Podcasts about cost segregation

Denise Givan, a seasoned tax strategist and CEO of CoachMe2Life Financial Consultancy, shares her insights on tax planning, business structuring, and real estate investment strategies. This episode offers valuable tips for high-income earners and real estate investors looking to optimize their financial strategies and grow their businesses.   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   —--------------------

Russell & Madeline talk with Kelly Satterwhite from Universal Title about Accelerated Depreciation and Cost Segregation Studies.

Chris Pierce and Sean Graham dive into other asset-heavy businesses, medical practices, dental offices, or operating brands with real estate holdings and how ownership structure and the IRS's grouping elections affect your depreciation and loss-offset strategies. Sean provides practical guidance on navigating the complexities of Section 179, Bonus Depreciation, and the critical need for collaboration with a knowledgeable CPA to avoid costly mistakes like double-dipping or misclassification. We break down the key topics: the nuances of asset-class classifications, the importance of detailed engineering studies, and how to leverage property features such as roll-up doors and partition walls for maximum benefit. You'll also understand the broader market drivers, such as housing movement and interest rates, that influence self-storage demand and why timing your investments with these factors can enhance your tax strategy. Sean Graham, CPA Maven Cost Segregation Tax Advisors Based in: Detroit Metropolitan Area Where to find them: https://www.linkedin.com/in/sean-graham-cpa/ mavencostseg.com Chris Pierce Account Executive of Maven Cost Segregation Tax Advisors Based in: Salida, Colorado Where to find them: https://www.linkedin.com/in/pierce-christopher/ Book your free demo today at bill.com/bestever and get a $100 Amazon gift card. Visit https://malabarhillcapital.com/ for more info. Podcast production done by⁠ ⁠Outlier Audio Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, Amar Patel, a CPA and tax strategist, shares insights on cost segregation, a powerful tax strategy for real estate investors. We explore how small investors can leverage these strategies to maximize cash flow and grow their portfolios.   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   —--------------------

Jason features Darius Dale, founder of 42 Macro, who provides a sophisticated analysis of the current economic landscape and its impact on interest rates. Dale argues that investors expecting mortgage rates to decline significantly will be disappointed, as structural shifts in global savings and a move toward easier monetary policy may perversely drive long-term yields higher. He introduces the concept of "play action pass" to describe a Federal Reserve that might briefly tighten rates to gain credibility before pivoting to a dovish stance by late 2026. The discussion also explores geopolitical tensions in the Middle East and new leadership at the Fed, suggesting these factors contribute to a regime of persistent inflation. Ultimately, Dale emphasizes that housing affordability will remain a long-term challenge due to a global capital shortage and the Fed's changing strategy.   Key Takeaways: Jason's editorial 0:00 Regardless of the environment 3:44 US single-family rental vacancy rate 5:32 Cost Segregation on the proforma in PropertyTracker.com 7:33 Home Equity Investment EquityLiberation.com 11:30 Speak to your Investment Counselors 1-800-Hartman Ext. 2 12:22 A note on housing inventory and affordability   Darius Dale interview 15:58 Wall Street risk management 18:23 Interest rates will eventually break the LOCK-IN effect 26:45 The 'non-plan' of Kevin Warsh 31:50 What do you mean "interest rates" 33:54 Timing and the mortgage rates 39:21 The Trump factor 43:01 War and Wages 48:44 Housing Affordability 55:39 Conclusion and Accessibility of Research Get your FREE PropertyTracker.com account and join our FREE Masterclass every Wednesday EmpoweredInvestor.com/Wednesday http://equityliberation.com/ Reach out to our Investment Counselors 1-800- HARTMAN Ext. 2      _______________________________________________________________ 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://empoweredinvestor.com/ Free Class:  Easily get up to $250,000 in funding for real estate, business or anything else: https://empoweredinvestor.com/Fund CYA Protect Your Assets, Save Taxes & Estate Planning: https://empoweredinvestor.com/Protect Get wholesale real estate deals for investment or build a great business – Free Course: https://empoweredinvestor.com/deals Special Offer from Ron LeGrand: https://empoweredinvestor.com/Ron Free Mini-Book on Pandemic Investing: https://www.PandemicInvesting.com    

