MSC is teaming up with Bellwether Advisors for an exclusive CREATE Webinar! We’ll dive into Real Estate strategy and share actionable insights to help your business thrive. Whether you’re a client of MSC, Bellwether, or both, this session offers something different — fresh perspectives, valuable takeaways, and the opportunity to explore tailored strategies with our experts.
Whether you advise clients as a CPA or invest directly in commercial property, this course will equip you with a framework to better evaluate project readiness, identify potential cost savings, and align project decisions with long-term financial and tax goals. Through real-world examples and practical insights.
This session will walk participants through critical phases of a construction or renovation project —highlighting how proactive decisions at each step impact project cost, schedule, risk, and tax outcomes.
Learning Objectives:
By the end of this session, participants will be able to:
- Define the key stages of a successful construction or renovation project — including initial visioning and due diligence, construction execution, and post-completion transition — and explain the primary objectives of each phase.
- Identify how early-stage planning decisions (such as financial modeling, supply chain analysis, and compliance considerations) influence cost efficiency, project timelines, and tax-related opportunities.
- Evaluate the role of proactive project management during construction, including budget variance monitoring, change order oversight, and communication strategies to maintain project vision and mitigate risk.
- Recognize the importance of post-construction activities, such as warranty management, operational planning, and as-built documentation, in protecting long-term asset value and ensuring compliance.
- Connect project lifecycle decisions to cost segregation outcomes and broader tax planning strategies, empowering investors and CPAs to collaborate more effectively with development partners.
Target Audience:
Advisors, Real Estate Owners, Developers, Construction Clients
- Date: November 19th, 2025
- Time: 2PM EST / 1PM CST
- Length: 1 hour
- CPE: 1- Specialized Knowledge
Presenters:
Ashley Sullivan
Partner- MSC
CCSP & President Of The American Society Of Cost Segregation Professionals
Ashley Sullivan is a Partner at MSC, where she oversees all operational activities and works closely with practice leaders to drive nationwide business development. With more than two decades of experience in the cost segregation industry, Ashley has cultivated trusted relationships with CPA firms, real estate professionals, and accounting societies across the country. She is a frequent speaker at national and regional conferences, including the AICPA National Tax Conference, the AICPA Construction & Real Estate Conference, and multiple State CPA Society events.
Danielle E. Shainbrown
Principal- Bellwether Advisors
ESQ.
Nicole M. Komin
Principal- Bellwether Advisors
ESQ.
Nicole has extensive experience in WNY commercial real estate, representing clients through all phases of development. She works with business owners, nonprofits, charter schools, and private businesses to address their real estate and operational needs. Drawing on her diverse background as General Counsel at McGuire Development and as project director of a medical-legal partnership at one of the region’s largest hospital networks, Nicole demonstrates strong project management, negotiation skills, and a detail-oriented approach to real estate development.