Learn about various tax credits and deductions available to business owners and investors, such as R&D credits, Section 179D, and more, to enhance your financial strategy.
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 proper...
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 — traps that can cost families six figures in avoidable taxes and legal fees. You'll learn: ✅ How step-up in basi...
Completing a cost segregation study is a popular and powerful strategy for real estate investors looking to accelerate tax deductions. By identifying and reclassifying components of a building (like fixtures, specialized equipment, and land improvements) into shorter property classes with faster depreciation schedules (5, 7, or 15 years), investors can significantly reduce their taxable income in the early years of ownership. However, this powerful upfront tax benefit comes with a hidden cost th...
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.
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 pl...
Real estate tax strategy with short-term rentals is one of the most powerful ways high-income W‑2 earners and business owners can legally slash their tax bill without real estate professional status. In this episode of The Tax Strategy Playbook, David Wiener (Mr. Cash Flow) and CPA/investor Ryan Bakke break down how to use the short-term rental “loophole” plus cost segregation and bonus depreciation to offset W‑2 and business income in year one
$100K+ R&D TAX CREDIT 2026 EXPOSED – The Secret Dollar-for-Dollar IRS Tax Credit You’re Quietly Donating Every Year! Construction Tax Credits, Manufacturing Tax Credits, Software Development Tax Credit, Architecture & Engineering Tax Savings, Winery R&D Credits, Brewery Tax Credits, Law Firm Tax Hacks & More – NO Lab Coats, NO Patents, NO Billion-Dollar Tech Company Needed! Business Owners & Entrepreneurs Are Claiming Massive Tax Strategy Wins in 2026! Are you accidentally leaving $100,000 or mo...
The Section 179D tax deduction is one of the largest and most underused tax savings opportunities available to commercial building owners, developers, and designers — and the current rules under the One Big Beautiful Bill set a June 30, 2026 deadline you cannot afford to miss. In this episode of The Tax Strategy Playbook, host David Wiener sits down with 179D expert Brian Broussard to break down exactly how the Section 179D energy efficient building deduction works, who qualifies, and how to cl...
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 — and 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...
