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

The Mark Perlberg CPA Podcast

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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.
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• 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.

פרקים

1. Tax Planning Is All About Timing (00:00:00)

2. The $850,000 Unused Loss Mistake (00:07:30)

3. Key Timing Concepts for Tax Planning (00:11:50)

4. Strategic Cost Segregation Examples (00:19:43)

5. FAQ: Selling Early and 1031 Exchanges (00:29:47)

6. Final Thoughts and Free Resources (00:31:53)