Join us for a CPE session with Dan Boyd and Robert Mead from CSSI, where they will present on cost segregation and depreciation strategies. The presentation will cover practical approaches to leveraging these tools to unlock significant tax advantages and planning opportunities for your clients.

 

Cost Segregation & Depreciation Strategies for you Client's Advantage
Credit(s) and Type: 1 Accounting & Auditing
Speaker Name(s): Robert Read and Daniel Boyd

Robert Read and Daniel Boyd will present on cost segregation and advanced depreciation strategies aimed at maximizing tax savings for clients. Their session will cover practical applications including bonus depreciation, Section 179D, and repair regulations, while also addressing recent updates in OBBB legislation and their implications for future planning and advisory services.

Chapter Registration Contact
Name: Noah Rubin
Email: noah.rubin@wellsfargoadvisors.com


Meal Description
Panera Bread & Einstein's

Member Cost $20
Non-Member Cost $30

Register Online
Click "Add to Cart" button below.

Register by Phone
Call Member Services at (800) 342-3197.

Register By Mail
Not paying online? Use our check remit form to pay for your event by check. This form contains our mailing address and payment instructions.

  • Mail your reservation payment to:
    Florida Institute of CPAs
    250 South Orange Avenue, Suite 300P

    Orlando, FL 32809
    Please make checks payable to: Florida Institute of CPAs


  • Include with payment:
    Event Name:
    Name:
    Member Number:
    Firm:
    Meal Choice (if applicable):

 

 

 

Thursday, October 23rd

General Session

- Cost Segregation & Depreciation Strategies for you Client's Advantage

Robert Read, National Sales Consultant, CSSI - Cost Segregation Services, LLC

Dan Boyd, CSSI - Cost Segregation Services, LLC

Dan Boyd

Dr. Daniel Boyd (Dan) is a senior sales associate for CSSI, the nation’s leading cost segregation and specialty tax consulting firm. At CSSI, Dan leads the mentorship and training program for new sales associates and holds a doctorate in education from the University of Central Florida. After a successful career in non-profit leadership, Dan transitioned to a consulting role with CSSI to expand and improve their training, education, and development program. Dan now represents CSSI nationally for professional development presentations, conferences, tradeshows, and investor networks. He lives in central Florida with his wife of 15 years and their daughter. He is a fitness and longevity enthusiast who trains to do the activities that will make life most enjoyable in the last decade of his life, which he hopes begins at 90.

Credits: 1 - Technical Business

This session is available to registrants and their guests

Non-Member Price $30.00

Member Price $20.00