Do a cost seg go to theWealthElevator.com/costsegLane hosts a monthly investor “lunch and learn” webinar replay on cost segregation with guest AJ Lyons of DIY Cost Seg, explaining how cost seg reclassifies non-structural property components into shorter 5- and 15-year lives to accelerate depreciation versus standard 27.5-year (residential) or 39-year (commercial) schedules, often pulling a significant portion of deductions into year one, especially when 100% bonus depreciation applies. They discuss who benefits (rental owners, short-term rentals, commercial, value-add renovations), timing (including doing studies after purchase via amended returns or Form 3115), CPA coordination, potential use cases like short-term rental material participation or real estate professional status, depreciation recapture considerations, pricing and fast report delivery, and audit defensibility and optional audit support. Lane also announces an accredited investor retreat Jan 15–17, 2027 and directs viewers to thewealthelevator.com/costseg and related resources.00:00 Depreciation Big Picture00:56 Retreat And Webinar Intro02:15 Lunch And Learn Setup03:37 Cost Seg Basics Explained06:27 Bonus Depreciation And CPA Fit09:39 Not A Loophole History17:35 Who Benefits And Pricing21:11 Fast DIY Process Walkthrough23:26 Audit Risk And Support28:01 Timing And Catch Up Rules30:24 Q And A Recapture Value38:39 Wrap Up And Next Steps Hosted on Acast. See acast.com/privacy for more information.

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

Real estate decisions do not happen in a vacuum.Buying a home, purchasing an investment property, selling appreciated assets, preparing for retirement, and protecting your family can all affect your taxes, cash flow, investments, insurance, and estate plan.In this special crossover episode of One More Round, Josh Norris of Arrive Financial joins Danny Saucedo and Daniel Thompson of The Arizona Buzz on Housing for a practical conversation about how financial planning and real estate should work together.Josh explains why a financial planner can serve as the “quarterback” of your financial team—helping coordinate your CPA, lender, real estate professional, insurance professional, estate-planning attorney, and wealth manager so everyone is working toward the same goals.In this episode, we discuss:• Financial planning for homeowners and real estate investors• Preparing financially before purchasing a home or investment property• Using cash, investment assets, or eligible retirement-plan resources strategically• Capital gains, tax-loss harvesting, and selling investments• Bonus depreciation, cost segregation, and depreciation recapture• How real estate deductions may fit into Roth-conversion planning• Why tax planning should consider today and retirement• Life insurance, estate planning, and emergency preparation• Establishing access to capital before you need it• Why social-media financial advice may not fit your situation• Speaking with licensed professionals before a problem occursJosh also shares how surviving heart failure and receiving a heart transplant at age 40 changed his perspective on life insurance, estate planning, and protecting the people who depend on you.The biggest takeaway is simple: You do not need to have everything figured out before talking with a professional. The earlier you start the conversation, the more time and options you may have to prepare.This episode originally appeared on The Arizona Buzz on Housing and is being shared as a special episode of One More Round with permission from Danny Saucedo and Daniel Thompson.IMPORTANT DISCLOSURESThis content is for general educational and informational purposes only. It is not individualized financial, investment, tax, legal, accounting, insurance, mortgage, or real estate advice, or a recommendation to buy or sell any investment, insurance product, security, or property.The strategies discussed—including Roth conversions, tax-loss harvesting, cost-segregation studies, bonus depreciation, depreciation recapture, retirement-plan loans, securities-based lending, 1031 exchanges, and using investment assets to purchase real estate—may not be appropriate or available for everyone. Eligibility, tax treatment, costs, risks, and potential results depend on individual circumstances and may change based on laws, regulations, plan provisions, financial institutions, and product availability.Tax laws are complex and subject to change. Tax topics should be reviewed with a qualified tax professional or CPA. Estate-planning and legal matters should be reviewed with a licensed attorney. Mortgage and real estate decisions should be reviewed with appropriately licensed professionals.Investing involves risk, including possible loss of principal. Past performance does not guarantee future results. Examples are illustrative only and do not guarantee any financial, investment, tax, lending, or real estate outcome.Retirement-plan loans, securities-based lending, and other borrowing strategies involve risks and may create taxes, interest costs, collateral requirements, or forced liquidation. Tax-loss harvesting is subject to limitations, including wash-sale rules. Bonus depreciation and cost segregation may create future tax consequences, including depreciation recapture. Roth conversions generally create taxable income in the year of conversion and may affect tax brackets, Medicare premiums, deductions, credits, and other financial considerations.Listening to this episode or contacting a participant does not create an advisory, fiduciary, attorney-client, tax-professional, lending, or other professional relationship. Any recommendation should be based on a complete review of the individual's financial condition, goals, risk tolerance, time horizon, and other relevant circumstances.The opinions expressed are those of the individual speakers as of the recording date and may not represent the views of their affiliated firms or organizations.#OneMoreRoundPodcast #TheArizonaBuzzOnHousing #FinancialPlanning #RealEstateInvesting #ArizonaRealEstate #WealthManagement #TaxPlanning #RetirementPlanning #EstatePlanning #LifeInsurance #RothConversion #CostSegregation #BonusDepreciation #HomeBuying #ArriveFinancial

