The Mark Perlberg CPA Podcast

EP 121 - How Timing Your Cost Segregation Studies Can Save You Millions in Taxes


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Strategic timing is the unsung hero of tax planning, especially when it comes to cost segregation studies for real estate investors. The difference between performing these studies at the optimal time versus the wrong time can mean hundreds of thousands of dollars in tax savings.

PS. Whenever you're ready, here are some ways we can help with reducing your taxes...

Ready to slash your tax bill? Schedule your free consultation and let's strategize your tax savings together! Book now at: https://www.prosperlcpa.com/apply Or, if you still need more time, here are some other ways to begin winning the tax game... 

Take our free Tax Planning Checklist & learn about what tax savings may be available for you in our minicourse at https://taxplanningchecklist.com 

• Cost segregation studies should be timed to match high income years when tax deductions are most valuable
• Moving income into low tax bracket years and expenses into high tax bracket years maximizes tax savings
• Recognizing deductions early frees up capital for reinvestment and compound growth
• Suspended losses from poorly timed cost segregation studies may never offset ordinary income
• Pregnancy or other life changes can create temporary windows for real estate professional tax status
• Cost segregation studies can be strategically timed to offset capital gain events
• You can amend returns to add cost segregation studies, but only for the first service year of a property
• When selling properties after cost segregation, be prepared for potentially painful depreciation recapture
• Cost segregation can work with 1031 exchanges but requires careful planning and professional guidance
• Different depreciation elections provide flexibility in how quickly you recognize tax benefits

Go to prosperalcpa.com/opportunityreport for a free video analysis of your potential tax savings through advanced planning strategies, or visit taxplanningchecklist.com to begin exploring tax planning with a free ultimate tax planning checklist and mini-course.


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The Mark Perlberg CPA PodcastBy Mark

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