1031 Exchanges
Exchange planning, replacement property and professional coordination.
Professional speaking & education
Help your audience understand how asset classification and depreciation timing enter the real estate planning conversation.
A cost segregation study identifies asset components and their appropriate depreciation treatment. IRS Publication 946 describes 100% bonus depreciation for certain qualified property acquired and placed in service after January 19, 2025. Eligibility depends on the asset and applicable rules; this does not mean an entire property purchase is immediately deductible.
Designed for CPA firms and associations, tax attorneys, real estate and business brokers, qualified intermediaries and financial professionals. Available as a conference session, lunch-and-learn, webinar, panel or firm training. Scope, level and duration are agreed with your organizer.
Paul has spoken to dozens of real estate broker groups and several CPA groups, and has delivered lunch-and-learns for tax attorneys and other professional groups. Meet Paul →
CPE or CE eligibility and credit administration must be confirmed with the hosting organization before advertising credit. Review program planning →
No. Asset eligibility, timing, elections and the taxpayer’s deduction limitations must be evaluated. A study supports classification; it does not establish that every resulting deduction can be used immediately.
Yes. Share your audience’s experience, learning goals and time available. We can focus the discussion on the planning questions most relevant to your group.
The session provides professional education and discussion frameworks. Individual tax, legal and investment decisions require review by the client’s own professional team.
Educational content reviewed October 6, 2026. Primary references: IRS Publication 946: depreciation and bonus allowance · IRS Cost Segregation Audit Technique Guide · IRS Publication 925: passive activity and at-risk rules.
Choose a focused session or combine subjects around your audience’s questions.
Exchange planning, replacement property and professional coordination.
Structure, due diligence, sponsor questions and investment risks.
Compare partnership contributions, trust interests and co-ownership.
Separate existing Opportunity Zone rules from the 2027 framework.
Asset classification, timing, documentation and deduction limitations.
Taxable conversion amounts, timing and coordinated retirement planning.
Ownership structures, deduction questions and economic risks.
Connect the strategies while evaluating tradeoffs and client suitability.
Share your date, audience and preferred format to start planning your program.