Can you legally pay ZERO income tax? Most business owners assume the answer is no, but the U.S. tax code offers powerful strategies that can dramatically reduce taxes when used correctly.In this episode of the Know Your Numbers Podcast, Chris McCormack concludes the Freedom Series by breaking down how entrepreneurs, investors, and high-income earners can build tax-free wealth using proven tax planning strategies.You'll learn how Roth IRAs, Backdoor Roths, Roth Conversions, Life Insurance Retirement Planning, Real Estate Tax Strategies, Cost Segregation, Depreciation, and 1031 Exchanges can work together to legally minimize taxes and create long-term financial freedom.If you're a business owner looking to keep more of what you earn while staying compliant with the IRS, this episode is packed with practical insights you won't want to miss.Whether you're an entrepreneur, real estate investor, or simply want to understand how wealthy families legally reduce taxes, this episode provides a roadmap toward greater financial freedom.••••••••••••••••••••••••••••••••••••••••••••➤➤➤ To become a client, schedule a call with our team➤➤ https://www.betterbooksaccounting.co/booking-calendar/better-books-consultation••••••••••••••••••••••••••••••••••••••••••••Connect with Better Books on Social MediaFacebook: https://www.facebook.com/betterbooksaccounting.coInstagram: https://www.instagram.com/betterbooksaccounting.co→ → → SUBSCRIBE TO BETTER BOOKS' YOUTUBE CHANNEL NOW ← ← ← https://www.youtube.com/@betterbooksaccountingThe Know Your Numbers REI podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests.

Think a cost segregation study automatically saves you thousands in taxes? Not so fast. In this episode, Tiffany Phillips, CPA, explains how cost segregation really works, who benefits most, and why a large deduction doesn't always mean immediate tax savings. You'll learn how tax strategies, passive activity rules, bonus depreciation, and timing all affect your results. Tiffany also shares when she actually tells clients not to order a cost segregation study—and why that's often the smarter business finance decision. If you own rental property or commercial real estate, this episode will help you avoid expensive mistakes and make better tax planning decisions with confidence. Listen now before you spend thousands on a strategy that may not fit your situation.   Next Steps:

In this episode, Tousif Rahman shares his journey from mechanical engineering to becoming a tax strategist and real estate investor. He discusses his strategies for asset protection, international investing, and leveraging tax codes to build wealth.   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   —--------------------

Chris Pierce talks to Sean Graham as he shares his inspiring journey from CPA to real estate investor, unveiling how he uncovered the powerful tax advantages hidden in property components. You'll learn the fundamentals of depreciation: how the IRS assigns different lifespans to building elements, and how to leverage that knowledge to boost your deductions. Discover how the cost segregation engineering process breaks down your property into shorter-lived parts, creating opportunities for accelerated depreciation, sometimes recategorizing up to 30% of your basis into five and 15-year categories. Sean Graham, CPA Maven Cost Segregation Tax Advisors Based in: Detroit Metropolitan Area Where to find them: https://www.linkedin.com/in/sean-graham-cpa/ mavencostseg.com Chris Pierce Account Executive of Maven Cost Segregation Tax Advisors Based in: Salida, Colorado Where to find them: https://www.linkedin.com/in/pierce-christopher/ Book your free demo today at bill.com/bestever and get a $100 Amazon gift card. Visit https://malabarhillcapital.com/ for more info. Podcast production done by⁠ ⁠Outlier Audio⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

