Tax Savings Secrets: How Cost Segregation Analysis Can Save You Money

How can cost segregation analysis help real estate investors maximize their returns? In this episode, John Hanning explores the potential benefits of cost recovery studies and depreciation.
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Podcast: Tax Savings Secrets – How Cost Segregation Analysis Can Save You Money

How can cost segregation analysis help real estate investors maximize their returns? In this episode, John Hanning explores the potential benefits of cost recovery studies and depreciation. From bonus depreciation to different recovery periods for real property, personal property, and land improvements, John explains how cost segregation can accelerate tax deductions for real estate owners. He outlines the best time to engage a firm to study an existing or newly constructed property and the typical cost and timeline.

John is STG’s Fixed Assets / Cost Segregation / Accounting Methods Principal. Over the past 15 years as a Fixed Assets specialist, John has been responsible for the business development efforts for fixed asset services, including new client identification, proposals, and client deliverables. He has led and executed cost recovery studies on more than 5000 facilities, including; healthcare, retail, manufacturing, commercial office, multi-family, power generation, and dealerships.

Key Highlights

[00:01 – 08:32] Opening Segment

  • John Hanning introduces Specialty Tax Group
  • The power of depreciation and cost segregation analysis
  • Cost segregation accelerates allowable tax deductions for the client
  • Bonus depreciation steps down by 20% each year from 2023-2026

[08:33 – 16:20] Is Cost Segregation Worth the Risk?

  • Exploring the benefits and risks of cost segregation studies
  • People should continue to do cost segregation studies despite the reduction in benefits
  • The best practice for timing
  • Engage with a firm to begin the study on the day of acquisition or at the onset of construction

[16:21 – 24:14] Innovative Tax Planning Strategies

  • Cost segregation studies are not bulletproof, but they follow an audit techniques guide
  • When cost segregation studies may not make sense
  • The allocations between real and personal property
  • It should be determined by an independent appraisal or auditor’s website

[24:15 – 32:05] Closing Segment

  • Cost segregation studies can create additional deductions to offset income
  • The cost of a cost segregation study

Additional Links:

Speciality Tax Group: https://www.specialtytaxgroup.com/ 

Brian’s Linkedin: https://www.linkedin.com/in/brian-c-adams/

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