Contact David Wiener for more information on Cost Segregation, Bonus Depreciation, 179D and R&D studies
The Tax Strategy Playbook
The Tax Strategy Playbook
The Tax Strategy Playbook is where real estate investors and business owners learn how to stop overpaying the IRS and turn taxes into an opportunity center instead of an annual pain point. Each episode, host David Wiener (“Mr. Cash Flow”) sits down with CPAs, tax attorneys, cost segregation experts, and top investors to break down complex tax rules into clear, step‑by‑step strategies you can actually use.You’ll hear real case studies, before‑and‑after numbers, and practical checklists on things like cost segregation, bonus depreciation, 179D deductions, R&D credits, real estate professional status, short‑term rental strategies, entity structure, and more—without legalese or fluff. Expect straight talk, tactical advice you can hand to your CPA, and simple action items at the end of every show so you always know what to do next.
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The Tax Strategy Playbook

The Tax Strategy Playbook

The Tax Strategy Playbook is where real estate investors and business owners learn how to stop overpaying the IRS and turn taxes into an opportunity center instead of an annual pain point. Each episode, host David Wiener (“Mr. Cash Flow”) sits down with CPAs, tax attorneys, cost segregation experts,...

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Recent Episodes

Former IRS Agent: Why Syndicated Conservation Easements Are About to Blow Up
June 23, 2026

Former IRS Agent: Why Syndicated Conservation Easements Are About to Blow Up

The IRS has recently announced a critical 90-day settlement window for syndicated conservation easements. After this period expires, participants could face a staggering 40% penalty and a near-complete loss of their claimed deductions. If you or your clients have ever been involved in a syndicated conservation easement, this episode is essential listening. Joining host David Wiener is Victoria Boon, a former IRS Senior Revenue Agent and Subject Matter Expert from the Large Business & Internation
Tax Timing Mistakes That Cost You More Than Any Bad Deal
15
June 16, 2026

Tax Timing Mistakes That Cost You More Than Any Bad Deal

Bad Timing Costs You More Than Bad Investments Ever Will - The Cash Flow Clock On The Tax Strategy Playbook, host David Wiener, known as "Mr. Cash Flow," dives deep into a critical financial concept with guest Gary Preisser. Gary is the Managing Partner of Stonebriar Wealth Advisors and the innovative creator of the Cash Flow Clock , a revolutionary framework designed to help business owners, real estate investors, and their CPAs move beyond reactive tax planning to proactively design wealth tha
Former IRS Attorney Reveals 7 Real Estate Tax Traps Destroying Investor Wealth
14
June 9, 2026

Former IRS Attorney Reveals 7 Real Estate Tax Traps Destroying Investor Wealth

Tax Traps. Most real estate investors often get crushed not by bad deals, but by poor tax decisions they weren't even aware of. This video features a former IRS senior trial attorney who shares insights on how common tax pitfalls, such as incorrect entity choices or inadequate documentation, can lead to significant financial losses during a tax audit. Understanding proper tax planning and tax strategies is crucial for business owners to avoid IRS red flags and protect their wealth.In this epis
DST 1031: How Tired Landlords Escape a $1M Tax Bill
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June 2, 2026

DST 1031: How Tired Landlords Escape a $1M Tax Bill

Tired Landlords: Escape $1M Tax Bills with a DST 1031 Exchange Are you a real estate investor feeling the exhaustion of active property management? Do the recurring challenges of tenants, toilets, and trash weigh on you, while the thought of selling your appreciated assets fills you with dread over massive capital gains and depreciation recapture taxes? If you're sitting on hundreds of thousands, or even millions, in potential tax liabilities, know that you're not alone, and there is a strategic
Tax Strategy vs TikTok Hacks: 7 Viral Myths That Trigger Audits
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May 26, 2026

Tax Strategy vs TikTok Hacks: 7 Viral Myths That Trigger Audits

Tax Strategy vs TikTok Hacks: 7 Viral Myths That Trigger Audits Are you tired of scrolling through TikTok and seeing “tax hacks” and viral write-off tricks that could actually land you in hot water with the IRS? In this episode of The Tax Strategy Playbook, host David Wiener, also known as “Mr. Cash Flow,” cuts through the noise. He exposes 7 common social media tax myths that are actually audit bait and reveals the legitimate, long-term tax strategies that wealthy investors use instead. If you’
$200K Investment → $81K Tax Savings? The Oil & Gas Strategy Explained
11
May 19, 2026

