Free cost segregation, 179D and R&D analysis. No obligation, and I'll tell you if a study won't pay for itself.

Too Small or Too Old for Cost Segregation? Not True #costsegregation #realestate #taxdeductions

A cost segregation study is not ruled out because a property is small or old.

David Wiener walks through the cases where a study does not make sense. One is a planned sale in the near term without a 1031 exchange. The other is a passive loss the owner cannot use yet. He recommends talking with someone who knows cost segregation and with your own tax professional before deciding.

From The Tax Strategy Playbook with guest DJ Van Keuren of the Family Office Real Estate Institute.

Full episode: https://taxstrategyplaybook.com

No-cost analysis through CSSI: https://calendly.com/david-wiener/cs or 770-224-8504, option two

This is educational content, not tax advice for your situation. Talk to your tax professional.

Send a voicemail or question