Podcasts about cost segregation

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Best podcasts about cost segregation

Show all podcasts related to cost segregation

Latest podcast episodes about cost segregation

SMALL BUSINESS FINANCE– Business Tax, Financial Basics, Money Mindset, Tax Deductions
392 \\ How I Saved My Clients $100K in Taxes (3 Legal Strategies)

SMALL BUSINESS FINANCE– Business Tax, Financial Basics, Money Mindset, Tax Deductions

Play Episode Listen Later Jun 12, 2026 14:35


Are you paying more taxes than you should? In this episode, we break down three powerful tax strategies that can help business owners and real estate investors keep more of what they earn. You'll learn how Cost Segregation can accelerate deductions, how the Augusta Rule can create tax-free income, and how an Accountable Plan can turn everyday expenses into valuable tax savings. We also cover common mistakes, real-world examples, and the simple rules you need to follow to make these strategies work. If you're looking for practical tax planning ideas, smart tax strategies, and business finance insights that can improve your bottom line, this episode is for you. Don't leave money on the table. Listen now and discover which strategy could save you thousands this year.   Next Steps: ➡️ Overpaying your CPA and the IRS? Learn how to stop it in this free training: https://go.phillipsbusinessgroup.com/registration

Investor Fuel Real Estate Investing Mastermind - Audio Version
Cost Segregation Explained: The Real Estate Tax Strategy Most Investors Miss

Investor Fuel Real Estate Investing Mastermind - Audio Version

Play Episode Listen Later Jun 9, 2026 25:13


In this episode, Cody Crabb interviews Jason Melillo, CEO of KBKG, about how real estate investors can leverage cost segregation and tax strategies to maximize cash flow and reduce taxes. They explore practical tips for investors at all levels, including how to implement cost segregation, the benefits of 1031 exchanges, and common pitfalls to avoid.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true 'white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a "mini-mastermind" with Mike and his private clients on an upcoming "Retreat", either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas "Big H Ranch"? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

Financial Freedom for Physicians with Dr. Christopher H. Loo, MD-PhD

Disclaimer: Today's episode is sponsored by Gelt. Content is for educational purposes only. Not advice. Results discussed have not been vetted. Claims made by the guest have not been verified. The views expressed by the guest do not reflect those of the host or this show.—

#AskPhillip
Starting a Fund: The Final Harvest

#AskPhillip

Play Episode Listen Later Jun 5, 2026 10:21


Key Takeaways: Plan With the End Goal in Mind: Strong financial planning starts with knowing your long-term goals. Tax and investment decisions should support the outcome you want in the future. Use Cost Segregation for Early Tax Savings: Cost segregation can speed up depreciation and create larger tax deductions earlier on, especially for investments you plan to hold for many years. Think Ahead Before Selling Assets: Decisions about bonus depreciation and other tax strategies should be considered when you expect to sell an asset, since timing can affect future taxes. Goodwill Has Real Value: A business's reputation, customer relationships, and brand value are important assets. Properly valuing goodwill can improve tax outcomes during a sale. The Type of Sale Matters: Selling business stock and selling business assets are taxed differently. Careful planning before a sale can help reduce taxes and protect profits.   Chapters: Timestamp Summary 0:00 Planning Real Estate Partnerships: Buyouts and Exits 1:24 Weighing Bonus Depreciation and Cost Segregation for Real Estate Deals 4:14 Understanding Tax Implications of Business Asset and Stock Sales 5:14 Understanding Goodwill and Brand Value in Business Sales 6:28 Understanding Goodwill and Its Impact on Business Transactions 8:42 Tax Deductible Expenses and Expert Advice  Powered by ReiffMartin CPA and Stone Hill Wealth Management   Social Media Handles    Follow Phillip Washington, Jr. on Instagram (@askphillip)   Subscribe to Wealth Building Made Simple newsletter https://www.wealthbuildingmadesimple.us/   Ready to turn your investing dreams into reality? Our "Wealth Building Made Simple" premium newsletter is your secret weapon. We break down investing in a way that's easy to understand, even if you're just starting out. Learn the tricks the wealthy use, discover exciting opportunities, and start building the future YOU want. Sign up now, and let's make those dreams happen!   WBMS Premium Subscription   Phillip Washington, Jr. is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.

Investor Fuel Real Estate Investing Mastermind - Audio Version
How Real Estate Investors Use Cost Segregation to Save Big on Taxes

Investor Fuel Real Estate Investing Mastermind - Audio Version

Play Episode Listen Later Jun 1, 2026 21:31


In this episode, real estate tax strategist Bill Smith shares expert insights on maximizing federal tax deductions, cost segregation strategies, and emerging opportunities to boost investor profits. Learn how to legally shrink your tax bill and reinvest more into your real estate portfolio.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true 'white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a "mini-mastermind" with Mike and his private clients on an upcoming "Retreat", either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas "Big H Ranch"? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

Real Estate Espresso
Using AI In Real Estate Underwriting

Real Estate Espresso

Play Episode Listen Later May 27, 2026 7:05


Cost Segregation is the key to unlocking accelerated depreciation and all of the tax benefits that come from that. https://costsegregationguys.com/estateespressopodcast/Visit the Cost Segregation Guys to see how they can save you a ton on your taxes. ---------------On today's show we are talking about where AI can be useful in underwriting. The process of building a professional underwriting model for a real estate project has always been labor intensive. Not because the math is difficult, but because the information is fragmented.You might have architectural drawings in PDF format. A market study in another PDF. Construction pricing in a series of spreadsheets. Environmental reports, zoning summaries, utility studies, financing terms, lease comparables, demographic data, all living in separate silos.The challenge is not the formula. The challenge is translating information from one format into another without introducing errors.That's where artificial intelligence is quietly changing the economics of real estate development.----------------**Real Estate Espresso Podcast:** Spotify: [The Real Estate Espresso Podcast](https://open.spotify.com/show/3GvtwRmTq4r3es8cbw8jW0?si=c75ea506a6694ef1)   iTunes: [The Real Estate Espresso Podcast](https://podcasts.apple.com/ca/podcast/the-real-estate-espresso-podcast/id1340482613)   Website: [www.victorjm.com](http://www.victorjm.com)   LinkedIn: [Victor Menasce](http://www.linkedin.com/in/vmenasce)   YouTube: [The Real Estate Espresso Podcast](http://www.youtube.com/@victorjmenasce6734)   Facebook: [www.facebook.com/realestateespresso](http://www.facebook.com/realestateespresso)   Email: [podcast@victorjm.com](mailto:podcast@victorjm.com)  **Y Street Capital:** Website: [www.ystreetcapital.com](http://www.ystreetcapital.com)   Facebook: [www.facebook.com/YStreetCapital](https://www.facebook.com/YStreetCapital)   Instagram: [@ystreetcapital](http://www.instagram.com/ystreetcapital)  

Real Estate Espresso
Have You Mastered Skills In Real Estate?

Real Estate Espresso

Play Episode Listen Later May 22, 2026 5:14


Our sponsor is The Cost Segregation Guys. If you own investment real estate, you can improve cash flow and returns by accelerating depreciation. Cost Segregation is the first step. Learn more by connecting with them directly and get a discount because you came from the show. ------------On today's show we are talking about how to make more effective use of artificial intelligence in your Real Estate Investing business. This is a real estate show not an AI show. I realize we have been talking about AI a fair bit over the past year. It is because changes in capabilities are so monumental that quite frankly it would be irresponsible not to share. What we are learning on a daily basis through the adoption of new tools and techniques.Every time you ask a chat window to perform a task it has to figure out how to perform that task from scratch each and every time. Not only is that wasteful of resources, chances are high that it will not follow the exact same process each and every time.This is where it becomes important to introduce a new concept called skills. Skills are a repeatable set of instructions that you want performed the same way each and every time. Now the idea of skills may sound foreign or even scary. The fact is, skills are now part of the AI toolkit. Skills take you from 5% effective with AI to over 50% effective. There are so many skills that have been developed that there is no need to reinvent the wheel. There are libraries of skills on the internet that you can copy and adapt. There is no need to reinvent. In fact I would suggest that if you are new to using skills, you should start with already proven skills files that you can copy, read, understand, and use. From there you can modify them to suit your work process and then take a step further to create a skills file from scratch. But don't start typing a skills file from a blank page. Describe what you want to accomplish and ask AI to create the first draft of the skills file for you. This is the power of AI that will enable you to graduate from using AI as a glorified search engine to a truly productive member of your team. ------------**Real Estate Espresso Podcast:** Spotify: [The Real Estate Espresso Podcast](https://open.spotify.com/show/3GvtwRmTq4r3es8cbw8jW0?si=c75ea506a6694ef1)   iTunes: [The Real Estate Espresso Podcast](https://podcasts.apple.com/ca/podcast/the-real-estate-espresso-podcast/id1340482613)   Website: [www.victorjm.com](http://www.victorjm.com)   LinkedIn: [Victor Menasce](http://www.linkedin.com/in/vmenasce)   YouTube: [The Real Estate Espresso Podcast](http://www.youtube.com/@victorjmenasce6734)   Facebook: [www.facebook.com/realestateespresso](http://www.facebook.com/realestateespresso)   Email: [podcast@victorjm.com](mailto:podcast@victorjm.com)  **Y Street Capital:** Website: [www.ystreetcapital.com](http://www.ystreetcapital.com)   Facebook: [www.facebook.com/YStreetCapital](https://www.facebook.com/YStreetCapital)   Instagram: [@ystreetcapital](http://www.instagram.com/ystreetcapital)  