The Real Estate Espresso Podcast is sponsored by the Cost Segregation Guys. Cost Segregation is the key to accelerating depreciation and improving cash flow for your real estate assets. Click HERE to connect with them and get a discount on their services. ------------Today we are talking about what may be the beginning of a nuclear renaissance. I realize that this is a real estate podcast. But occasionally I come across something that has the potential to have global impact.Over the July Fourth weekend, nuclear startup company Aalo Atomics brought a reactor to criticality at Idaho National Laboratory. The reactor was manufactured in roughly forty days. That is an extraordinary achievement, but the real story is not the stopwatch. The real story is the system behind it.The first enabling technology is the coolant. Conventional reactors use water under high pressure. High pressure demands thick reactor vessels, specialized forgings, heavy components, and a supply chain with very few qualified manufacturers. These reactor vessels are hugely expensive and take an extraordinary amount of time to manufacture. Aalo uses liquid sodium, which transfers heat at low pressure and has a high boiling point. Lower pressure allows thinner steel vessels that can be made from plate, rolled, welded, inspected, and moved through an industrial process. That changes the manufacturing problem from one of heroic craftsmanship to one of repeatable production.Instead of building one plant as a unique civil project, the design is broken into truckable modules. A module can be built indoors, where tools remain in place, workers repeat tasks, and quality is measured at every station. That sounds ordinary because it is how automobiles, aircraft, and industrial equipment are manufactured. The building was completed in thirty six days, the reactor was fabricated in less than a month, and hundreds of fuel rods were assembled in 2.5 days.------------**Real Estate Espresso Podcast:** Spotify: [The Real Estate Espresso Podcast](https://open.spotify.com/show/3GvtwRmTq4r3es8cbw8jW0?si=c75ea506a6694ef1)   iTunes: [The Real Estate Espresso Podcast](https://podcasts.apple.com/ca/podcast/the-real-estate-espresso-podcast/id1340482613)   Website: [www.victorjm.com](http://www.victorjm.com)   LinkedIn: [Victor Menasce](http://www.linkedin.com/in/vmenasce)   YouTube: [The Real Estate Espresso Podcast](http://www.youtube.com/@victorjmenasce6734)   Facebook: [www.facebook.com/realestateespresso](http://www.facebook.com/realestateespresso)   Email: [podcast@victorjm.com](mailto:podcast@victorjm.com)  **Y Street Capital:** Website: [www.ystreetcapital.com](http://www.ystreetcapital.com)   Facebook: [www.facebook.com/YStreetCapital](https://www.facebook.com/YStreetCapital)   Instagram: [@ystreetcapital](http://www.instagram.com/ystreetcapital)  

In this episode, Ryan Pulice shares insights on real estate tax strategies, common investor mistakes, and how to optimize your tax planning for growth and compliance.   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   —--------------------

In this episode, Hank Tippins shares insights into cost segregation, a powerful tax strategy for real estate investors, and discusses his journey from personal challenges to business success.   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   —--------------------

Katie Neason shares how childhood financial hardship, redevelopment wisdom, and disciplined investing helped her build wealth, revive Main Street, and inspire others to start before they feel ready.See article: https://www.unitedstatesrealestateinvestor.com/build-wealth-revive-main-street-and-start-before-you-feel-ready-with-katie-neason/(00:00) - Introduction to The REI Agent Podcast and Katie Neason(05:00) - Childhood Bankruptcy, Financial Fear, and Discovering Wealth Education(10:00) - Rich Dad Poor Dad, Financial Awareness, and Rebuilding After Loss(15:00) - Redevelopment Explained: Small Projects, Existing Infrastructure, and Reducing Risk(20:00) - BRRR, Townhomes, Mixed-Use Projects, and Building Generational Assets(25:00) - Katie's First Development Deal and Proving Downtown Demand(30:00) - Property Management, Knowing Yourself, and Separating Income From Wealth(35:00) - Tax Strategy, Cost Segregation, and Planning for Depreciation(40:00) - Comprehensive Plans, City Support, and Aligning With Local Growth(45:00) - Invest Where You're Invested, Start Small, and House-Hacking Lessons(50:00) - Depression Prepper Books, Katie's Instagram, and Final REI Agent OutroContact Katie Neasonhttps://www.katieneason.com/https://www.facebook.com/RenovationWranglers/https://www.instagram.com/katiedevelops/https://www.linkedin.com/in/katie-neason-89b4a7a/Katie Neason's story is a powerful reminder that wealth is not built by waiting for perfect timing. It is built by learning the market, starting small, protecting the downside, and investing where the mission matters. Her journey from childhood financial uncertainty to Main Street redevelopment shows what can happen when fear becomes wisdom and wisdom becomes action. For more conversations that help you build wealth, freedom, and a life with purpose, visit https://reiagent.comIs success destroying your peace? Most pros grind until they break. Download The Investor's Life Balance Sheet: A Holistic Wealth Audit to see if you are building a legacy or heading for burnout. Presented by The REI Agent Podcast & United States Real Estate Investor® https://sendfox.com/lp/m4jrl

