Stop trying to amend tax returns for every single error. Attempting to fix a method by filing an amendment often leads to the wrong procedure and creates new problems you now own. Learn the correct way to handle discrepancies so you can collect refunds without triggering unnecessary issues. Subscribe for…
Think your rental property depreciation deductions are lost forever? They aren't. A specific IRS form lets you retroactively claim every dollar of depreciation you missed since placing your property in service. Stop leaving money on the table and learn how to file for a full catch-up adjustment on your current…
Maximize your bonus depreciation rate by understanding the 'placed in service' rule. Many investors mistakenly believe the current tax year dictates their deduction, but the actual date your property is ready for use is the key factor. Learn how to secure the correct rate for your assets and avoid common…
Bought your rental years ago and never had a cost segregation study done? You did not miss your window. There is a four-page IRS form, Form 3115, that lets you catch up every dollar of depreciation you should have taken since the day the property was placed in service, all…
Can you get a mortgage using an IRA? The short answer is no, and here is why. Banks simply won't lend to an IRA because the account itself has no credit. Instead, you need to understand how non-recourse loans function to leverage your retirement funds correctly. Learn the specific rules…
Master checkbook control to fund real estate deals in 48 hours or less. Using an IRA LLC gives you direct access to your retirement funds for immediate investment opportunities. This guide breaks down the legal structure that lets you bypass custodian delays and take charge of your capital today. Subscribe…
Why your financial advisor won't talk about a Self-Directed IRA. Most advisors steer clients away from this retirement strategy because it doesn't align with their standard business model. Learn the truth about why Wall Street avoids these accounts and how they impact your retirement planning. Subscribe for more honest money…
Your host: David Wiener, "Mr. Cash Flow" https://davidhwiener.com David.wiener@cashflowstrategies.us 770-224-8504x2 Schedule a conversation or free consultation at https://calendly.com/david-wiener/initial-consultation Subscribe to The Tax Strategy Playbook Podcast Channel: https://www.youtube.com/@TaxStrategyPlaybookPodcast/?sub_confirmation=1 Get updates, special episodes and live streams, and free resources on the latest tax strategies: https://www.taxstrategyplaybook.com/newsletter/
Master your Self-Directed IRA to fund real estate deals with tax-advantaged capital. Learn how to use your retirement planning funds to buy property without triggering penalties. We break down the essential SDIRA rules you must follow to keep your account compliant while investing in real estate. Watch this guide to…
Stop letting your forgotten 401k sit idle while inflation eats your savings. Many people have an old 401k account sitting at a previous employer that is losing value every year. This guide shows you how to reclaim that retirement money and move it into real estate or private lending assets.…
One prohibited transaction can blow up your entire self-directed IRA, and the IRS has the full lifetime of that investment to catch it. In this episode, Daniel Tercey of Directed IRA breaks down the self-directed IRA rules every real estate investor needs to know before buying rental property with a…
Stop waiting years for tax benefits by understanding how a cost segregation study actually works. Many investors misunderstand how to maximize real estate deductions through accelerated depreciation. This breakdown clarifies what you can write off today versus what must be deferred. If you own commercial property, this strategy is essential…
Can a cost segregation study actually fix a bad real estate investment? Many investors assume these tax strategies save failing deals, but the math often tells a different story. I break down the true function of these studies and the financial reality of using them to rescue poor property performance.…
Stop chasing tax write-offs if the underlying deal doesn't make sense on its own. 🚩 Learn the critical test for evaluating potential investments before you commit capital. We break down why tax benefits should be the cherry on top, not the primary reason to buy. If the deal relies solely…
Stop losing money on a bad real estate deal before you even close the contract. Learning how to spot a bad deal is more important than finding a good one. I break down the specific red flags—like stagnant market rents and deferred maintenance—that turn a potential investment into a financial…
Getting a product refund might not be the fix you think it is. We break down why returning a broken item often masks deeper quality issues rather than solving them. If you are tired of dealing with faulty merchandise, this perspective will help you reevaluate your consumer habits. Let me…
Are you falling for real estate investment advice on social media? Learn why cost segregation studies do not guarantee profit. Misinformation regarding real estate investment is spreading rapidly on platforms like Reddit. Many investors are being told that cost segregation and depreciation automatically turn every property into a profitable deal.…
Don't panic if you receive an IRS tax audit notice in the mail. This isn't a raid; it's a standard, paperwork-driven tax exam process that you can manage effectively. Learn exactly how the audit procedure works and what specific documentation they will request after deductions like cost segregation studies. Understanding…
Stop IRS tax penalties and interest from spiraling out of control. Learn how tax penalties are calculated and how an accuracy-related penalty can quickly compound your total debt. This breakdown clarifies what happens when owed amounts unwind and why acting early matters. Visit taxstrategyplaybook.com for more tax planning resources. Your…
Getting an IRS audit notice is stressful, but it is not an accusation of wrongdoing. This video explains how the IRS audit process actually works and why it is usually just a request for documentation. Learn how to organize your tax deductions so you can breeze through a paper-based exam…
Avoid a failed cost segregation study that leads to IRS tax penalties. Learn why cheap documentation ruins your real estate tax strategy. This breakdown covers the critical methodology requirements that keep your financial filings audit-proof. Real estate investors must understand the risks of cutting corners on professional reports. Subscribe for…
Stop guessing what the IRS wants from your cost segregation study. I am breaking down the IRS Cost Segregation Audit Techniques Guide (Publication 5653) so you know exactly how examiners evaluate your reports. This guide clarifies the rules for 2025 and helps real estate investors prepare for potential audits with…
Are you a real estate investor facing an IRS cost segregation audit? Don't lose your deduction - learn how to survive the audit process and avoid costly accuracy related penalties. In this video, we'll guide you through the steps to take when you receive an IRS letter notifying you of…
Learn how cost segregation studies help property owners maximize deductions and improve immediate cash flow. See why this strategy works. This video explains the practical application of cost segregation studies for commercial real estate owners, specifically those managing self storage facilities. If you are looking for ways to optimize your…