Anderson Business Advisors Podcast
Cost Segregation & Depreciation Recapture Explained

Anderson Business Advisors Podcast

Play Episode Listen Later May 19, 2026 65:32


In this episode of Tax Tuesday, Anderson Advisors' Barley Bowler, CPA, and Eliot Thomas, Esq., answer listener questions covering a broad range of real estate, retirement, and investment tax topics. They break down cost segregation studies and depreciation recapture, explaining how bonus depreciation accelerates deductions and how 1031 exchanges and stepped-up basis can help investors defer or eliminate gain entirely. They address whether vacated rental rooms can qualify as deductible office space, and walk through how multi-state 1099 income is taxed when a worker performs services in Kansas for California patients through a Utah company. Barley and Eliot also clarify how MAGI determines the taxable portion of Social Security benefits in retirement, and confirm that qualified retirement plan distributions are protected from California taxation once a taxpayer has established residency in Nevada. Additional topics include 529 college savings plans for children attending accredited foreign universities, combining Roth IRAs with a payroll strategy for minor children, when Schedule E versus Schedule C applies to short-term rental income, and the significant hurdles of qualifying for Trader Tax Status — along with an alternative C-corporation trading structure that may offer far greater and more reliable tax advantages. Tune in for expert advice on these topics and more! Submit your tax question to taxtuesday@andersonadvisors.com Highlights/Topics: [00:00] Intro to Tax Tuesday with Eliot and Barley [7:10] "I would like to know more about cost segregation and depreciation recapture on property sales." Cost segregation accelerates deductions upfront. Recapture taxes those gains at ordinary rates upon sale. [18:00] "At the beginning of this year, I moved into a new home. At my previous residence, I had been renting two rooms, and I am currently working to sublet them. I am still on the lease and committed to covering the cost of those two rooms until I find replacements. My question is: since I am continuing to pay for these rooms, would it be possible to classify them as office space and potentially use them as a tax deduction?" Have your business assume the lease directly. That creates a clean, legitimate deduction. [22:53] "My wife is doing remote 1099 work, and I had a question on where state taxes are due. We live in Kansas and she performs the work from a home office or rented office space in Kansas. She is performing this work through a contracting/locums company based out of Utah, but the current work she is providing is for patients in California. Do we pay KS or CA state income tax for this 1099 work?" Both Kansas and California claim the income. Kansas credits taxes already paid to California. [29:35] "Taxes in retirement: we know you can be taxed on Social Security. We don't know the details. How much can you make to avoid being taxed? Does the IRS include all incomes, passive and active? We just don't have details." Between 50–85% of benefits may be taxable. MAGI includes all income, even tax-exempt interest. [36:54] "I have been a Nevada resident for 2 years. I started my retirement from a California corporation this year. Can California tax my retirement benefits now that I am a NV resident?" No. Federal law fully protects qualified retirement benefits paid to Nevada residents. [40:55] "I am a business owner in Texas. My twin kids are growing up in a foreign country with their cousins. They may want to pursue higher education there. I haven't started a 529 college savings plan yet. If they decide not to go to college at an American university, what would be the best type of tax-sheltered account to invest in, for the kids?" 529 plans cover accredited foreign universities. Combine with a Roth IRA for maximum impact. [48:17] "Is it okay to use Schedule E to report short-term rental income?" Yes, if you provide only minimal services. Substantial services push income to Schedule C. [53:55] "For 2025 tax year, I made more than 800 trades - frequently - 3 days/week throughout the year. I made profits both from long-term investing and short-term trades. Am I eligible for Trader Tax Status and able to deduct my expenses in 2025 filing (I applied for extension)." Trader Tax Status is highly subjective and audit-prone. A C-corp trading structure is safer. Resources:

Investor Fuel Real Estate Investing Mastermind - Audio Version
How Cost Segregation Helps Real Estate Investors Save Big on Taxes

Investor Fuel Real Estate Investing Mastermind - Audio Version

Play Episode Listen Later May 8, 2026 19:07


In this episode, Scott Bursey interviews Dan Boyd of CSSI to explore how operational excellence and technology integration can transform real estate investment strategies. They discuss cost segregation, maximizing depreciation, and leveraging emerging tech for efficiency and growth.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true 'white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a "mini-mastermind" with Mike and his private clients on an upcoming "Retreat", either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas "Big H Ranch"? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

Get Diversified Podcast
The $10,000 Mistake: Why One Bad Review Can Kill Your Profits

Get Diversified Podcast

Play Episode Listen Later May 7, 2026 48:48


Think hotel investing is "passive real estate"? Think again. In this episode of Get Diversified, host Jacqueline Landry sits down with industry heavyweights Rikesh "Thunder" Patel and Kevin Kohler to expose the brutal operational realities of the hospitality world.Rikesh, a 20-year veteran with brands like Wyndham and IHG, explains why a single negative guest review is more than just a headache—it can represent a $10,000 loss in revenue. We go deep into the "Brand Trap," where companies like Marriott and Hilton can mandate million-dollar renovations (PIPs) on your dime, and the labor crisis where you must hire eight people just to keep one.Whether you are a seasoned investor or looking to diversify, this episode reveals why you must treat hotels as operating businesses first and real estate second.Timestamps[03:28] – Meet Rikesh "Thunder" Patel: From the family motel business to launching a 2026 fund.[08:26] – The Biggest Misconception: Why hotels are NOT passive real estate.[11:01] – The $10,000 Mistake: How guest reviews directly impact your P&L.[15:42] – The Brand Mandate: How Marriott dictates your renovation budget.[20:19] – AI in Underwriting: Why you can't trust the "hallucinating" machine with big deals.[26:45] – The Labor Crisis: Why you have to hire 6–8 people to find 2 who will show up.[38:58] – The Dark Side: Protecting your property from human trafficking and crime.[41:27] – Deal Structuring: Waterfalls, tax advantages (Cost Segregation), and avoiding capital calls.[47:20] – Thunder's 5 Rules for hotel investing success.

All Things PNW Real Estate
How Savvy Investors Pay Less Tax: Cost Segregation in Plain English

All Things PNW Real Estate

Play Episode Listen Later May 4, 2026 37:12


Attorney‑turned‑developer Dan DiCicco and lender‑vet Jody Cienfuegos break down how cost segregation and bonus depreciation can turn rental properties—especially in the PNW—into massive tax savings. We cover real‑world numbers, short‑term rental loopholes, depreciation recapture traps, and why parking lots and rehab projects might be your best friends this year.

Anderson Business Advisors Podcast
How To Do A Cost Segregation Study When It Saves You Money and When It Doesn't

Anderson Business Advisors Podcast

Play Episode Listen Later Apr 23, 2026 29:24


In this episode, host Toby Mathis, Esq., welcomes returning guest Chris Streit to break down the truth about cost segregation studies — when they work, when they don't, and who should consider one. Chris explains how cost seg studies accelerate depreciation by separating a property's components into shorter-lived assets, enabling large year-one deductions under bonus depreciation rules. They walk through a real-world example of a $500,000 duplex to illustrate potential tax savings, and discuss who qualifies to use those losses — including real estate professionals versus passive investors. The conversation also covers the best and worst property types for cost seg, how to use studies to offset rental income across a portfolio, and whether you can apply a study retroactively after a tax year has ended. Chris shares critical red flags to watch for when hiring a cost seg firm, including improper land valuation, lack of site visits, and insufficient substantiation — all of which can expose investors to serious IRS risk. Tune in for expert, no-nonsense guidance on one of real estate's most powerful — and misunderstood — tax strategies.  Highlights/Topics: 00:00 Intro - Bonus depreciation and year one write-offs 04:01 Who should consider a cost seg study 06:06 Example 500K duplex breakdown 10:00 Real estate professional versus passive investors 14:19 Best versus worst property types for cost seg 18:25 Red flags and bad cost seg providers 22:08 Importance of site visits and proper substantiation 25:20 The biggest mistake real estate investors make 27:32 How to get started with a cost seg study Share this with business owners you know Resources: CSA Partners (Chris Streit's company — cost segregation specialists): https://csap.com/ Request a FREE Cost Segregation Benefit Analysis: https://aba.link/594e87 Anderson Advisors Free Workshop (asset protection & business structure): https://aba.link/7gdd Anderson Advisors https://andersonadvisors.com/ Toby Mathis YouTube https://www.youtube.com/@TobyMathis Toby Mathis TikTok https://www.tiktok.com/@tobymathisesq Clint Coons YouTube https://www.youtube.com/@ClintCoons  

