#1 Tax Loophole For Real Estate Investors (The Magic Of Cost Segregation!)

[@TobyMathis]

Claim Your FREE 45-minute consultation to receive business planning tips and asset protection. 👉 aba.link/84a6a3

[@andreakonig2410]

ok oo

[@wsmaga]

I could def use your help with my rental. Awesome information.

[@MrManny075]

Taxes help build schools, hospitals, and infrastructure that you use every day if everyone avoids paying taxes then what? Only the poor man pays taxes, and the rich use everything the poor man pays for, is that good? Badman says I don't care, greed is good.

[@wsmaga]

@@MrManny075 stay poor and pay more taxes. Remember when doing your taxes at the end of the year you can always pay more. Just remember this, a poor man has never given anybody a job.

[@MrManny075]

@@wsmaga No one said to pay more just be honest and pay what you should, A greedy person never thinks of paying more he always tries to pay less, Remember this, a greedy rich man without the poor man, he wouldn't have a job in the first place, in fact, he wouldn't have anything

[@randyboggs1271]

Great video. The one thing I wish everyone would stop doing is referring to this as a "loophole". It is an Incentive. The government has created incentives to encourage people to buy real estate, vehicles and other goods, and offer a tax savings if they do. This is done as a stimulus to the economy. It gives people jobs and, in the case of rental real estate, it gives people places to live that other wise wouldn't exist. It is fair and effective. Politicians refer to these incentives as loopholes as a way to vilify the use and claim people don't pay tax. Thanks again, Toby!

[@overbuiltlimited]

Excellent points!

[@10317]

Thanks Randy. You had an elegant way of wording real estate investing.

[@akemyjones4196]

I live in California. Do you have anyone you could refer me to that does cost segregation? Also to establish a non profit organization? Thank you so much. I've learned so much by watching your videos.

[@randyboggs1271]

@@akemyjones4196 Check with your CPA

[@stevencollin617]

Very Good point

[@dirkheiss7805]

Toby, Thank you so much. I recently purchased 4 rentals and was struggling to understand the tax benefits between being passive, active, & a RE professional. IRS pub 527 didn't help. But in one sentence you made it clear. "Passive losses are only deductable from passive income." BOOM. Now I know which way to go. Thanks, Dirk

[@Alexedmartin.]

Reducing your tax liability is a smart financial move. It's all about strategic investments and leveraging tax-saving opportunities. I've seen significant benefits by diversifying my portfolio and taking advantage of tax-efficient investment vehicles. It's not about avoiding taxes, but rather optimizing them to maximize your wealth. I wasnt financial free until my 40’s and I’m still in my 40’s, bought my second house already, earn on a monthly through passive income and got 4 out of 5 goals, just hope it encourages someone that it doesn’t matter if you don’t have any of them right now, you can start TODAY regardless your age INVEST and change your future! Investing is a grand choice I made...

[@Alexedmartin.]

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[@Alexedmartin.]

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[@Alexedmartin.]

Regina Louise Collaro is based in the United States and can work with anybody wherever they stay. If you would like more information on reaching her, you can conduct a search online.

[@ugojazzy7812]

personally, I'm blessed and realizing I'm not the only one working with Regina Louise Collaro. I will consider myself lucky. I've been able to feed and make a living through her advice and great work. For such a person as Regina, I owe her gratitude, support and endless prayers as it is not easy to gain access to such a competent and reliable adviser. Who isn't just wise but has all it takes to handle an investment and is good at what she does.😊

[@emeldcentor1474]

​@@Alexedmartin.I have had the intentions of starting investing. But I always thought it was late and I think I need to stop procrastinating. I will definitely 🔍 Regina Louise Collaro and see what she can advise .Thanks a lot . This was of so much help to me.I have had the intentions of starting investing. But I always thought it was late and I think I need to stop procrastinating. I will definitely 🔍 Regina Louise Collaro and see what she can advise .Thanks a lot . This was of so much help to me.

[@terenceeans1577]

Thanku. As usual, you killed it!!! Appreciate your time and effort sharing such potent content 👏🏿

[@mrbigcat9]

The depreciation has to be recaptured when you sell it?

[@gavinv4807]

The most valuable content on KZbin, hands down.

[@lihorsepropertiesliequine5474]

If you owned a house for many years ( rental property ) and never did cost seg can you do the past 15 years now ?

