CPE Course Introduction to Cost Segregation, R&D and Energy

October 30, 2019

8:30am — 12:30pm

Location Manchester

Member Price $20.00
Non-member Price $20.00

Curriculum Taxation

Field of Interest Taxation (General)

Level Beginning

Designed For

Objective

Course Outline:
Cost Segregation

  • Cost Segregation 101
  • Overview of Tax Cuts and Jobs Act (TCJA)
  • Cost Seg and Tangible Property Regulations
  • Practical Applications
  • Legislative Update
R&D
  • Intro to tax research and development tax credit
  • Determination of a qualified research expenditure
  • Methods of calculation
  • Industry examples
  • Internal use software
  • Legislative/Regulatory updates

Energy
  • Certification of Energy Efficient Commercial Building (EPAct § 179D) tax deductions
  • Compliance to secure utility rebates
  • Energy Star rating and certification
  • Create an efficient, tax-centric design to help owners reduce operating costs and validate product performance
  • Financing options for building owners with REAP grants and PACE program

Highlights

The Bedford experts will provide insight and examples of the timing and layers of the
provisions for various markets to maximize funding energy upgrades and reduce operating
costs. We will show how our cost segregation reports can be used as an asset management
tool to manage and apply various tax provisions throughout the life cycle of real estate
investments to increase the ROI. We will explain the research and development activities and
expenditures to qualify for tax credits to advance funding of technology to enhance products.

Instructors

Mr Greg Bryant · Mr Max Vignola · Karen Koch, CPA, MT

Greg Bryant, Managing Partner: As Managing Partner of Bedford, Greg has successfully established the firm as a recognized industry leader, guiding Bedford to the completion of more than 13,500 Cost Segregation studies, covering a wide range of property types and sizes. Under his leadership, Bedford has grown to a full time staff of more than 50 and remains at the forefront of the Cost Segregation services field, providing engineering-based studies to hundreds of real estate owners and accounting firms nationwide. As Bedford looks towards the future, Greg is positioning the company to play a significant role throughout the real estate life cycle with a focus on innovative consulting services to maximize depreciation, tax credits and other financial incentives for sustainable real estate holdings.Combining experience in development, construction and engineering for more than three decades, Greg has a broad understanding of the commercial real estate industry, ranging from project conceptualization through construction and asset management. Prior to co-founding Bedford, Greg was senior vice president for EMG, one of the nation's largest real estate consulting firms. While at EMG, he was in charge of new program development and implementation, serving real estate owners nationwide. Greg has also held senior management positions with development and construction companies where he has personally been responsible for the construction and management of commercial and retail properties in excess of five million square feet throughout North America.A graduate of Dawson College, Greg has also completed specialized real estate studies at the University of Texas at Arlington and Loyola University in Baltimore, MD.Greg is a Certified member and past president of the American Society of Cost Segregation Professionals (ASCSP), a nonprofit professional organization, where he has served as a member of the Board of Directors and Technical Standards Committee. He currently co-chairs the Testing Committee. Greg is a member of International Council of Shopping Centers (ICSC), where he has served on the faculty for the University of Shopping Centers School of Finance, Accounting, and Lease Administration. Greg is also a licensed real estate broker in the state of New Hampshire. He has also a recognized subject matter speaker and has provided continuing education to thousands of CPAs nationwide.Greg served his community as a member of the Board of Directors of YMCA Camp Coniston, where he applied his knowledge and expertise in real estate as chairperson of the Facilities Committee.close
Max has over 10 years of professional tax experience in both the public and private sectors. His responsibilities for Bedford include tax reviews and report certifications, ensuring that Bedford’s Cost Segregation studies are based on an appropriate interpretation of tax law and current IRS pronouncements. Max has reviewed hundreds ofCost Segregation studies, encompassing a wide variety of property types and sizes. Max’s primary focus with Bedford is to lead our Research and Development Tax Credit division. Max works with clients to educate them on the benefits of the R&D Tax Credit and develop an action plan for qualifying companies. Max has worked with clients in various industries including construction, manufacturing, engineering services, architectural services, IT engineering and many more to helpobtain both Federal and State Research and Development Tax Credits. Max has successfully helped clients gain annual credits ranging from $20,000 to $400,000.Max joined Bedford in 2015, after serving as a Senior Tax Accountant with a multinational IT services firm where he focused on all aspects of both U.S. and International tax. Max started his career at PricewaterhouseCoopers (PwC) in the Tax Products Delivery Group, focusing primarily on Cost Segregation studies and Research and Development Tax Credit studies for the first four years’ of his career. While at PwC, Max also worked in the preparation of Federal and State Tax compliance, working with both small single entity returns and large multi company consolidated returns.close
Karen J. Koch, CPA, MT is a recognized expert in tax treatment of fixed assets for commercial real estate and tax incentives for energy efficient real estate. She has worked in public accounting and private industry for more than 25 years. Karen has focused much of her career to serve as a resource to support the accounting framework for accelerated cash flow and energy incentives. Managing the Louisville office to build the Midwest region and large national accounts, Karen is able to incorporate the Bedford engineering expertise as a foundation to support unique tax planning strategies and generate cash flow for the building owner for the current year and well into the future. As the managing partner of Bedford Energy Consulting, she has helped many companies to benefit from tax and rebate incentives with a tax centric design to secure certification for energy incentives often with a solution that can overfund an energy upgrade. As a Certified Public Accountant with a Masters in Taxation and an in-depth understanding of the engineering process, Karen creates unique planning strategies for a wide array of clients. She is particularly qualified to assist both internal and external accounting teams, delivering solutions throughout the real estate life cycle; seamlessly integrating fixed asset analysis and enhanced cost segregation studies with tax incentives for energy efficient building improvements to produce immediate and recurring financial benefits for clients nationwide working directly with the end user, or through professional energy consulting firms and CPA firms. As a resource for a global manufacturers of energy efficient equipment, Karen works directly with system and solution teams to assist their customers and CPAs to secure tax incentives. She continues to play an influential role working with CPA firms to build revenue streams focused on commercial real estate clients and provide continuing education to increase the firm’s expertise. Karen’s experiences have furthered her commitment to building solid business relationships by delivering excellent personal service with long lasting financial benefits. Karen gained significant industry expertise working at Crowe Horwath (formerly Crowe Chizek) where she specialized in tax compliance and consulting for middle market companies and high-wealth individuals and was an integral part of the firm’s cost segregation practice. Karen has lectured extensively on cost segregation, energy and related tax-planning strategies for numerous industry groups and associations including the American Institute of Certified Public Accountants, CREW Network, and numerous state CPA societies. She continues to provide regular in-house training to accounting firms throughout the United States.close

Prerequisites

Developer

Bedford Cost Segregation LLC

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