THINK Business with Jon Dwoskin
What Are You Good At: With Terry Judge, Cost Segregation & Tax Strategy Expert

THINK Business with Jon Dwoskin

Play Episode Listen Later Apr 22, 2026 22:36


Jon Dwoskin and Jeff Gunsberg talk with Terry Judge, Cost Segregation & Tax Strategy Expert and CEO of CORE Solutions Group about the overlooked power of cost segregation. Terry breaks down how this niche tax strategy helps real estate investors accelerate depreciation, unlock major tax savings, and boost cash flow—while staying fully IRS-compliant. He also shares insights on building a values-driven business and the mindset it takes to stand out in a crowded market. Key Takeaways: Cost segregation is a legal, IRS-backed strategy that accelerates depreciation to significantly reduce tax liability. Most CPAs don't offer it because it requires deep knowledge of tax law, engineering, and construction. Partnering with experts like CORE enables real estate investors to access hidden savings and avoid audit risk. Long-term business success comes from over-serving clients, building trust, and showing up with genuine care. Connect with Jon Dwoskin: Twitter: @jdwoskin Facebook: https://www.facebook.com/jonathan.dwoskin Instagram: https://www.instagram.com/thejondwoskinexperience Website: https://jondwoskin.comLinkedIn: https://www.linkedin.com/in/jondwoskin Email: jon@jondwoskin.com Get Jon's Book: The Think Big Movement: Grow your business big. Very Big! Connect with Jeff Gunsberg:Website: https://title-connect.com Connect with Terry Judge:Website: https://coresolutionsgroup.net *E - explicit language may be used in this podcast.

Investor Fuel Real Estate Investing Mastermind - Audio Version
Stop Overpaying the IRS: How Cost Segregation Helps Real Estate Investors Save Big on Taxes

Investor Fuel Real Estate Investing Mastermind - Audio Version

Play Episode Listen Later Apr 22, 2026 25:26


In this episode, Erik Oliver from Maven Cost Segregation explains how cost segregation can significantly reduce tax liabilities for real estate investors. He shares insights on the process, eligibility, and strategic benefits of accelerated depreciation, along with personal investment experiences.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true 'white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a "mini-mastermind" with Mike and his private clients on an upcoming "Retreat", either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas "Big H Ranch"? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

Cherry Bekaert: The Tax Beat
Cost Segregation & 179D Updates for Real Estate

Cherry Bekaert: The Tax Beat

Play Episode Listen Later Apr 21, 2026 20:05


2025 tax law changes are reshaping depreciation, energy incentives and cash‑flow planningIn this episode of the Tax Beat Podcast, Cherry Bekaert tax professionals explore recent developments benefiting cost segregation studies, the Section 179D Energy Efficient Commercial Buildings deduction (Section 179D), and bonus depreciation. Their discussion explains how these incentives help commercial real estate owners and capital‑intensive businesses accelerate deductions by shifting depreciation into earlier tax years — improving cash flow and supporting expansion, renovation and new construction projects.Key Topics Discussed Cost segregation fundamentals and accelerated depreciation Permanent 100% bonus depreciation and planning considerations QPP for manufacturers Section 179D basics and eligibility Section 179D opportunities for designers and tax‑exempt buildings Retroactive planning opportunities Construction timing and upcoming Section 179D deadlines Coordinating multiple tax incentives for maximum benefitThe panel covers how the return of permanent, 100% bonus depreciation has renewed interest in cost segregation studies, and how manufacturers may benefit from the newly enhanced Qualified Production Property (QPP) rules. The conversation ends with an emphasis on the value of a coordinated, full‑service approach to identifying and stacking multiple tax incentives while managing compliance and risk.Listen now to learn how cost segregation and Section 179D can work together to accelerate deductions, improve cash flow and help businesses adapt their tax strategies amid evolving legislation.

Real Estate Espresso
Cost Segregation with Nathan Resnick

Real Estate Espresso

Play Episode Listen Later Apr 18, 2026 13:07


Nathan Resnick is based in Park City Utah where he is with the Cost Segregation Guys, the number one cost segregation firm in the US. On today's show we are talking about how cost segregation can be used with bonus depreciation to improve the cash flow of your property significantly. To connect with Nathan you can email him at n@costsegregationguys.com or visit:  https://costsegregationguys.com/estateespressopodcast/-------------**Real Estate Espresso Podcast:** Spotify: [The Real Estate Espresso Podcast](https://open.spotify.com/show/3GvtwRmTq4r3es8cbw8jW0?si=c75ea506a6694ef1)   iTunes: [The Real Estate Espresso Podcast](https://podcasts.apple.com/ca/podcast/the-real-estate-espresso-podcast/id1340482613)   Website: [www.victorjm.com](http://www.victorjm.com)   LinkedIn: [Victor Menasce](http://www.linkedin.com/in/vmenasce)   YouTube: [The Real Estate Espresso Podcast](http://www.youtube.com/@victorjmenasce6734)   Facebook: [www.facebook.com/realestateespresso](http://www.facebook.com/realestateespresso)   Email: [podcast@victorjm.com](mailto:podcast@victorjm.com)  **Y Street Capital:** Website: [www.ystreetcapital.com](http://www.ystreetcapital.com)   Facebook: [www.facebook.com/YStreetCapital](https://www.facebook.com/YStreetCapital)   Instagram: [@ystreetcapital](http://www.instagram.com/ystreetcapital)  

Real Money Talks
W2 to Business Transition

Real Money Talks

Play Episode Listen Later Apr 17, 2026 9:12 Transcription Available


In this episode, Loral walks Jason through a w2 to business transition strategy designed to reduce taxes, lower healthcare costs, and create long-term wealth.Like many high-income earners, Jason is staying in his W2 role for one main reason: benefits. But as Loral explains, relying on a paycheck often limits your financial potential. A W2 to business transition opens the door to smarter tax strategies, including lowering payroll, leveraging health savings accounts, and having your company cover key expenses.If you're earning well but keeping less than you should, this episode will show you how a W2 to business transition can completely change your financial future.Loral's Takeaways:Discussion on Health Benefits and Tax Strategies (00:00)Navigating W2 Income and Healthcare Costs (03:17)Cost Segregation and Tax Planning (04:48)Forming an LLC and Tax Advantages (05:40)Transitioning from W2 to Business Income (07:03)Meet Loral Langemeier:Loral Langemeier is a money expert, sought-after speaker, entrepreneurial thought leader, and best-selling author of five books.Her goal: to change the conversations people have about money worldwide and empower people to become millionaires.The CEO and Founder of Live Out Loud, Inc. – a multinational organization — Loral relentlessly and candidly shares her best advice without hesitation or apology. What sets her apart from other wealth experts is her innate ability to recognize and acknowledge the skills & talents of people, inspiring them to generate wealth.She has created, nurtured, and perfected a 3-5 year strategy to make millions for the “Average Jill and Joe.” To date, she and her team have served thousands of individuals worldwide and created hundreds of millionaires through wealth-building education keynotes, workshops, products, events, programs, and coaching services.Loral is truly dedicated to helping men and women, from all walks of life, to become millionaires AND be able to enjoy time with their families.She is living proof that anyone can have the life of their dreams through hard work, persistence, and getting things done in the face of opposition. As a single mother of two children, she is redefining the possibility for women to have it all and raise their children in an entrepreneurial and financially literate environment. Links and Resources:Ask Loral App: https://apple.co/3eIgGcXLoral on Facebook: https://www.facebook.com/askloral/Loral on YouTube: https://www.youtube.com/user/lorallive/videosLoral on LinkedIn: https://www.linkedin.com/in/lorallangemeier/Money Rules: https://integratedwealthsystems.com/money-rules/Millionaire Maker Store: https://millionairemakerstore.com/Real Money Talks Podcast: https://integratedwealthsystems.com/podcast/Integrated Wealth Systems: https://integratedwealthsystems.com/Affiliate Sign-Up: https://integratedwealthsystems.com/affiliates Thanks for listening!Thanks so much for listening to our podcast! If you enjoyed this episode and think that others could benefit from listening, please share it using the social media buttons on this page.Do you have some feedback or questions about this episode? Leave a comment in the section below! Subscribe to the podcastIf you would like to get automatic updates of new podcast episodes, you can subscribe to the podcast on iTunes or Stitcher. You can also subscribe from the podcast app on your mobile device. Leave us an iTunes reviewRatings and reviews from our listeners are extremely valuable to us and greatly appreciated. They help our podcast rank higher on iTunes, which exposes our show to more awesome listeners like you. If you have a minute, please leave an honest review on iTunes.