[@felipedasilva1316]

@toby, please answer this! I’d love to hear your take and all the nuance involved. Thanks!

[@gabechotzen7832]

This is a fantastic video. So much great and accurate content. Most KZbin tax videos promise something in the title and underdeliver with high level, vague content. This is quite the opposite. I’m a CPA, and you’re spot on, Cost Seg studies are rarely taken advantage of. Loved the Doctor AirBNB strategy you provided.

[@TobyMathis]

Thank you, we are glad to hear you found the info informative! We appreciate your kind words.

[@drx1xym154]

The problem with taxes is that they vary - State to State and country to country ... and there is a TON of nuance on all those rules and incentives. Specific advise can be tricky to give - in broad terms, which I guess is why SOME channels are so vague. This is why people specialize. A good CPA/Tax accountant can be worth their weight in gold. Fair winds!

[@lavellnutrition]

Thank you so much, Tobi!

[@LHong-cr8ds]

Hi, great video . I have a rent for 89 years already. But I didn’t do cost seg. Can you refer someone can do cost seg. Analysis in Orange County, CA?

[@horacejones9583]

It's about time someone gives examples, clarify more for my self.Great job!

[@TobyMathis]

Thank you, let us know if you have any questions!

[@wojak8297]

This is one of the most useful videos I've seen in KZbin

[@TobyMathis]

Glad you think so! Thank you so much for watching our content!

[@RandyVolkman]

Interested in your Cost Seg referral, I'm in the DFW (Denton) area. Thank you for the excellent video(s)!!

[@garysmith7333]

Very informative. Thank you

[@dariodelgado7680]

Great information. I have two questions. 1. Who comes up with the list of items that can be segregated? Do you have a minimum amount? Say 5,000 for an item to be segregated? 2. Who comes up with the appropriate cost and depreciation period (5,7,15 yrs). Is that the accountant? This is especially important if it is for property that was purchased years ago. Do you use the cost from when the property (eg the carpet) was purchased or from today?

[@tylersipe4040]

Something I haven’t been able to find online. I have owned (and lived in) a property for nearly 7 years. Now, we are buying a new personal property and turning the house that we’ve lived in for years into a rental property. If we were to do a cost segregation analysis, would the basis of this analysis (and subsequent depreciation) be the purchase price from 7 years ago (130,000) or the approximate value of the house now (around 240,000)?

[@Loonypapa]

It's whatever you paid for it originally, plus any capital you put into it. You only use the current market value when you purchase the property for the current market value.

[@rmagistr]

If this is missed 90% of the time, then it means that it'll be challenging to find a CPA or Tax Return Preparer who can correctly do this. Should I even ask if this can be done using Turbo Tax? Great Video by the way. Thank you for this very informative video! We are contemplating on buying our first investment/rental property, so I am trying to research and talk to people who knows the nuances of this trade.

[@drx1xym154]

The "Economic Ninja" and "Real Estate Ninja" (YT Channels) have some advice ... though some is behind a paywall - though it is not always pricey ... I imagine this channel is selling things too - yet it is best to do your own research first - this video is a good first step. If you only have one rental property the tax savings may not amount to the hassle - though as always it depends, void where prohibited and your mileage will vary!

[@Loonypapa]

I've been doing these reports for almost 20 years. I still don't understand why more people don't use them. Every investor with an AirBnB or VRBO or even a regular rental property should be doing these.

[@yingwu2143]

Would you mind sharing how much the audit risk increases if you file the cost segregation report on a Schedule C? Also, what is the correct method for determining the value of improvements? For a newly purchased property, is it correct to use the purchasing price minus the land value shown in the newest property tax bill?

[@Loonypapa]

@@yingwu2143 if you have a professional do it properly, the audit risk is low. None of my reports have ever been audited, but then again I'm a licensed engineer and I'm exactly the type of professional that the IRS wants to see do these things. As a P.E. and a member of ASCSP and AACE, the methods for determining values are straightforward for me, but probably a mystery for the average person. Also regarding land, the IRS doesn't like to see assessed land values as the basis for land. They'd rather see comps or a full blown appraisal. There are also a small list of closing costs that can be incorporated into the final basis.

[@elvispresley3234]

My gosh, the present value of the savings alone is massive, i.e. the more money I can keep today is worth more than the write-off tomorrow. I'm calling my CPA TODAY!

