Latest / The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Ultra-Wealthy Families Use Cost Segregation Studies
In this episode of The High Net Worth Podcast, Lucas and Luna explore how ultra-wealthy families use cost segregation studies to accelerate depreciation on real estate holdings, generating significant tax deferrals. They break down a hypothetical $10 million multifamily property in Dallas, showing how reclassifying assets from 39-year to 5- and 7-year property can create hundreds of thousands in first-year tax savings. They also discuss the role of engineering-based studies, the risks of IRS scrutiny, and how cost segregation pairs with 1031 exchanges for maximum wealth planning. Perfect for…
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