Credits & Deductions Episodes

Democrats won Congress. Your 100% bonus depreciation didn't change. Three depreciation deadlines did not care who won, and one of them lands in 2026. In this solo news episode, David Wiener, Mr. Cash Flow, sorts every post-election tax headline into three buckets (law, proposal, or needs a signature) and walks through what the midterms mean for bonus depreciation, cost segregation, Section 179D, the R&D tax credit and the new qualified production property deduction for factory buildings under Se...

A charitable remainder trust lets you sell an appreciated building with no tax due at closing, reinvest every dollar, and collect income for life. The trade: what is left goes to a charity you pick, not your kids, and the tax does not disappear. It reaches you a slice at a time, in an order the tax code sets. In this solo episode of The Tax Strategy Playbook, David Wiener, Mr. Cash Flow, explains how a charitable remainder trust works in plain English: the charitable remainder annuity trust (CR...

Getting paid by a client won't cost you the R&D tax credit. Your contract can. Two tests decide whose credit it is when a client pays for the work. In part two of a four-part solo series on the research and development tax credit, David Wiener, Mr. Cash Flow, walks through the funded research rule in plain English. The risk test asks whether you were going to be paid whether the research worked or not. The rights test asks whether you can use what you figured out in your own business without pay...

Rental property depreciation is the one deduction the IRS counts against you whether you take it or not. Here's how yours is calculated, line by line. In this solo episode of The Tax Strategy Playbook, David Wiener, Mr. Cash Flow, walks through real estate depreciation from the beginning. You'll see what goes into your cost basis and what stays out, how to split land from building using your county assessor's ratio instead of a flat 20 percent guess, why the clock starts on the placed in servic...

The R&D tax credit can pay a startup that is losing money, through payroll taxes it already owes. Miss one box or one date and the cash waits, or never comes. Most small business tax credits aren't hidden. They're missed, because every one of them runs on a clock. In this solo episode of The Tax Strategy Playbook, David Wiener, Mr. Cash Flow, opens a four-part series on the research and development tax credit with the question founders ask most: we don't make money yet, does any of this help us...

Cost segregation is a real estate tax deduction many of the largest property owners never use. The reason has nothing to do with money. David Wiener, Mr. Cash Flow, sits down with DJ Van Keuren, founder of the Family Office Real Estate Institute and co-founder of Evergreen Property Partners, who has spent 25 years inside family office real estate. They cover why a cost segregation study so often never reaches the people who make the decisions, who actually brings a new tax strategy to a wealthy ...

The 179D deduction did not die on June 30, 2026. The energy efficient commercial building deduction closed to new projects that begin construction after that date, and that is the entire loss. Every commercial building already placed in service still qualifies, and so does every project that broke ground before July 1. If you own a warehouse, office, hotel, self storage facility, medical building, or an apartment building four stories or taller placed in service since 2006 and never claimed sect...

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...

Cost segregation myths could be costing you tens of thousands of dollars in taxes you don't actually owe. In this episode of the Tax Strategy Playbook, David Wiener (Mr. Cash Flow) puts 5 of the most common cost segregation myths up against the actual numbers and shows exactly which owners end up paying more simply because they never checked. You'll get the exact cost basis threshold, $150,000, that determines whether an engineering-based cost segregation study is worth running on your property...

I want you to sit with one number: $177,500. That's the tax bill one of my clients avoided entirely, not through a loophole, but by understanding how step-up in basis actually works for real estate investors. In this episode of The Tax Strategy Playbook, I walk through the 5 best assets you can leave your heirs and the 5 worst estate planning traps real estate investors fall into. These are traps that can cost families six figures in avoidable taxes and legal fees. You'll learn: ✅ How step-up...

Depreciation recapture is the bill that shows up when you sell a property you've depreciated, and a cost segregation study makes a bigger slice of it come back at ordinary income rates. That's not a reason to skip the study. It's a reason to plan the exit before you take the deduction. In this solo episode of The Tax Strategy Playbook, David Wiener, Mr. Cash Flow, walks through the back half of cost segregation that almost nobody talks about: what happens when you sell. What's covered: Why ev...

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 episode of The Tax Strategy Playbook, host David Wiener (Mr. Cash Flow) sits down with Scott Estill, a former IRS Senior Trial Attorney turned nationally recognized tax attorney, speaker, and author, to expose 7 real estate tax traps quietly destroying real estate investor wealth in 2026.

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 planning moves to cut your IRS bill and increase cash flow. In this episode of The Tax Strategy Playbook, David Wiener (Mr. Cash Flow) and CPA M...

The short term rental tax loophole is how a high-income W-2 earner or business owner can use rental losses against wages and business income without qualifying as a real estate professional. Pair it with a cost segregation study and 100% bonus depreciation, and one property can produce a first-year loss big enough to matter on a six-figure return. In this episode of The Tax Strategy Playbook, David Wiener, Mr. Cash Flow, sits down with Ryan Bakke, CPA, real estate investor, and founder of Tax S...

The R&D tax credit is a dollar-for-dollar federal credit for businesses that solve technical problems, and most of the companies that qualify have never claimed it. No lab coats, no patents, and no research department required. If you run a manufacturer, a software company, an architecture or engineering firm, a construction company, or even a winery or brewery, and your people are paid to work through problems they don't already know how to solve, this episode is for you. In this episode of Th...

Section 179D is the energy efficient commercial buildings deduction, and it's one of the least understood tax breaks available to commercial building owners, developers, and the architects and engineers who design government and nonprofit buildings. The One Big Beautiful Bill Act ended it for buildings whose construction begins after June 30, 2026. Projects that began construction on or before that date can still qualify, and the deduction is claimed in the year the property is placed in service...

What if you could sell a rental property, defer 100% of your capital gains tax and depreciation recapture, and roll every dollar into a bigger, better deal, then keep doing it forever? That's exactly what a 1031 like-kind exchange allows real estate investors to do. In this episode of The Tax Strategy Playbook, host David Wiener sits down with Dave Foster, founder of The 1031 Investor and one of the country's leading experts on 1031 exchange strategies. Dave breaks down the exact rules, timelin...

In this episode, we break down cost segregation for real estate investors who want more cash flow and less tax drag on their rentals and commercial properties. You’ll learn how cost segregation accelerates depreciation by carving out 5, 7, and 15-year components inside your property, and how bonus depreciation lets you front load those deductions into the early years of ownership. We cover how cost segregation applies to everyday investors across many asset types: single-family rentals, dupl...