[@onyx9857]

Im 56 minutes in and he's still describing the home...

[@nearivar]

Thank you for the wonderful information and teaching; your shared knowledge is much appreciated

[@TobyMathis]

Thank you for watching!

[@jonjones1943]

What if you make rental to primary

[@jameswilliams-iz3vg]

excellent, thank you for your knowledge.

[@TobyMathis]

Thank you for watching our content, let us know if you have any questions!

[@sharbinsa]

How does the segregation of depreciation affect capital gain when selling the rental property?

[@2Greenlid]

Your cost basis is lower, so cap gain would be greater

[@joelvillanueva1392]

Hi Toby, I sold a property in 2021 so I paid capital gain of 40K on top of my employment tax. Anyway we still amend it and pay a lesser tax? Thank you.

[@TravelForOne]

Cost Segregations are expensive. At what dollar figure is it worth it to do it to offset the cost of the segregation study?

[@chadhewitt5650]

I pay $600 to cost seg a new single family that I paid around 200k for and the tax savings is about 50k so ANYTHING is worth a cost seg. On the flip side I paid $7,000 for a NNN property I paid 3M for and I got a $1,075,000 deduction. Bigger the better

[@shajim1101]

​@@chadhewitt5650 do you mind sharing the contact info of the cost seg professional?

[@BorderGuards]

You should put in the show notes which IRS publication states the useful life of all of these items

[@johnbarry8185]

You can look them up, at the IRS website(If you dare.) 🙂

[@Rick-the-Swift]

@@johnbarry8185 haha John. I can just see the auditor from the IRS setting up algos waiting for investors to visit their site, then tracking their IP address to their physical address, and then issuing an automatic audit notification to the investor. They be pretty sneaky like that, no doubt! They prolly coined the term "click bait"😆

[@buhr1mm1]

Toby, this was the absolute best video to understand cost segs!! Thank you first of all! Is there anyone in Michigan that you would recommend to use as our CPA or would your firm be willing to take us on to evaluate our situation with 4 rental properties that we have purchased in the past year alone, cash flowing well on all, and have set up our Trust and holding company accordingly... Much appreciate all of your time and education!

[@TobyMathis]

Hi Matthew, thank you for leaving your comment. You can request a free 45-minute consultation to discuss our proven asset protection and tax strategies and how they apply to your unique situation.aba.link/tobyss

[@TheMkarr]

MI property does not rise. Barely stays flat & tends down. At least near Traverse area. Must be worse in UP. Am I correct ?

[@efrenestrada2230]

Wow!, great stuff Toby, thanks for sharing

[@TobyMathis]

Thank you for watching the content, Efren!

[@johnbarry8185]

Hey Toby, if you do an asset segregation, and end up with the IRS owing you, for several years, is there anything special that needs to be done?

[@lcinflorida8728]

Wow I'm watching this a second time... This is really damn good info!!! Thank you!

[@TobyMathis]

Thank you!

[@Ditronus.]

Several minutes in and I hear you are relieved by the prospective rental not having a pool. I'm really wanting a pool, but also planned on my current home to become a rental when I move. What's the downside of having a pool in a rental? Thanks!

[@ronhoward6967]

Great video. Now to figure out how to implement into the portfolio!

[@TobyMathis]

Great to hear and good luck!

[@sruli82]

Thank you for an amazing video ! If one does a cost segregation after selling the property, wouldn't they just be paying more taxes on their depreciation recapture when selling ? (unless they'd be doing a 1031)

[@Loonypapa]

A 1031 doesn't relieve you from the clawback provisions if you do a cost segregation study and don't keep the property more than 6 or 7 years.

[@TobyMathis]

Possibly, but generally if you are talking about rental property, most of our clients will either hold on to the property long term, or 1031 exchange the property for a new one.

[@veinstenicao9318]

Hi, who you you have that can do the cost segregation study?

[@chrishammond6089]

Awesome presentation, Toby!

[@TobyMathis]

Thanks for watching us!

[@protocolmagic]

Don't these techniques just move deductions from the future to the present? In the long term is there any advantage?

[@absinthe7325]

Toby, I currently have two homes, one in upstate New York and another in Arizona. I use both as my residence, I travel back and forth. Can I still use your tax and WY LLC strategies even though they are not rentals? I have a lot of questions.

