Podcasts about cost segregation

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Latest podcast episodes about cost segregation

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

Investor Fuel Real Estate Investing Mastermind - Audio Version
How Real Estate Investors Use Cost Segregation & Proactive Tax Strategy To Legally Slash Taxes

Investor Fuel Real Estate Investing Mastermind - Audio Version

Play Episode Listen Later Nov 14, 2025 25:23


In this conversation, Kristen and Adam Remis, a CPA, discuss various strategies for real estate investors, focusing on cost segregation, tax benefits, and proactive tax planning. Adam emphasizes the importance of understanding tax laws, especially in light of recent legislation, and offers practical tips for tax preparation and resolving IRS debt. The discussion also highlights the prevalence of scams targeting taxpayers and the need for professional guidance.   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   —--------------------

Grow My Accounting Practice | Tips for Accountants & Bookkeepers to Grow Their Business

Show Summary: In this episode of Grow My Accounting Practice, we're joined by Gabriel Florentino, Client Development Director at Engineered Tax Services (ETS), to break down one of the most powerful – and often misunderstood – tax strategies available to businesses: cost segregation. Gabriel shares what ETS does as a national leader in specialty tax services and explains how cost segregation works to accelerate depreciation, improve cash flow, and unlock significant tax savings. He also dives into bonus depreciation, how it amplifies the benefits of a cost seg study, and why it's especially important in the current tax landscape. Listeners will learn who is the best fit for a cost segregation study – including real estate investors, commercial property owners, and the CPAs who advise them – and why partnering with ETS ensures accuracy, compliance, and maximum value. If you want to help your clients keep more of what they earn, this episode is your roadmap.   Website:https://portal.engineeredtaxservices.com/cost-segregation/quick-start   Corporate Partner:The Abundant Accountant - https://theabundantaccountant.com/ Profit First App Version 2.0 is here!  More Education. More Functionality. More Profit!

Rent To Retirement: Building Financial Independence Through Turnkey Real Estate Investing
$30K+ buyer incentives ends 11/14 Act now to secure 2025 tax deductions & HUGE RTR buyer incentives!

Rent To Retirement: Building Financial Independence Through Turnkey Real Estate Investing

Play Episode Listen Later Nov 7, 2025 20:44


It's crunch time for real estate investors — and this is your last chance to take advantage of Rent To Retirement's biggest end-of-year incentives ever!

#DoorGrowShow - Property Management Growth
DGS 314: Deduct Yourself Before you Wreck Yourself - Cost Segregation for Property Managers

#DoorGrowShow - Property Management Growth

Play Episode Listen Later Nov 7, 2025 27:08


What if you could take out a loan with 0% interest and invest that money for as long as you own your investment property? This is something that cost segregation can help real estate investors do. In this episode of the #DoorGrowShow, property management growth expert Jason Hull sits down with Daniel Boyd from CSSI Services to talk about cost segregation, one of the most powerful ways to uncover hidden tax savings for property owners and managers. You'll Learn [03:10] How Cost Segregation Works [08:54] Recent Changes to Depreciation Rules [11:59] Why Real Estate Investors Should Care About Cost Segregation [18:33] The Importance of Working with Tax Experts Quotables "The big idea here is there's things in the property that wear out fast and there's things that that wear out slow." "We love deductions because we want to pay as little tax as possible." "Wouldn't it be great to take a $100,000 loan with 0 % interest, invest it for as long as you own the property?" Resources DoorGrow and Scale Mastermind DoorGrow Academy DoorGrow on YouTube DoorGrowClub DoorGrowLive Transcript Dan Boyd (00:00) Wouldn't it be great to take a $100,000 loan with 0 % interest, invest it for as long as you own the property? And then when you sell the property, you give the loan amount back and you keep whatever you made on that investment. Jason Hull (00:06) I'm Jason Hull, CEO and founder of DoorGrow, the world's leading and most comprehensive coaching and consulting firm for long-term residential property management entrepreneurs. We have been helping people for over a decade and a half. At DoorGrow, our mission statement is to transform property management business owners and their businesses. We want to transform the industry, eliminate the BS, build awareness, change perception, expand the market, and help the best property management entrepreneurs win. Now, let's get into the show. My guest today is Dan Boyd. We're going to talk about cost segregation, one of the most powerful ways to uncover hidden tax savings for property owners and managers. you'll learn how to accelerate depreciation, apply repair regulations, and know when expenses can be written off immediately. These strategies can help you improve client cashflow, strengthen relationships, and stand out in the market. All right, Dan, welcome to the DoorGrow Show. Thanks so much for being here with you. So Dan, before we get into cost segregation, which is an interesting subject, that's... Dan Boyd (01:10) Thanks so much. Great to be here with you. Jason Hull (01:19) They had some changes recently, right? There's been some changes in depreciation thanks to Mr. Trump and all this stuff going on, right? The president, I think. So I'm curious what you have to say about that. But tell us, how did you get connected to this business? Give us some backstory on Dan. Dan Boyd (01:36) Sure, yeah, it's a little funny. I meet, you   bet, I meet people from time to time and they say, how on earth did you get into this line of work? Because it's not like anybody goes to school to work in cost segregation or at least cost segregation sales. know, tale as old as time, I knew somebody. And so I was working in the nonprofit sector. My goal was to become a superintendent. So I had gotten a doctorate in education and I was headed in the right direction. But I found out that the average superintendent lasts for about two years. Dan Boyd (02:05) and then they get run out of town for one reason or the other. And it's typically a very stressful two years. And so while it's a rewarding ⁓ position and the compensation is usually pretty good, I thought, why don't I just skip those two years and go into sales and consulting? And so somebody had told me, I think you'd be pretty good at this. And so I started selling cost segregation for our company. And then, There was an opportunity, they said, you know what, we needed to improve our training and our education, and you've got the perfect background. You understand what we do, but you also come from a world of education, so why don't you join us in that capacity? And so it's been a very good fit since then. Jason Hull (02:28) Got it. So you didn't wake up as like a kid in elementary school saying you wanted to do cost segregation. Dan Boyd (02:48) Believe it or not, no, I can't even say it was on the radar, right? There was like baseball player and then commando and maybe basketball player and football player. So like cost segregation wasn't anywhere near the top of that list. Jason Hull (02:53) Property management business coach was not on my radar back then either, so I get it. All right, cool. So let's get into the topic. So cost segregation, how do we uncover some hidden tax savings?  Dan Boyd (03:14) So the big idea here is there's things in a property that wear out fast and there's things in a property that wear out slow. But how do you know? And that's where we come in. So our job is to tell you with our knowledge of the IRS code and buildings, that's what makes us unique. We're very good at both of those things. ⁓ What's the value of everything in your property that wears out quickly? Once you know that, you get to write it off quickly. So let's say you buy an apartment building for a million dollars, Ordinarily, you're going to depreciate that whole building over 27 and a half years. Well, there's components in that property that are going to last three years, five years, seven years. So shouldn't you be able to write it off sooner? The answer is yes. And that was actually there's a landmark court case that led to this. And that was the big argument is, hey, we replace some of these components every five years. You're making us wait 39 years because it's a commercial property to depreciate it. And the court ruled in their favor and said, you're right. And so our job is to come in and really give somebody a huge deduction in the first year. Sometimes 25, 30, 40 % of the building value can be deducted as quickly as the first year. Jason Hull (04:28) Okay, got it. That's significant. Okay. And we love deductions because we want to pay as little tax as possible. Absolutely. Yeah. Yeah. Yeah. I love asking business owners. I say, what's the biggest expense in your business? Dan Boyd (04:34) We do. Absolutely. Yeah. If I have yet to meet somebody who's happy with the amount they have to pay and wouldn't reduce it if they had the chance. Jason Hull (04:49) And then they usually say payroll or staffing. And I say, no taxes, but then payroll. Yeah. they forget about it they don't think of it. It's like grabbing, right? Like you just assume it's there and you have to obey the laws. OK, you just move past it. It's like, well, my biggest expense is payroll because people are expensive. Well, yes, that's true. But if there's if you have deductions, right, if it's part of the tax code, you can legitimately I joke. Dan Boyd (04:55) Yep. And they forget about it because they don't think of it. It's like gravity, right? Like you just assume it's there and you have to obey the laws. And so you just move past it. Right. It's like, well, my biggest expense is payroll because people are expensive. Well, yes, that's true. But if there's if you have deductions, right, if it's part of the tax code, you can legitimately I joke like anybody cannot pay taxes. We help people not owe taxes. Jason Hull (05:17) Okay, yeah. So I was flying actually this weekend with my wife for the first time because she's working on her pilot's license. she wanted me to be in the plane with her and wanted me to experience flying with her. And so she doesn't have her license yet. So I got to sit in the back and she had her instructor next to her and they're flying. And her instructor, I was like this, you know, I was making jokes about how flying isn't. You know, it's pretty relaxing, pretty calm most of the time. And he said, well, I said, I thought it would feel like a roller coaster. He's like, do you want it to feel like a roller coaster? I'm like, sure. And so he does some fancy eight maneuvers or whatever. But what was interesting is when gravity disappeared, when I did not feel gravity anymore, I was like, I'm missing something that I'm so used to. I don't even know that it's there, but you notice it when it's gone quite a bit. Right? It was very noticeable to not have gravity and just be kind of sitting above my seat a little bit as we kind of dropped. And I was like, okay. So yeah, so taxes can be a little bit like gravity, I guess. Constant pressure. Dan Boyd (06:26) Yeah, and if all of sudden, you you were, yeah, if you were used to paying $100,000 in taxes and then all of sudden you didn't have to, you would notice that. That'd be a big deal. Jason Hull (06:33) Yeah, absolutely. Yeah, that would be great. All right. So what are the steps to making that happen?  Dan Boyd (06:42) So first thing is, ⁓ assuming that this makes sense, you've got to owe taxes and you need to hold your building for at least a couple of years. And I can get into why. But ⁓ if you wanted to see, does this make sense for me, just get an estimate. So find a reputable firm to work with that does engineering-based cost segregation.   And they'll send you an estimate. And they'll say, hey, we think you're going to get somewhere between these two numbers. And that's a high and a low end. And so in general, that's 25 % of what we call the building value. So subtract land out, right? Now you're just left with the building on that lot. That's what you get to depreciate. So if you've got an $800,000 building, maybe you paid a million, land is worth $200,000, subtract that out. So you got $800,000. And again, you'll get a range saying maybe you'll get somewhere between $180,000 up to $300,000 in depreciation. If you like the way that looks, the fee makes sense, and you owe taxes, and you can use it this year, then you proceed with that cost segregation study. And usually, I would say with our firm within two to four weeks, we give somebody a report. So we make it very simple. That report justifies the big deduction. So if somebody ever got audited, which is a pretty rare occurrence anyway, they would be able to explain, here's why we did this. This is legitimate. We worked with a firm that has real engineers that did this. And it gives the CPA what they need. know, CPA is not just going to say, okay, yeah, I'm going to give you a $200,000 deduction for fun. They have to feel comfortable because their signature is going on it. So it's our report that demonstrates to the CPA and to the IRS, this is a legitimate deduction within the tax code and this will stand up to an audit. Jason Hull (08:25) Cool, because we got to make sure that IRS is okay with this. I don't really care if the IRS is happy, but I don't want to be on their bad side either. I just want them to leave me alone. That's really, I think, the goal, right? Got it. Okay. So your company helps with this, right? CSSI. Yes. Okay, got it. Dan Boyd (08:28) Absolutely. If they're not happy, nobody's happy. Yeah, yeah, absolutely. Yeah, as long as they're well, I just want them to be happy with you. We're not unhappy with you. Yes. Jason Hull (08:53) Okay, so, are there different rules? I had mentioned at the beginning, maybe, I don't know, but I thought some rules that kind of change with depreciation and how it works, just recently.  Dan Boyd (09:05) They did. Yeah. So in ⁓ this most recent one big beautiful bill, there was a change that brought back what's called 100 percent bonus depreciation. So what does that mean? There's some misunderstandings and sometimes people assume that means you can deduct 100 percent of the building value. That's not the case. So I said there's stuff in a property that wears out fast and there's stuff that wears out slow. So the IRS has categories for that that they call useful lives. So there's a probably the most common categories that ⁓ Property managers are gonna need to be aware of are the five-year useful life and that's roughly the stuff inside the units and then there's the 15-year useful life That's the site improvement. So that's a parking lot. That's landscaping that signage. That's a fence. That's a pool Those kind of things the things on the common ground, right? so what that means is if something has a five-year useful life, you depreciate it over five years. So automatically, that's faster than 27 and a half. So that's accelerated depreciation, because we accelerated it from 27 and a half years to five years, and from 27 and a half to 15 years. Bonus depreciation lights a fire underneath those two categories. And so rather than waiting five years or 15 years, you get some percent of that value right now. So if we're in 100 % bonus year, it means you get 100 % of the five-year value and 100 % of the 15-year value right away. And so ⁓ if we just say, you know what, cabinets, countertops, crown molding, that kind of thing, swimming pools, parking lots, that's all gonna be accelerated. So if you had $500,000 in those two categories, rather than waiting five years or 15 years to get that money, you bonus depreciate it and get all of it this year. ⁓ We just came out of what's called a sun setting bonus period. so from 2022 to 20, I'm sorry, from 2017 to 2022, people got 100 % bonus depreciation. So if your property was placed in service as a rental in those years, it gets 100 % bonus period. Doesn't matter when you do the cost segregation. But in 2023, it started to go down 20%. So 2023 was an 80 % bonus year. 2024 was a 60 % bonus year. And the first 19 days of 2025 are a 40 % bonus year. So 100 % bonus depreciation kicks in on inauguration day. So they made it retroactive to the inauguration day. So if you bought Dan Boyd (11:27) 2023 was an 80 % bonus year, 2024 was a 60 % bonus year, and the first 19 days of 2025 are a 40 % bonus year. So 100 % bonus depreciation kicks in on Inauguration Day. So they made it retroactive to the Inauguration Day. So if you bought a property and placed it in service on January 20th or later, you get 100 % bonus depreciation.   Jason Hull (11:54) Cool. Okay. Right. So thank you, Donald. All right. So why should investors that are wanting to invest more care about cost segregation? Why should they be paying attention to this? Because I think this plays into their strategy, but some may not get it. Dan Boyd (11:56) Yeah. Great question. So the time value of money, if I could give you $100 today or $1 a day for the next 100 years, it's worth way more to you to get that money today because you can invest it, right? There's no inflation, yada, yada, yada. So the more tax deductions or reductions you can get early on, the more you're able to free up your capital and deploy it to grow your portfolio, right? to repair your property, to increase rent, to pay down debt. And that money is worth a lot more to you today. So if you can get 25 % of your building value back now, rather than in a quarter century, why wouldn't you do that? Jason Hull (12:56) Got it, okay. Let's do a quick word from our sponsor, Cover Pest. And then we'll continue. Cover Pest is the easy and seamless way to add on demand pest control to your resident benefits package for your property management company. Residents love the simplicity of submitting a service request and how affordable it is compared to traditional pest control options. Investors love knowing that their property is kept pest free and property managers love getting their time back and making more revenue per door. Simply put, Cover Pest is the easiest way to handle pest control issues at all your properties to learn more and to get special DoorGrow pricing, visit coverpest.com/doorgrow All right, cool. Check out Cover Pest. All right, so back to this idea of investors leveraging cost segregation. So this is going to allow them basically more money now means you can take that money, deploy it in more effective ways now   to grow it so you can have more of it later, right? Is kind of the idea.  Dan Boyd (13:59) Yeah, absolutely. ⁓ If you owe taxes right now and you own rental property, as long as you're going to hold that property for even just two or three years, you are going to make more money by taking more depreciation, reducing your tax burden, freeing up capital to reinvest and make some rate of return. And so as long as you can invest that money and earn a return, then you're going to benefit from doing this. Jason Hull (14:06) Yeah, same reason I file an extension every year. I wanna delay the IRS having access to any of the funds so that I can do more stuff with it before they get their hands on it, right? So more money faster and... Dan Boyd (14:38) There you go. Jason Hull (14:42) IRS later. Yeah, that's the ideal goal. Cool. So how do they make sure that they're making good decisions around all of this? This is where a company like CSSI comes in, I would imagine.  Dan Boyd (14:54) Yes, so we see ourselves as consultants. so in fact, just probably an hour ago, I was on the phone with somebody who couldn't benefit from a cost segregation. And it was really because he didn't owe enough in taxes. And I said, you just don't need this deduction right now because you don't owe anything. And so you'll be paying for the service to get a huge deduction. And that's great. But it only makes sense to have a big deduction if you have a lot of income. And so our job is to look at somebody's scenario and say, here's what we think your deduction will be, let's match that up with what's your tax liability? Do you owe a lot this year? Or maybe are you going to owe next year? Should you wait? And then how long are you going to own this property? Let's do the math and figure out, does this investment make sense? And so that's kind of the big one. My two litmus tests are, do you owe taxes? And are you going to own this property long enough to invest this? And the reason for that is when you take depreciation on a property, That's kind of the big one. My two litmus tests are, you owe taxes? And are you going to own this property long enough to invest this? And the reason for that is when you take depreciation on a property, whatever you take out, you owe back when you sell the property. That's called recapture. And so oftentimes people are afraid of that. But I think the best way to think of that is like a loan, right? The IRS loans you that depreciation. And then when you sell the property, you owe the depreciation back. But they don't charge you interest on that. And so Wouldn't it be great to take a $100,000 loan with 0 % interest, invest it for as long as you own the property? And then when you sell the property, you give the loan amount back and you keep whatever you made on that investment. Jason Hull (16:15) Okay, so how long is long enough to own the property then? Dan Boyd (16:25) It depends on your rate of return. And so if I give somebody, let's say, $100,000, and they can make 7.5%, as long as they pay less than $7,500 to get the cost segregation study, they're going to make money. And so that's usually how I do that math. And it's different for everybody. And sometimes they're not sure. And so I'll kind of walk them through. my tendency is to be a little cautious with it and say, if you're not sure, I don't want you to get into a situation where you're going end up owing more than you got in terms of your reduction in taxes and any benefit out of this. But I'd say a very comfortable break-even period is three years. Jason Hull (17:07) Okay, got it. Okay, so if they own it for at least three years, then it may make sense. They should probably be considering it. Especially if they owe taxes and they haven't figured out how to zero those out.  Dan Boyd (17:12) Yeah, absolutely. And if they plan to. Yeah, exactly. Because once you pay taxes, money's gone forever. You can't get it back. No, not at all. And if you, you know, if people are worried like, I don't want the depreciation, I don't want the depreciation recapture in the future. It's like, okay, well really what you're saying is you'd rather have that money in three years when you sell the property than have it now. And if that's true, that's fine. But then you're missing out three years of the time value of money of money. Right.  And if you're a decent investor, you could probably do something with that money, like grow it over the next three years.  Dan Boyd (17:55) Yeah, absolutely. In that example I used, you know, getting $100,000 in tax savings back for 7,500, it may cost less than 7,500. Jason Hull (18:05) So it could be a no-brainer, but you'll help them see that, which makes it probably a very easy product to sell to the right person.  Dan Boyd (18:08) Yeah, I try not to make it too complicated. We are in the tax world, right? It's tax and real estate, so it's kind of funky. But I just try to keep it high level and let people know, hey, here's what you're to deduct. So in other words, here's how much income you won't owe taxes on. And mathematically, does that make sense for you? And if so, let's talk about the next steps. Jason Hull (18:33) So what are the other big questions that people ask you when you are selling these services?  Dan Boyd (18:40) Great question. So the big one is, I going to get in trouble with the IRS? The answer there is no. So this is no more risky than even just, let's say, cost segregation. So our company's done in the ballpark of 55,000 studies. And we have not seen that this triggers an audit. And when the IRS asks to take a second look, they're usually just as part of due diligence. And so they don't reject the results. They don't have penalties or anything like that. They're usually just, you that's part of due diligence. And so they don't reject the results. They don't have penalties or anything like that. So it's pretty rare that somebody would even get an audit when they have a cost segregation done. The other, I would say like a typical safety concern, right?  Is people say, well, that's my CPA's job, right? They do that. a CPA, kind of depending on who your CPA is and how they operate. You might say it's not really their job to look for business strategies for you, right? Ways that you can deploy capital and invest it. Dan Boyd (19:39) They're preparing your taxes, right? That's really what they're allowed to do. So I think people often make that mistake of thinking that their CPA is their business coach. And plain and simple, they are not, unless you're paying them a lot of money to do that. And so we work with a lot of CPAs who do that type of consulting and work, and they refer their clients to us, because this is not something a CPA can do, because you've got to have an engineering background. And so unless your CPA went to school first to be an engineer and then a CPA. This is not in their wheelhouse. if their firm offers it, they're probably just working with a firm like ours and saying, OK, we'll pay for the study, and then we'll give it or sell it to our client. Jason Hull (20:29) They are not trying to do anything related to lowering your tax dollars. yeah. so we've been, and I have been able to wipe out our taxes just by getting really good tax advice, but it's never from our CPA or from our accountant. Yeah. So I would recommend anybody listening get. Dan Boyd (20:47) Yeah, as you would expect it to be. Jason Hull (20:50) If you have a CPA, awesome. And I highly recommend you go, if you're a business owner, get a profit first certified professional. I think that's a good early stage step to making sure you have financial health in your business. They're going to take things a little bit beyond just standard accounting, but go find a tax expert that's going to help you with tax stuff. And then you're going to need probably experts like CSSI. We used a special company that assessed our own property so we could rent it to ourselves using the Augustus rule and stuff like this. So there's niche companies that you can use that will help find more money for you.  Dan Boyd (21:29) It's, know, in ⁓ any line of work, there's specialties. And so, you know, in medicine, there's specialists, right? You've got your general practitioner, and they see you for normal things, right? You go there when you have a cold or for an annual checkup. But when something serious is going on, you always go to a specialist. And taxes are the same way. And so I'd say, you somebody's CPA is like their family doctor, and they should see that family doctor on a regular basis.   But we're the specialists. I would say we're probably most like a radiologist, right? Because we see things that other people don't see in terms of tax savings. And so that's our role. We don't prepare taxes. We prepare reports that help people not owe a lot of taxes. Jason Hull (22:10) Right. And there's a lot of different specialists out there and we've leveraged several financially and I'm sure there's more we're not even aware of that, you know, as Sarah and I grow and learn in our financial health, you know, that we will utilize. these are these are things that I would love everybody listening to be aware of. So I'm glad to have you here today. So did we miss anything that you think would be important for the audience to know about cost segregation? So, Dan Boyd (22:36) So, you know, why would like to your audience, why does this matter? And I'd say, if your clients don't hear about it from you, they're going to wonder why they're going to think my like, I trust this person with real estate, I would have expected them to know about this. And so Jason Hull (22:39) Yeah. Ooh, yeah. them to know about this. Yeah, they are expecting you to be the investment specialist. That's where you set yourself head and shoulders above just being a property manager where you're like, you know, a commoditized service. Then you're at that next rung on the ladder where you're an advisor, you're a consultant, they appreciate you. so, yeah, property managers could be leveraging CSSI. How can they leverage you guys? So a really easy way to get in touch with us is Dan Boyd (22:56) Yes. Yep. So a really easy way to get in touch with us is you   can just go to our website and there's a calculator there. And I think actually this is what would be even better. I think we have a landing page, especially for DoorGrow listeners. So people can go there and you can get information about a property. if you want information for a client, you could go there and you could submit a request and we will send you an estimate for that client, that property. With a discount for DoorGrow listeners. so, ⁓ yeah, there we go. So that's cssiservices.com slash DoorGrow. And ⁓ that's probably the best way, right? There's some basic information you can put in about the property and that will go to me and to one of our other reps, George Taylor. And we'll make sure to walk you through it, help you understand how you can talk to your clients about this so that you come across as the expert, right? We wanna, we don't need to take center stage. We wanna help you. And we'll make sure to walk you through it, help you understand how you can talk to your clients about this so that you come across as the expert, right? We don't need to take center stage. We want to help you be the be the expert and really deliver the great news to your clients. And again, if they hear this from you, they're going to say, that's why I work with this person. I work with them because they're looking out for me. They have my best interest in mind. And if they don't hear from you, then they'll say, wow, I wonder why, you know, why didn't they know about this? Or if they did know about it, why didn't they tell me? Jason Hull (24:33) Yeah, they're expecting you to be the investment specialist and it's a painful realization for them when they get advice outside on their property. That's a good idea and you didn't give it to them. So you want to be the one that delivers this good news. So ⁓ yeah, so that website address is C as in Charlie, S-S-I-S-E-R-V-I-C-E-S. So CSSI services dot com slash DoorGrow. Dan Boyd (24:48) Absolutely. Dan Boyd (25:08) And is that DoorGrow just ⁓ all one word? OK, gotcha. Yeah. So and I'd say, you know, doesn't there's no cost to getting the estimate to determine, hey, how much is how much could this save somebody in taxes? And so really no harm to getting that estimate and presenting it to somebody. And that way, even if they don't need it this year, they have that for decision making purposes in the future. That's part of tax planning to say, OK, this year, my taxes are taken care of. But next year might be a really big tax.   Jason Hull (25:18) Yes. Got it. And so the property manager could initiate this process for each of their properties. They could. Okay, got it. Very cool. Well, Dan, I appreciate you coming on the show. Glad we have this cool DoorGrow page. That was a nice surprise set up. Jason Hull (25:58) Anything else you want to Dan Boyd (26:00) I don't think so, other than I hope we can help all of your audience save their clients tens and hundreds of thousands of dollars in taxes this year, next year and beyond so that they've got more money to buy more properties and just continue to grow their portfolios. Jason Hull (26:14) Yeah, that would be some nice surprises. I don't think anybody's clients would complain about that. So, all right. Appreciate you being here on the DoorGrow show, Dan. All right. So if you've ever felt stuck or stagnant in your property management business and you want to take it to the next level, reach out to us at DoorGrow dot com. Also join our free Facebook community. It is just for property management business owners at DoorGrow club dot com. And if you would like to get the best ideas in property management, join our newsletter. Dan Boyd (26:19) I don't think so. You bet. Thank you, Jason. Jason Hull (26:43) by going to doorgrow.com slash subscribe. And if you found this episode even a little bit helpful, don't forget to subscribe and leave us a review or a positive comment on whatever channel that you saw or heard this on, we'd really appreciate it. And until next time, remember the slowest path to growth is to do it alone. So let's grow together. Bye everyone.  