Looking for financing options beyond what traditional banks offer? In this episode, Aaron Marsh, founder of Marsh Lending, explains how investors can use creative lending strategies to finance short-term rentals, multifamily properties, and commercial real estate. From DSCR loans and LLC structures to cost segregation and portfolio lending, Aaron breaks down practical ways investors can qualify for more opportunities while protecting their long-term wealth. Tune in to discover financing strategies that can help you grow your real estate portfolio with confidence.    Key Takeaways To Listen For Why experienced investors often choose LLCs over personal ownership How DSCR loans open doors that traditional lenders often close The overlooked tax strategy that can dramatically improve cash flow What lenders really evaluate before approving commercial properties Financing mindset that helps investors scale with confidence   Resources/Links Mentioned In This Episode Traction by Gino Wickman | Kindle, Audiobook, and Paperback The Richest Doctor by David Auer | Paperback and Hardcover   About Aaron Marsh Aaron Marsh brings a lifetime of real estate expertise, rooted in his Dallas upbringing, combined with a strong finance background and an MBA in Strategy. At Marsh Lending, we are dedicated to delivering seamless, customizable mortgage and lending solutions that meet the demands of today's dynamic personal and commercial markets. Our services include a diverse range of mortgage solutions, including DSCR loans for investment properties, no-income-or-employment-verification loans, bank-statement loans, portfolio loans, 1031 exchanges, and more. With a commitment to fast closings, we eliminate the frustrations often associated with traditional mortgage processes, making your path to financing smooth and stress-free. Now based along the scenic beaches of 30A, Aaron and his team are ready to serve clients wherever they are. We proudly   Connect with Aaron Website: Marsh Lending  Email: hello@marshlending.com  YouTube: Marsh Lending    Connect With Us If you're looking to invest your hard-earned money into cash-flowing, value-add assets, reach out to us at https://bobocapitalventures.com/.    Follow Keith's social media pages LinkedIn: Keith Borie Investor Club: Secret Passive Cashflow Investors Club Facebook: Keith Borie X: @BoboLlc80554  

This episode explains one of the biggest tax strategies available to real estate investors: cost segregation. Learn how one investor increased a $25,000 deduction to more than $221,000 in the first year and why that created nearly $47,000 in tax savings. Tiffany also explains who benefits most, how tax planning changes the outcome, and why passive activity rules matter before moving forward. You'll hear when a study makes sense, how catch-up depreciation works for older properties, and what changed with 100% bonus depreciation. If you own investment property or plan to buy one, this episode could change how you think about business finance forever. Listen now before making your next real estate decision. Next Steps:

In this episode, Ted Lanzaro, a seasoned real estate CPA and author, shares his insights on tax strategies, business scaling, and building a legacy in the real estate investment space. Discover practical tips on operations, marketing, and the importance of systems in growing a successful firm.   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   —--------------------

Erik Oliver specializes in helping real estate investors accelerate depreciation through cost segregation studies. In this conversation, Erik explains how buildings can be divided into individual components with different useful lives, allowing investors to access deductions much sooner than traditional depreciation schedules allow. He also discusses the return of 100% bonus depreciation, how passive activity rules affect tax savings, and why investor circumstances matter just as much as the property itself. Whether you own a single rental property or a large multifamily portfolio, this episode provides a practical introduction to one of the most discussed tax strategies in real estate.