[@CpRocksters2000]

Very informative , I am Canadian living in Canada Do you recommend any one in GTA Toronto? Thanks Anil k

[@miltonboys4177]

Do you have accountant recommendations for rental property in MS and CO?

[@katrinagay7283]

This was valuable information!!!!! Thank you soooo much! 😉

[@TobyMathis]

You are so welcome! Thank you for watching our content!

[@dannyK4154]

Toby, what happens if I did a cost seg and I sold that property at year 3 or year 5 without any capital gains. How much tax would I have to pay back since I already used the cost seg as a tax deduction? Thanks

[@manojprasad5569]

Excellent information. My wife and I need to do cost segregation on property we already own

[@talesoftheferrofoxstrength2175]

You will forever be in my prayers. Thank you so much for all you do and share

[@AscenderConsulting]

I was a little overwhelmed but I think I followed most of this. Got any recommendations for a tax acct in Lake County. FL?

[@TobyMathis]

I recommend speaking with one of our advisors for any legal advice. Here is the link to schedule a free strategy session, aba.link/tobyss. Or you may call to speak with an advisor at our toll-free line, 800-706-4741.

[@77777withlove]

Thanks so much for your explanation. Can we do the bonus cost seg the second year of owning the house? If not, what can we deduct on the second year ? Thanks so much

[@TobyMathis]

Great question, in order to assist you further, I highly recommend you request a free 45-minute consultation to discuss our proven asset protection and tax strategies and how they apply to your unique situation. Visit: aba.link/84a6a3

[@tg1739]

Thank you for all this info. If you can please answer this question: As an American real estate investor, does this apply if you purchase a rental in a different country? Can you still write any of that off like in this example?

[@KevinOst]

Thank you for your excellent video on cost segregation. Extremely interesting and enjoyable.

[@chrismktgpsu]

This info is like a master class! Such great information

[@mattyg6898]

Don't you eventually have to pay all those deductions after you get rid of the property?

[@jennamayeres]

Can you explain what happens in the years after you do the cost segregation?

[@TobyMathis]

Cost Segregation just means writing off assets over their actual useful life versus a default of 27.5 or 39 years. So your deduction does way up in earlier years and lowers in later years. What this means in a practical sense is you pay less taxes early on and more taxes later on - it is the time value of money that makes all the difference to an investor. A dollar today is worth more than a dollar in 5 years. So cost segregation is making sure we have more "today" dollars.

[@lcinflorida8728]

Third time watching this. Forgive me if I don't use correct terminology. Can you cost seg to offset taxes owed for drawing from your IRA? Or to make contributions to a Roth IRA? Are there any different rules for a mobile home new or used, on paid off land? How many years can you roll over any excess from the cost seg? Isn't the IRS changing this code at the end of this year? I'm still seriously ruminating over all this good information! Thank you!

[@TobyMathis]

Honestly, if you haven't started yet then it is unlikely that a cost segregation can be fully started and finalized this year anymore, unfortunately, not without some crazy efforts and convincing evidence. That being said, generally, the cost seg will offset other income being taxed so it will depend on how the IRA was pulled. If it is income tax from it then likely yes, if it is early withdrawal or fee-related, then likely no. There aren't any different rules that I'm aware of. You can continue to roll it over until used. The IRS may change things, but that is always the case and you should plan according to the current rules.

[@lcinflorida8728]

@@TobyMathis thank you so very much...I'm mentally digesting this...

[@mirkhan1225]

You said Roof of Real Estate is depreciable at 27.5 yeas but others are saying it is a 15 year asset. Could be please reaffirm your position ?

[@jonmackay8380]

Wow! I wish I would of known about this 10 years ago. Thank you!

[@barrywittine6513]

Great video, Toby. Question: If a retired investor does not have any earned income, how much of the cost segregated depreciation can be deducted from other passive income such as other dividends, rentals, or capital gain income?

[@tax-modern]

All of the tax savings from a cost seg can be applied to your other passive income, which means passive rental income and other passive investments like syndicated real estate deals. But not capital gain or investment dividends. Unfortunately those are in a 3rd and separate taxable bucket of "investment income", which your passive rental income losses can't offset (unless you qualify for one of several exceptions).

