Episode #913
Cost Segregation on Single Family Rentals w/ Joe Viery
Cost segregation is not just for big buildings. Joe Viery on what a single family study really costs. Joe Viery has been running cost segregation studies since 2007 and founded US Tax Advisors Group in 2016. He has completed studies in all 50 states, and his argument in this conversation is direct: the strategy investors assume is reserved for downtown office towers now works on a fourplex or a single family rental, and most owners have never heard of it because their accountant doesn't know it is available at that price point. Joe walks through what a study on a single family home actually costs, the 10x rule he uses to tell people when not to hire him, how far back you can reach on a property you already own, and what separates an engineer-based study from the DIY software versions that put the burden of the numbers on you. He also covers the passive versus active distinction and the $25,000 loss cap that can undo the whole benefit for a passive investor. Key takeaways: A single family study runs about $1,000 or less, and Joe will tell you not to do it if he cannot save you ten times the fee You can reach back roughly 15 years from the date you acquired the property, not the date it was built DIY cost seg software makes you supply the quantities, and Joe calls that an open invitation to an audit State conformity varies: California does not allow cost segregation against state tax, Arizona does 179D and 45L came off the table as of June 30, so energy retrofit incentives are no longer in play Passive investors cap out at $25,000 in usable losses, which can blow up an otherwise strong study About the guest: Joe Viery is the founder of US Tax Advisors Group (USTAGI), a cost segregation firm serving investors from single family rentals to multi-million dollar commercial properties. He is not an accountant and does not provide tax or legal advice. His studies go to your accountant, who applies the results. Links: Free benefit estimate from Joe's team: https://ustagi.com Build systems for your investing business: https://realdealcrew.com #CostSegregation #RealEstateInvesting #RentalProperty #BonusDepreciation #RealEstateTaxes #TaxStrategy #SingleFamilyRental #PassiveIncome #RealDealChat #DepreciationDeduction #SmallMultifamily #LandlordTips Work With RealDealCrew If you’re already closing deals but your intake, follow-up, or visibility feels inconsistent, here are two ways to go deeper: Take the Deal Intake Assessment See how resilient your current operation actually is. → https://assessment.realdealcrew.com Book a Fit Call If you want to explore what a fully system-driven deal flow looks like, let’s talk. → https://realdealcrew.com/book LIKE • SHARE • JOIN • REVIEW Website Apple Podcasts YouTube YouTube Music Spotify Amazon Music Facebook Twitter Instagram
