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Free Strategy Hour · 1 CPE Credit Available

Cost Segregation and Material Participation:
How Your Clients Can Accelerate Depreciation and Put Those Losses to Work Against Active Income

 Date-Time-Icon-White - (344x317)Wednesday, July 22, 2026  |  12PM EST/ 9AM PT

Heidi Henderson Headshot- Yellow Circle

Heidi Henderson  
CMO
Engineered Tax Services

Dave Headshot- Yellow Circle

Dave Lukas 
CEO
TaxPlanIQ

Join us for a live, one-hour session where we walk you through everything you need to know about Cost Segregation and Material Participation.

Register Now
1 CPE
Credit Available
60 min
of Live Learning
Free
to Attend

What You'll Learn

In this session, we’ll cover:

Yellow Checkmark-Marker StyleWhat cost segregation is and how an engineering-based study reclassifies building components into 5, 7, and 15 year property to accelerate depreciation

Yellow Checkmark-Marker StyleHow cost segregation differs from other comparable tax strategies

Yellow Checkmark-Marker StyleThe ideal client profile for this strategy

Yellow Checkmark-Marker StyleClients who may not be a good fit for this strategy

 Yellow Checkmark-Marker StyleIf the strategy can be used year after year, or if it’s a one-time use

Yellow Checkmark-Marker StyleHow to implement this strategy from start to finish

Yellow Checkmark-Marker StyleHow it's reported on the tax return

Yellow Checkmark-Marker StyleWhere this strategy falls on the audit-risk spectrum

Yellow Checkmark-Marker StyleYour role as the accountant and what Engineered Tax Services handles for you

About Your Hosts

Meet The Experts

Heidi Henderson Headshot- Light Blue Circle

Heidi Henderson 

CMO of Engineered Tax Services

Heidi Henderson leads Marketing, Advertising, and business development initiatives at ETS. Her career has been spent in private accounting within the commercial real estate, development, and construction industries, providing her with unique insights into the services offered by ETS as they relate to CPAs, business owners, and property investors nationally.

Her career has been spent in private accounting within the commercial real estate, development, and construction industries. This background allowed her to quickly adapt to the services offered by ETS as they relate to CPA's, business owners, and property investors nationally.

Heidi hosts the “Healthy, Wealthy, & Wise” podcast for accountants, taking a 360-degree holistic approach to success, which includes physical, mental, and financial wellbeing. She interviews guests who face accounting industry and client challenges every day, providing tools and resources to overcome difficult challenges.

Dave Headshot- Light Blue Circle

Dave Lukas 

CEO of TaxPlanIQ

Dave M. Lukas is the CEO of TaxPlanIQ and Founder/Host of the Misfit Entrepreneur Podcast. His companies have been on the Entrepreneur 365 and INC 5000 List and have done business in over 50 countries. Dave is also a best-selling author and he has been featured on radio, TV, and many top trade publications such as Forbes, INC, Yahoo! Finance, BTN, BTE, and others. In his free time, Dave loves to run and is an accomplished endurance athlete achieving a ranking of Top 3% in the world in Ironman and has competed throughout the globe and in the Ironman World Championships. 

Ready to learn the Cost Segregation and Material Participation strategy?

Wednesday, July 22 · 12 PM EST / 9 AM PT · Free · 1 CPE Credit