Know Your Numbers with Chris McCormack
It's Not Too Late to Save Thousands in Taxes (Retroactive Cost Segregation Explained)

Know Your Numbers with Chris McCormack

Play Episode Listen Later Apr 9, 2026 16:46


What if your business could create its own insurance company, protect assets, and potentially reduce taxes?In this episode of the Know Your Numbers REI Podcast, CPA Chris McCormack reveals how retroactive cost segregation can unlock massive tax deductions—even if you've owned your property for years.Most investors think it's too late… but that's not true.Learn how to:• Legally “catch up” missed depreciation• Use IRS Form 3115 to maximize tax savings• Avoid costly mistakes many accountants overlook• Turn past losses into major tax write-offs todayIf you own real estate or a business property, this strategy could save you thousands (or more) in taxes.Don't let outdated advice cost you money, listen now.••••••••••••••••••••••••••••••••••••••••••••➤➤➤ To become a client, schedule a call with our team➤➤ https://www.betterbooksaccounting.co/contact••••••••••••••••••••••••••••••••••••••••••••Connect with Chris McCormack on Social MediaFacebook: https://www.facebook.com/chrismccormackcpaLinkedIn: https://www.linkedin.com/in/chrismccormackcpaInstagram: https://www.instagram.com/chrismccormackcpaJoin our Facebook Group: https://www.facebook.com/groups/6384369318328034→ → → SUBSCRIBE TO BETTER BOOKS' YOUTUBE CHANNEL NOW ← ← ← https://www.youtube.com/@chrismccormackcpaThe Know Your Numbers REI podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests.

Dr. Friday Tax Tips
Rental Depreciation, Cost Segregation, and Recapture

Dr. Friday Tax Tips

Play Episode Listen Later Apr 7, 2026 1:00


Dr. Friday explains standard depreciation periods for residential and commercial rentals. She also covers cost segregation benefits and why recapture should be part of long-term planning. Transcript G’day, I’m Dr. Friday, president of Dr. Friday’s Tax and Financial Firm. To get more info, go to www.drfriday.com. This is a one-minute moment. Rental properties continue to have depreciation rules: 27.5 years for residential and 39 years for commercial. Bonus depreciation may apply to improvements, although bonus rates decrease on schedule. Landlords can still use cost segregation studies. That’s big, because if you’re buying something and you want to do cost segregation, you can pull out air conditioners and other equipment for faster depreciation. But if you’re doing all that, you need to understand in the big picture you do have to do the other side, which is called recapture of depreciation. So make sure you’re saving money today and not putting a big old hole in your pocket tomorrow. You can catch the Dr. Friday Call-in Show live every Saturday afternoon from 2 to 3 p.m. right here on 99.7 WTN.

Investor Fuel Real Estate Investing Mastermind - Audio Version
How Cost Segregation Helps Rental Property Owners Reduce Taxes & Keep More Cash Flow

Investor Fuel Real Estate Investing Mastermind - Audio Version

Play Episode Listen Later Apr 2, 2026 22:48


AJ Lyons from DIY Cost Seg explains how cost segregation can significantly improve tax strategies for real estate investors. Learn what it is, who should consider it, common mistakes, and how to get started with affordable, online solutions.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true 'white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a "mini-mastermind" with Mike and his private clients on an upcoming "Retreat", either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas "Big H Ranch"? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

Investor Fuel Real Estate Investing Mastermind - Audio Version
How Real Estate Investors Use Cost Segregation, Tax Credits, and Capital Gains Deferral

Investor Fuel Real Estate Investing Mastermind - Audio Version

Play Episode Listen Later Apr 1, 2026 30:56


In this insightful interview, Scott Jillard and Justin Rupple share their journey from health insurance to tax strategies, focusing on helping small businesses and nonprofits leverage tax credits and deferral strategies. Learn how their innovative approach can unlock significant financial benefits and support long-term growth.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true 'white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a "mini-mastermind" with Mike and his private clients on an upcoming "Retreat", either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas "Big H Ranch"? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

Investor Fuel Real Estate Investing Mastermind - Audio Version
Real Estate Tax Strategy:Cost Segregation,Bonus Depreciation, & Building Your Brand

Investor Fuel Real Estate Investing Mastermind - Audio Version

Play Episode Listen Later Mar 26, 2026 20:42


Yonah Weiss shares insights on cost segregation, building a personal brand in real estate, and the importance of relationships in the industry. Learn how to leverage powerful tax strategies and grow your real estate business effectively.     Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true 'white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a "mini-mastermind" with Mike and his private clients on an upcoming "Retreat", either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas "Big H Ranch"? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

The Science of Flipping | Become a real estate investor | Real Estate Investing like Robert Kiyosaki
How Investors Legally Avoid Taxes with Cost Segregation | Jeff Hiatt

The Science of Flipping | Become a real estate investor | Real Estate Investing like Robert Kiyosaki

Play Episode Listen Later Mar 25, 2026 41:58


Today I sits down with cost segregation expert Jeff Hiatt to reveal a powerful tax-saving strategy every real estate investor should know. With over 25 years of experience and 25,000+ cost seg studies completed, Jeff has helped clients save billions by accelerating depreciation and keeping more cash in their pockets. We discuss how cost segregation works, who it benefits most, and how even small property owners can take advantage of it. From single-family homes to multi-unit apartments and commercial buildings, learn how this strategy can help you reduce or even eliminate your tax bill. Plus, Jeff explains bonus depreciation and offers insights for high-income earners looking to optimize tax savings through real estate.     Connect with Jeff Hiatt: Instagram: @depreciationdoctor Facebook: @depreciationdoctor Website: costsegs.com About Justin: After investing in real estate for over 18 years and almost 3000 deals done, Justin has created a business that generates 7 figures in active income through wholesaling and fix and flipping as well as accumulating millions of dollars of rental properties including 5 apartment buildings, 50+ single family homes, and 1 storage facility Justins longevity in real estate is due to his ability to look around the corners, adapt to changing markets, perfecting Raising private capital, and focusing on lead generation which allows him to not just wholesale and fix & flip, but also accumulate wealth through long term holds. His success in real estate led him to start The Entrepreneur DNA podcast and The Science Of Flipping podcast and education company, and REI LIVE where he's actively doing deals with members. He has coached and mentored thousands of aspiring and active investors over the last decade. Connect with Justin: Instagram: @thejustincolby YouTube: Justin Colby TikTok: @justincolbytsof LinkedIn: Justin Colby Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Mailbox Money Show
Webinar - 2026 Tax Secrets for Investors

Mailbox Money Show

Play Episode Listen Later Mar 23, 2026 60:02


Get my new book: https://bronsonequity.com/fireyourselfDownload my new special report - How to Use Inflation to Your Advantage - www.bronsonequity.com/inflationThis webinar replay from the Mailbox Money Show features Bronson Hill moderating an expert panel on the rise of private credit as a powerful, tax-efficient cash-flow alternative to traditional banking and Wall Street investments. The discussion explores how private credit fills lending gaps left by post-2008 regulations, offers faster capital access for businesses, delivers strong risk-adjusted yields (10–34% net in various models), and provides diversification across industries like litigation finance, medical receivables, real estate bridge lending, and merchant cash advances.Panelists:Yonah Weiss — Business Director of Madison SPECS, specializing in cost segregation studies that accelerate depreciation and generate massive tax deductions for real estate investors (especially under current 100% bonus depreciation rules).Kaaren Hall — Founder of UDirect IRA Services, a leading expert in self-directed IRAs and retirement accounts, author of the BiggerPockets Guide to Self-Directed IRAs, and advocate for using retirement funds to invest in alternative assets like real estate and private credit.Courtney Moeller — Oil & gas investment specialist focused on working interest deals that deliver significant upfront tax deductions (often 80–90%+) and ongoing depletion allowances to offset active, passive, and capital gains income.TIMESTAMPS0:40 - Welcome!1:36 - Event Overview3:19 - Panelist Introductions: Yonah Weiss, Kaaren Hall, Courtney Moeller5:02 - Audience Poll: Who You're Most Excited to See5:41 - 2026 Tax Secrets Overview6:05 - Yonha Weiss: Cost Segregation and Accelerated Depreciation7:30 - Kaaren Hall: Self-Directed IRAs and Retirement Accounts8:29 - Courtney Moeller: Oil and Gas Tax Benefits10:51 - Real Estate Professional Status and Active Income Offset12:20 - Holistic Tax Planning and Exit Strategies13:08 - Self-Directed IRA Asset Classes and Prohibited Transactions15:29 - Super Bowl Tickets in Roth IRA Example17:42 - UBIT/UDFI in Self-Directed IRAs and Syndications19:44 - Oil and Gas Risks and Operator Due Diligence21:55 - Planning Mistakes and Last-Minute Tax Fixes23:04 - Primary Residence vs Investment Property Depreciation24:57 - Single-Family and Vacation Rental Cost Segregation26:56 - Oil Price Impact on Returns and Break-Even Points28:05 - Bonus Depreciation on Gas Stations and Car Washes29:38 - Business Equipment and Section 179 Deduction31:32 - Roth IRA Conversion and Valuation Strategies32:58 - Audience Poll Results and Tax Strategy Discussion35:24 - Land Man Show and Oil & Gas Realities36:43 - Giveaway Announcement: Fire Yourself Book and Strategy Call39:02 - Wealth Forum Event in Scottsdale Announcement40:11 - Q&A: IRA-Owned LLC Prohibited Transactions42:25 - Q&A: Concurrent Investments by Spouses in IRAs44:39 - Q&A: Cost Segregation on Existing Properties46:48 - Q&A: Oil Price Effects on Current Returns48:07 - Q&A: UBIT/UDFI Filing and Leverage in Syndications50:08 - Q&A: Self-Directed IRA Oil & Gas Investments51:35 - Panelist Resources and Contact Info53:43 - Outro and Next Event TeaserJoint the Wealth Forum: bronsonequity.com/wealthConnect with the Guests:Yonah Weiss:LinkedIn: https://www.linkedin.com/in/cost-segregation-yonah-weiss/Website: https://www.yonahweiss.com/Kaaren Hall:Website: https://udirectira.com/Email: info@udirectira.comCourtney MoellerEmail: courtney@courtneymoeller.com#PrivateCredit#TaxStrategies#CostSegregation#SelfDirectedIRA#OilAndGasInvesting#PassiveIncome#RealEstate2026

