This episode offers a deep dive into cost segregation and accelerated depreciation, powerful tools for real estate investors. We explain how these strategies, when properly implemented, can lead to significant tax savings by front-loading deductions. Understanding real estate tax strategy and real estate depreciation is crucial for effective tax planning,…
You'll learn how this process reclassifies parts of your property into personal property or land improvements with shorter tax lives, allowing for accelerated depreciation. This strategy helps real estate investors optimize their tax strategy by identifying opportunities for significant bonus depreciation, which is crucial for effective real estate tax management.…
This video details how accelerating depreciation can improve cash flow for real estate investors. We break down the process of cost segregation, explaining how to divide property components for different depreciation lives to maximize early-year benefits. Learn the nuances of bonus depreciation and how it integrates with an effective real…
This video clarifies a common misunderstanding about cost segregation studies, emphasizing that they primarily offer accelerated depreciation rather than creating new deductions. We discuss potential pitfalls, including increased depreciation recapture and the risk of pulling deductions into years where they can't be fully utilized. Effective tax planning and real estate…
This video addresses a common myth among real estate investors: that if you bought property years ago, you've missed your shot at depreciation. We explain how a look-back study, combined with a change in accounting methods, can help you recover missed depreciation without needing to amend or refile previous tax…
Discover how to maximize your return on investment with special use assets in commercial real estate. This video highlights properties with a meaningful depreciable basis, generally $200,000 and up, as prime candidates for strong returns, especially when considering depreciation strategies. Learn how these insights can benefit any business owner involved…
Many investors mistakenly view cost segregation as a tax loophole, but it's a legitimate tax strategy supported by the Internal Revenue Service. This video clarifies that cost segregation is IRS-approved, with the IRS even publishing guides for agents to review these studies, making it a valid approach for depreciation. The…
Let's tie this all together with a practical filter: When should you consider doing a cost segregation study on your property or properties? You should at least explore cost segregation if you've bought, built, or significantly renovated an income-producing property in the last 15 years. Your depreciable basis is meaningful…
Most real estate investors assume a cost segregation study automatically creates a tax win. But if the IRS sees your rental as passive, those losses may not offset your W-2 or business income the way you expected. In this episode, David Wiener and Gabriel Virdaru break down passive vs. active…
You’re about to find out whether your LLC or S corp is quietly costing you thousands in taxes. In this episode of The Tax Strategy Playbook, host David Wiener sits down with Matt Bontrager, CPA, managing partner of TrueBooks, a firm that works almost exclusively with real estate investors and…
Unlock massive tax savings on your rentals and commercial properties with cost segregation—even if you’re just now hearing about it. If you’ve been taking straight-line depreciation over 27.5 or 39 years, you may be leaving serious cash flow on the table. In this episode of The Tax Strategy Playbook, David…
Stop letting the IRS be your biggest business partner. In this first episode of The Tax Strategy Playbook, host David Wiener (“Mr. Cash Flow”) sits down with tax strategist Greg Taylor to unpack the real reasons real estate investors and business owners quietly overpay the IRS year after year—and what…