Tom Brodie - CSSI Cost Segregation On Using Bonus Depreciation on Buildings of All Sizes: "So people that own smaller buildings like that, they can actually get a reasonable return on this as well." Discover Hidden Savings in Commercial Real Estate In this week's episode, we dive into the world of cost segregation and tax strategy with Tom Brodie—better known as “The Found Money Guy.” If you own commercial property or are considering buying, this interview is packed with actionable insights you can't afford to miss. What is Cost Segregation? Learn how breaking down your building's components (like carpeting, parking lots, internal walls, and more) can allow you to depreciate assets faster—and potentially save tens or even hundreds of thousands on taxes. (01:11) Why Now? 100% Bonus Depreciation Is Back Understand how the latest tax law changes made 100% bonus depreciation permanent—unlocking huge deductions in the first year for non-structural assets. (08:08) Do You Qualify? Any commercial building, whether a $200,000 office condo or a $10 million high-rise, can benefit from a cost seg study. Find out what kinds of properties see the best returns. (12:22) Tax Credits vs. Deductions—What's the Difference? Wondering if an R&D tax credit or a deduction is better? Get a clear explanation and why tax credits may have more impact on your tax bill. (00:00, 24:19) Bonus—Green Zip Drywall Tape Discover innovative building materials that accelerate depreciation and offer green construction incentives. (25:19) Enjoy! Visit Tom at: https://thefoundmoneyguy.com and https://cssistudy.com Sponsors: Calls On Call Extraordinary Answering Service, phone answering for small businesses: https://callsoncall.com Some videos have been recorded with Riverside: https://www.riverside.fm/?utm_campaign=campaign_5&utm_medium=affiliate&utm_source=rewardful&via=james-kademan   Podcast Overview: 00:00 Helping building owners save on taxes 05:52 Accelerated depreciation for buildings 08:08 Understanding Bonus Depreciation Rules 12:22 Offering free estimates for buildings 13:27 Engineering-based cost segregation process 18:28 Understanding the R&D Tax Credit 21:45 Understanding R&D tax credits 25:20 Reconfiguring and reusing drywall 28:37 Discovering cost segregation 31:16 Discovering cost segregation loopholes 34:27 Handling IRS audit inquiries 39:05 Remote and Office Work Changes 40:03 Understanding property depreciation rules 45:38 Evaluating building estimates and assets 47:34 Understanding condo tax allocations 51:18 Navigating 1031 exchange complexities Podcast Transcription: Tom Brodie [00:00:00]: So that's a dollar for dollar reduction in the taxes you owe. Cost segregation is a deduction. So that's going to lower your amount of income, which means you pay less taxes. So if you got an R and D tax credit of $20,000 and you had a liability of $20,000, now you owe zero because that's going to wipe out the liability. So tax credits are a little bit more valuable than a deduction as far as the impact. James [00:00:27]: You have found Authentic Business Adventures, the business program that brings you the str and triumph and successes of business owners across the land. Downloadable audio episodes can be found in the podcast link found drawincustomers.com we are locally underwritten by the bank of Sun Prairie Calls On Call Extraordinary Answering Service as well as the Bold Business Book. And today we're welcoming, preparing to learn from Tom Brodie of Cost Segregation Services. So Tom, how is it going today? Tom Brodie [00:00:56]: It's going very well. Thank you for having me on the program. James [00:00:59]: Yeah, I'm glad that you're on here. I love the name of your business because it says exactly what you do. So for those that may not know, can you tell us what is cost segregation? Tom Brodie [00:01:11]: Yeah, it's, I know that people stumble over that all the time. What we do is we help commercial building owners depreciate their building faster and say faster just because it's faster than what they're used to. Right. What the CPA or tax preparer will do will take the value of the building and divide it by 39 years or 27 and a half years if it's a apartment complex. What we do is say there's things in your building are not going to last that long. So we do the study to say, okay, you've got this much assets in a five year category, this many assets, you know, in a 15 year category, and break it down that way and then help them depreciate it faster, which means more depreciation expense is less income, which means less income taxes. And so you're really saving a tremendous amount of money in income taxes. James [00:01:59]: So when you're talking about assets, can you elaborate on what those are? Tom Brodie [00:02:04]: It's a commercial building. I mean, so if you got, you know, you're building, you've got the external walls and everything else, but then you've got so much on the inside, internal walls, you know, H vac controls on the inside, things that are not really key to keeping the structure upright. Those are the things that are going to have a slower, sorry, a faster life. And so you're going to depreciate them faster and then record it's the same dollars, you're just recording it sooner. Right. And so you'll be able to write that off when those things are worth more, the whole time value of money thing. So rather than waiting 39 years to get you, your asset depreciated, you can take about 30% of that on average and record it sooner. James [00:02:42]: All right, so you're talking carpet shelving, Tom Brodie [00:02:47]: floor coverings, window coverings. Actually outside a building too. Parking lots are a huge expense that people don't think about. That's a 15 year asset. So if you've got a big parking lot, that's going to be something we can write off right away. And then security systems, fencing, you know, irrigation systems, everything outside the building that's not really part of the structure. Those are going to be usually in the 15 year asset category. James [00:03:11]: All right, now I understand you're not an accountant, but I'm still going to ask the question because it eludes the question. Hey, instead of this cost segregation or the depreciation being spread out over 39 years or 27 years, you do a chunk of it, 30% ish, right away. What happens if you sell it? Sell the building? Tom Brodie [00:03:31]: Well, that's the one thing that we tell people. If you're getting ready to sell it right away, you don't want to do this. Right. Because whenever you sell any building, you're going to have to pay recapture. And so if you accelerate the depreciation and then try to sell it the next year, all that savings is going to be eaten up when you have to pay back the recapture. So we typically tell people three to five years is a, is a good timeframe after cost seg study, you know, to hold it. If you're going to hold it that long, then that reinvested of the savings is going to be able to create a return for you that will offset the recapture. I've had some clients turn around and sell it right away. Tom Brodie [00:04:07]: I said, we talked about this, right? You said you weren't going to sell it right away. They said I made so much money I didn't care about it. Okay, as long as you did that, full knowledge that I told you not to sell it right away. But it's one of those things where, you know, things happen and you have to make a move. But we typically think that you've held on to something within three to five years, you're going to be fine. James [00:04:30]: Right on. Do the math is what it comes down To, Right, exactly. Tom Brodie [00:04:34]: I mean we, we always, we give free estimates because that's the one thing that people don't understand. How much. These are big numbers, right. A lot of times. And so when you actually see the number there and then you put it into your calculation to see if this makes financial sense, a lot of people are surprised by the number to go. I didn't know this was available. Yeah, it is. James [00:04:54]: Can you. Let's just talk the numbers and let's keep it relatively easy. Just for Neanderthals like me that aren't that good at math, let's just say for fun, we got a million dollar building, right? I just bought this million dollar commercial building, office space, warehouse space. I don't know if it matters. Can you just walk me through the numbers I can expect and then what that turns into, as far as money in my pocket goes? Tom Brodie [00:05:17]: Absolutely. Now every building's gonna be a little bit different. Like so if an office building is gonna have more things that you can actually accelerate than if you had just a metal warehouse. Right. Metal warehouse is pretty much a box. But if an office building got a lot of things on the inside of that building that you can depreciate million dollars on average, I'm usually finding a deduction, a tax deduction equal to about 20 to 25% of the building's value. Now I say building's value because you have to subtract land, right? So if it costs you a million dollars, you take the land out. Maybe you're like $800,000 or something like that. Tom Brodie [00:05:52]: So it's 20% of that building. Only value that could be in a depreciation deduction, right? So that's, and with, with 100% bonus depreciation coming back, all those things that are accelerate acceleratable are things that you could write off in year one after doing a study. So it, it's significant. So you know, not every building is the same. So the more internal walls and maybe the high end decor elements you have, you have a nice lobby with a lot of high end granite or marble or whatever. Those things cost money. And typically you're not going to ROI on those, right? So if you can write all that stuff off in the first year,...