Engel & Cabrera Present Boroughs & 'Burbs, the Real Estate Review
Cost Segregation | Boroughs & Burbs Ep. 222

Engel & Cabrera Present Boroughs & 'Burbs, the Real Estate Review

Play Episode Listen Later Mar 19, 2026 62:55 Transcription Available


On this episode of Boroughs and Burbs, we tackle one of the most powerful and often misunderstood tools in real estate investing: cost segregation. Joining us are Jason Melillo and Sumit Sharma of KBKG, a firm that has helped investors unlock billions in tax savings through strategic depreciation analysis. They explain how cost segregation works, why it can dramatically accelerate tax deductions, and which property types benefit the most. We also discuss bonus depreciation, IRS compliance, and common mistakes investors make when leaving money on the table. Whether you own multifamily, commercial, or short-term rental property, this episode breaks down how smarter tax planning can significantly improve cash flow and long-term returns.

Investor Fuel Real Estate Investing Mastermind - Audio Version
Bonus Depreciation Is Back: Cost Segregation Strategies for Rental Property Investors

Investor Fuel Real Estate Investing Mastermind - Audio Version

Play Episode Listen Later Mar 17, 2026 20:47


In this episode, Micah Johnson interviews Brian Kiczula about the booming field of cost segregation in real estate. They discuss how recent tax law changes, especially the big, beautiful bill, have increased interest and opportunities in cost segregation for properties under $20 million, including boutique hotels and short-term rentals. Brian shares insights on how investors can leverage cost segregation to maximize depreciation benefits, questions to ask providers, and the importance of strategic property acquisition and renovation planning.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true 'white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a "mini-mastermind" with Mike and his private clients on an upcoming "Retreat", either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas "Big H Ranch"? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

Investor Fuel Real Estate Investing Mastermind - Audio Version
How Real Estate Investors Legally Pay Zero Taxes (Cost Segregation & STR Loophole Explained)

Investor Fuel Real Estate Investing Mastermind - Audio Version

Play Episode Listen Later Mar 16, 2026 22:04


In this episode, Stetson Anderson from Imperial Tax Advisors shares expert insights on maximizing tax benefits for real estate professionals and investors. Discover strategies like cost segregation, real estate professional status, and the short-term rental loophole to optimize your tax savings and understand state-specific nuances.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true 'white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a "mini-mastermind" with Mike and his private clients on an upcoming "Retreat", either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas "Big H Ranch"? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

Commercial Real Estate Investing for Dummies
How to Reduce Taxes & Build Wealth with Multifamily Real Estate

Commercial Real Estate Investing for Dummies

Play Episode Listen Later Mar 11, 2026 15:53


Discover how real estate investors reduce their taxes to little or nothing and accelerate their wealth—using two powerful strategies built directly into the U.S. tax code. In this podcast, Peter breaks down cost segregation and 100% bonus depreciation, showing you exactly how they work and why savvy investors rely on them year after year.Key Takeaways:Cost segregation breaks your building into components you can depreciate fasterBonus depreciation lets you take those deductions all in the first yearA $7,500 cost seg study can produce a 632% ROI in tax savingsThese strategies are 100% legal and intentionally designed by CongressThis is how wealthy investors scale portfolios and reduce taxes

Grow Your Business and Grow Your Wealth
Episode 311: Multifamily Syndication and Cost Segregation

Grow Your Business and Grow Your Wealth

Play Episode Listen Later Mar 11, 2026 37:26


Ever feel like you can make good money and still lose the game because too much of it walks out the door?In this episode, Gary sits down with a multifamily investor who watched a massive real estate downturn up close, then rebuilt by learning how syndication works and how investors think about cash flow, taxes, and long-term ownership. They dig into cost segregation, bonus depreciation, and why mindset matters when you are running deals in a world you cannot control. 6 key takeaways → Market cycles are real, and over-leverage, plus building to sell instead of building to hold, can turn a boom into a brutal bust fast. → Syndication is one way investors pool capital to buy apartments together, starting smaller to build a track record before scaling up. → Know your role before you invest: general partners run the deal, limited partners stay passive, and the work plus risk profile is different. → Cost segregation can compress depreciation into a shorter window, which can create large write-offs when the math makes sense. → A resilient mindset is not motivational fluff; it is required because you do not control markets, interest rates, or tenant behavior. → The wealth game is not only income, but it is also retention: it is not about the money you make, it is the money you keep. If this episode sparked questions about real estate investing, syndication, or tax strategy, connect with Gary and share what you are trying to build. For more from the guest, start with YouTube by searching “Justin Brennan multifamily” and visit justincbrennan.com.

On The House with Spartan
Ep. 119: Cost Segregation and the One Big Beautiful Bill, with Richmond Stecker

On The House with Spartan

Play Episode Listen Later Mar 9, 2026 30:40


In light of the One Big Beautiful Bill, we wanted to invited Richmond Stecker back onto the podcast to discuss the intricacies of cost segregation and its implications for real estate investors in regards to this bill.Lindsay and Richmond cover the impact of the One Big Beautiful Bill, the significance of land value in deductions, and the necessity of proper planning and professional guidance to maximize tax benefits while minimizing risks.Connect with Richmond Stecker:Website: https://www.usacostsegregation.com/about Email: Richmond@usacostsegregation.comRevisit episode 104 with Richmond--To learn more about our full-service turnkey operations, check us out online at www.spartaninvest.comConnect with Spartan!Facebook: @spartanTURNKEYInstagram: @spartaninvestLinkedIn: @spartaninvestConnect with Lindsay!Facebook: @spartanlindsaydavisInstagram: @spartanlindsaydavis

Syndication Made Easy with Vinney (Smile) Chopra
Cost Segregation + AI: The Tax Advantage Investors Are Missing

Syndication Made Easy with Vinney (Smile) Chopra

Play Episode Listen Later Mar 7, 2026 0:51


What if AI could help investors unlock tax strategies faster than ever?   In this episode of Investor Impact: Power Talks with Vinney Chopra, Vinod Chopra — known to many as Vinney "Smile" Chopra — shares a fascinating conversation with accredited investors inside his InnerCircle mastermind. After building a real estate portfolio exceeding $1 billion and raising over $250 million in investor capital, Vinney now mentors investors on how to think smarter about deals, taxes, and technology.   During the discussion, Vinney highlights something that's quickly changing how sophisticated investors analyze opportunities — AI tools assisting with deal analysis and tax planning.   Vinney explains that even something as technical as cost segregation studies — a powerful tax strategy used in real estate — may soon be enhanced by AI tools that can analyze property details quickly and estimate potential depreciation benefits.   Inside this clip, you'll learn:   • How cost segregation can unlock major tax advantages in real estate • Why experienced investors analyze property details like square footage, building age, and improvements • How AI tools may help investors evaluate opportunities faster   Vinney's message is simple: smart investors combine experience, technology, and strong relationships to make better decisions.  

