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Free cpe webinars
Build a Scalable, Efficient, and Profitable Cost Segregation Practice

BUILD A SCALABLE, EFFICIENT, AND PROFITABLE COST SEGREGATION PRACTICE

Cost Free
Presentation Length 1.0 hour

Recorded DateAugust 29, 2024
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

Join us for an informative webinar hosted by cost segregation expert Dawn Polin, who has led and scaled cost segregation departments at top firms like Cherry Bekaert LLP and the Jennings Denovich Group. Dawn will guide you through the process of building a more efficient, scalable, and profitable cost seg division. She’ll cover essential topics like setting up a department from scratch, defining roles and responsibilities, and navigating the challenges of hiring in today’s market. Dawn will also share practical strategies and tools to streamline the 9-step cost segregation study process, helping you boost efficiency and maximize revenue for your business.

Learning Objectives:


  • Define the critical steps involved in setting up a cost segregation department

  • Recognize the significance of clarifying roles and responsibilities in scaling your cost segregation practice

  • Outline effective strategies for overcoming hiring obstacles in the current market

  • Determine ways to streamline the 9-step cost segregation study process for improved efficiency and revenue growth

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Richard Bourgault

SegStream
Head of Product, Founder
[email protected]
(760) 593-7424

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After graduating from Georgia Tech with a degree in Electrical Engineering, Richard began his Cost Segregation career working for Ernst & Morris Consulting, one of the very first firms to specialize in Cost Segregation.

At Ernst & Morris, Richard learned the engineering-based Cost Segregation method and other best practices from the pioneers of the industry. The seeds for SegStream were planted when, as a junior Cost Seg engineer, Richard was introduced to the chaos of Microsoft Excel Cost Seg building models. 

In 2017, after having completed Cost Segregation studies for more than a decade and having worked in roles including software user experience and software product management, Richard founded SegStream to tackle the software problems that had haunted him since his first run-ins with those infamous Excel models.

After completing initial product development, with a sole focus on professional Cost Seg engineers, he pivoted SegStream toward creation of the first commercially available custom Cost Segregation property modeling software, specifically designed to be useful for Accountants and Specialty Tax Professionals.

Richard leads SegStream product development with a strong belief that, by making the highest quality Cost Segregation studies accessible to anyone with sufficient tax knowledge and the desire to learn, Cost Seg can be democratized into a mainstream tax strategy for use by everyone, not just the wealthy and well-connected.

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Dawn received her Bachelor of Business Administration in Accounting from the University of Georgia and her Master of Accounting from the University of South Florida. 

After receiving her CPA license over 25 years ago, Dawn has spent many years working in and with both public and private companies. Serving clients across various industries, she focuses primarily on Cost Segregation studies, Energy studies, and Tangible Property Regulations. In addition, she finds the ability to focus on real estate tax incentives and helping clients grow their business with tax incentives has proven to be very rewarding and impactful.

In addition, she is a member of the American Institute of Certified Public Accountants (AICPA), the North Carolina Association of Certified Public Accountants (NCACPA), the current treasurer of the Triangle Commercial Real Estate Women (TCREW), and chair for the Women’s Leadership Initiative for the Triangle Chapter of Urban Land Institute (ULI).  
 

About Our Presenter

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SegStream was founded in 2017 to make producing Cost Segregation studies more straightforward and more profitable through custom software.

With our team of dedicated Cost Seg engineers, civil/construction engineers, architects, and software developers, SegStream strives to expand the frontier of Cost Segregation Software through the constant development and expansion of our proprietary Cost Seg property modeling platform.