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Before You Pay for a Cost Segregation Study: The Framework Every Investor Needs
The Wealth Planning Podcast with Brister Law
8 minutes
1 month ago
Before You Pay for a Cost Segregation Study: The Framework Every Investor Needs
Most investors hear “cost segregation” and think massive tax write-offs — but the truth is far more nuanced. In this episode, Anthony breaks down the exact framework he uses for clients and his own properties to determine when a cost segregation study is actually worth it… and when it becomes an expensive mistake. You’ll learn the three pillars that make or break a cost seg, how STR rules change the game for high-income earners, the biggest misconceptions that lead to audits, and real-world examples that saved (or cost) clients tens of thousands. Watch until the end to get access to the free Bonus Depreciation Guide.
Timestamps:0:00 – The $6,200 mistake: When a cost seg should never be done0:30 – What a cost segregation study actually is (no magic, just timing)1:14 – The three pillars that decide if a cost seg is worth it1:51 – Pillar 1: Purchase price rules that most people overlook2:51 – Pillar 2: Income level — if you can’t use the losses, don’t do it3:26 – Pillar 3: Hold strategy and why quick flips trigger recapture pain3:48 – STR vs LTR: Why short-term rentals change the entire equation4:51 – Audit risks, misconceptions, and the real dangers investors ignore5:50 – Real examples: $275K dud, $780K win, and a $1.8M home run7:01 – The 3-question checklist before doing any cost seg + free guide
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