The Wealth Without Wall Street Podcast
Don't File Your 2026 Taxes Until You Watch This (Cost Segregation for 2025 Buyers) with Gian Pazzia

The Wealth Without Wall Street Podcast

Play Episode Listen Later Mar 5, 2026 31:50


Are you a real estate investor? If so, don't miss out on potential tax savings. In today's episode, Gian Pazzia joins Russ and Joey to discuss the benefits of cost segregation and why you should apply it before filing your 2026 taxes. Learn how to accelerate deductions, maximize your savings, and reduce your tax bill, all while taking advantage of new tax laws.Gian walks us through a detailed case study showing how someone can potentially save tens of thousands of dollars in taxes by doing a cost segregation study in their first year of owning property. He also shares insights on who should apply for cost segregation, the potential risks of missing out on deductions, and how this tax strategy works for different types of properties.Whether you're a seasoned investor or just getting started, this episode could help you take control of your tax situation and make smarter financial decisions.Top three things you will learn:-How cost segregation can help real estate investors save thousands in taxes-The difference between traditional depreciation and accelerated deductions through cost segregation-Who should and shouldn't use cost segregation, including key strategies for short-term rental investors and passive income earnersAbout Our Guest:Gian P. Pazzia is currently the Chairman & Chief Strategy Officer at KBKG and oversees all strategic initiatives for the company. He has over 25 years of experience in the specialty tax industry.Before joining KBKG, Gian worked at two of the Big Four accounting firms. At PWC in Chicago, he served on the National Cost Segregation Consistency Committee, where he was responsible for the development of their proprietary cost segregation software. He also developed their first in-house advanced engineering training program.Gian served as the President (2013-2015 term) of the American Society of Cost Segregation Professionals (www.ASCSP.org) and held a seat on their Board of Directors for a decade.Disclaimer: The opinions expressed on this podcast are solely those of the hosts and guests and do not constitute financial advice. Always consult a licensed professional for financial decisions.This episode is sponsored by a podcast show partner. We may receive compensation if you use links or services mentioned in this episode.The hosts may have a financial interest in the programs or services mentioned in this episode.Connect with Gian Pazzia:- Website - https://www.costsegregation.com/ (10% off for WWWS Podcast listeners with promo code WITHOUTWALLSTREET at checkout on their website)

Know Your Numbers with Chris McCormack
Revealing the Power of Cost Segregation: Why Most Investors Get Depreciation WRONG (with Tom Brodie)

Know Your Numbers with Chris McCormack

Play Episode Listen Later Mar 5, 2026 27:38


In this episode of Know Your Numbers, REI Podcast, Chris McCormack sits down with cost segregation expert Tom Brodie of Cost Segregation Services, Inc. to expose why most real estate investors — and even CPAs — get depreciation wrong.With over 60,000 studies completed nationwide, the reality is shocking: most property owners still don't understand how powerful cost segregation can be.Discover how to unlock massive first-year deductions, properly use bonus depreciation, and leverage the time value of money to create immediate cash flow. If you own rental or commercial property, this strategy could significantly reduce your taxable income. More deductions.More cash flow. Smarter investing.••••••••••••••••••••••••••••••••••••••••••••To connect with Tom, visit his Social Media Platforms:Facebook: https://www.facebook.com/tom.brodie.798Instagram: https://www.instagram.com/thefoundmoneyguy/LinkedIn: http://linkedin.com/in/thomas-brodieWebsite: thefoundmoneyguy.com••••••••••••••••••••••••••••••••••••••••••••➤➤➤ To become a client, schedule a call with our team➤➤ https://www.betterbooksaccounting.co/contact••••••••••••••••••••••••••••••••••••••••••••Connect with Chris McCormack on Social MediaFacebook: https://www.facebook.com/chrismccormackcpaLinkedIn: https://www.linkedin.com/in/chrismccormackcpaInstagram: https://www.instagram.com/chrismccormackcpaJoin our Facebook Group: https://www.facebook.com/groups/6384369318328034→ → → SUBSCRIBE TO BETTER BOOKS' YOUTUBE CHANNEL NOW ← ← ← https://www.youtube.com/@chrismccormackcpaThe Know Your Numbers REI podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests.

Get Diversified Podcast
EP# 104.2 | Making Money While You Sleep: The Reality of Passive Income | Dan Brisse

Get Diversified Podcast

Play Episode Listen Later Feb 19, 2026 14:54


 Are you tired of the "rat race" and working for a paycheck that gets eaten by inflation and taxes? In this episode, host Jacqueline Landry sits down with professional athlete turned real estate mogul Dan Brisse to deconstruct the actual mechanics of building generational wealth.Dan shares how he transitioned from being a professional snowboarder in a high-tax bracket to managing $170 million in equity through strategic real estate investing. We dive deep into the "secret sauce" of multifamily investing, including cap rate compression, bonus depreciation, and the mindset shift required to move from a "saver" to an "investor".In this episode, you'll learn:The Power of Multiples: How a $100k investment can turn into $180k or $200k in a 3–7 year hold.Tax Strategy: How Dan used "Cost Segregation" to lower his taxable income from $253k to $113k—saving $34k in a single year.Market Mechanics: Why rising interest rates affect property values and why the next three years could be the best buying opportunity since 2011.The BI Quadrant: Shifting from an employee/self-employed mindset to a business owner/investor mindset.Teaching the Next Generation: How to talk to your kids about passive income so they don't grow up dreading the "rat race".Connect with Dan Brisse:Website: Granite Towers Equity Group Resources Mentioned:Rich Dad Poor Dad by Robert Kiyosaki #PassiveIncome #RealEstateInvesting #Multifamily #TaxStrategy #FinancialFreedom #WealthBuilding  CONNECT WITH MORE-LAND: Website: www.morelandequity.comLinkedIn:www.linkedin.com/company/more-land-equity-capital/?viewAsMember=trueFacebook: www.facebook.com/morelandequityInstagram: www.instagram.com/morelandequity/SUBSCRIBE TO GET DIVERSIFIED PODCAST: YouTube: https://www.youtube.com/@morelandequitycapitalSpotify: https://open.spotify.com/show/3T9pkYD9u09vhUQEr4JdxCApple Podcast: https://podcasts.apple.com/ru/podcast/get-diversified-podcast/id1673834219DISCLAIMER: This podcast is for educational and informational purposes only. It is not intended as investment advice. Please consult with qualified financial, legal, and tax professionals before making any investment decisions. 

The Academy Presents podcast
Leveraging Cost Segregation to Maximize Wealth in Real Estate

The Academy Presents podcast

Play Episode Listen Later Feb 16, 2026 21:49 Transcription Available


In this episode of the Real Estate Investing Rocks, Angel sits down with cost segregation specialist Mark Gross of Cost Segregation Services Incorporated to unpack how real estate investors can strategically use cost segregation to accelerate depreciation and reduce tax liability.They discuss how the strategy applies to short term rentals, multifamily properties, and even house hacking situations, along with the importance of timing and understanding IRS guidelines.Topics CoveredWhat cost segregation really is and how it worksWhy the first year of ownership can create the biggest tax advantageHow bonus depreciation impacts investorsUnderstanding recapture and why timing mattersWhen cost segregation makes sense and when it does notHow house hackers can potentially benefit by segregating the rental portion of a propertyWhy investors should proactively plan instead of defaulting to straight line depreciationMemorable Quotes“Investing is a job. You need to line these things up so you do not find yourself in a tax laden situation.”“Reducing your tax liability does not mean you are doing something wrong. It just means you do not want to pay more than you legally have to.”Connect with Angel: https://www.linkedin.com/in/angel-williams-re/Connect with Mark: https://www.linkedin.com/in/jmarkgross/

The Academy Presents podcast
Cost Segregation Tips for Short-Term Rental Investors

The Academy Presents podcast

Play Episode Listen Later Feb 9, 2026 18:39 Transcription Available


In this episode of The Academy Presents: Real Estate Investing Rocks, Angel breaks down how real estate investors at every stage can level up by understanding cost segregation, especially within the short-term rental space. Joined by cost segregation expert Mark Gross of CSSI, the conversation dives deep into depreciation strategies, bonus depreciation timelines, STR classifications, CAPEX considerations, and why doing cost seg the right way can mean massive tax savings and peace of mind.Topics CoveredWhy 90% of millionaires invest in real estateWho the Real Estate Investing Rocks podcast is for, from beginners to seasoned investorsWhat cost segregation really is and who it benefitsHow short-term rentals are classified differently for depreciationThe difference between 27.5-year and 39-year depreciation timelinesBonus depreciation and what happens as it phases outWhy owning (not arbitraging) is required for cost segregationHow land value impacts depreciation calculationsWhy turnkey STRs can unlock additional depreciation opportunitiesHow furniture, fixtures, and furnishings factor into cost segCAPEX expenditures and when additional studies make senseHolding period considerations and recapture riskWhy site visits matter and the dangers of shortcut cost seg firmsIRS audits, documentation, and defending a studyHow cost segregation fits into a long-term buy-and-hold STR strategyQuotes“Insurance follows the property, and depreciation follows the details.”“Even when bonus depreciation goes away, cost segregation still creates real value.”“Short-term rentals are treated like hotels, and that changes everything.”“Don't skip the site visit. That's where the real depreciation is found.”Connect with Angel: https://www.linkedin.com/in/angel-williams-re/Connect with Mark: https://www.linkedin.com/in/jmarkgross/