Rent To Retirement: Building Financial Independence Through Turnkey Real Estate Investing
$30K+ buyer incentives ends 11/14 Act now to secure 2025 tax deductions & HUGE RTR buyer incentives!

Rent To Retirement: Building Financial Independence Through Turnkey Real Estate Investing

Play Episode Listen Later Nov 7, 2025 20:44


It's crunch time for real estate investors — and this is your last chance to take advantage of Rent To Retirement's biggest end-of-year incentives ever!

Creating Wealth Through Self Storage
Tax Advantages of Self-Storage Being A Storage Owner Including Cost Segregation

Creating Wealth Through Self Storage

Play Episode Listen Later Nov 7, 2025 18:17


One of the best things about owning investment real estate is the tax advantages it offers. Especially self-storage. Let's discuss some of the benefits today. Given the high cost of construction and the current interest rates, a clear and well-understood tax strategy could be the difference between a go/no-go on certain deals. **Self-Storage Turnaround Playbook** https://creatingwealththroughselfstorage.lpages.co/episode-476-four-steps-i-use-to-revive-a-self-storage-facility-non-fb/ **Startup Checklist** https://creatingwealththroughselfstorage.lpages.co/episode-475-self-storage-startup-checklist-4-steps-owners-miss/ **Cap Rate, ROI & IRR Calculator** https://creatingwealththroughselfstorage.lpages.co/episode_472_cap-roi-irr-worksheet-2/ **The 4 Critical Metrics Download** https://creatingwealththroughselfstorage.lpages.co/episode-474-4-critical-metrics/ **Five Mistakes PDF* https://creatingwealththroughselfstorage.lpages.co/episode-473-5-mistakes-new-owners-make-in-self-storage/ **Q1 2026 Virtual Self Storage Bootcamp Sign Up** https://creatingwealththroughselfstorage.lpages.co/2026-q1-live-virtual-bootcamp/ **December 6, 2025 Fast-Track Your Self-Storage Success — Free Live Webinar** https://creatingwealththroughselfstorage.lpages.co/2025-q4-webinar/ **Cap Rate, ROI & IRR Calculator** https://creatingwealththroughselfstorage.lpages.co/episode_472_cap-roi-irr-worksheet-2/ **Online Courses at The Quickstart Academy** https://TheQuickStartAcademy.com/ **Listen on Apple Podcasts** ** 5 KPIs we measure** https://creatingwealththroughselfstorage.lpages.co/top-5-kpi-ebook/ **My blog** Creating Wealth Through Self Storage **Facebook** https://www.facebook.com/markhelmselfstorage/ **Twitter** Tweets by MarkHelmSelfSt **The Storage World Analyzer** http://storageworldanalyzer.com/ **The QuickStart Academy Store** https://quick-start-academy.myshopify.com

Investor Fuel Real Estate Investing Mastermind - Audio Version
How Cost Segregation Saves Investors: Catch-Up Depreciation, Audits, and CPA Tips w/ Chris Streit

Investor Fuel Real Estate Investing Mastermind - Audio Version

Play Episode Listen Later Oct 21, 2025 22:40


The conversation delves into the recent changes in bonus depreciation, highlighting its permanence and the implications for property reporting. It emphasizes the risks associated with relying on quick online tools for property assessments, particularly in the context of IRS audits.   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   —--------------------

Anderson Business Advisors Podcast
Real Estate's Biggest Tax Loophole Cost Seg + 1245 Exchange Explained

Anderson Business Advisors Podcast

Play Episode Listen Later Oct 16, 2025 37:48


In this episode, tax attorney Toby Mathis sits down with Chris Streit, CEO of CSA Partners, to dive deep into cost segregation studies and how they can dramatically improve cash flow for real estate investors. They explore the biggest mistakes investors make with depreciation, explaining how the IRS treats properties as single assets when they're actually composed of multiple components that depreciate at different rates. Chris breaks down the mechanics of cost segregation studies, revealing how even a $200,000 rental property can generate $40,000 in year-one deductions instead of just $5,000-$6,000 annually. The conversation covers the impact of the One Big Beautiful Bill's reinstatement of 100% bonus depreciation, the differences between engineered studies versus software-generated reports, and strategies for minimizing depreciation recapture through 1245 exchanges. With over 20,000 studies completed and minimal audit issues, Chris provides expert guidance on audit-proofing returns, maximizing tax savings throughout the property lifecycle from acquisition to sale, and debunks common myths about depreciation timing and syndication eligibility. Highlights/Topics: 0:00 Biggest Mistake Real Estate Investors Make 5:15 Why Regular Investors Should Care About Cost Segregation 8:45 What is a Cost Segregation Study 12:20 Real Life Cash Flow Examples 15:30 Engineering Studies vs Software Studies 20:45 Audit Concerns and IRS Statistics 25:10 One Big Beautiful Bill and Bonus Depreciation 30:15 Depreciation Recapture and 1245 Exchanges 35:40 Cost Segregation and 1031 Exchanges 38:20 Advice for Investors 40:50 Cost Segregation on Syndications 42:30 Biggest Myths About Depreciation 44:15 Closing Thoughts Share this with business owners you know Resources: Learn more about Ryan Gibson and Spartan-Investors https://spartan-investors.com/ Schedule Your FREE Consultation https://andersonadvisors.com/strategy-session/?utm_source=real-estates-biggest-tax-loophole-cost-seg-1245-exchange-explained&utm_medium=podcast Tax and Asset Protection Events https://andersonadvisors.com/real-estate-asset-protection-workshop-training/?utm_source=real-estates-biggest-tax-loophole-cost-seg-1245-exchange-explained&utm_medium=podcast  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

Mornings with Joel: Commercial Real Estate Podcast
Amar Patel on Unlocking CRE Tax Savings | How Cost Segregation Boosts Cash Flow

Mornings with Joel: Commercial Real Estate Podcast

Play Episode Listen Later Oct 16, 2025 45:37


In this episode of the Mornings with Joel Commercial Real Estate Podcast, Amar Patel, Principal at KBKG, breaks down how commercial real estate investors can uncover hidden tax savings through cost segregation. Amar explains what cost segregation really is, how it works, and why it's one of the most powerful tools for improving cash flow and maximizing returns in CRE. He also shares real examples and insights that can help investors, developers, and property owners make smarter financial decisions. 

