Dedicated to Helping You Keep Your Money
Jim founded CSSI® – Cost Segregation Services, Inc. in 2003. As a highly experienced engineering economist, Jim was commissioned to develop the process of bringing the results of the Hospital Corporation of America v. Commissioner court case to businesses across America. Jim’s method allowed business owners of all sizes to realize increased cash flow for their businesses. CSSI® has become the preferred provider of engineering-based cost segregation studies to tax professionals and their clients.
For the past 30 years, Kathy has offered cash flow producing financial services nationwide. She has also worked with multiple industries such as medical, dental, veterinary, banks, industrial, manufacturing, hotels, restaurants, auto dealerships, assisted living, residential rentals, apartments and many more. She has assisted and been referred by many tax professionals, wealth advisors, lenders, real estate brokers, contractors, and medical and dental distributors across the nation… She has been a guest speaker and trainer offering financial classes, continuing education (CE) courses and clinical hours for medical, dental, veterinary professionals and for multiple other organizations and associations.
She is currently the liaison for the New Orleans Dental Association (NODA) and has been their preferred provider for close to 20 years. She is in touch with thousands of Dentists and works closely with their CPA’s and Tax Professionals. She has published articles such as “Pay Less to the IRS,” and is a featured presenter at Continuing Education Classes across the Gulf Coast Region.
She offers webinars and on-site presentations for CPA firms and state and local tax societies. She educates tax Professionals in applying the Tangible Property Regulations (TPRs) and helps bring companies into compliance with the new Repair Regulations by implementing, Cost Segregation, Building System Valuations, “PAD” Partial Asset Disposition / Removal and Disposal Cost and Capital to Expense Reversal along with other tax benefits such as Section 179D Energy, Retrofits to LED, Tax Incentives and 45L and R&D Tax Credits. She is also partnered with Eric Wallace the TPR Expert.
Kathy feels blessed to be married for over 30 years. She has earned her Bachelor’s Degree and is working toward her Master’s. She says that her greatest reward continues to be helping others reach their fullest potential and prosper in all areas of their lives. She says that it is always an honor and privilege to assist anyone who needs her.
If you want to decrease your taxes and increase your cash flow through CSSI®’s engineering-based studies and asset valuations Contact Kathy for a complimentary, no risk, no obligation predictive analysis!
Warren is a natural leader and brings ethics and integrity into every aspect of his life and work. He spent the first 20 years of his career in ministry and has a degree in theology from Franciscan University in Steubenville, OH. Warren also has an MBA from Louisiana State University.
Having owned his own healthcare company, Warren has extensive knowledge of sales and business development. Warren is instrumental in growing and maintaining our extensive sales channels. He has extensive knowledge of tax law and consults with building owners and development firms to reduce or defer their taxable income. He travels the US providing educational webinars on tax law and solutions for accounting professionals, building owners, wealth managers and real estate professionals.
David is a cost segregation specialist and has traveled the country speaking at CPA society events. As an expert in the Tangible Property Regulations (repair regulations), he routinely provides assistance to tax professionals who are looking to understand the opportunities and pitfalls of these regulations. David has a unique ability to take the complex and tell a meaningful story. This talent serves him well in explaining the application of the repair regulations.
In his past experiences, David worked in front of and behind the cameras as a Public Affairs Specialist for the Corps of Engineers in New Orleans after Hurricane Katrina. David interacted with the national and international media to tell the story of the effects of the storm and the Corp’s process to rebuild the city’s hurricane protection system. His gifted storytelling was evident in the broadcast and documentaries in which he participated.
Don joined CSSI® in 2015, bringing his business development experience of over 25 years. His previous experience has been in the engineering and environmental consulting space. Don is continually focused on introducing CSSI® into new markets throughout the country.
Timothy is a native Texan and multi-generation Aggie (Whoop!) from Texas A&M University. Prior to joining CSSI®, he had a successful career in real estate. He draws on this experience heavily in his consultative practice with building owners and tax professionals. Timothy routinely holds CPE classes for CPA firms, and he attends and speaks at state CPA and EA society events. He is a member of ICSC, RECA, and is a regular panelist for various CRE groups.
Prior to joining CSSI® in 2013, Kevin was recognized as a top producer and Sales Manager for several Fortune 500 companies.
Kevin is a nationally recognized speaker on the subject of Cost Segregation, the Tangible Property Regulations, and the Real Estate Professional certification. He has spoken at such venues as the American Institute of Certified Public Accountants, CPA societies across the country, and the Hong Kong Trade Association. Kevin has two finance and accounting degrees and a Master’s of Science in Real Estate Taxation.
Lee has been an integral part of CSSI® for over 10 years. In addition to working with clients in a broad range of industries, he consults with tax advisors, financial/estate planners, capital investment groups, and commercial brokers by sharing his diverse knowledge. Lee also shares this knowledge with CPAs by teaching Cost Segregation courses required for continuing education. Lee brings a wealth of valuable insight, experience, and achievement to the CSSI® clientele.
Robert earned both his B.S. in Finance and his MBA from Louisiana State University. His role in the company is to oversee the engineering process ensuring that the Cost Segregation Studies are completed accurately and on time. In addition, he assists tax professionals in applying our calculations to their client’s tax returns.
Daphne has worked in the cost segregation industry for over 10 years. She holds a B.S. in Accounting and a B.A. in Management. Her role in the company is widespread, as she deals with the financial and operational aspects of the business, as well as strategic initiatives. Daphne is a candidate member of the Society of Louisiana Certified Public Accountants and is currently working towards her CPA.
Chris, an alumnus of Louisiana State University, has been in the financial services industry for 22 years, specializing as a Self-Directed IRA Professional with an SDIP designation. He is well versed in how Real Estate can be properly purchased and serviced within a qualified retirement account. Chris has extensive knowledge and hands-on experience with Commercial/Multi-family acquisitions, creative financing, and property management.
John has a great understanding of the business owner’s mindset. After 15 years previously running his own mortgage and insurance operations, he knows the power of the time value of money and the impact of cash flow that we generate. John comes directly to CSSI® from working over the last few years with clients in real estate securities transactions related to opportunity zones, mineral rights, and pass-through tax strategies.
Aaron is a sales professional with 10+ years under his belt in private and fortune 500 companies. He is adept at making complex content easy to understand and digest. Aaron consults with clients all over the country to apply his knowledge of tax law, with a team at CSSI®, who has unparalleled expertise standing behind him. He graduated from Indiana University in Bloomington, IN, with a B.S. in Public Affairs.