[@akbari55]

Such a helpful video. Thank you! Now, how do we find these CPAs that can do this...?

[@TobyMathis]

Good question! Anderson Business Advisors has a team of Attorneys and CPAs that work with the provisions of the Internal Revenue Code to ensure individuals and investors can minimize their tax burden. With evolving laws and tax code interpretation, we strive to adapt and develop new strategies for people to have the most asset protection and tax mitigation that the law provides.

[@chriscupp]

If I buy a LTR biult in the1980s has that 27.5 year depreciation period for the strucure already expired? Thanks for the extremely informative video!

[@TobyMathis]

Great question! Determining the depreciation period for a property built in the 1980s involves several factors, and the specific details can vary. To provide you with accurate and personalized guidance tailored to your situation, I recommend scheduling a free strategy session. Visit: aba.link/84a6a3

[@alejandrorobles1628]

The only thing am still confused about is doing these strategies won’t affect your ability to qualify for loans if it shows as a loss if am still wanting loans to keep investing? Doing exactly this way won’t affect anything for loan qualification

[@TobyMathis]

Learn how to use the IRS tax code to your advantage and keep more of what you earn during this free webinar. aba.link/xrx

[@ATraneMMA]

Loved the video. I have a few ABNB's. Can you refer a tax firm that performs cost segregation work?

[@TobyMathis]

Hi Andy, we recommend speaking with one of our advisors. Here is the link to schedule a free strategy session, aba.link/tobyss. Or you may call to speak with an advisor at our toll-free line, 800-706-4741.

[@drhash2011]

thank you for the full explanation

[@TobyMathis]

You are welcome!

[@pianogal853]

Great info! Shared with 2 people too!

[@TobyMathis]

Thank you!

[@margiefong3323]

How do you get the amount of each such carpet. cabinets, &landscape value amount at house purchase? by estimating or by having a professional to do that?

[@melisajaris2560]

Does the 100% bonus depreciation expire this year?

[@shawncindy3434]

What if you get the property as an inheritance?

[@Macrivi]

How much will cost this study in NJ?

[@bayareaprepper]

Thanks !!!

[@terenceeans1577]

Amazing information, really clear and direct!!! Thank you

[@markcornelson3529]

You mentioned this could be done on real estate you already sold. Then right at the end I believe you said “if you have access to it” can you elaborate?

[@gscop1683]

My wife and I retired. I made great pre-retirement decisions, and we are very comfortable and own our main home And a nearby cabin on a mountain. thinking of renting it or having a "management company" handle the rental and cleaning etc...Have No Idea what to talk to an accountant or lawyer about. Im getting hammered right now on the rising income tax on my "retirement."

[@Farshid1959]

Excellent information. This knowledge is gold.

[@thejenniferbreitbach]

Wow you videos are amazing!

[@damianmussi2362]

Great video! what about if the house has a mortgage ? can I deduct the same amount of this or just my equity? Also can I deduct the mortgage? Last question, so if I have a home, that I dont use or I lend it to a friend, can I ask him to leave the house November and write it off? or must to be the las time of the year?

[@TobyMathis]

Generally, this applies regardless of whether the property is financed or not. So, this applies to the full purchase price of the property, not just the equity. In addition to this depreciation, if the property is financed, you can often write off the interest being paid as well. If you are the legal owner of the home, you can use the depreciation as a loss, regardless of whether the friend stays or leaves in the property. Generally, as mentioned in this video, you may use up to $25,000 per year in the losses, or unlock all of the passive losses if you qualify as a Real Estate Professional. If you are seeking to take advantage of the short term rental real estate professional status, then yes, your friend would need to vacate the property, and you would need to self manage (if towards the end of the year).

[@BR-gz3cv]

Thank you!! Just bought a 2nd rental property and this exercise saved me thousands with a little bit of extra work with my accountant. I had overlooked this in previous years because of the hectic crunch time in tax season. Really appreciate you making this video! I’m a subscriber!

[@renewilliams5909]

My accountant is moving from California to Washington, he had mentioned being re professional to my wife years ago, but we understood she needed to be selling property herself and take courses exams and state licensing. She stopped working as nurse Rn to manage our properties. We never cost segregated and never filed as her being re pro. What a costly mistake. Please help and point me in direction of who we talk to. Thanks for great information.