Jake and Gino Multifamily Investing Entrepreneurs
Kent Roers on Institutional vs Individual Real Estate Investors| Jake & Gino show

Jake and Gino Multifamily Investing Entrepreneurs

Play Episode Listen Later Oct 13, 2025 46:21


You'll learn why Kent chose individual investors over institutions, how he raised his first $1.5M for a 30-unit development, and the systems (EOS, vertical integration) that helped deliver consistent performance—averaging 19.7% annually across realized deals. We compare Institutional vs Individual Real Estate Investors on speed, control, red tape, and relationship capital, and dig into current market dynamics: 2024's supply bulge, concessions, and why disciplined builders could be positioned for a 2027 “2022-style” exit environment. We also cover buy-right criteria (jobs, income, net in-migration), operational updates every two weeks/quarterly, and practical first steps if you're moving from single-family into development. If you're weighing Institutional vs Individual Real Estate Investors, this conversation gives you a clear, operator-level playbook. Connect with Kent Roers: roerscompanies.comChapters:00:00 – Introduction00:42 – Institutional vs individual investors: real pros & cons02:46 – Starting in 2012: from SFR/lease-to-own to apartments06:29 – Laid off → first 30-unit development and raising capital10:49 – Assembling $1.5M equity & early investor objections18:16 – Deal flow today: referrals → Google Ads; average investor holds 8 projects24:14 – Where AI is actually helping (ops, accounting, leasing)29:44 – 2024 supply peak, concessions, and why Kent's still building45:30 – Gino wraps it up We're here to help create multifamily entrepreneurs... Here's how: Brand New? Start Here: https://jakeandgino.mykajabi.com/free-wheelbarrowprofits Want To Get Into Multifamily Real Estate Or Scale Your Current Portfolio Faster? Apply to join our PREMIER MULTIFAMILY INVESTING COMMUNITY & MENTORSHIP PROGRAM. (*Note: Our community is not for beginner investors)

REI Rookies Podcast (Real Estate Investing Rookies)
Cost Segregation for Real Estate Investors | Save Thousands in Taxes with Gian Pazzia

REI Rookies Podcast (Real Estate Investing Rookies)

Play Episode Listen Later Oct 9, 2025 33:08


Learn how cost segregation helps real estate investors save thousands in taxes. In this video, Gian Pazzia of KBKG breaks down how bonus depreciation, 1031 exchanges, and other real estate tax strategies can accelerate your wealth-building plan.In this episode of RealDealChat, Jack Hoss interviews Gian Pazzia, CCSP and President of KBKG — creators of CostSegregation.com — to uncover how investors use cost segregation studies to maximize deductions, reduce taxable income, and boost passive income from real estate.They cover when cost segregation makes sense, how to combine it with bonus depreciation, and why 1031 exchanges are still one of the best tools for scaling your real estate investing business.Key takeaways from this video:What is cost segregation and how it works for real estate investorsHow to save up to $40,000 in taxes using cost segregation studiesWhen to apply cost segregation vs a 1031 exchangeHow bonus depreciation impacts passive income strategiesThe truth about tax recapture and proactive planningWhy certified CCSP professionals matter for IRS compliance

UBC News World
Major Benefits in Cost Segregation Bonus Depreciation and the Big Beautiful Bill

UBC News World

Play Episode Listen Later Oct 9, 2025 6:38


Learn how the One Big Beautiful Bill's permanent 100% bonus depreciation transforms cost segregation into essential tax strategy, with real examples of six-figure first-year savings for commercial property owners. Federal Tax Credits ORG City: La Center Address: 1315 W E Pl. Website: https://federaltaxcredits.org/

The Real Estate Vibe!
Ep 208: How To Build Wealth With Strategic Cost Segregation

The Real Estate Vibe!

Play Episode Listen Later Sep 30, 2025 49:52


Send us a textIn this episode of The Wealth Vibe Show, host Vinki Loomba dives deep into the world of tax credits, incentives, and cost segregation strategies with industry expert Gian Pazzia. Gian shares his wealth of knowledge on how real estate investors can use cost segregation to unlock massive tax savings, accelerate wealth-building, and avoid costly mistakes. With over 25 years in the industry, Gian has helped thousands of investors take advantage of tax strategies to grow their portfolios and increase their net worth.How It Works: Breaking down property components into shorter depreciation categories (5, 7, or 15 years) for larger tax deductions.Cost Seg & 1031 Exchanges: How cost segregation interacts with 1031 exchanges and the importance of understanding depreciation recapture.Tax Credits Beyond Cost Segregation: Exploring energy-efficient tax credits (Section 45L, Section 179D) for developers.Depreciation Recapture: When cost segregation may not be ideal, especially for short-term property flips.Shifting Your Tax Mindset: Viewing taxes as a strategy for wealth creation rather than a burden.Episode Timestamps:00:00 - 01:12: Introduction01:12 - 05:15: Gian's Journey into Tax Strategy05:15 - 08:45: What is Cost Segregation?11:57 - 13:54: Cost Segregation & 1031 Exchanges17:05 - 18:45: Why Cost Segregation is Powerful18:45 - 20:16: The Return of 100% Bonus Depreciation34:53 - 37:23: Depreciation Recapture Explained45:28 - 47:43: Rapid Fire RoundWhere to Find Gian Pazzia:Website: www.costsegregation.comLinkedIn: https://www.linkedin.com/in/costsegregationservices/ 

The Real Estate Vibe!
[Preview] Ep 208: How To Build Wealth With Strategic Cost Segregation

The Real Estate Vibe!

Play Episode Listen Later Sep 29, 2025 0:53


Send us a textTune in to listen to the full podcast!Support the showFollow us @https://twitter.com/loombainvesthttps://www.instagram.com/loombainvesthttps://www.facebook.com/Loombainvesthttps://www.linkedin.com/in/vinkiloomba#realestate #realstateinvesting #multifamilyinvesting #passiveinvesting

Creating Wealth Real Estate Investing with Jason Hartman
2343: Long-Term Strategies for Ultimate Tax Deferral: Understanding Depreciation, Cost Segregation and Mastering 1031 Exchanges with Jack Evans

Creating Wealth Real Estate Investing with Jason Hartman

Play Episode Listen Later Sep 24, 2025 36:01


Jason addresses investors, first focusing on personal finance issues like taxes then discusses the current state and future of the housing market. He shares optimistic news regarding Federal Reserve rate cuts and the resulting positive impact on housing demand, predicting a surge in potential buyers and subsequent bidding wars due to low inventory. Furthermore, Jason presents data suggesting that existing homeowners are not in distress, indicating that a housing crash is unlikely, and notes that institutional investors are actively acquiring properties. Jason concludes by promoting an upcoming investor JHU event, property tour, and educational session focusing on real estate opportunities, including co-living, and invites listeners to join his Wednesday Masterclass. Jason welcomes Jack Evans, an enrolled agent and founder of Jack's Tax, to discuss tax strategies for real estate investors and the differences between CPAs and enrolled agents. Jack explains that enrolled agents are federally licensed tax professionals who focus on tax law, unlike CPAs who are state-licensed and perform business audits. He argues that enrolled agents may know tax law better than CPAs since they are not distracted by business operations. https://www.jax-tax.com/ #JackEvans #JacksTax #EnrolledAgent #CPA #TaxLaw #TaxCode #RealEstate #RealEstateInvesting #CreatingWealth #Taxes #Depreciation #TaxBenefits #TaxDeduction #LongTermRentals #ShortTermRentals #PassiveIncome #ActiveIncome #CommercialRealEstate #CostSegregation #CostSeg #DepreciationRecapture #CapitalGains #1031Exchange #TaxDeferral #SteppedUpBasis #RefiTillYouDie #CashOutRefi #DST #DelawareStatutoryTrust #OpportunityZones #IRS #TaxStrategies #NonCashWriteOff #Form8582 #BuyAndHold #MaterialParticipation Key Takeaways: Jason's editorial  What is your biggest leak 2:00 Rate cuts! 4:27 I got some personal news 5:22 Chart: Owner RE occupied assets & liabilities 7:44 Institutional investors are buying properties 8:42 Join us at the JHU event JasonHartman.com.Phoenix 10:31 Check our Ai Bot JasonHartman.com/Ai 11:37 Join our Wednesday Masterclasses every second Wednesday of each month JasonHartman.com/Wednesday   Jack Evans interview  12:31 Difference between CPAs and EAs 14:15 Meet Jack, depreciation and passive income 20:27 Cost seg studies 23:57 Long term depreciation analysis 28:00 10:31 Exchange benefits 29:35 Beautiful things about real estate and the DST 30:50 Jack's Tips to living the dream   Follow Jason on TWITTER, INSTAGRAM & LINKEDIN Twitter.com/JasonHartmanROI Instagram.com/jasonhartman1/ Linkedin.com/in/jasonhartmaninvestor/ Call our Investment Counselors at: 1-800-HARTMAN (US) or visit: https://www.jasonhartman.com/ Free Class:  Easily get up to $250,000 in funding for real estate, business or anything else: http://JasonHartman.com/Fund CYA Protect Your Assets, Save Taxes & Estate Planning: http://JasonHartman.com/Protect Get wholesale real estate deals for investment or build a great business – Free Course: https://www.jasonhartman.com/deals Special Offer from Ron LeGrand: https://JasonHartman.com/Ron Free Mini-Book on Pandemic Investing: https://www.PandemicInvesting.com

Saint Louis Real Estate Investor Magazine Podcasts
Building Wealth and Purpose Through Real Estate with Boo Maddox

Saint Louis Real Estate Investor Magazine Podcasts

Play Episode Listen Later Sep 23, 2025 39:56


Boo Maddox reveals how to scale with focus, energy, and vision. From 204 transactions to team leadership, he shares practical strategies, ethical insights, and inspiring lessons that prove wealth is about impact, not just numbers.See full article: https://www.unitedstatesrealestateinvestor.com/building-wealth-and-purpose-through-real-estate-with-boo-maddox/(00:03) - Introduction to The REI Agent Podcast and Guest Boo Maddox(00:21) - Boo Maddox's Journey: From Mortgage Lending to Top Real Estate Sales(01:10) - The Story Behind the Name "Boo"(02:22) - Early Career in Mortgage and Transition to Real Estate Sales(03:58) - Rapid Success: Selling 58 Homes in Eight Months(05:48) - Building a Mini-Team: Hiring Content Creators and Support Staff(08:52) - Scaling Business by Working with Investors(10:41) - Running a Team of 70+ Agents at Real Broker(11:44) - Serving Builders: Marketing, Pricing, and Manpower Strategies(13:25) - Land Acquisition: The Key to Controlling Builder Relationships(14:46) - Pricing Strategies for Builders and Phased Development(15:53) - Organic Content and Marketing for Builders(17:30) - Long-Term Goal: Becoming Utah's Go-To Builder Agent(17:57) - Considering Investment in Developments and Land Deals(19:19) - Ethics vs. Profit: Boo's Perspective on Rental Communities(21:16) - Family Goals: Rental Properties as Gifts for Children(22:30) - Tax Advantages: Bonus Depreciation and Cost Segregation(23:39) - Identifying Investor Goals: Cash Flow vs. Appreciation(24:38) - Working with Mom-and-Pop vs. Large-Scale Investors(25:26) - Preference for New Construction in Rental Investments(26:25) - Comparing New Construction vs. Burr Method Strategies(27:07) - Keeping the Main Thing the Main Thing(28:06) - New Construction Version of the BRRRR Strategy(29:23) - Challenges with Interest Rates and Exploring Midterm Rentals(30:24) - Creative Financing with Builder Concessions(31:52) - Focusing on Production in the First Two Years of Real Estate(34:12) - The Boulder Analogy: The Two-Year Grind Before Success(35:44) - Three Golden Nuggets: Simplify, Focus, Prioritize Energy(36:37) - Book Recommendation: Unreasonable Hospitality by Will Guidara(38:15) - Lessons from Apple and Disney on Experience vs. Specs(39:01) - Where to Find Boo Maddox Online(39:23) - Closing Thoughts from Mattias and Boo(39:39) - Outro and DisclaimerContact Boo Maddoxhttps://www.facebook.com/steven.maddox.79/https://www.instagram.com/boo_maddox/https://www.youtube.com/@boomaddoxhttps://www.linkedin.com/in/boo-maddox-a5aa50b4/Success is not just about the numbers but about creating meaningful impact, building strong teams, and living with purpose. Keep the main thing the main thing, and visit https://reiagent.com

Play Big Faster Podcast
#211: Avoid Paying Taxes: Augusta Rule & Cost Segregation Tips | Emil Abedian

Play Big Faster Podcast

Play Episode Listen Later Sep 18, 2025 55:19


How to avoid paying taxes legally becomes achievable when law firm owners implement strategic planning with the right CPA partnership. Emil Abedian, founder of Counsel CPAs and specialized accounting expert for attorneys, reveals the costly mistakes that leave lawyers overpaying hundreds of thousands annually. Most law firms miss critical tax deductions because they work with accountants who only prepare returns once yearly instead of providing year-round advisory services. Emil shares the shocking case of a $3 million law firm that lost $413,000 in overpaid taxes over four years by failing to implement pass-through entity tax elections. Law firm owners gain practical frameworks for cost segregation studies on real estate investments, short-term rental deductions that convert passive losses to active income, and the Augusta Rule strategy for tax-free rental income up to 14 days annually. This episode covers essential tax strategies specifically for attorneys: self-rental deductions for law firm buildings, bonus depreciation opportunities under new legislation, family payroll planning for children, and multi-state income allocation complexities. Emil explains how proper entity selection between S-Corp, LLC, and partnership structures dramatically impacts tax liability for legal practices. Perfect for law firm owners, solo practitioners, and attorneys building scalable businesses who want to keep more of what they earn. Emil demonstrates why working with specialized CPAs for law firms creates strategic partnerships that go beyond basic bookkeeping and payroll services. His book "Counsel to Counsel" provides additional frameworks for converting legal practices into profitable businesses. Listen now to stop leaving tax savings on the table and implement the same strategies successful law firm owners use to legally minimize their tax burden while building wealth through strategic planning.