The Raving Patients Podcast
The Top Tax Mistakes Dentists Make That Are Costing Them Millions

The Raving Patients Podcast

Play Episode Listen Later Jan 30, 2026 40:45


Most dentists assume that paying massive tax bills is just part of success — but that belief could be costing you millions. In this episode, Dr. Len Tau sits down with tax strategist Rachel Michaelov, Founder and CEO of Practice Wealth Partners, to uncover the most common (and costly) tax mistakes dentists make — and how proactive planning can legally reduce tax liability, sometimes all the way to zero. If you've ever written a painful check to the IRS and wondered if there's a better way, this episode is a must-listen.   What You'll Learn Why most dental CPAs are reactive — not strategic The dangers of disconnected bookkeeping, payroll, and tax prep How improper entity structure and payroll decisions raise audit risk Why buying equipment last-minute isn't real tax strategy How quarterly tax planning can dramatically reduce liability Common myths around audits, R&D credits, and tax strategies What dentists should demand from their accounting professionals   Key Takeaways 01:55 Top Tax Mistakes Dentists Are Making 03:00 Why Dentists Overpay Even With a CPA 03:40 The Cost of Disconnected Financial Teams 04:40 Enrolled Agent vs CPA: What's the Difference? 12:10 Why Retirement Plans Alone Aren't Enough 14:40 Buying Equipment vs Strategic Tax Planning 15:58 Choosing the Right Business Entity 20:05 Cost Segregation, R&D, and Advanced Strategies 24:40 How to Challenge Your CPA (Without Fear) 28:35 Do Tax Strategies Increase Audit Risk? 32:34 The Biggest Tax Myths Dentists Believe 34:00 Lightning Round with Rachel Michaelov   — Connect with Rachel

Weaver: Beyond the Numbers
Timing Your Cost Segregation Study for 2025

Weaver: Beyond the Numbers

Play Episode Listen Later Jan 29, 2026 4:28


Weaver: Beyond the Numbers
Timing Your Cost Segregation Study for 2025

Weaver: Beyond the Numbers

Play Episode Listen Later Jan 29, 2026 4:28


The Laundromat Resource Podcast
235. Here's How You're Leaving Money on the Table with Your Laundromat with Chris Pierce

The Laundromat Resource Podcast

Play Episode Listen Later Jan 28, 2026 58:58


Send us a textWelcome back to the Laundromat Resource Podcast! Today's episode is number 235, and trust us—you won't want to scroll past this one. Host Jordan Berry sits down with cost segregation expert Chris Pierce to break down an often-overlooked but incredibly powerful tax tool: the cost segregation study. While it might not sound thrilling at first, the potential to save (or keep) tens of thousands of dollars in your business gives this topic some real excitement—especially if you own or are looking to buy a laundromat.Together, Jordan Berry and Chris Pierce dive into how cost segregation, typically discussed in the real estate investing world, can supercharge laundromat owners' bottom lines. From defining depreciation and explaining “paper losses,” to showing you how to leverage tax savings for building your laundromat empire, they cover practical strategies you can act on right away. Whether you're new to the concept or you want more advanced tips, this episode promises actionable insights—and a few entertaining moments, too.Make sure to stick around for details about the upcoming live Q&A on cost segregation, where you can bring your own questions and dig even deeper. So grab your notepad, get ready to rethink your taxes, and let's jump into an episode that might just change the way you look at your laundromat investments!In this episode, Jordan and Chris discuss:00:00 "Cost Segregation: Save Money Today"04:13 "Tax Freedom Day Explained"08:29 "Tax Benefits of Depreciation"09:58 Tax Benefits of Cost Segregation15:41 "Leveraging Depreciation for Wealth Growth"19:13 "Land and Depreciable Basis Explained"22:12 "Cost Segregation Q&A Details"26:16 "Tax Benefits for New Businesses"29:21 Cost Segregation Methods Explained30:14 "Property Tax Savings Analysis Guide"36:08 "Cost Segregation Audit Support"37:45 "Choose the Right Tax Professional"43:07 "Real Estate Purchase Strategy Tips"46:13 "Boosting Tax Savings Through Depreciation"49:51 "Real Estate Tax Benefits Explained"51:27 "Cost Segregation Timing Explained"54:31 "Cost Seg Q&A Session"58:32 "Follow These Two Steps"

Anderson Business Advisors Podcast
Your Cost Segregation Will Fail Audit If You Miss These 5 Elements

Anderson Business Advisors Podcast

Play Episode Listen Later Jan 16, 2026 21:09


In this episode, Toby Mathis, Esq., interviews Chris Streit from CSA Partners about the five critical elements that cause cost segregation studies to fail under IRS audit. Chris, whose firm has completed tens of thousands of cost seg reports, reveals that 80% of studies contain fatal flaws that will not survive scrutiny. The conversation covers the importance of establishing proper real estate professional status or short-term rental qualification before taking accelerated depreciation. Chris explains why land value allocation is the first thing the IRS examines and how it must use county valuation at time of purchase—not rule-of-thumb percentages. They discuss the non-negotiable requirement for physical site visits with video documentation, the necessity of using current RSMeans software with local jurisdiction pricing (not outdated books or averages), and why having accessible audit support is crucial when the IRS comes calling. Chris emphasizes that the burden of proof is on the taxpayer, making professional documentation and expert backup essential. Tune in to learn how to protect your cost segregation deductions and avoid costly audit failures! Highlights/Topics: (00:00) - Introduction: Why Your Cost Seg Will Fail (00:54) - Element #1: Real Estate Professional Status (02:46) - Element #2: Land Value Allocation (09:06) - Element #3: Engineered Study & Site Visits (12:38) - Element #4: RSMeans Cost Data Requirements (15:39) - Element #5: Audit Support & Accessibility Share this with business owners you know Resources: Request a FREE Cost Segregation Benefit Analysis https://aba.link/vsh Tax and Asset Protection Events https://andersonadvisors.com/real-estate-asset-protection-workshop-training/?utm_source=your-cost-segregation-will-fail-audit-if-you-miss-these-5-elements&utm_medium=podcast Learn more about CSA Partners: https://csap.com/ https://csap.com/ Anderson Advisors https://andersonadvisors.com/ Toby Mathis YouTube https://www.youtube.com/@TobyMathis Toby Mathis TikTok https://www.tiktok.com/@tobymathisesq Clint Coons YouTube https://www.youtube.com/@ClintCoons

The Cashflow Project
Turbocharge Your Wealth with Cost Segregation and the Power of Tax Incentives - Gian Pazzia

The Cashflow Project

Play Episode Listen Later Jan 15, 2026 37:23


On this episode of The Cashflow Project, we're joined by industry leader Gian Pazzia, founder of KBKG and a nationally recognized expert in cost segregation. With over 25 years of experience, Gian shares his journey from structural engineering at Purdue to the Big Four accounting firms, and ultimately co-founding one of the leading tax-strategy firms for real estate investors. Gian breaks down how cost segregation works and why it's one of the most powerful tax-saving tools available to investors of all sizes. He covers how the strategy has evolved over the years, common misconceptions, and how modern technology—including AI—is reshaping the process. Whether you're new to real estate or scaling a large portfolio, this episode delivers practical insights on reducing taxes, improving cash flow, and using the tax code to build long-term wealth. [00:00] "Journey into Cost Segregation" [04:09] "Step Out and Take Risks" [10:00] "Real Estate Market Outlook" [11:04] "Tax Changes and Cost Segregation" [15:25] Active vs. Passive Investment Strategies [17:59] Using Depreciation in Real Estate [20:45] "Powerful Benefits of Real Estate" [24:15] "Cost Segregation for Small Properties" [27:33] "Check Show Notes for Details" [32:00] "Path to Financial Freedom Advice" [36:30] "Monthly Meetups for Networking" [36:59] "Like, Share, Subscribe, Act" Connect with Gian Pazzia! Website LinkedIn Instagram Connect with The Cashflow Project! Website LinkedIn YouTube Facebook Instagram

The Angel Next Door
Savvy Tax Strategies for Building Wealth and Minimizing Liabilities

