The IRS just opened a 90-day window for syndicated conservation easement settlements. Act now to avoid 40% penalties and a full deduction loss.

If you or your clients have participated in a syndicated conservation easement, this discussion is critical. We sit down with a former IRS insider who managed the actual enforcement campaign for these specific tax vehicles. She breaks down exactly what the agency is looking for and the reality of your current exposure.

This episode clarifies the risks of ignoring the current IRS settlement window. By understanding the enforcement landscape from someone who spent 20 years inside the agency, you can determine if your current tax position is secure or if you need immediate professional intervention. We cover the specific criteria that could trigger significant conservation easement penalties and how to evaluate your next move.

Subscribe for weekly tax strategy breakdowns and comment below if you have questions about current IRS enforcement trends.

My guest, Victoria Boon, spent over 20 years as an IRS Senior Revenue Agent and Subject Matter Expert inside the Large Business & International Division. She worked directly on the conservation easement enforcement campaign, helped train IRS revenue agents nationwide, and co-authored updates to IRS publications and Form 8824. Today she runs Boon Tax Group and Boon Tax Educators, where she helps taxpayers and tax professionals navigate what the IRS is doing next.

We cover what conservation easements are supposed to do, why syndicated deals went off the rails, what the courts are actually finding wrong, and — critically — what to do if you're sitting in one of these deals right now.

🔔 Subscribe for weekly tax strategy breakdowns: https://www.youtube.com/@taxstrategyplaybook

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📌 CHAPTERS

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00:00 Understanding Conservation Easements and IRS Scrutiny
08:25 IRS Settlement Window and Its Implications
12:34 Documentation and Compliance in Conservation Easements
18:23 Navigating IRS Audits and Client Strategies
23:46 Proactive Measures for Conservation Easement Participants
28:46 Common Misconceptions and Final Thoughts
31:10 Tax Strategy Playbook YouTube End Screen.mp4

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💼 ABOUT DAVID WIENER

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David Wiener is the founder of Cash Flow Strategies and a nationally recognized cost segregation and tax strategy expert. Every week on The Tax Strategy Playbook, he breaks down the strategies real estate investors and business owners use to legally keep more of what they earn.

📩 Work with David: David.wiener@cashflowstrategies.us

💼 LinkedIn: https://www.linkedin.com/in/davidwiener

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⚠️ DISCLAIMER

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This content is for educational and informational purposes only and does not constitute legal, tax, or financial advice. Consult a qualified tax professional before making any decisions related to your tax situation.

#ConservationEasement #TaxStrategy #IRSAudit #RealEstateTax #TaxPlaybook