Real Estate Investing For Professional Men & Women
Maximize Real Estate Tax Savings with Cost Segregation and Bonus Depreciation, with Gian Pazzia

Real Estate Investing For Professional Men & Women

Play Episode Listen Later Sep 17, 2025 39:16


Gian Pazzia is the Chairman & Chief Strategy Officer at KBKG, where he oversees all strategic initiatives for one of the nation's leading specialty tax firms. With over 25 years of experience in the cost segregation industry, Gian is a recognized authority in his field and a former President of the American Society of Cost Segregation Professionals (ASCSP). During his tenure, he spearheaded the publication of the first technical standards for cost segregation reports and worked closely with the IRS on audit techniques, repair regulations, and landmark tax cases. As one of the first professionals in the U.S. to earn the Certified Cost Segregation Professional (CCSP) designation, Gian has provided expert testimony before the IRS and has been published in journals such as Accounting Today, AICPA's Tax Advisor, and Bloomberg Tax. Before joining KBKG, he worked at two of the Big Four accounting firms, helping to develop proprietary cost segregation software and advanced training programs. Today, Gian is a sought-after speaker who has educated thousands of CPAs and real estate professionals nationwide. In this episode, Gian and I dive into the world of cost segregation and its powerful role in boosting cash flow for real estate investors. We explore how accelerating depreciation can save investors significant money on taxes, why bonus depreciation is such a game-changer, and how even small property owners can benefit. Gian also shares insights into energy efficiency tax incentives, how technology and AI are making cost segregation more accessible, and why running real estate like a true business is the key to long-term wealth.   What You Will Learn: Who is Gian P. Pazzia, and how did he become one of the nation's leading experts in cost segregation? What exactly is cost segregation, and how can it accelerate depreciation to maximize investor cash flow? How has bonus depreciation reshaped the tax landscape for real estate owners? What practical examples show the impact of cost segregation on small and mid-size properties? How KBKG's software empowers everyday investors to take advantage of strategies once reserved for large institutional players. What energy efficiency tax incentives are available to multifamily investors and developers? Why treating real estate like a business—and leveraging the right tax strategies—is critical for building lasting wealth. Gian's story is proof that expertise, strategy, and innovation can transform the way investors approach real estate. Whether you're a new landlord with a duplex or a seasoned multifamily developer, this episode will give you practical tools to minimize taxes, maximize cash flow, and grow your portfolio more effectively.   Links & Resources: Email Address: gian.pazzia@kbkg.com Facebook: https://www.facebook.com/KBKGTaxIncentives/ X: https://twitter.com/KBKG LinkedIn: https://www.linkedin.com/company/kbkg/ Youtube: https://www.youtube.com/user/KBKGinc Discount for listeners: Use code MASSIVE2025 at checkout for 10% off KBKG's residential cost segregation software.   Attention Investors and Agents Are you looking to grow your business? Need to connect with aggressive like-minded people like yourself? We have all the right tools, knowledge, and coaching to positively effect your bottom line. Visit: Join GIA Team | The Global Investor Agent Team to see what we can offer and to schedule your FREE consultation! Our NEW book is out…order yours NOW! Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift? Get your copy here: https://amzn.to/3SV0khX   HEY! You should be in class this coming Monday (MNL). It's Free and packed with actions you should take now! Here's the link to register: https://us02web.zoom.us/webinar/register/WN_sNMjT-5DTIakCFO2ronDCg  

Apartment Building Investing with Michael Blank Podcast
MB489: Keep More. Pay Less. Scale Faster. How Smart Investors Save Six Figures on Taxes with Cost Segregation - With Sean Graham

Apartment Building Investing with Michael Blank Podcast

Play Episode Listen Later Sep 15, 2025 33:05


If you're serious about building wealth through real estate, you can't afford to ignore the tax side. In this episode, CPA and active investor Sean Graham breaks down how cost segregation and bonus depreciation can save you (and your investors) tens or even hundreds of thousands in taxes—without changing your investment strategy. We cover how to use cost seg the right way, why most CPAs are doing it wrong, and what high earners need to know about the latest tax bill that could bring back 100% bonus depreciation. Whether you're a GP looking to raise smarter or an LP trying to boost after-tax returns, this episode is non-negotiable.Key TakeawaysWhat Cost Segregation Actually Does for YouReclassifies components of a property to accelerate depreciation over 5–15 years instead of 27.5 or 39.Allows investors to take massive deductions in year one—sometimes more than the cash they put into the deal.Creates phantom losses on K-1s that can offset other passive income or gains.Bonus Depreciation: What It Is, and Why It Matters100% bonus depreciation (introduced in 2017) allows investors to deduct qualifying property in year one.It's phased down since 2023 but may return under new legislation.Huge benefit for both LPs and GPs—particularly when paired with proper tax strategy.Using Cost Seg to Raise Capital More EffectivelySmart GPs use depreciation estimates during the raise to attract savvy investors.Many LPs care more about the tax benefits than the projected cash flow.For deals over $1M, cost seg should be factored into your underwriting and pitch.The “Look-Back” Strategy for Missed DepreciationAllows owners to retroactively apply cost segregation—even years after purchase.No need to amend prior tax returns; benefits can be taken in the current year.Especially powerful when strategic timing aligns with real estate professional status.Avoiding Common CPA MistakesMany CPAs aren't familiar with real estate—leading to missed deductions and bad advice.Make sure your tax pro understands real estate-specific strategies like bonus depreciation, short-term rental loopholes, and REPS.Ask the right questions: Do they know how to handle depreciation recapture? Real estate professional status? IRA investing?How to Work with a Cost Segregation Firm the Right WayInvolve a cost seg firm early—before closing—so you can plan ahead and market benefits to investors.Studies typically cost $5K–$10K, but often result in six-figure tax savings.Smaller properties can use a “condensed engineering study” for reduced fees without sacrificing IRS compliance.Connect with SeanMavenCostSeg.com/Blank Connect with MichaelFacebookInstagramYouTubeTikTokResourcesTheFreedomPodcast.com Access the #1 FREE Apartment Investing Course (Apartments 101)

The Academy Presents podcast
Why Quality Matters in Cost Segregation with Diana Gipe

The Academy Presents podcast

Play Episode Listen Later Sep 15, 2025 20:41


What does it mean when a cost segregation company has zero IRS disallowances in 18 years of business—and why does that matter more than ever with the IRS forming dedicated cost seg review teams? In this episode, Angel Williams sits down with Diana, Director of Operations at Core, to discuss why quality matters more than price in cost segregation services. Diana explains Core's rigorous engineering process, including on-site property visits and detailed documentation that has resulted in zero disallowances over 18 years. She reveals how the IRS has formed specialized cost segregation review teams as bonus depreciation approaches its sunset, and shares practical strategies like lookback studies for older properties and piggyback studies for renovations. This conversation covers the difference between fly-by-night operators doing "virtual walkthroughs on cell phones" versus professional engineering firms, plus Core's additional services including tax credits and disposition studies. [00:01 - 06:00] Quality vs. Price in Cost Segregation Why Core's 18-year track record with zero IRS disallowances matters for audit protection How the IRS has formed dedicated cost segregation review teams as 100% bonus depreciation sunsets The difference between $2,000 "trunk of the car" operators and professional engineering firms [06:01 - 12:00] Engineering Process and On-Site Visits Why Core's engineers visit every property instead of relying on virtual walkthroughs How detailed documentation includes everything from flagpoles to flooring materials The value of engineers advising on CapEx spending before renovations begin [12:01 - 17:00] Lookback and Piggyback Studies How 481 forms allow one-time lookback studies for properties purchased 3-5 years ago Why piggyback studies can accelerate depreciation on completed renovations separately The strategic timing of cost segregation for capital improvement projects [17:01 - 20:40] Beyond Basic Cost Segregation Services Disposition studies for properties undergoing major renovations or demolition Additional tax credit services: 45L credits, 179D credits, and green retrofits How Core acts as a "business consulting firm" rather than just a cost segregation provider Connect with Diana and Core: https://www.linkedin.com/in/dianagipe/ Key Quotes: "Out of that 18 years, we've had zero disallowances. And that's because our engineers take this serious. A lot of them have worked internally for the IRS." - Diana Gipe "It's like winning the lottery. Do you want your money now or later? It's yours. Just take it now while it's still here." - Diana Gipe Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!  

Investor Fuel Real Estate Investing Mastermind - Audio Version
How to Use Short-Term Rentals to Offset Taxes & Build Wealth

Investor Fuel Real Estate Investing Mastermind - Audio Version

Play Episode Listen Later Sep 9, 2025 20:58


In this engaging conversation, Danielle Michel, a CPA and serial entrepreneur, shares her journey into real estate investing, her strategies for maximizing profits through short-term rentals, and the importance of tax strategies in real estate. She discusses her experiences with property management, the advantages of short-term rentals, and how to navigate tax laws to benefit investors. Danielle also touches on her diverse entrepreneurial ventures, showcasing her passion for business and innovation. 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 Academy Presents podcast
The Short-Term Rental Loophole and Advanced Cost Segregation with Gian Piazza

The Academy Presents podcast

Play Episode Listen Later Sep 5, 2025 21:48


What if you could use cost segregation tax benefits with just 100 hours of work instead of 750—and still keep your high-paying W-2 job? In this advanced episode, Angel Williams continues her conversation with Gian Pia from KBKG to explore sophisticated tax strategies that most investors never discover. Gian reveals the short-term rental loophole that allows W-2 employees to materially participate with only 100 hours instead of the nearly impossible 750-hour real estate professional requirement. They dive into the complexities of 1031 exchanges with carryover basis, why you need a real estate-specialized CPA, and how passive income limitations actually work in practice. This conversation also covers KBKG's audit support services and provides a discount code for listeners ready to implement these strategies. [00:01 - 06:00] 1031 Exchange Complications and CPA Selection How carryover basis and excess basis work in complex exchanges Why you need a CPA who specializes specifically in real estate investing The critical questions to ask accountants about cost segregation knowledge and willingness [06:01 - 11:00] Real Estate Professional Status Reality Check Why W-2 employees almost never qualify for real estate professional status The 750-hour requirement plus the "more than any other business" rule How even documented proof may not be enough for IRS approval [11:01 - 16:00] The Short-Term Rental Game Changer How short-term rentals (30-day average stays) fall under hospitality rules The 100-hour material participation requirement vs. 750 hours for traditional rentals Why this allows high-income W-2 employees to use cost segregation benefits against ordinary income [16:01 - 21:15] Practical Implementation and Audit Protection How passive income limitations work across all rental properties KBKG's included audit support services with their $500 software Discount code: ACADEMY2025 for 10% off at costsegregation.com Connect with Gian: LinkedIn: Gian Piazza (the only one in the world!) https://www.linkedin.com/in/costsegregationservices/ Website: costsegregation.com Key Quotes: "There's way too much in the tax code to understand it all unless you niche down and you focus on one or two industries." - Gian Piazza "Most of the people in the accounting world don't just offer up information to you. You have to ask the right questions to get the information." - Angel Williams   Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!  

JKP Holdings Note Investing: Responsible Investing
Ep 141 Tax Advantages Real Estate vs Notes | Mathew Owens

JKP Holdings Note Investing: Responsible Investing

Play Episode Listen Later Sep 5, 2025 55:02


Tax Advantages: Real Estate vs NotesCPA and investor Matthew breaks down the smartest strategies in today's evolving note market. From high-yield interest rate arbitrage to legally-structured wrap notes, Matthew shares insider methods to defer taxes, avoid legal disaster, and multiply your cash flow with compounding reinvestments. He also highlights major risks with non-disclosure, judicial states, and usury law violations — while pointing to opportunities in crypto, AI, and alternative assets. Whether you're a note broker, note investor, or just entering seller financing, this is a masterclass you can't afford to miss.To obtain this week's Real Estate Notes Show guest Mathew Owens's information, use this link https://bit.ly/4oRl7Er**Never Miss a Live Show**, Add our Calendar to yours! Google - https://bit.ly/3Djr8GL Apple/Outlook - https://bit.ly/3Dhj9tyWe Buy Notes go to our site for more information! FAQs and Submit Your NoteWatch this video on Youtube: Watch VideoOur new Website Updated Tools, Resources, Bid Calculator, Education and over 100 assets for sale: ⁠https://www.jkpholdings.com/note-investor-education⁠Youtube Channel: https://www.youtube.com/c/JKPholdingsllc?sub_confirmation=1Upcoming Live Webinars: https://www.jkpholdings.com/webinarsDME (Diversfied Mortgage Expo) Note Conference Video Recordings - ⁠PurchaseSOCIAL MEDIAFB Group: https://www.facebook.com/groups/EastCoastDistressedNoteInvesting/Facebook: https://www.facebook.com/JKPHoldings/Linkedin: https://www.linkedin.com/company/jkp-holdings-llc#noteinvesting #mortgagenotes #investor #mortgagenote #realestate #realestateinvestor[00:00:00] Show Intro and Guest Update[00:04:12] Youth Entrepreneurship and Business Camp[00:07:23] Note Market Shift and Supply Surge[00:10:04] Why Experienced Investors Turn to Notes[00:13:06] Interest Rate Arbitrage Demystified[00:16:30] Using Notes to Defer Taxes[00:19:42] Smart Depreciation and Cost Segregation[00:23:33] The Augusta Rule and Tax Tricks[00:27:15] When to Sell vs. Create a Note[00:30:02] Risks in Seller Financing Structures[00:33:45] Real Estate vs. Notes: Headaches Compared[00:37:18] Wrap Notes and Regulatory Crackdowns[00:40:57] Hidden Dangers in Non-Disclosure[00:44:01] Why Legal Paperwork Can Save You[00:47:03] Reinvesting Note Payments for Compounding[00:49:15] AI, Job Loss, and Real Estate Impact[00:51:31] Crypto, CBDCs, and Market Disruption[00:54:31] Episode Wrap-Up and Takeaways

Investor Fuel Real Estate Investing Mastermind - Audio Version
Unlock Hidden Tax Savings with Cost Segregation | Real Estate Pros Show

Investor Fuel Real Estate Investing Mastermind - Audio Version

Play Episode Listen Later Sep 3, 2025 16:38


In this episode of the Investor Fuel Podcast, host Leo Wehdeking speaks with CPA Dawn Polin, who specializes in real estate incentives, particularly cost segregation. Dawn discusses her approach to helping small investors maximize their returns through innovative software solutions and emphasizes the importance of customer service and automation in her business. She shares insights on handling pressure during tax season, her future goals of leveraging technology, and the significance of building strong client relationships in the real estate industry.   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 Academy Presents podcast
Cost Segregation, Energy Incentives, and Tax Strategies with Gian Piazza

The Academy Presents podcast

Play Episode Listen Later Sep 3, 2025 22:08


What if you could use cost segregation not only to accelerate depreciation, but also to reduce capital gains taxes and even offset income across multiple properties? In this episode, Angel Williams continues her conversation with Gian Piazza from KBKG to dig deeper into advanced tax strategies. Gian explains how energy efficiency incentives like Section 179D and PACE loans work, what passive investors need to know before starting, and why planning ahead for recapture and 1031 exchanges is so important. You'll also learn how small property owners can now access tools once reserved for big investors, and how long-term planning creates significant wealth-building opportunities. [00:01 - 05:00] Beyond the Basics of Cost Segregation How smaller property owners can now leverage cost segregation The phase-out of energy tax incentives and what it means for investors Section 179D deductions explained for larger commercial projects [05:01 - 10:00] Energy Incentives and Financing Options How PACE loans finance energy retrofits while preserving capital Pairing loans with deductions for additional leverage Property tax considerations with energy-focused financing [10:01 - 14:30] First Steps for New Rental Owners What investors should do immediately after buying a rental property Why choosing the right tax advisor makes all the difference How passive investors approach deductions differently [14:31 - 18:00] Offsetting Income and Capital Gains Using cost segregation across multiple properties to reduce tax liability How deductions can offset both passive income and capital gains When cost segregation may not be the right choice [18:01 - 22:30] Recapture, 1031 Exchanges, and Long-Term Strategy What depreciation recapture means and why it matters How 1031 exchanges help protect investors from recapture The wealth-building strategy of exchanging until step-up in basis Connect with Gian: https://www.linkedin.com/in/costsegregationservices/ Key Quotes: “Passive investors have to be careful—you need the right structure to actually benefit from cost segregation.” – Gian Piazza “If you're thinking long-term, exchanges and planning for recapture are just as important as the deductions you get up front.” – Angel Williams Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention you're part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

The Mark Perlberg CPA Podcast
EP 120 - What is Cost Segregation & When do we Use It?

