Free Full Masterclass
For Accounting Firm Owners Only

The #1 Missed Tax Strategy to Find More Money for Clients — and Charge More for Your Work.

A real-world walkthrough showing how advanced tax firms unlock larger, defensible client savings — without adding complexity.

  • How to uncover missed opportunities for client savings hiding in existing returns
  • How to convert those opportunities into real, defensible tax reductions
  • How to reflect the adjustment correctly on the tax return without guesswork
  • How to support the strategy with documentation you can confidently stand behind
  • How to apply the same process across similar client situations
  • How advanced strategy (not more hours) justifies higher-value engagements

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What You'll Discover

The Problem Isn't Knowing the Rule — It's Applying It Correctly

01

Correcting Depreciation the Right Way

Learn how to identify missed or incorrect depreciation and fix it properly using Form 3115, without amending prior returns or introducing unnecessary risk.

You'll see how these corrections actually flow through the return — not just how they work in theory.

02

§481(a) Adjustments in Practice

Understand how §481(a) adjustments are calculated, documented, and reported so prior-year mistakes are corrected cleanly and defensibly.

This section focuses on how firm owners avoid recapture issues, audit exposure, and second-guessing.

03

Audit-Ready Documentation & Support

See what proper documentation looks like when correcting depreciation errors — including how much detail is enough, what to include, and what not to attach.

This is about protecting your firm, not just getting the deduction.

04

Building Repeatable Firm Processes

Learn how experienced firms turn complex depreciation fixes into repeatable workflows your team can follow consistently — without relying on memory or re-learning strategies every time they come up.

This is how firm owners scale advanced work with confidence.

Form 3115 Mastery

See the transformation after our training

Before Training
"What do I even put here...?"
Form 3115 Accounting Method Change
FEDERAL SUPPORTING STATEMENTS
Item Changed:
???
Present Method:
Something? ???
Proposed Method:
???
Recovery Period:
No idea... ???
Convention:
???
Property Type:
???
Year in Service:
When?? ???
😰
Stuck & Confused
⏱️ Hours wasted researching 😞
Watch
Training
After Training
"I know exactly what to do!"
Form 3115 Accounting Method Change
FEDERAL SUPPORTING STATEMENTS
Item Changed:
DEPRECIATION
Present Method:
NOT DEPRECIATED
Proposed Method:
MACRS GDS PER §168(a)
Recovery Period:
27.5 YEARS PER §168(c)
Convention:
MID-MONTH PER §168(d)(2)
Property Type:
RESIDENTIAL RENTAL PER §168(e)(2)(A)
Year in Service:
2018
✓ Completed with confidence 😎

What You'll Learn in This Free Training

Clear implementation guidance for accounting firm owners — not theory

Learn how to quickly identify whether a situation calls for an amendment or a change in accounting method, so you don't fix the right problem the wrong way.

See how firm owners properly handle situations where depreciation was never taken, taken incorrectly, or taken over the wrong recovery period.

Learn how §481(a) adjustments actually work, where they flow on the return, and how they allow prior-year depreciation to be corrected in the current year — even when amendments are no longer available.

Understand when to use DCN 7, DCN 107, and other relevant codes — and how choosing the wrong one can create unnecessary risk.

Learn how to identify true errors (that require amendments) versus method changes (that require Form 3115), using clear, real-world examples.

See how Form 3115 is used when a property has already been disposed of — and how firms prevent clients from recapturing depreciation they never actually received.

Learn when missed depreciation can be corrected later, how timing interacts with bonus depreciation, and when Form 3115 allows strategic reallocation.

See what experienced firms include in Form 3115 documentation — and just as importantly, what they do not include.

Walk away with a clear mental model and flowchart you can reuse for future clients, so complex depreciation issues don't require relearning or second-guessing.

Who This Training Is Built For

This training is designed for accounting firm owners and senior tax professionals who:

  • Review or sign complex returns
  • Want consistent implementation across clients
  • Care about audit exposure and defensibility
  • Are tired of "knowing the rule" but hesitating on execution

If you want clarity instead of guesswork, this training will deliver it.