The Angel Next Door

Play Episode Listen Later Jan 15, 2026 31:50


What's the secret to building financial resilience as an entrepreneur—and how do you make sure you're never caught off guard by life's curveballs? In this episode of The Angel Next Door Podcast, host Marcia Dawood sits down with financial strategist Leah Williams to tackle these questions head-on, exploring how proactive financial planning and tax strategies can empower you to take control of your wealth journey.Leah Williams brings her story of personal financial transformation—after weathering divorce and witnessing the power of good planning through family loss—to offer practical advice that goes beyond the basics. Her firm, Savvy Financial, is built on a mission to help people, especially women, become confident in their financial decisions, teaching them about insurance, investments, and the hidden levers of tax efficiency.From leveraged charitable deductions to accelerated depreciation and creative ways to involve family in your business, this episode is loaded with real, immediately useful strategies that anyone can apply. If you want to make smarter choices about your financial future and get inspired along the way, this is the episode for you. To get the latest from Leah Williams, you can follow her below!https://www.linkedin.com/in/leah-williams-chfc%C2%AE-clu%C2%AE-wmcp%C2%AE-aa007595/ https://www.savvyfinancialllc.com/ Sign up for Marcia's newsletter to receive tips and the latest on Angel Investing!Website: www.marciadawood.comDo Good While Doing WellLearn more about the documentary Show Her the Money: www.showherthemoneymovie.comAnd don't forget to follow us wherever you are!Apple Podcasts: https://pod.link/1586445642.appleSpotify: https://pod.link/1586445642.spotifyLinkedIn: https://www.linkedin.com/company/angel-next-door-podcast/Instagram: https://www.instagram.com/theangelnextdoorpodcast/Pinterest: https://www.pinterest.com/theangelnextdoorpodcast/TikTok: https://www.tiktok.com/@marciadawood

Growing Empires
2032: Best of Series: Cost Segregation

Growing Empires

Play Episode Listen Later Jan 1, 2026


Best of Series: Cost Segregation

The Lady Landlords Podcast
How Cost Segregation can save investors thousands of dollars with Yonah Weiss.

The Lady Landlords Podcast

Play Episode Listen Later Dec 30, 2025 43:51


In this episode, Lady Landlords founder, Becky Nova…Features Cost Segregation expert Yonah Weiss. He clearly explains how cost segregation works and the exact steps of the process.We review the pros and cons of getting the study done and how even a landlord with just a few properties can save a ton of money!Book a call here to learn more about Lady Landlords and speak with Becky Nova: https://rei.lady-landlords.com/networking-call===

Wake Up to Wealth
Unlocking Real Estate Wealth- Cost Segregation Explained

Wake Up to Wealth

Play Episode Listen Later Dec 19, 2025 36:47


In episode 52 of Wake Up to Wealth, Brandon Brittingham interviews Jeff Hiatt, as they explore the ins and outs of cost segregation studies, explaining how property owners can accelerate depreciation and maximize their tax deductions.Tune in to gain a deeper understanding of investing and financial strategies that can change your perspective on wealth. SOCIAL MEDIA LINKSBrandon BrittinghamInstagram: https://www.instagram.com/mailboxmoneyb/Facebook: https://www.facebook.com/brandon.brittingham.1/ Jeff HiattInstagram: https://www.instagram.com/depreciationdoctor/?hl=enLinkedIn:  https://www.linkedin.com/in/jeffreydhiatt/ WEBSITESBrandon Brittingham: https://www.brandonsbrain.org/home==========================SUPPORT OUR SPONSORS:Accruity: partner.accruity.com/brandon-brittinghamRocketly: https://rocketly.ai/

The Real Estate CPA Podcast
357. Cost Segregation Done Right: How In-Person Engineering Maximizes ROI with Edward Griffith

The Real Estate CPA Podcast

Play Episode Listen Later Dec 10, 2025 24:50


In this episode of the Tax Smart REI Podcast, Thomas Castelli and Nathan Sosa sit down with cost segregation expert Edward Griffith to break down what investors really need to know about cost segs—why engineering-driven, in-person studies deliver superior results, and how relying on cheap or software-only reports can quietly cost investors tens of thousands and increase audit risk. You'll learn: - What a cost segregation study actually is, why it matters, and which properties generate the biggest ROI - Why in-person, engineering-driven cost segregation consistently produces higher ROI and stronger IRS defensibility than software-only reports - How the timing of a study (including pre- and post-renovation) affects your tax strategy and bonus depreciation opportunities - What the full cost seg process looks like from start to finish, and how to ensure deductions actually show up on your tax return To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6 Subscribe to REI Daily & Enter to Win a FREE Strategy Call: go.therealestatecpa.com/41JuQBX Get the Year-End Tax Checklist: go.therealestatecpa.com/4pj63id The Tax Smart Real Estate Investors podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests. Any mention of third-party vendors, products, or services does not constitute an endorsement or recommendation. You should conduct your own due diligence before engaging with any vendor.

The Real Estate CPA Podcast
356. The Missing Step in Cost Segregation Putting Real Estate Investors at Audit Risk

The Real Estate CPA Podcast

Play Episode Listen Later Dec 3, 2025 24:15


In this episode of the Tax Smart REI Podcast, Thomas Castelli, Nathan Sosa, and Justin Shore unpack what's really happening inside today's IRS cost segregation audits - why certain studies get challenged, the patterns auditors are catching, and the hidden risks most investors never hear about. You'll learn: - The #1 issue auditors are flagging in cost segregation studies (and why software reports get hit hardest) - Why missing link that can tank a study's defensibility and lower your depreciation results - How recent updates and language in the IRS Cost Segregation Audit Technique Guide signal a shift in scrutiny - What the AmeriSouth case tells us about “quality” studies—and how to avoid repeating the same mistake - Whether software-driven providers might be becoming more conservative and what that means for your ROI Perfect if you want to understand how to protect your deductions, avoid audit headaches, and ensure your next cost segregation study is actually audit-ready. To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6 Subscribe to REI Daily & Enter to Win a FREE Strategy Call: go.therealestatecpa.com/41JuQBX Get the Year-End Tax Checklist: go.therealestatecpa.com/4pj63id The Tax Smart Real Estate Investors podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests. Any mention of third-party vendors, products, or services does not constitute an endorsement or recommendation. You should conduct your own due diligence before engaging with any vendor.

Real Wealth Show: Real Estate Investing Podcast
Cost Segregation Explained: How High Earners Can Save Big on Taxes

Real Wealth Show: Real Estate Investing Podcast

Play Episode Listen Later Nov 29, 2025 27:36


Cost segregation is powerful—but easy to misunderstand. CPA Mitchell Baldridge joins Kathy to break down how cost seg really works, who actually benefits, and how high income earners take passive losses. Before you chase big deductions, listen to this episode and learn how to make cost seg work in your favor. If you are interested in Cost Segregation, visit  www.RECostSeg.com/RealWealth and use promo code: REALWEALTH for 10% off.

Cloud Accounting Podcast
Intuit's $100m/yr OpenAI Deal & How Tech Companies Juice Profits

Cloud Accounting Podcast

Play Episode Listen Later Nov 22, 2025 60:43


Blake breaks down how AI can help with cost segregation and explains why AI currently works best on tasks that take humans 2-5 minutes. Michael Burry is betting against AI companies, claiming they're manipulating earnings by stretching server depreciation from 3-4 years to 5-6 years, adding billions to their bottom lines. Also covered: Intuit's $100 million annual OpenAI deal to integrate QuickBooks and TurboTax into ChatGPT, new bank evidence in the Rippling corporate espionage case, and a survey showing 10% of adults are acting on AI tax advice despite error rates up to 50%.SponsorsOnPay - http://accountingpodcast.promo/onpayRelay - http://accountingpodcast.promo/relayCloud Accountant Staffing - http://accountingpodcast.promo/casChapters(00:00) - Welcome to The Accounting Podcast (00:49) - Blake's Illness and Recovery (02:05) - Upcoming Topics (04:06) - Cost Segregation Explained (06:46) - AI in Cost Segregation (11:15) - AI's Current Capabilities and Limitations (19:10) - Intuit's OpenAI Deal (22:01) - Intuit's Strategy and Industry Implications (30:12) - Michael Burry's New Bet Against AI (31:21) - Depreciation and AI Companies (39:15) - Rippling vs. Deel: Corporate Espionage (42:44) - New Jersey's Alternative Pathways Bill (44:39) - AI's Role in Tax and Investing Advice (47:37) - Defining Audit Quality: PCOB's New Initiative (51:56) - FASB's Costly Lease Standard (56:13) - Ancient Accounting Systems in Peru (58:45) - Conclusion and Viewer Interaction  Show NotesComing soon!Need CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring The Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube: https://www.youtube.com/@TheAccountingPodcastSpotify: http://cloudacctpod.link/SpotifyPodchaser: http://cloudacctpod.link/podchaserStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/OvercastClassifiedsCollective by DBA - https://collective.cpa/ Want to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Let the listeners of The Accounting Podcast know by running a classified ad. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAdTranscriptsThe full transcript for this episode is available by clicking on the Transcript tab at the top of this page