The Mark Perlberg CPA Podcast

Play Episode Listen Later Sep 2, 2025 25:50 Transcription Available


Send us a textCost segregation stands as the most powerful tax strategy for real estate investors, allowing identification of property components that can be depreciated faster than the standard 27.5 or 39-year schedules.• Typical cost segregation studies reclassify 25-30% of a property's value for immediate write-off through bonus depreciation• Without cost segregation, investors typically write off only about 3% of purchase price in year one• Two key scenarios maximize benefits: real estate professional tax status and short-term rental properties• Non-passive losses created can offset W-2 income, business profits, or capital gains from other real estate• Business owners who own their buildings can use cost segregation to offset business profits• Investors can put down 10% on short-term rentals and potentially get their entire down payment back in tax savings• Depreciation recapture means paying taxes on previous deductions when selling, making exit strategy planning important• Cost segregation studies typically cost $3,000-$6,000 but can save tens or hundreds of thousands in taxes• Studies can be done retroactively – not just in the first year of ownershipFor a personalized opportunity report showing how cost segregation could save you money, visit https://ProsperalCPA.com/opportunityreport. To learn foundational tax planning concepts, get our free Ultimate Tax Planning Checklist at TaxPlanningChecklist.com.

The Academy Presents podcast
How Small Property Investors Can Finally Use Cost Segregation With Gian Piazza

The Academy Presents podcast

Play Episode Listen Later Sep 1, 2025 21:33


What if you could get $44,000 in extra tax deductions in year one instead of spreading them over 27 years—and it only cost you $500 to make it happen? In this episode, Angel Williams sits down with a cost segregation expert from KBKG to explore how new technology is democratizing tax benefits that were previously only available to million-dollar property owners. He explains how cost segregation works by identifying building components that wear out faster than the standard 27-39 year depreciation schedule, and reveals how their revolutionary $500 software makes these studies accessible to properties as small as $150,000. This conversation breaks down the time value of money concept, explores the 10-year window for implementing cost segregation, and discusses exciting expansions into commercial properties that will help even more small-town investors maximize their tax benefits.   [00:01 - 06:00] Cost Segregation Fundamentals and Process How cost segregation speeds up depreciation by identifying shorter-lived building components The difference between 27-39 year straight-line depreciation and accelerated write-offs Real example: turning $10,000 annual deductions into $54,000 first-year deductions Why the IRS requires qualified engineers and the detailed documentation process [06:01 - 12:00] Breaking the Million-Dollar Barrier How KBKG's software democratizes cost segregation for properties under $1 million The revolutionary $500 online tool that works for residential properties with 6 units or less Why properties as small as $150,000 can now benefit from cost segregation The 15-minute online process that generates IRS-audit-tested reports [12:01 - 17:30] Timing and Property Considerations The 10-year window for implementing cost segregation on existing properties Why refinancing doesn't reset your depreciation basis How the software works for individual properties but requires separate studies for each Special considerations for friends with mixed residential and commercial portfolios [17:31 - 21:30] Future Expansion and Market Impact Plans to expand software capabilities to commercial retail properties within 6-12 months How small-town investors buying up main street properties will benefit The paradigm shift from helping only large investors to serving everyone   Connect with Gian: https://www.linkedin.com/in/costsegregationservices/   Key Quotes:   "I want to save taxes now, not later... don't pay Uncle Sam early. Why pay him earlier than you have to?" - Gian Piazza   "Not paying out cash today is the same thing as being able to hold those dollars... not giving out money is the same as putting it in your pocket." - Angel Williams   Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

Real Estate Investor Growth Network Podcast
266 - Recession-Proof Investing: The Power of Mobile Home Parks with Jack Martin

Real Estate Investor Growth Network Podcast

Play Episode Listen Later Aug 25, 2025 58:08


Mastering Mobile Home Park Investing with Jack Martin | REIGN Podcast   Join Jen Josey, your hostess of the Real Estate Investor Growth Network (REIGN), as she dives deep into the world of mobile home park investing with Jack Martin, co-founder of 52Ten. Learn about the unique benefits, recession-resistant features, and stable returns of mobile home park investments. Jack shares his journey, insights into the industry, and valuable tips for both active and passive investors. Discover step-by-step strategies for success, the myths and misconceptions about mobile home parks, and why this could be the perfect investment for you. Listener discretion is advised, as this episode is packed with actionable information and a dose of badassery!   00:00 Introduction to REIGN and Host Jen Josey 01:01 Today's Topic: Bouncing Back from a Bad Deal 02:34 Guest Introduction: Jack Martin and Mobile Home Park Investing 04:22 Jack Martin's Journey into Mobile Home Park Investing 05:34 Understanding Mobile Home Parks: Basics and Benefits 14:38 Challenges and Misconceptions in Mobile Home Park Investing 19:29 Evaluating and Purchasing Mobile Home Parks 30:32 Understanding Depreciation in Commercial Properties 31:08 Bonus Depreciation and Cost Segregation 31:46 Mobile Home Parks: A Unique Investment Opportunity 33:48 The Stability of Mobile Home Parks During Economic Downturns 37:17 Investing with 52 Ten: Process and Benefits 38:53 Advice for Aspiring Mobile Home Park Investors 40:04 The Importance of Transparency and Third-Party Administration 42:15 Long-Term Investment Strategies and Risk Management 49:10 Personal Insights and Final Thoughts   Jack is the co-founder of 52TEN, an Arizona based investment firm specializing in the acquisition and reposition of mobile home parks. The firm is vertically integrated and manages 1,800 lots across 5 states, with $60M of private investor capital. With a long-term, tax-favored strategy, they help clients invest with confidence in America's most stable real estate. Social Media Links: https://www.linkedin.com/in/jack-martin-52ten/ Website: https://52ten.com/   To learn more about Jen Josey, visit https://www.therealjenjosey.com/ To join REIGN, visit https://www.reignmastermind.com/ Stuff Jen Josey Loves: https://www.reignmastermind.com/resources Buy Jen Josey's Book: From Beginner to Badass: https://a.co/d/bstKlby Interested in growing your rental portfolio with Jen as your coach? Check out Rental Property Pro: https://rentalproppro.com/booking?am_id=reign  

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 Aug 22, 2025 41:54


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 Hyatt: Instagram: @depreciationdoctor Facebook: @depreciationdoctor Website: costsegs.com ZipRecruiter uses powerful technology to match you with top talent fast — no more sifting through a stack of weak resumes. 4 out of 5 employers who post on ZipRecruiter get a quality candidate within the first day. Try it FREE at ZipRecruiter.com/WORK ZipRecruiter — the smartest way to hire.   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

The Norris Group Real Estate Radio Show and Podcast
Maximizing Real Estate Returns Through Cost Segregation with Sean Graham | Part 2 #930

The Norris Group Real Estate Radio Show and Podcast

Play Episode Listen Later Aug 15, 2025 23:36 Transcription Available


In Part 2 of our conversation wtih Sean Graham, Founder of Maven Cost Segregation Tax Advisors, we dive deeper into powerful tax strategies, focusing on cost segregation and accelerated depreciation. Sean explains the Look Back Strategy and how it can help amend past tax returns, shares insights on renovations and CAPEX opportunities, and outlines how cost segregation applies to new construction. We also discuss the importance of working with trusted professionals and reveal the biggest red flags to watch for in tax advice. Sean is an entrepreneur, investor, and registered CPA with a background in public accounting and private equity. He manages a portfolio of residential rentals and invests in self-storage developments. Sean is also the founder of Maven Cost Segregation Tax Advisors, a national leader in cost segregation services for commercial real estate. His expertise in real estate taxation helps investors accelerate depreciation and maximize after-tax returns.In this episode:Cost Segregation & Depreciation Strategies: How investors can accelerate depreciation to maximize after-tax returns.Look Back Strategy: Understanding how this approach works and its impact when amending prior tax returns.Identifying value-add improvements that can boost property performance and tax benefits.Cost Segregation in New ConstructionWhy experienced tax and cost segregation experts are essential for accuracy and compliance.Biggest Red Flags in Tax Advice : Common pitfalls to watch for when receiving tax guidance.The Norris Group originates and services loans in California and Florida under California DRE License 01219911, Florida Mortgage Lender License 1577, and NMLS License 1623669.  For more information on hard money lending, go www.thenorrisgroup.com and click the Hard Money tab.Video LinkRadio Show

Saint Louis Real Estate Investor Magazine Podcasts
From Wholesaling Hustle to Self-Storage Freedom with Alex Pardo

Saint Louis Real Estate Investor Magazine Podcasts

Play Episode Listen Later Aug 14, 2025 45:23


Alex Pardo shares how shifting from wholesaling to self-storage transformed his business, lifestyle, and mindset. Learn the strategies, mindset shifts, and creative financing methods that can help you build scalable, freedom-based income streams.See full article: https://www.unitedstatesrealestateinvestor.com/from-wholesaling-hustle-to-self-storage-freedom-with-alex-pardo/(00:00) - Introduction to The REI Agent Podcast(00:06) - Meet Mattias: Agent, Investor, and Holistic Approach Advocate(00:08) - Meet Erica: Licensed Therapist with a Holistic Perspective(00:14) - The Mission: Living Bold and Fulfilled Lives Through Real Estate(00:19) - Level Up Mindset and Show Start(00:24) - Hilton Head Vacation Update and Recording Setup(01:03) - Introduction to Guest Alex Pardo from Miami(01:28) - Alex's Cuban Heritage and Miami Lifestyle(01:54) - Mattias Shares Miami on His Bucket List(02:15) - Cuban Coffee and Fancy Cars in Miami(02:27) - Alex's Real Estate Journey: From GE to Backpacking Europe(03:15) - Discovering Real Estate Through Books and Bootcamp(04:16) - First Deal Success: $44,000 Profit from a Short Sale(04:54) - Impact of Rich Dad, Poor Dad and Mindset Shift(05:33) - Ready, Fire, Aim Approach to Taking Action(06:01) - Expecting Resistance and Committing for the Long Run(06:54) - Avoiding Paralysis by Fear in Real Estate Investing(07:01) - Alex's Best Deal: Losing $102,000 and the Lesson Learned(07:54) - Importance of Coaches, Mentors, and Masterminds(08:42) - Stigma Around Self-Help and Coaching(09:42) - Coaches as the Ultimate Insurance Policy for Success(10:16) - Filtering Out Bad Coaches and Moving Forward(10:24) - Gaining Clarity and Aligning Goals with Vision(10:48) - The Wholesaling Hamster Wheel and Search for Cash Flow(11:41) - Discovering Self-Storage as a Better Asset Class(12:20) - Shutting Down a Profitable Wholesaling Business in 2020(13:01) - Parallels Between Wholesaling and Agent Sales(13:41) - Cap Rates, Value-Add, and Depreciation in Self-Storage(14:41) - Is Finding Deals Harder Now in Self-Storage?(15:27) - Strategies for Finding Self-Storage Deals(16:19) - Identifying Mom-and-Pop Operators and Direct Outreach(17:27) - Over 60,000 Storage Facilities with 64% Mom-and-Pop Ownership(17:29) - Economies of Scale in Commercial Real Estate(17:48) - Expense Reduction and Operating Ratios in Storage vs. Multifamily(18:18) - The Unmanned Model and Remote Management(19:27) - Cutting Salaries to Increase NOI and Property Value(20:06) - Cap Rate Math: $10 Rent Increase Across 200 Units(20:47) - Scaling Value with Multiple Income Streams(21:47) - Syndications and Passive Investment Opportunities(22:10) - Benefits of Depreciation and Cost Segregation(23:20) - Real Estate Professional's 401k Through Self-Storage Investments(23:48) - Challenging Limiting Beliefs About Capital Requirements(24:42) - Creative Financing and Leveraging Other People's Money(25:16) - The Importance of Finding Your Tribe and Community(25:34) - Golden Nugget: Do Not Be Afraid to Fail(26:44) - Taking Massive Imperfect Action and Embracing Discomfort(28:16) - Building Confidence Through Total Ownership(28:45) - Bet on Yourself and Keep Learning(29:45) - Rebranding to the Storage Wins Podcast on August 11(30:12) - Sharing Wins and Challenges Transparently(30:30) - Influential Books: The Go-Giver and Buy Back Your Time(30:59) - Where to Find Alex and Join the Storage Wins Community(31:23) - Closing Remarks and Encouragement to Take Action(31:35) - Outro and DisclaimerContact Alex Pardohttps://alexpardo.com/http://storagewins.com/https://www.facebook.com/groups/322064908446514/https://www.instagram.com/alexpardo25/https://www.youtube.com/playlist?list=PLxyr2wrqqWkUsEtEwMcWv3pU-4xtp8X_Ihttps://www.youtube.com/@AlexPardo--For more excellent strategies like this to help you reach your holistic peak, visit https://reiagent.com

Get Rich Education
566: Your Listener Questions - Bonus Depreciation, Realtor Fee Changes, Down Payments, Outrageous Inflation

