EP 130 - How Much Can I Save from a Cost Segregation Study?

The Mark Perlberg CPA Podcast

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Cost Segregation can save you tens of thousands, or even hundreds of thousands, in taxes. But here's the problem: most investors have no clue how much they're actually leaving on the table.
After personally reviewing hundreds of cost seg studies for our clients at Prosperl CPA, I'm pulling back the curtain and showing you EXACTLY how to estimate your deduction, what drives the numbers up or down, and how much cash this strategy can legitimately save you.
Here's what we're covering:
• The formula I use to estimate Cost Segregation deductions (backed by hundreds of real studies)
• Why short-term rentals (STRs) crush long-term rentals (LTRs) when it comes to cost seg results
• How land value, pools, furnishings, and property improvements drastically impact your write-offs
• How to calculate your ACTUAL tax savings using your effective tax rate (not just the deduction)
• Real client examples and case studies from our practice
• How Cost Seg stacks with QBI deductions, tax credits, bonus depreciation, timing strategies, and more for maximum impact
This is the exact framework we use internally at Prosperl CPA to project savings for our clients. If you've been wondering "how much could I ACTUALLY save?", this video answers that question.
⭐ Want to Know YOUR Exact Tax Savings Potential?
I'm offering free personalized Opportunity Reports where I'll review your tax situation and send you a custom video breakdown showing exactly how much you could save with strategies like:
• Cost Segregation
• Bonus Depreciation
• Short-Term Rental Loopholes
• Entity Structure Optimization
• And more advanced planning methods
👉 Request your free Opportunity Report:
https://ProsperlCPA.com/OpportunityRe...
📘 Grab My Free Tax Planning Checklist + Mini Course
Want to learn the core tax strategies every real estate investor and entrepreneur should be using? Download the checklist that walks you through the fundamentals:
👉 https://TaxPlanningChecklist.com
🕒 Timestamps
00:00 – Why Cost Segregation is a game-changer (and why most people underestimate it)
00:30 – How we estimate deductions after analyzing hundreds of studies
02:25 – STR vs LTR: The massive difference in cost seg results
03:50 – Purchase price vs building basis: Which percentage method to use
06:00 – Land value considerations: beach properties, condos, and what kills your deduction
10:00 – Hidden wins: Pools, improvements, retaining walls, and overlooked depreciation opportunities
12:30 – Calculating your REAL tax savings (not just the dedu

챕터

1. Why Cost Segregation Matters (00:00:00)

2. Episode Goals And Big Picture (00:00:36)

3. LT vs ST Rentals: Key Differences (00:02:23)

4. CTA: Free Opportunity Report (00:02:26)

5. Percent Of Purchase Price Method (00:03:13)

6. Percent Of Building Basis Method (00:05:20)

7. Finding Your Building Basis (00:08:14)

8. High Land Value And Location Effects (00:10:18)

9. Condos, Pools, And Parks Boost Deductions (00:11:11)

10. When To Get A Pro Estimate (00:13:31)

11. Improvements And QIP Bonus Rules (00:14:21)

12. Parking Lots And Retaining Walls Wins (00:16:12)

13. Work With Skilled Cost Seg Engineers (00:17:10)

14. From Deduction To Actual Tax Savings (00:18:03)

15. Finding Your Effective Tax Rate (00:19:09)

16. Example: Short-Term Rental Payback (00:20:45)

17. Credits, QBI, And Marginal Brackets (00:22:03)

18. State Tax Twists And Timing (00:24:30)

19. Strategy Stacking And Withholding (00:27:01)

20. Next Steps And Resources (00:29:05)