Discover how cost segregation and bonus depreciation can unlock massive first-year tax savings for short-term rental owners. Learn the critical participation rules and strategies to maximize deductions and cash flow today. VIk Randhawa, CPA City: Newark Address: 35111 Newark Boulevard Website: https://www.vikprocpa.com/ Phone: +1 510 258 4495 Email: Info@vikprocpa.com

In this episode of the Tax Smart REI Podcast, Thomas Castelli and Nathan Sosa break down one of the most misunderstood areas of real estate taxation: how developers are taxed and when they can (and can't) take advantage of cost segregation and bonus depreciation. They explain the key difference between developers who build to sell versus developers who build to hold, why dealer status can eliminate depreciation benefits, and how entity structure decisions can impact your ability to defer taxes, execute 1031 exchanges, and maximize long-term wealth. Request a consultation from Hall CPA at go.therealestatecpa.com/3KSEev6 Get the FREE Ultimate STR Tax Strategy Bundle: go.therealestatecpa.com/strbundle Register for the FREE Investing Debate: go.therealestatecpa.com/debate Submit your question for Tom & Nathan: go.therealestatecpa.com/question The Tax Smart Real Estate Investors podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests. Any mention of third-party vendors, products, or services does not constitute an endorsement or recommendation. You should conduct your own due diligence before engaging with any vendor.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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