Get Rich Education

Play Episode Listen Later Aug 11, 2025 41:12


Keith fields listener questions on: changes to realtor fees, down payment strategies for investment properties, and how the new 100% bonus tax depreciation really works, then staggering inflation statistics that motivate you to invest in real assets. He explains that realtor fees have shifted from a 6% listing fee to a 3% seller fee, with potential buyer contributions negotiable.  For down payments, he advises maximizing leverage while avoiding over-leverage.  Bonus depreciation allows for significant tax deductions in the first year, benefiting high-income investors.  Resources: Connect with a recommended cost segregation engineer to take advantage of bonus depreciation here. Show Notes: GetRichEducation.com/566 For access to properties or free help with a GRE Investment Coach, start here: GREmarketplace.com GRE Free Investment Coaching: GREinvestmentcoach.com Get mortgage loans for investment property: RidgeLendingGroup.com or call 855-74-RIDGE  or e-mail: info@RidgeLendingGroup.com Invest with Freedom Family Investments.  You get paid first: Text FAMILY to 66866 Will you please leave a review for the show? I'd be grateful. Search “how to leave an Apple Podcasts review”  For advertising inquiries, visit: GetRichEducation.com/ad Best Financial Education: GetRichEducation.com Get our wealth-building newsletter free— text ‘GRE' to 66866 Our YouTube Channel: www.youtube.com/c/GetRichEducation Follow us on Instagram: @getricheducation Complete episode transcript:   Automatically Transcribed With Otter.ai  Keith Weinhold  0:00   Welcome to GRE. I'm your host. Keith Weinhold, fielding your listener questions on changes to realtor fees, your down payment strategy, and how the new 100% bonus tax depreciation really works, then staggering inflation statistics that motivate you to invest in real assets today on Get Rich Education.    Keith Weinhold  0:26   Since 2014 the powerful get rich education podcast has created more passive income for people than nearly any other show in the world. This show teaches you how to earn strong returns from passive real estate investing in the best markets without losing your time being a flipper or landlord. Show Host Keith Weinhold writes for both Forbes and Rich Dad advisors, and delivers a new show every week. Since 2014 there's been millions of listener downloads of 188 world nations. He has a list show guests include top selling personal finance author Robert Kiyosaki, get rich education can be heard on every podcast platform, plus it has its own dedicated Apple and Android listener phone apps build wealth on the go with the get rich education podcast. Sign up now for the get rich education podcast, or visit get rich education.com   Speaker 1  1:12   You're listening to the show that has created more financial freedom than nearly any show in the world. This is get rich education.   Keith Weinhold  1:22   Welcome to GRE from Athens, Pennsylvania to Athens, Georgia to Athens, Greece, and with listeners across 188 world nations. You are listening to get rich Education. I'm your host. Keith Weinhold, yeah, you and I are back together for a 566th wealth building week. This is not where you learn how to create wealth through careful sports wagering at DraftKings. We also don't try to do everything like WalMart. We talk about investing actually pretty aggressively yet reasonably and responsibly at the same time. Usually those attributes are opposites, but because we are leveraging the most proven wealth building vehicle of all time, real estate, where you don't have to be the landlord. You don't need to get deeply hands on with house flipping, and you don't need to own property in your local market, though you could. We are not day trading. We are decade trading. There's not a get rich quick element here at GRE, because that doesn't work. We're owning mostly long term rental properties, bringing the financially free beats debt free approach and cognizant that compound leverage Trumps compound interest. And from the day you start focusing on this, you can retire in five to 10 years, and you can take it as far as you want, because unlike many professional sports, the sport of real estate investing doesn't have any salary cap at all. I'm starting off with three of your listener questions today. You write into the show with your questions and what I've got a few that I think could help a lot of you. I answer them here. And as usual, I start with the more introductory question, and then I proceed to the more advanced. The first one comes from Sherry In Sellersburg, Indiana. I know where that is. It's just across the river and to the north of Louisville, Kentucky. Sherry asks when I go to sell my duplex, how have last year's changes in realtor fees affected my sale costs? Yeah, thanks for the question, Sherry. And a lot of people still wonder about this first and a big little technical here, but this benefits other listeners Sherry is that a realtor means that they are a member of the NAR, the National Association of Realtors. So not all people that you enlist to help you market and sell your property are realtors, because not all agents belong to the NAR. In fact, the best catch all term for this person is not an agent. Depending on the state you're doing business in, it's probably licensee, someone licensed to act as your professional intermediary in a real estate transaction. And by the way, the name of an NAR member is a realtor. It is not pronounced real utter it's realtor, like doctor and lawyer. You wouldn't call a doctor a doctor two syllables, realtor, but to get to the crux of your question, Sherry, the changes to realtor compensation took effect almost exactly a year ago. It was last August, and it has less. Of an effect on the industry than many thought. I stated last year that it likely wouldn't affect things much, especially here on the investor side, and it really hasn't. The simplified version is that the old landscape was that when you used to list the property for sale, the listing agent charged you a fee, traditionally, 6% they offered half of that to any cooperating broker that brought the buyer to you. That was simple, and that worked for decades. That changed one year ago now, when any realtor or really licensee, when they work with you, now they simply contract with you for their fee, only like 3% as a seller of the property, you no longer have an obligation to pay for the buyer side agent as well, like you used to. But when you sign a listing agreement, you can indicate that you may be willing to concede and give an allowance to the buyer when they engage a licensee on their side to help them purchase your property. So Sherry, your voluntary contribution to the buyer side is negotiable, and it's part of the offer that the buyer presents to you. Now that's what you'll see as the seller and what you should expect as a buyer. The new landscape is that buyers negotiate a personal service agreement upfront with their licensee. Their service isn't free. I mean, these people can't work for free, and the buyer side licensee acknowledges that they will try to negotiate to get the seller to pay that fee. So Sherry, in reality, that's still what often happens. So the seller still pays that fee. In the end, the reason why is that not only is this traditional, but buyers cannot normally afford to pay for their own representation on top of their down payment and closing costs. They're often spread pretty thin already, but sellers can typically afford it. They have the upper hand financially in the form of equity in the property. And here, when you're buying properties at GRE marketplace, you don't have to pay any of those fees. We use a direct model without a licensee. So that's sort of the short version of the change, and why. I hope that helps sherry. It's a good question. Even licensees are struggling with the new rules.    Keith Weinhold  7:38   The next question comes from Jezebel in Yonkers, New York. Jezebel asks, what is the ideal percent down payment that I should make on a rental property? I'm trying to figure out the trade off between debt level, cash flow, leverage and risk. I'm still trying to get past the mindset that paid off property is best. All right, that's Jezebel's question, and Jezebel The short answer is that you want to make the smallest down payment possible while avoiding over leverage. Over leverage, meaning that your monthly payments are so big that you struggle to make them. Now, many investors that buy rental property, they're going to make a 20% down payment on a conventional loan for a single family rental. At last check on duplexes and up the down payment has to be at least 25% now you can make a down payment as low as 15% at least on a single family rental, although you would then be subject to an extra fee a PMI premium. Now, why would one do such a thing for the leverage? Because leverage is almost seven to one at 15% down, but you've got to balance that with a PMI premium. Run the numbers and see what works for you. Now, since you can make just a 20% down payment on a single family rental, conversely, why would you put 25% down? Your leverage position would slide from five to one down to four to one, where you can often get a slightly lower interest rate if you put 25% down. But when you run the numbers, you'll find that it's often better to maintain strong leverage and only put 20% down. Now, Jezebel, as soon as you start putting 30% down on a property that is questionable at 30% or more, because at that point you really have to start asking why the rate of return from home equity is always zero. It actually makes your risk go up, like I've discussed extensively before, with 30% down, your leverage ratio has been cut to 3.3 maybe the answer could be that 30% down is what it takes to produce. Positive cash flow, but putting 30% or more down is clearly not ideal. Think about how good we've got it as real estate investors here, for example, imagine that you're attracted to a dividend paying stock because it pays a 4% yield, unless you're borrowing on margin, you would need to make a 100% down payment to get that 4% cash on cash return from a dividend paying stock, 100% sunk into this, which isn't even a down payment anymore. That's just an outright free and clear stock purchase. Well, instead, in real estate, when you realize that property prices rise or fall in value regardless of how much equity is in a property, you don't have an incremental increase in your equity growth. It's a quantum leap. And here's what I mean. Jezebel, say you're investing 100k in real estate, that's how much you're going to put into it, and it appreciates at 5%. All right, there are two scenarios with that. Scenario A, you put that 100% down into just one 500k property, well, then you've got just a 25k gain after a year. Instead, with Scenario B, you put 20% down on five 500k properties, then you've got a 25k gain after a year, not just 5k Said another way more powerfully. Scenario A, you only got a 5% return on one property. In Scenario B, you got a 25% return on all of five properties. Wow. That's why the leverage light bulb, when that goes off, that is an incredible flex that you've got. That's why I say it is not an incremental gain in your wealth. It is a quantum leap. So I hope that some of those considerations really help temper your strategy there. Jezebel, that really helps you see how financially free beats debt free and exposes the opportunity cost of a paid off property. Thanks for the question.    Keith Weinhold  12:19   The next question comes from Ed, and he is a personal friend of mine, so he submitted this question by text message to me, but I wanted to address his question here, because I've had other people in my friend group ask me about this. It's about bonus depreciation, what it is. It's about bonus depreciation, what it is and how it works. And what's interesting here is that even those that aren't active real estate investors have been asking me about bonus depreciation. This was part of Trump's OB BBA, the one big, beautiful Bill Act that was signed into law back on the Fourth of July, and I told you about that last month, but because of all the questions about it and the lack of clarity around people's understanding of bonus depreciation, although it gets a little busy, let me give you a real world example with numbers on how bonus depreciation really works and how you can put 10s of 1000s of dollars in your pocket with it the next time you file your taxes. And by the way, my friend Ed that asked this question is a cargo pilot, so he is probably the most well traveled friend that I have. Yeah, through our chats and on social media, I often see that he's in China or Vietnam or a bunch of other places, but he lives in the US. In fact, bonus depreciation is encouraging more people that haven't even been real estate investors previously to newly invest in real estate because it is for properties acquired January, 20, 2025, or later, Trump's inauguration day for his second term or later. And I expect this to be effective for at least four years from that date. I think I mentioned that part to you a few weeks ago. All right, the property has got to be newly placed in service, not something that you bought, say, five years ago. Bonus depreciation does not apply to primary residences. We're talking about rental property, although it does apply to more than just rental property, because it can apply to property used in a business, like equipment, machinery and furniture, but within rental property, it applies to certain components of the real estate, not the building itself. That is on a regular depreciation schedule, and not the bare land. Land cannot be tax depreciated at all. All, neither through regular depreciation or bonus depreciation. You probably already know that a residential building itself can be depreciated over 27 and a half years. That works out to 3.6% of the value each year that can be depreciated or written off on your taxes, right? Well, what if there were portions of your building that you could write off faster, like over just five years, meaning 20% of their value each year you can, and others over seven years, meaning 14% of their value each year you can. And there's 15 year items as well. All right, so what if, instead of all that, you could take those five seven and 15 year components and just write them all off in the first year of ownership, so that you didn't even have to wait the five seven in 15 years, you can, you can write them all off in year one of your ownership of the property, and that is what 100% bonus depreciation is right there. That is in addition to writing off the main building over 27 and a half years. All right, with that understanding generally, let me break this down in more detail. Use an example, and that will also help reinforce what I just taught you, the components of rental property that bonus depreciation applies to, include the stuff that wears out faster than the building, and they are indoor items, appliances, flooring and cabinetry. At times, it can include HVAC systems, all right, that is written off in five to seven years. And then outdoor items known as land improvements, that includes fences, parking lots and landscaping. They're typically written off over 15 years. All right, let's look at a real world example on how this can benefit you. You can use bonus appreciation on single family rentals, duplexes, fourplexes and larger buildings. Let's use an example of an apartment building that you purchase for $1.2 million one we'll say the land value is 200k that is not depreciable. So the building, the depreciable asset, has a value of $1 million you must have performed what is called a cost segregation study in order to break down that $1 million building into those erstwhile faster depreciating components. And no, you cannot do the cost seg study yourself. You need to pay a few $1,000 to hire a Cost Segregation engineer to do this study. All right, let's look at the cost seg breakdown, the result of what he or she finds for you, let's say the personal property that's worth 150k its recovery period is five to seven years, and yes, it is eligible for bonus depreciation. Then you have the land improvements say that's another 50k over 15 years for a recovery period. And yes, it is bonus depreciation eligible. And then finally, you have the structure, or the building worth 800k It has a recovery period of 27 and a half years. No, it is not eligible for bonus depreciation, just the regular type. All right. Well, let me define more of this personal property for you here these five or seven year assets, these are what are eligible for 100% bonus depreciation in qualifying years. So we're looking inside the units, appliances like refrigerators, ovens, dishwashers, microwaves, washers and dryers, also flooring, carpet, vinyl and removable floating floors, not typically hardwood or tile, cabinetry and countertops in some cases, especially if they're not load bearing. Window treatments like blinds, drapes and curtain rods, ceiling fans and light fixtures, they've got to be detached from the structure and furniture, if it's a furnished rental, like perhaps a midterm rental or short term rental. So we're talking about things like beds, couches, in chairs and then in common areas. This five to seven year personal property includes fitness equipment in the gym, leasing office, computers, desks, chairs, clubhouse furniture or TVs, package lockers, like places where your tenants have their Amazon packages, playground equipment and trash compactors. All right, to be clear, that was all personal property that can be depreciated over five to seven years. And then there are those land improvements, the. 15 year assets also eligible for bonus depreciation, sidewalks, fencing, landscaping and irrigation, parking lots and striping, outdoor lighting, retaining walls and signage. Okay again, those are the land improvements, the 15 year items, things that are not eligible for bonus depreciation are the building structure itself, like I mentioned. That includes the roof framing, drywall foundations, and also things like elevators, structural plumbing and wiring and HVAC systems that serve the whole structure. Okay, all that stuff falls in the category of regular 27 and a half year depreciation. All right, so what is the 100% bonus depreciation effect? All right, well, your eligible amount in our example is 150k of personal property plus 50k of land improvements. That's 200k that you can deduct all in one year, rather than having to spread it over five and seven and 15 years. But all in year one of you owning the property that's 200k and again, the remaining 800k structure is depreciated over 27 and a half years. That works out to about 29k a year. This is where it gets exciting. Here we go. So your total year one depreciation, the year that you bought this asset and put it into service, with your bonus depreciation items adding up to 200k and your regular building depreciation at about 29k your total year one deduction is about $229,000 Wow, before I break that down some more and tell you about how it really helps you, let's just be really clear. How did you really get to the 200k of bonus depreciation. All right, let's say the cost segregation study allocated 80k to appliances, flooring and fixtures. Remember, they are the five to seven year items. Another 70k to common area, furniture and office equipment, that was the seven year stuff. All right, so there's 150k or personal property, and then another 50k to that outdoor stuff, the depreciable items known as land improvements, like the parking, landscaping and fencing, those 15 year items, that's how we got to 200k all bonus depreciation eligible, all fully deductible in year One under the 100% bonus depreciation rules, all right, so here it is. Here's the takeaway. You have front loaded an extra 200k of deductions in year one, and you have greatly reduced your taxable income. This is the outcome. This is the result. You just reduced it by 229k between the bonus appreciation and the regular depreciation. All right, so what is the effect of you reducing your taxable income by 229k in one year? Well, if you're in the, say, 32% tax bracket, you keep an extra $73,000 in your pocket. That's $73,000 that you would have had to send to the IRS for the next tax year. But no, you don't, and that is the power of bonus depreciation. That's how it works. Ed, and for all of you that asked about it, I know it's not that simple, and there were a lot of numbers flying around there, it got a little heavy, but that's a complete breakdown. That's why so many people are excited about the return of 100% bonus depreciation, as laid out in law with the one big, beautiful Bill Act, as you can see, it's going to help higher income people more than anyone. If you'd like to get this going and connect with GRE recommended Cost Segregation engineer, or just check and see if it's worth paying several $1,000 for the cost segregation study, we can help you with that. In fact, you might remember that I interviewed him on the show last year, and we will make that introduction for you and help ensure that you have a successful cost seg and bonus depreciation experience regardless of the size of your portfolio, even if you don't own million dollar apartment buildings. You don't have to have a huge income for this to benefit you. It just benefits those people the most. Well, you can set up a time to chat with us about that completely free of charge at GRE investment coach.com I think you know that's where you can also get a completely free strategy session about growing your overall real estate investment portfolio. You might as well do that at the same time at GRE. Investment coach.com. More next, I'm Keith Weinhold. You're listening to get rich education.    Keith Weinhold  25:07   The same place where I get my own mortgage loans is where you can get yours. Ridge lending group and MLS, 42056, they provided our listeners with more loans than anyone because they specialize in income properties, they help you build a long term plan for growing your real estate empire with leverage. Start your prequel and even chat with President Chaley Ridge personally. While it's on your mind, start at Ridge lendinggroup.com. That's Ridge lendinggroup.com.    Keith Weinhold  25:39   You know what's crazy your bank is getting rich off of you, the average savings account pays less than 1% it's like laughable. Meanwhile, if your money isn't making at least 4% you're losing to inflation. That's why I started putting my own money into the FFI liquidity fund. It's super simple. Your cash can pull in up to 8% returns, and it compounds. It's not some high risk gamble like digital or AI stock trading. It's pretty low risk because they've got a 10 plus year track record of paying investors on time in full every time. I mean, I wouldn't be talking about it if I wasn't invested myself. You can invest as little as 25k and you keep earning until you decide you want your money back, no weird lockups or anything like that. So if you're like me and tired of your liquid funds just sitting there doing nothing, check it out. Text family 266, 866, to learn about freedom family investments, liquidity fund. Again, text family to 66866,   Blair Singer  26:49   this is Rich Dad, sales advisor, Blair singer. Listen to get rich education with Keith Weinhold. And above all, don't quit your Daydream.    Keith Weinhold  27:07   welcome back to get rich Education. I'm your host, Keith Weinhold, if you have a listener question that you'd like to have answered on air, get a hold of us at get rich education.com/contact that's where you can either leave a voicemail or write in to us. I'd like to tell you the frequent guests that we have here on the show, all from the rich dad school, if you will, are going to be speaking in person at Penn State University in just a few weeks. Here it is on the 29th of this month. Yes, an event you can attend in person. It's going to be Robert Kiyosaki, Garrett Sutton and his son Ted Sutton and Tom wheelwright, the four of them speaking live and in person, sponsored by Penn State's Borrelli Institute for real estate studies. The event is named Rich Dad revealed Real Estate Wealth and wisdom. If that's of interest, look it up and check it out. From listening to the show and being a savvy investor that's inflation aware, you know that the mission is to turn a really fake asset, a conjured into existence asset, like $1 convert that into a real asset. Here is some astonishing clarity on why. That's the mission in this could leave you flabbergasted. Since 1980 The United States has one and a half times more homes, two times more gold today, and 42 times more dollars today. My gosh, that is almost laugh out loud material here. Yes, since 1980 the year that Jimmy Carter was president and Star Wars, The Empire Strikes Back, was the top grossing movie. The US has 56% more residential housing units today. So basically, since the year that Darth Vader told Luke Skywalker, I am your father, there are about one and a half times more homes, twice as much gold mined and brought into existence, and 42 times more dollars created out of thin air for the future, all of these trends are expected to continue at roughly the same trajectory and proportion to each other. Now, there's a reason that people use precious metals to measure inflation. It makes a particularly good measuring stick because commodities like gold, silver, platinum, palladium, rhodium and copper, they don't change over time. Unlike a car or a bottle of soda, these items are on the periodic table of the elements, an ounce of gold 1000 years ago is exactly the same. As an ounce of gold today. That's why commodities like this are such good long term inflation measuring sticks. And then there's Bitcoin, something that didn't even exist until 2009 there will only ever be 21 million of them in existence, and 95% of Bitcoins, about 20 million have already been mined into existence. So yes, only 5% more will be issued, and it's going to take about the next 100 years to do that. If bitcoins were the size of a quarter, all 21 million of them could fit inside a single shipping container. There's some fixed supply scarcity. Let's listen to this. It's about 30 seconds long, and it's called all there will ever be.   Speaker 2  30:50   Every day the Fed prints an average of $465 million that's 26,000 shipping containers a year, created out of thin air. Maybe that's why the dollar loses value over time. But there's one thing they can never print more of Bitcoin at the size of a quarter. This is all there will ever be. Shouldn't the store of value hold its value?   Keith Weinhold  31:16   That's actually a Coinbase video advertisement that we just listen to the audio of there together. Yes, what they show at the end is a shipping container where, if bitcoin were the size of a quarter, all of them that will ever exist would fit in one shipping container. And like it said, every single year, on average, the Fed prints enough dollars to fill 26,000 shipping containers, just staggering. There are so many dollars now, I'm thinking of replacing my insulation with stacks of ones. Same R value, better liquidity. Pretty soon, we won't count dollars anymore. We'll just weigh them. Welcome to the Zimbabwe starter kit. We have gone from sound money to clown money. That's another way to think of it. Oh, they say money doesn't grow on trees. That's true. It grows in spreadsheets. Now, though, one keystroke at the Fed and poof, there's another trillion just like that. Just hit the control, plus the print key. That's all it takes. All right. Well, let's take a look and see how this manifests in your life as a consumer and as a real estate investor and as a worker since January of 2020 to today, a $100,000 salary has the same buying power as 125k today. Guess over just the last five years, the dollar has lost 25% of its value, and now I'm talking in terms of the CPI here, the consumer price index. So of course, all these figures I'm using could really be higher, like we say, therefore these figures are only the inflation rate that the government is willing to admit to. How does this break down by region? So yes, we have 25% national inflation over five years, but different regions have different rates of inflation, including the region where you are, and this is due to reasons like climate and the composition of industries and even cultural preferences. For example, a southern climate with a lot of air conditioner use spends more on electricity. So if electricity costs are high there, then that region's inflation rate could be higher than that of a northern climate. A place like Omaha, Nebraska is proximous to a lot of agricultural crops and beef, but a place far from where those items are sourced could be more sensitive to changes in beef prices or less sensitive. So over the past five years, here's how much annual inflation in these select cities have experienced again, per the CPI from lowest to highest San Francisco is just 3.3% per year. So in San Fran your 100k salary in 2020 would need to be almost 118k today just to maintain purchasing power. New York City, 3.9% annual inflation over the last five years. Chicago, 4.2% Philly, 4.3 Seattle is at 4.8 Dallas, Fort Worth 4.9 St Louis, 5% Atlanta, 5.1 Miami, 5.4 we're really getting up there now. Phoenix, 5.9 San Diego, 6.1 and the major. Major city with the highest inflation rate over the past five years is Tampa, Florida, at 6.4% annually, Tampa's had some of the highest real estate appreciation over the past five years as well. So this means that a 100k salary five years ago in Tampa would have to be 128k today just to maintain purchasing power due to its 28% cumulative inflation the past five years. But that's the CPI. The real figure could be 40% plus in Tampa. All right, now this information is useful, because even if you believe that the CPI is understated, which most everyone that's looked at it does, as long as the methodology is consistent, you can see the regional variation here. Again, San Francisco was lowest at 3.3 Tampa about double at 6.4% the ever present force of inflation. It's merely surreptitious, until you have a big wave of it peaking in 2022 that everyone noticed. Let's look at how it's contributed to the real estate price run up since 2020 All right, so in the first quarter of this century, you might find this unbelievable in itself, in the year 2000 the median priced Florida home was 195k I mean, that's the median price. Then the investor sweet spot is usually lower than that. It might have been 130k in Florida in the year 2000 so again, 195k in Florida for the median home price as recently as 2000 today, it is 412k gosh, almost as surprising in Texas, It was just 153k in 2000 and it's 338k now, I mean, don't these prices like 153k in Texas, make it seem like the price for a dog house already, New York, 276k up to 576k Also from the year 2000 to today, Washington, DC, 293k up to 643k Colorado, 377, up to 582k Florida, more than doubling 393, up to 833 And Washington State also more than doubling 313k up to 630k my gosh, price increases like this. They're a function of both monetary inflation and appreciation, and it's really a chief reason that the Fed has not cut interest rates this year. It's because the memory of soaring inflation is still much too recent.     Keith Weinhold  38:05   To review what you've learned on this week's episode. Changes to realtor fees have made less industry impact than many expected. The smaller your down payment, the more powerful your leverage fulcrum. The return of 100% bonus depreciation has many investors, and even non investors, interested in adding income property to their portfolio, and staggering inflation is a motivator for adding real assets to your life. Hey, if you would, I would love it, and it would mean the world to me. If you found this episode valuable enough that you would share it with a friend. I put a lot of thought into it, just like I do every single week, friends are probably going to find explanations about realtor fees and bonus depreciation highly helpful this week, you can either share the episode by word of mouth or take a screenshot of this episode and put it on your social media. You might want to write out that it's get rich education in your social posts, because it only shows GRE on our podcast, cover image in some views. Thanks for telling a friend about the show. Until next week, I'm your host. Keith Weinhold, don't quit your Daydream.   Unknown Speaker  39:23   nothing on this show should be considered specific, personal or professional advice. Please consult an appropriate tax, legal, real estate, financial or business professional for individualized advice. Opinions of guests are their own. Information is not guaranteed. All investment strategies have the potential for profit or loss. The host is operating on behalf of get rich Education LLC exclusively.   Keith Weinhold  39:47   You know, whenever you want the best written real estate and finance info, oh, geez, today's experience limits your free articles access and it's got paywalls and pop ups and push Notes. Vacations and cookies, disclaimers, it's not so great. So then it's vital to place nice, clean, free content into your hands that adds no hype value to your life. That's why this is the golden age of quality newsletters. And I write every word of ours myself. It's got a dash of humor, and it's to the point because even the word abbreviation is too long, my letter usually takes less than three minutes to read, and when you start the letter, you also get my one hour fast real estate video course, it's all completely free. It's called The Don't quit your Daydream. Letter. It wires your mind for wealth, and it couldn't be easier for you to get it right now. Just text gre to 66866, while it's on your mind, take a moment to do it right now. Text gre to 66866   Keith Weinhold  41:02   The preceding program was brought to you by your home for wealth building, getricheducation.com.

