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.
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

29
Sept. 22, 2026

Why Mobile Home Parks Are One of the Best Cost Segregation Assets in Real Estate

Mobile home park investing has a cost segregation edge most real estate investors never see. On most manufactured housing communities the operator owns the land and the residents own their homes, so nearly the whole purchase price sits in roads, utility lines, pads, and site work instead of a 27.5 year building. Run an engineering-based cost segregation study on that and 40 to 80 percent of the purchase price can land in 15-year land improvements that qualify for 100% bonus depreciation in year
28
Sept. 15, 2026

The EIDL Time Bomb: How the Treasury Is Now Seizing Refunds Without a Court Order

Took a COVID EIDL loan and have not thought about it in years? Check your status today. In late March the SBA moved hundreds of thousands of non-performing EIDL and PPP loans to the Treasury Department for enhanced collection, the hardship payment plans ended, and an EIDL loan default now gets collected like any other federal debt. The Treasury Offset Program can take your tax refund, administrative wage garnishment can take up to 15 percent of your paycheck, and a collection fee of roughly 30 p
27
Sept. 8, 2026

Bought Your Rental Years Ago? Form 3115 Lets You Claim Every Missed Deduction

Form 3115 is the four-page IRS form that lets you catch up every dollar of depreciation you should have taken on a rental or commercial building since the day it was placed in service, all on one current return, with no amended returns at all. Bought the property years ago and never had a cost segregation study done? You did not miss your window. In this episode of The Tax Strategy Playbook, David Wiener, Mr. Cash Flow, walks through the cost segregation look back study and the machinery behind
26
Sept. 1, 2026

Are You Breaking These Self-Directed IRA Rules? (Don't Find Out the Hard Way)

A self-directed IRA lets you use old retirement money to buy real estate, fund private loans, and invest in businesses, tax deferred or even tax free. Most investors have never been told this account exists. That old 401(k) from a job you left years ago? It could be working a lot harder for you. In this episode of The Tax Strategy Playbook, I sit down with Daniel Tercey, senior account executive at Directed IRA, to walk through the whole roadmap in plain English. You'll learn what "self-directe
25
Aug. 25, 2026

Cost Segregation Can't Save a Bad Real Estate Deal (Here's What It Actually Does)

Can a cost segregation study rescue a bad real estate deal? No. But cost segregation can turn a marginal rental property into a genuinely good one for the right investor, and this episode shows exactly where that line sits, with real numbers. It started with a Reddit post: close on the deal, do a cost seg study, and let the depreciation bail you out. Hundreds of upvotes. It's wrong, and believing it can cost you real money. David Wiener, Mr. Cashflow, breaks down what a cost seg study actually
24
Aug. 18, 2026

Cost Segregation Audit: The 5 Documents That Save You

A cost segregation audit isn't an accusation. It's a request for proof. Here's the IRS's own checklist (Pub. 5653) so your study passes every time. David Wiener breaks down the IRS Cost Segregation Audit Techniques Guide (Publication 5653) and the 13 elements examiners use to evaluate every study. You'll see exactly what an information document request looks like and why accuracy-related penalties can turn a saved deduction into a five-figure loss. What you'll learn: • Why cost segregation stu

Recent Blog Posts

Sept. 22, 2026

Why Mobile Home Park Cost Segregation Studies Yield 80 Percent Accelerated Depreciation

Running a cost segregation study on a manufactured housing community can unlock up to 80 percent of the purchase price in 15-year land improvements. By separating the land and infrastructure from tenant-owned structures, real estate investors can ma…
Sept. 17, 2026

Who Qualifies for the 179D Deduction Now That the Sunset Has Passed?

TL;DR: More people than you would guess, for years to come. Congress ended new 179D eligibility for projects that begin construction after June 30, 2026, and that date is behind us. But the deduction did not vanish on July 1. Buildings that started …
Sept. 16, 2026

What Documents Do You Need for a Cost Segregation Study?

TL;DR: Less than most owners fear, and none of it to find out whether a study is worth doing. What documents you need for a cost segregation study depends on how the building came to you. Buy it, and the closing statement and purchase agreement carr…

About the Host

David Wiener, CEO of Cash Flow Strategies, Inc. Profile Photo
David Wiener, CEO of Cash Flow Strategies, Inc.

CEO of Cashflow Strategies, Inc., 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

Required Listening

"Great information for high net worth people and business owners!"

AtlFolks | March 10, 2026

Great Show - Love the Host

"So happy I found this show."

Jack Davidson | March 26, 2026

Eye Opening!

"David has opened my eyes to the way I view my investments properties and the legal tax laws that allow me to recapture the money lost-not talking your basic ‘write off’! What is more surprising is t…"

DSPetrie | July 17, 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