In this episode, Toby Mathis sits down with Chris Streit of CSA Partners to unpack cost segregation, bonus depreciation, and strategies to minimize recapture when you sell.
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Real estate cash flow and appreciation are great—but taxes can make or break your returns.
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We walk through the full lifecycle—from acquisition and improvements to disposition—so you can keep more of what you earn.
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You’ll hear real-world examples (including a $200K short-term rental) and why a detailed engineering study often outperforms “rule-of-thumb” software.
We also cover 1031s, 1245 exchanges, audit readiness, and common myths about when you can (and should) do a cost seg.
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Show Notes:
0:00 Intro
0:30 Cost segregation basics & avoiding recapture
1:00 Full lifecycle: buy, improve, sell
3:05 Biggest tax mistake investors make
4:38 Who should care about cost seg (+ $200K STR example)
7:03 How a cost seg study actually works (the “Lego” model)
9:23 Real-life results & overlooked assets
13:06 Engineering study vs. software: what you might be leaving on the table
18:28 Audits, defensibility, and IRS expectations
22:11 “One big beautiful bill”: 100% bonus depreciation explained
25:15 Depreciation recapture & 1245 exchanges (permanent savings)
31:03 Cost seg with a 1031 exchange
32:22 Practical advice for a 40-something investor (+ free analysis offer)
34:13 Cost seg in syndications
35:01 Biggest myth: “You can only do it the year you buy”
36:08 Post-sale cost seg and a $70K savings example
37:18 Outro
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ABOUT TOBY MATHIS
Toby Mathis, Esq. is the best-selling author of Infinity Investing: How the Rich Get Richer And How You Can Do The Same. Toby is a tax attorney and founded Anderson Business Advisors, one of the most successful law, tax, and estate planning companies in the United States. Learn more at https://aba.link/tobyaba
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The information provided in this video should not be construed or relied on as legal advice for any specific fact or circumstance. Its content was prepared by Anderson Business Advisors with its main office at 3225 McLeod Drive Suite 100 Las Vegas, Nevada 89121. This video is designed for entertainment and information purposes only. Viewing this video does not create an attorney-client relationship with Anderson Business Advisors or any of its lawyers. You should not act or rely on any of the information contained herein without seeking professional legal advice.
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