Bonus: Cost Segregation Secrets to Keep More of Your Money

20/11/2025 21 min
Bonus: Cost Segregation Secrets to Keep More of Your Money

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Episode Synopsis

Think cost segregation is just for big-time developers? Think again. This episode reveals how one strategy can unlock massive tax savings—even for everyday real estate investors and medical professionals.In this episode of Sterling Insights, guest host Charles Trakas sits down with David Wiener, CEO of Cash Flow Strategies and one of the top cost segregation experts in the country. Together, they explore how cost segregation, bonus depreciation, and R&D credits can significantly boost cash flow and reduce tax burdens, sharing valuable insights and practical tips for listeners. David draws from his extensive experience helping doctors, dentists, and real estate investors uncover hidden savings, offering actionable advice for financial advisors and high-net-worth clients seeking smarter tax strategies.This episode is a must-listen for advisors, CPAs, real estate professionals, and investors—providing both knowledge and tools to navigate this powerful (and often misunderstood) strategy.Key Takeaways:● 💸 Cost Seg Isn’t Just for Commercial Giants: Even a single-family rental can qualify for this tax strategy.● 🧱 Break Down the Building: Learn how to reclassify assets for faster depreciation—and bigger deductions.● 🧾 Bonus Depreciation Is Back (And Permanent): The “Big Beautiful Bill” makes this a golden opportunity for real estate owners.● 🧠 Avoid DIY Pitfalls: Cheap cost seg studies can cost you more in audits. Engineering-based reports are IRS-recommended.● 🔬 R&D Credits Expanded: More industries (including IT) can now qualify—and the credits are available upfront.Quotes from David Wiener:● “It’s your money—keep more of it.”● “You wouldn’t price shop for a brain surgeon. Why do it for your taxes?”● “We’ve done 50,000+ studies and never triggered an audit.”🔗 Conclusion:Cost segregation isn’t just a tax tool—it’s a cash flow supercharger. Advisors and investors who understand it can unlock serious financial leverage.Connect with David:Website:  https://costsegregation.infoYouTube:  https://youtube.com/cashflowstrategiesincInstagram:  https://www.instagram.com/david.wienerConnect with Charles Trakas:Website:  https://proactivetaxreductions.com/about-us/ LinkedIn:https://www.linkedin.com/in/businessownertaxreductionadvisor/ Facebook Business:https://www.facebook.com/TrakasFinancial  Facebook Personal:https://www.facebook.com/profile.php?id=100011447285280


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