Cost Segregation Basics

1 Credits: Taxes


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Cost Segregation Basics

Course Level
CPE Credits

1 Credits: Taxes

Course Description

Navigating the complexities of tax liabilities in real estate investments can be a daunting task for many professionals. This course, presented by Erik Oliver from Cost Segregation Authority, addresses the essential need for a clear understanding of cost segregation. It agitates the issue by highlighting the challenges faced by real estate investors in optimizing tax efficiencies. As a solution, the course offers a foundational exploration into what cost segregation is, its historical development, and its relevance through practical case studies. Participants will gain insights into how cost segregation serves as a vital tool for offsetting tax liabilities for clients owning real estate. The course concludes by delving into effective strategies for implementing cost segregation, making it an invaluable asset for professionals seeking to enhance their expertise in real estate tax planning.

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Learning Objectives

Upon completing this course participants will be able to:

  • What is Cost Segregation;
  • History of Cost Segregation;
  • Cost Segregation- Case Study;
  • Why Cost Segregation is important to clients owning Real Estate; and
  • Implementing Cost Segregation strategies.
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Course Specifics

Course ID
Revision Date
December 19, 2022


Advanced Preparation


Compliance Information

NASBA Provider Number: 103220
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-T-02287-22-O
IRS Federal Tax Law Credits: 1
CTEC Provider Number: 2071
CTEC Course Number: 2071-CE-1865
CTEC Federal Tax Law Credits: 1

CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board. CFP Professionals must take each course in it’s entirety, the CFP Board DOES NOT accept partial credits for courses.

CTEC Notice: California Tax Education Council DOES NOT allow partial credit, course must be taken in entirety. Western CPE has been approved by the California Tax Education Council to offer continuing education courses that count as credit towards the annual “continuing education” requirement imposed by the State of California for CTEC Registered Tax Preparers. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, by phone toll-free at (877) 850-2832, or on the Internet at

Meet The Experts

Erik Oliver holds a Bachelor of Applied Science in Accounting from Westminster College. Prior to joining Cost Segregation Authority, Erik was an Operations Manager for a multi-million dollar landscaping and design firm in Long Island, NY. Since heading west and joining CSA, Erik has been speaking at local, regional, and national events as well as appearing on nationally known podcasts. He brings with him a passion for identifying cost savings and educating CPA’s and commercial real estate owners on the benefits of cost segregation.