On The House with Spartan
Ep. 104: Understanding Cost Segregation Strategies, with Richmond Stecker

On The House with Spartan

Play Episode Listen Later Aug 11, 2025 24:14


In this episode, Lindsay chats with W. Richmond Stecker, CEO and founder of USA Cost Segregation, who discusses the intricacies of cost segregation as a tax strategy for real estate investors. He explains how this method allows for accelerated depreciation, which can significantly enhance cash flow and tax benefits. They also cover the ideal timing for conducting a cost segregation study, the importance of choosing a qualified provider, and the advantages for both passive and active investors. Richmond emphasizes the need for strategic planning in real estate investments to maximize returns and minimize tax liabilities.To learn more about Richmond Stecker and Cost Segregation, head to https://www.usacostsegregation.com/ or email them at info@usacostsegregation.comTo learn more about Spartan's full-service turnkey operations, check us out online at www.spartaninvest.comConnect with Spartan!Facebook: @spartanTURNKEYInstagram: @spartaninvestLinkedIn: @spartaninvestConnect with Lindsay!Facebook: @spartanlindsaydavisInstagram: @spartanlindsaydavis

The Norris Group Real Estate Radio Show and Podcast
Maximizing Real Estate Returns Through Cost Segregation with Sean Graham | Part 1 #929

The Norris Group Real Estate Radio Show and Podcast

Play Episode Listen Later Aug 8, 2025 23:20 Transcription Available


In this episode, Craig Evans sits down with Sean Graham, founder of Maven Cost Segregation, to discuss how strategic tax planning can unlock bigger returns for real estate investors—especially high-income earners. Sean shares his entrepreneurial journey, explains the vital role of cost segregation, and breaks down how quality and efficiency in these studies can significantly impact an investor's bottom line. Whether you're new to the concept or looking to refine your investment strategy, this episode offers practical insights you can put into action. Sean is an entrepreneur, investor, and registered CPA with a background in public accounting and private equity. He manages a portfolio of residential rentals and invests in self-storage developments. Sean is also the founder of Maven Cost Segregation Tax Advisors, a national leader in cost segregation services for commercial real estate. His expertise in real estate taxation helps investors accelerate depreciation and maximize after-tax returns.In this episode:Craig Evans welcomes Sean Graham, founder of Maven Cost Segregation.Sean shares his entrepreneurial journey and professional background.Insights on the importance of tax strategy in real estate, especially for high-income earners.The role of cost segregation in maximizing real estate investment returns.Emphasis on quality and efficiency in conducting cost segregation studies.In-depth look at practical applications of cost segregation for investors.The Norris Group originates and services loans in California and Florida under California DRE License 01219911, Florida Mortgage Lender License 1577, and NMLS License 1623669.  For more information on hard money lending, go www.thenorrisgroup.com and click the Hard Money tab.Video LinkRadio Show

Straight Up Chicago Investor
Episode 392: Cost Seg Kev Explains How Chicago Rehabbers Can Be Saving Tens Of Thousands Dollars

Straight Up Chicago Investor

Play Episode Listen Later Aug 7, 2025 51:16


Properties for Sale on the North Side?  We want to buy them. Email: StraightUpChicagoInvestor@gmail.com Have a vacancy? We can place your next tenant and give you back 30-40 hours of your time. Learn more: GCRealtyInc.com/tenant-placement Has Property Mgmt become an opportunity cost for you? Let us lower your risk and give you your time back to grow. Learn more: GCRealtyinc.com ============= Kevin Cawley, aka Cost Seg Kev, is a Senior Account Executive at CSSI Services - a firm with over 55,000 cost segregation studies completed since 2003. Cost Seg Kev starts by reviewing the 101 on cost segregation and how it can be used to offset your tax liability. He dives into the benefits of real estate professional status and recent tax code changes by the presidential administration. He also touches on frequently asked questions on cost segregation studies and closes with how he built his business and reputation!  If you enjoy today's episode, please leave us a review and share with someone who may also find value in this content! ============= Connect with Mark and Tom: StraightUpChicagoInvestor.com Email the Show: StraightUpChicagoInvestor@gmail.com Guests: Kevin Cawley, CSSI Services Link: CSSI Cost Segregation Calculator Link: SUCI Ep 59 - Cost Seg Kev Link: James Mahon (CPA Referral) Link: At Your Command (Book Recommendation) Guest Questions 02:46 Housing Provider Tip - Go above and beyond to acknowledge tenants after management mistakes. 05:00 Intro to our guest, Cost Seg Kev! 05:43 The 101 on Cost Segregation. 11:37 The benefits of real estate professional status! 25:42 Recent changes to depreciation rules. 32:15 Technical side of cost segregation! 34:23 Cost Seg on smaller properties. 43:43 What is your competitive advantage? 44:42 One piece of advice for new investors. 46:00 What do you do for fun? 46:37 Good book, podcast, or self development activity that you would recommend?  47:52 Local Network Recommendation?  48:55 How can the listeners learn more about you and provide value to you? ----------------- Production House: Flint Stone Media Copyright of Straight Up Chicago Investor 2025.

The Crexi Podcast
Mastering Cost Segregation & CRE Tax Strategies with Yonah Weiss

The Crexi Podcast

Play Episode Listen Later Aug 6, 2025 68:10


Hear Yonah Weiss break down cost segregation, bonus depreciation, and tax strategies to help CRE investors save and scale faster in today's market.The Crexi Podcast explores various aspects of the commercial real estate industry in conversation with top CRE professionals. In each episode, we feature different guests to tap into their wealth of CRE expertise and explore the latest trends and updates from the world of commercial real estate. In this episode of The Crexi Podcast, host Shanti Ryle sits down with Yonah Weiss to discuss the ins and outs of cost segregation in commercial real estate. Yonah shares his journey from being a teacher, to a key figure in real estate investment, detailing how cost segregation can provide substantial tax savings. Yonah explains basic and advanced strategies, the impact of regulatory changes, and offers real-life examples of how these methods can transform an investor's financial landscape. Ideal for both newcomers and seasoned investors, this episode is packed with valuable insights and practical advice for optimizing tax benefits in real estate.Meet Yonah Weiss: A Real Estate PowerhouseYonah's Journey into Commercial Real EstateThe Turning Point: Embracing Real EstateDiscovering Cost SegregationEducating the Industry: From Novice to ExpertBalancing Work and Content CreationUnderstanding Cost SegregationIntroduction to 100% Bonus DepreciationPhase-Out and Potential Return of 100% Bonus DepreciationSituations Where Bonus Depreciation May Not Be BeneficialSuccess Stories of Cost SegregationAdvice for Small Property OwnersAdvanced Cost Segregation StrategiesCurrent Market Trends and Cost SegregationRegulatory Changes and Related Tax StrategiesRapid Fire Questions and Conclusion About Yonah Weiss:Yonah Weiss is a powerhouse with property owners' tax savings. As Business Director at Madison SPECS, a national Cost Segregation leader, he has assisted clients in saving over a Billion dollars on taxes. He has a background in teaching and a passion for real estate and helping others. He's a real estate investor and host of the top podcast Weiss Advice. For show notes, past guests, and more CRE content, please check out Crexi's blog. Ready to find your next CRE property? Visit Crexi and immediately browse 500,000+ available commercial properties for sale and lease. Follow Crexi:https://www.crexi.com/​ https://www.crexi.com/instagram​ https://www.crexi.com/facebook​ https://www.crexi.com/twitter​ https://www.crexi.com/linkedin​ https://www.youtube.com/crexi

Secrets To Abundant Living
Cost Segregation 101: The Investor's Secret Weapon with Ari Lasky

