EXCELSIOR CAPITAL PRESENTS

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.
Go Beyond Marketing and Create a Better Customer Experience

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/

Previous Articles

the-ultimate-guide-to-commercial-real-estate-investing

The Ultimate Guide to Commercial Real Estate Investing

Learn everything you need to know to assess the benefits of a commercial real estate investment and make the best decisions to get started.

Tax Planning For Real Estate Investors

Tax Planning Tips for Real Estate Investors

Investing in commercial real estate offers numerous advantages, with a significant one being the potential for substantial tax benefits.

What Is Distressed Real Estate

What Is Distressed Real Estate?

The current real estate market has opened up a unique window of opportunity for investors looking to capitalize on distressed real estate.

Adapting To A New Commercial Real Estate Landscape

Adapting To A New Commercial Real Estate Landscape

Insight for Investors Navigating Today’s Market. In this brief, we’ve identified the biggest challenges faced in commercial real estate this year.

Real Estate Accounting Fundamentals

Real Estate Accounting Fundamentals

Real estate accounting plays a crucial role in the financial management of investment properties, and it’s important to be aware of…

Navigating Investments In An Election Year, Strategies for Consideration

Navigating Investments In An Election Year, Strategies for Consideration

Investing during an election year can feel like a daunting prospect, given the uncertainties and apprehensions that often accompany political transitions.

embracing-distressed-opportunities-in-today's-commercial-real-estate-environment

Embracing Distressed Opportunities in Today’s Commercial Real Estate Environment

A myriad of formidable obstacles has opened up innovative pathways to success.

The Benefits of Infrared Saunas, Red Light Therapy & Cold Plunges

Join us as we sit down with Kristen Nicholson, entrepreneur and owner of Nashville’s first contrast therapy studio, Urban Sweat. Kristen is a healthcare professional with a background in health administration…

Why It Feels Impossible to Keep Up in Today’s Society

In this episode, host Brian Adams sits down with COO Jarrod Arnold to discuss the disconnect between the financial perceptions and realities facing younger generations today.

Excelsior Capital

A real estate private equity firm that owns and operates high quality multi-tenant office assets in emerging secondary markets.

Interested in learning more about Excelsior's investment opportunities?

Excelsior Capital

104 Woodmont Blvd, Suite 120
Nashville, TN 37205

investors@excelsiorgp.com

Disclaimer: Under no circumstances should any information presented on this website be construed as an offer to sell, or solicitation of an offer to purchase any securities or other investments. This website does not contain the information that an investor should consider or evaluate to make a potential investment. Other materials related to investments in entities managed by Excelsior Capital are not available to the general public.

Share This