Family office real estate decisions often run through the person a family trusts most, and that person is not always a tax specialist.
DJ Van Keuren explains who a newly wealthy family calls first. It may be the CPA, a neighbor who ran a business, a financial planner or an attorney. By his account, that is one reason a cost segregation study never gets raised.
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.