$200K Investment → $81K Tax Savings? The Oil & Gas Strategy Explained

Here’s a revised YouTube description with a first paragraph that’s intentionally loaded with relevant keywords while still reading naturally. If you’re a high-income W-2 earner, 1099 professional, real estate investor, or business owner looking for advanced tax strategies to reduce taxes, this episode breaks down a powerful oil and gas tax strategy to legally offset W-2 income, use intangible drilling costs (IDC) deductions, and stack oil and gas investing with cost segregation and other tax pla

Recent Blog Posts

IRS Audit Defense: Navigating Conservation Easement Documentation Challenges
June 23, 2026

IRS Audit Defense: Navigating Conservation Easement Documentation Challenges

Facing an IRS audit for a conservation easement deduction? Understand the critical documentation the IRS scrutinizes to defend your claim. This guide, informed by a former IRS agent, focuses on the specific forms and acknowledgments essential for a …
The OBBBA Modeling Gap Costing Capital-Intensive Businesses Millions
June 22, 2026

The OBBBA Modeling Gap Costing Capital-Intensive Businesses Millions

A new tax law lets businesses write off equipment purchases immediately instead of spreading deductions over years. This cuts after-tax costs by roughly 21%. The complexity lives in the calculation. Get the math wrong and you lose hundreds of thousa…
Bonus Depreciation vs. Section 179: Which Accelerates Real Estate Tax Savings
June 21, 2026

Bonus Depreciation vs. Section 179: Which Accelerates Real Estate Tax Savings

TL;DR: Bonus depreciation typically delivers larger first-year tax deductions for real estate investors compared to Section 179 because of no dollar caps, broader asset eligibility (including land improvements), and fewer income restrictions. The On…

About the Host

David Wiener Profile Photo
David Wiener

CEO, Tax Strategist, Speaker, Educator

David “Mr. Cash Flow” Wiener is a nationally recognized authority on real estate tax strategy and cash flow optimization, and the host of The Tax Strategy Playbook podcast. As Founder and CEO of Cash Flow Strategies, Inc., David has spent decades helping real estate investors, business owners, and their advisory teams legally reduce taxes, unlock hidden cash flow, and put more money back into productive assets instead of into the IRS.
Over the course of his career, David has become especially known for his work with cost segregation, 179D energy-efficient commercial building deductions, and other engineering-based tax incentives that accelerate depreciation and free up capital. He has also built a long track record in cash flow and accounts receivable optimization, helping clients improve profitability and financial stability without simply “working harder” or taking on more risk.
David is a sought‑after speaker, trainer, and educator, with audiences ranging from national industry conferences to small mastermind groups and professional associations. He is known for his clear, practical teaching style and his ability to translate complex tax concepts into simple, actionable plays that investors and advisors can use right away. Whether he is speaking to CPAs, medical and dental practice owners, or real estate investors, David’s message is consistent: tax strategy is one of the most powerful—and most overlooked—wealth multipliers available.
On The Tax Strategy Playbook, David brings that same real‑world experience and teaching approach to the microphone. Each episode features in‑depth conversations with top tax strategists, CPAs, attorneys, lenders, and active investors who are using the tax code proactively to build wealth. David guides listeners through topics like bonus depreciation, passive loss rules, real estate professional status, short‑term rental planning, and entity structuring, always with an eye toward what actually works in the field, not just on paper.
Beyond his professional credentials, David is a husband, father, and grandfather who understands that tax planning is ultimately about building lasting wealth and freedom for real families, not just chasing deductions. He created The Tax Strategy Playbook to give serious investors and their advisors a place to learn the strategies usually reserved for boardrooms and ultra‑high‑net‑worth clients—and to empower them to have better, more strategic conversations with their own tax professionals.
If you’re ready to stop treating taxes as a once‑a‑year headache and start using them as a core part of your wealth strategy, David Wiener is the guide you want in your corner.

Reviews

Great Show - Love the Host

"So happy I found this show."

Jack Davidson | March 26, 2026

Helpful to CPA's

"Hello, I thought the podcast was great. As a busy CPA firm owner, I dont have time to work on every project. David helps with cost segregation, R&D tax credit. We have worked with him before with Cos…"

Josh Simpson, CPA | March 26, 2026
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