[@barbarawillis]

Does this have the same effect on property that you've owned for over 30 years?

[@johnwatlington7525]

Please send me information about segmentation of tax write off. Thanks John Watlington

[@TobyMathis]

Are you interested in a free strategy session to go over the information?

[@nicholasvarro7382]

Thank you Toby!!

[@dr.elizabethadamsdnpmsnrnn5084]

do you recommend a HELOC for single family home investments

[@This1That0]

Where do we get tax segregation assessment? Is this something that can be done in Maryland?

[@RandallBrower]

It appears this only works if I purchase/own the property in my name. But that means the liability is in my name. If I purchase and manage under a LLC does all of this still apply?

[@JackLaw3000]

How to assess the values, like carpets, cabinets, etc?

[@gregjohnson9051]

Awesome content!

[@DanKimMcEvoy]

Great video!! Can you please refer a cost segregation company to us? We have a long term rental with 3 units we just completed and his sounds perfect for our situation.

[@mariarosca4348]

Hi Mr Mathis, I really like this segment. Can you refer someone who does cost segregation in Tampa Bay, FL. I really appreciate it. Thank you.

[@TobyMathis]

Hey, visit andersonadvisors.com/csa/ to request a FREE Cost Segregation Benefit Analysis

[@scottyoung6252]

Again Tony Great Video, Information that Everyone of those new agents are going to hate> 87,000 of them...

[@douglasburt5323]

Can you send a link for the company that can do the cost segregation analysis? Thanks

[@elislossberg7766]

Would there be any benefit to donating to your own non-profit after the first year deduction?

[@jjohn662]

Can a person use the STR strategy to offset taxes resulting from a mega-Roth conversion from a Traditional IRA? I have an IRA that has way too much in it and I would like to do a Roth conversion this tax year. Is that possible to do?

[@TobyMathis]

Great question, to assist you further, I highly recommend you request a free 45-minute consultation to discuss our proven asset protection and tax strategies and how they apply to your unique situation. aba.link/84a6a3

[@mia7065]

Can you refer me to a company that helps with cost segregation? I need to do this for my Real Estate purchased at the end of 2022. I need the extra tax savings to offset a partial 1031 exchange.

[@JonathanExcels]

@Tobymathis I can't find any documentation that indicates that a full year of depreciation can be taken when you purchase during the year.

[@duracell87]

Thanks for the video

[@grokker10]

Can you recommend someone that can do segragation on a few properties? These are significant size properties with tons of non structure.

[@thomaspayton516]

Thanks a million Toby.

[@AmandaWeichers-fr8oi]

I purchased a farm that has our house plus a duplex. We Airbnb the two duplex units as a farmstay. It seems like this would benefit me as well as treating the property as a triplex, Am I someone your firm could help?

[@allany27]

if you do the cost segregation this year, can you do it again next year?? or since you wrote off everything now then next year it can not be done??

[@TobyMathis]

Great question, in order to assist you further, I highly recommend you request a free 45-minute consultation to discuss our proven asset protection and tax strategies and how they apply to your unique situation. aba.link/84a6a3

[@tlperdue99]

question: If I bought a work p/u for my son to use [he is a remodeler for a fire and restoration company but over the years he has only used a debit card so he has little or not credit, but I have perfect credit so the question is can I buy the truck and then lease it to my son so he would make his lease payments and build credit and I would have the lease payenmts to make the payments [which is received by me].

[@TobyMathis]

Thank you so much for your question! We highly recommend you join us at our next Free Tax & Asset Protection Workshop Livestream. Our attorneys and specialists will answer all your questions at no additional cost. Save Your Seat: aba.link/taptoby

[@fyuzebox]

Hi, thanks for the great information. Quick question, if I am a US citizen living abroad would this also be applicable to foreign properties I own? Above and beyond the typical FEIE deduction of course.

[@TobyMathis]

Thanks for tuning in. That's a great question, have you set up a consultation with my team? I might register for a consultation so we can provide the most accurate solution. aba.link/84a6a3

[@yingwu2143]

Toby, if I’m eligible to be considered a RE pro, can the passive loss offset my T-bills interest? Thank you.

[@TobyMathis]

Great question, in order to assist you further, I highly recommend you request a free 45-minute consultation to discuss our proven asset protection and tax strategies and how they apply to your unique situation. aba.link/tobyss