Secrets To Abundant Living

Play Episode Listen Later Jul 29, 2025 50:40


Could your biggest tax break be hiding inside your real estate investment?This week on Secrets to Abundant Living, we're bringing you the replay of a high-impact webinar that's too valuable not to share. Host Amy Sylvis is joined by CPA and cost segregation expert Ari Lasky to break down the tax strategy every savvy investor should understand: cost segregation, especially now that 100% bonus depreciation is back under the newly passed Big Beautiful Bill.This conversation is packed with expert insights and practical guidance to help you keep more of what you earn. Whether you're investing passively through syndications or actively managing your own real estate, this episode will shift how you think about taxes, timing, and wealth-building. Ari shares real-life scenarios, answers investor questions, and explains how the new tax law opens the door for serious savings in 2025 and beyond.Connect with Ari Lasky, CPA:(216) 202-2622AriLaskyCPA@Madisonspecs.comConnect with Amy Sylvis:https://www.linkedin.com/in/amysylvis/Contact Us:https://www.sylviscapital.comhttps://www.sylviscapital.com/webinar00:00 Introduction00:15 Webinar Announcement and Tax Bill Overview00:40 Importance of Tax Mitigation01:31 Introducing Ari Lasky and Madison Specs01:46 Welcome to the Webinar05:22 Introduction to Cost Segregation06:53 Depreciation Fundamentals10:25 Cost Segregation Case Study14:16 Bonus Depreciation Explained19:09 Impact of the One Big Beautiful Bill22:28 Passive vs Active Income28:33 Understanding Excess Loss and Carry Forwards29:06 When Cost Segregation Doesn't Make Sense29:44 Time Value of Money in Cost Segregation31:46 Mitigating Depreciation Recapture35:41 Q&A: Cost Segregation and Real Estate Strategies48:45 Final Thoughts and Contact Information

Investor Fuel Real Estate Investing Mastermind - Audio Version
How Real Estate Investors Can Save Big with Bonus Depreciation

Investor Fuel Real Estate Investing Mastermind - Audio Version

Play Episode Listen Later Jul 28, 2025 25:07


In this episode of the Investor Fuel Podcast, host Quentin Edmonds welcomes tax expert Sean Lichterman to discuss the intricacies of tax incentives and strategies, particularly in the realm of real estate and business. Sean shares his journey into the tax industry, emphasizing the importance of keeping money in the pockets of investors and business owners through effective tax planning. The conversation delves into recent changes in tax laws, the significance of education in navigating these complexities, and the value of building relationships within the industry. Sean also highlights the potential for growth and innovation in the tax sector, encouraging listeners to explore available tax credits and strategies that can benefit their financial situations. 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   —--------------------

Target Market Insights: Multifamily Real Estate Marketing Tips
Bonus Depreciation and Cost Segregation with Gian Pazzia, Ep. 733

Target Market Insights: Multifamily Real Estate Marketing Tips

Play Episode Listen Later Jul 25, 2025 39:07


Gian Pazzia is a seasoned cost segregation expert and structural engineer who has spent over 25 years helping real estate investors unlock powerful tax strategies. As a former engineer at Arthur Andersen and current leader at costsegregation.com and KBKG, Gian has worked with everyone from small landlords to major casinos and Fortune 500 companies to help them accelerate depreciation and reduce their tax burdens.    

The Real Estate CPA Podcast
337. Cost Segregation, REPS, and the $280K Wake-Up Call with Lauren Kraus

The Real Estate CPA Podcast

Play Episode Listen Later Jul 23, 2025 34:07


Before you hire just any tax pro, you need to understand what a real estate-focused advisor can actually do for you. This week on the Tax Smart REI Podcast, we sit down with investor and developer Lauren Kraus to hear how working with a specialist helped her uncover over $280K in missed tax savings—and dramatically shift her investing strategy. You'll learn: - Why her CPA dismissed cost segregation (and why that was a $280K mistake) - How real estate professional status (REPS) changed their entire tax position - What Form 3115 did to retroactively unlock depreciation - How tax strategy helped get her husband fully on board with real estate investing If you're self-managing, scaling across markets, or wondering what your current CPA might be missing, this episode will open your eyes to what's possible with the right strategy in place. 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 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.

Investing in Real Estate with Clayton Morris | Investing for Beginners
1175: Q&A: What's the Difference Between Bonus Depreciation and a Cost Segregation? - Episode 1175

Investing in Real Estate with Clayton Morris | Investing for Beginners

Play Episode Listen Later Jul 21, 2025 13:43


What's the difference between bonus depreciation and a cost segregation, and can they coincide? That's the first question I'm answering on today's Q&A edition of Investing in Real Estate! This encore episode features three great listener questions on tax strategies, getting started in real estate with no money and bad credit, and the truth about elevated home prices. I'm also going to be sharing some news about the impending bank crisis and the future of commercial real estate. Click play to hear my answers to your real estate investing questions!

Real Wealth Show: Real Estate Investing Podcast
The Big Beautiful Bill, Bonus Depreciation, and Cost Segregation with Sean Graham

Real Wealth Show: Real Estate Investing Podcast

Play Episode Listen Later Jul 15, 2025 26:47


On this episode of The Real Wealth Show, CPA and real estate investor Sean Graham joins us to break down three major tax topics that every investor needs to understand right now. We start with the Big Beautiful Bill and its potential impact on real estate investing, then dive into the powerful strategies of cost segregation and bonus depreciation. Sean explains how these tools can dramatically reduce your tax burden, when they make sense to use, and what investors need to know about the coming tax changes. Whether you own a few rentals or a large portfolio, this episode is packed with actionable insights to help you keep more of your investment income. LINKS CHECK OUT OUR NEW WEBSITE & BECOME A MEMBER (IT'S FREE)! https://realwealth.com/join-step-1 FOLLOW OUR PODCASTS The Real Wealth Show: Real Estate Investing Podcast https://link.chtbl.com/RWS Real Estate News: Real Estate Investing Podcast: https://link.chtbl.com/REN FREE RealWealth® EDUCATION & TOOLS RealWealth Market Reports: https://realwealth.com/learn/best-places-to-buy-rental-property/ RealWealth Videos: https://realwealth.com/category/video/ RealWealth Assessment™: https://realwealth.com/assessment/ RealWealth® Webinars: https://realwealth.com/webinars/ READ BOOKS BY RealWealth® FOUNDERS The Wise Investor by Rich Fettke: https://tinyurl.com/thewiseinvestorbook Retire Rich with Rentals by Kathy Fettke: https://tinyurl.com/retirerichwithrentals Scaling Smart by Rich & Kathy Fettke: https://tinyurl.com/scalingsmart DISCLAIMER The views and opinions expressed in this podcast are provided for informational purposes only, and should not be construed as an offer to buy or sell any securities or to make or consider any investment or course of action. For more information, go to www.RealWealthShow.com  

The A Game Podcast: Real Estate Investing For Entrepreneurs
How To Get Rich Doing Boring Things | Nick Huber

The A Game Podcast: Real Estate Investing For Entrepreneurs

Play Episode Listen Later Jul 14, 2025 48:53 Transcription Available


Join Nick Lamagna on The A Game Podcast with our guest Nick Huber who has amassed an impressive 50 million dollar net worth owning 1.9 million square feet of storage across 63 locations in 11 states with a portfolio of $150 million plus! He is on a mission to show people a radically different way to think about success,  wealth and entrepreneurship and does a fantastic job showing you HOW with his brand new book Out NOW called The Sweaty Startup: How to GET RICH doing BORING things! He is an Entrepreneur, business owner, investor, Podcast host and Social media star fighting out of Athens GA by way of Indiana.    He went from a D1 athlete running on tracks to running boxes all around a college town as a budding new entrepreneur giving him the momentum and confidence to become the successful businessman he is today. He made a name for himself in the self storage world through Storage Squad and then catapulted his success in private equity with his company Bolt Storage.  He has since become an owner or stakeholder in 11 different businesses Including Somewhere.com, a recruiting company, REcostseg, a Real Estate services  company as well as a web development and marketing company and even a pest control company.   Gold nuggets all throughout this episode check it out now! Topics for this episode include: ✅ Things to know before becoming an entrepreneur ✅ How to build a winning business by learning from your competitors ✅ How you can invest in real estate when you don't have free time ✅  Why we seek approval from others to be successful + more! ✅ Why sales skills are crucial in business + more! Check the show notes to connect with all things Nick !   Connect with Nick Huber and The Sweaty Startup: www.nickhuber.com Nick Huber on Facebook Nick Huber on Instagram Nick Huber on Twitter Nick Huber on LinkedIn Nick Huber on TikTok Nick Huber on Youtube Buy the The Sweaty Startup Book on Amazon   Connect with Nick's Ventures: www.sweatystartup.com/ideas www.boltstorage.com www.somewhere.com www.recostseg.com www.adrhino.com www.spidexx.com www.boldseo.com www.titanrisk.com www.boltbuilders.com --- Connect with Nick Lamagna www.nicknicknick.com Text Nick (516)540-5733 Connect on ALL Social Media and Podcast Platforms Here FREE Checklist on how to bring more value to your buyers  

Investor Fuel Real Estate Investing Mastermind - Audio Version
How Cost Segregation Can Slash Your Tax Bill

Investor Fuel Real Estate Investing Mastermind - Audio Version

Play Episode Listen Later Jul 2, 2025 30:32


In this episode, Stephen Schmidt interviews David Wiener, a leading expert in cost segregation and tax strategies for real estate investors. David shares his journey into the field, explaining the intricacies of cost segregation, its benefits, and how it can significantly reduce tax liabilities for property owners. He discusses the importance of mid-year tax preparation, the advantages of short-term rentals, and the 179D deduction for energy-efficient buildings. Throughout the conversation, David emphasizes the value of proper cost segregation studies and dispels common misconceptions in the industry, sharing success stories and encouraging listeners to connect with him for personalized advice. 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   —--------------------

Afford Anything
Q&A: My Company Is Going Public and I Have No Idea What to Do – Plus, Should I Fire My Advisor?

Afford Anything

Play Episode Listen Later Jun 24, 2025 70:29


#619: Dave is no longer happy with his financial advisor, but he's nervous about switching over to self-management after being completely hands-off for so long. What should he do? An anonymous caller keeps hearing about the benefits of Cost Segregation for investment property. What is it? And should he apply this strategy to his recently acquired duplex? Another anonymous caller is eagerly anticipating a windfall from his employer's upcoming IPO. How should he prepare for this, and what happens if it fails? Former financial planner Joe Saul-Sehy and I tackle these three questions in today's episode. Enjoy! P.S. Got a question? Leave it at https://affordanything.com/voicemail For more information, visit the show notes at https://affordanything.com/episode619https://affordanything.com/episode619 Learn more about your ad choices. Visit podcastchoices.com/adchoices

Wake Up to Wealth
Mastering Business Financials with Sara Lavdas: Insights from a CFO

Wake Up to Wealth

Play Episode Listen Later Jun 18, 2025 35:48


In episode 40 of Wake Up to Wealth, Brandon Brittingham interviews Sara Lavdas, a Certified Public Accountant and a Chief Financial Officer, as she shares her insights on how entrepreneurs can better manage their finances, avoid common pitfalls, and leverage strategies like cost segregation to maximize tax benefits.Tune in for valuable discussions on wealth management and financial strategies that can enhance your journey to financial independence. SOCIAL MEDIA LINKSBrandon BrittinghamInstagram: https://www.instagram.com/mailboxmoneyb/Facebook: https://www.facebook.com/brandon.brittingham.1/ Sara LavdasLinkedIn: https://www.linkedin.com/in/sara-lavdas-73a31aa5/==========================SUPPORT OUR SPONSORS:Email Carson at The Money Multiplier: carson@themoneymultiplier.comHorizon Trust: https://www.horizontrust.com/BrandonBResponsive Mortgage: https://www.responsivemortgage.com/Rocketly: https://rocketly.ai/   

Average Joe Finances
300. The Future of Cost Segregation and Real Estate Investing with Gian Pazzia

Average Joe Finances

Play Episode Listen Later Jun 15, 2025 39:49


Send us a textJoin us on Average Joe Finances as our guest Gian Pazzia an expert in tax and accounting for real estate. They discuss Gian's background, from his family's humble beginnings in Italy to his current role helping businesses and real estate owners find tax savings through cost segregation studies. Gian explains the benefits of cost segregation, how it accelerates tax deductions for property owners, and how even small real estate investors can benefit using his company's cost segregation software. In this episode:Discover how cost segregation can significantly accelerate depreciation and boost your real estate tax savings.Understand why your investor classification—active or passive—matters when applying tax strategies.Explore how DIY cost segregation tools are making advanced tax planning accessible for small property owners.Learn why building income-generating assets is smarter than trading time for money.And so much more!Key Moments:00:00 Introduction and Welcome00:56 Guest Introduction: Gian Pia's Background02:58 Journey into Structural Engineering and Tax Accounting04:52 Understanding Cost Segregation07:23 Benefits of Cost Segregation for Real Estate Investors14:34 Cost Segregation Software for Small Investors26:38 Final Round: Personal Insights and Advice36:02 Closing Remarks and Final ThoughtsFind Gian PazziaWebsites:Kbkg.comCostSegregation.comFacebook: https://www.facebook.com/gianpiero.pazzia/LinkedIn: https://www.linkedin.com/in/costsegregationservices/Instagram: https://www.instagram.com/gianpazzia/Youtube: https://www.youtube.com/@KBKGTaxIncentivesX: https://x.com/KBKGAverage Joe Finances®All of our social media links and more: https://averagejoefinances.com/linksAbout Mike: https://mikecavaggioni.comAbout Tawnya: https://www.themoneylifecoach.com/Show Notes add-on continued here: https://averagejoefinances.com/show-notes/*DISCLAIMER* https://averagejoefinances.com/disclaimerSee our full episode transcripts here: https://podcast.averagejoefinances.com/episodesSupport the show

Millionaire Mindcast
The Best Real Estate Tax Strategy - How Cost Segregation & Bonus Depreciation Save You Millions | Wise Investor Segment

Millionaire Mindcast

Play Episode Listen Later Jun 13, 2025 11:18


Want to keep more of your hard-earned real estate profits? In this episode of Wise Investor Segment, host Matty A. breaks down two of the most powerful (yet underutilized) tax strategies in real estate: cost segregation and bonus depreciation.Discover how savvy investors legally accelerate depreciation, dramatically reduce their taxable income, and unlock massive cash flow—all without buying more properties. Whether you're a seasoned investor or just breaking into the commercial space, mastering these strategies could save you hundreds of thousands—or even millions—over time.Episode Sponsored By:Discover Financial Millionaire Mindcast Shop: Buy the Rich Life Planner and Get the Wealth-Building Bundle for FREE! Visit: https://shop.millionairemindcast.com/CRE MASTERMIND: Visit myfirst50k.com and submit your application to join!FREE CRE Crash Course: Text “FREE” to 844-447-1555

Best Real Estate Investing Advice Ever
JF 3919: Cost Segregation Secrets, Bonus Depreciation Strategies, and Mobile Home Park Tax Hacks ft. Isaac Weinberger

Best Real Estate Investing Advice Ever

Play Episode Listen Later May 28, 2025 43:20


On this episode of Beyond Multifamily, Amanda Cruise and Ash Patel interview Isaac Weinberger, Director at Madison Specs, to unpack the strategic benefits of cost segregation (cost seg) in commercial real estate. Isaac breaks down the mechanics of depreciation, how asset class characteristics impact bonus depreciation, and why cost seg studies remain valuable even as bonus depreciation rates decline. He also shares actionable insights on maximizing depreciation through timing, structuring partnerships, and reducing land allocation. The trio explores nuanced tax strategies, audit risks, and common investor mistakes—highlighting opportunities often missed, especially in hotel and RV park sectors. Isaac Weinberger Current role: Director at Madison Specs Based in: New Jersey Say hi to them at: Isaac Weinberger on LinkedIn or via Madison Specs Get a 4-week trial, free postage, and a digital scale at ⁠https://www.stamps.com/cre⁠. Thanks to Stamps.com for sponsoring the show! Post your job for free at https://www.linkedin.com/BRE. Terms and conditions apply. Join the Best Ever Community  The Best Ever Community is live and growing - and we want serious commercial real estate investors like you inside. It's free to join, but you must apply and meet the criteria.  Connect with top operators, LPs, GPs, and more, get real insights, and be part of a curated network built to help you grow. Apply now at ⁠www.bestevercommunity.com⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices