v2.3 - No Investor Left Behind: Real Estate Depreciation & Bonus Depreciation скачать в хорошем качестве

v2.3 - No Investor Left Behind: Real Estate Depreciation & Bonus Depreciation

Depreciation is one of real estate’s most powerful tax advantages – and maybe its most misunderstood. Dustin and Adam break down what passive investors actually need to know about real estate depreciation, including bonus depreciation, cost segregation studies, and the tax benefits that flow through to syndication investors. Bonus depreciation is back at 100%, and despite how aggressive it sounds, it’s actually the proper accounting method. But depreciation losses come with limitations that catch many high-earning W-2 investors off guard – particularly around how passive losses can and can't be used. The discussion also covers depreciation recapture, a sale expense that can quietly reduce returns if the syndication sponsor hasn’t accounted for it. Learn the right questions to ask sponsors about tax benefits and recapture planning, understand when those K-1 losses actually help you, and why coordinating with your CPA is essential for making these strategies work within your specific tax situation. Episode Release Notes & Resources: • Episode v1.0 - Goal Setting for Freedom-First Investors: https://www.buzzsprout.com/admin/2432... Key Timestamps: 00:00:26 Introduction (& Adam’s goal-setting) 00:02:19 Intro to depreciation and bonus depreciation 00:02:56 Why appreciating assets are depreciated by the IRS 00:04:29 Cost segregation studies and tax benefits 00:06:09 5-year and 15-year property categories 00:08:22 Detail on the mechanics 00:10:04 Why cost seg is the “correct” method 00:13:59 Example: 35% year-one deduction on leveraged property 00:15:10 Benefits & pitfalls or passive losses or syndication investors 00:17:18 Depreciation in partnerships and 1031 exchanges 00:18:40 Importance of specialized advisors and planning 00:19:18 Depreciation recapture: the downside 00:23:36 Closing remarks See all Wealth Independence episodes at https://wealthindependencepod.com Connect with Dustin: Big Spring Capital: https://bigspringcap.com LinkedIn:   / thedustinbailey   Twitter/X: https://x.com/TheDustinBailey Connect with Adam: Bidwell Capital: https://bidwellcapitalfund.com