Cost Segregation Tax Strategies

Most, if not all, businesses will meet the qualification criteria, so don’t leave this money on the table.

A Cost Segregation Study (CSS) is a strategic tax planning tool, which allows building owners to accelerate building/property depreciation significantly. Using traditional depreciation methodology, building assets are depreciated over a 27.5 – 39 year period. CSS enables reallocation of those assets into other “short-term” deprecation categories.

Timely Deliverables
Fixed-Fee
No-Cost Audit Support

General Guidelines

Building Purchases

$500K – $750K Acquisition Cost – Explore
$750K – $1.5M Acquisition Cost – Most Likely
$1.5M + Acquisition Cost – Highly Likely

Renovations

$50K – $150K Remodel Cost – Explore
$150K – $250K Remodel Cost – Most Likely
$250K+ Remodel Cost – Highly Likely

Key Planning Points

Qualified Properties include any Income producing properties and business owner occupied properties.
Can go back as far as 1987 without amending tax returns using 3115.
The Tax Cuts and Jobs Act now allows businesses to expense the cost of certain new and used qualified property placed in service after September 27, 2017, including roofs, HVAC, security systems & more!

Common Qualifying Expenses

Specialty Fixtures and Finishing
Specialty Electrical and Plumbing
Personal Property

Timing & Cost

Fees vary based on the scope but typically range in the $5,000 – $15,000 or more.
We highly recommend an upfront feasibility analysis, which is performed at no cost!

Success Stories

Architecture and Engineering Client Gets 300,000 in R&D Tax Credits and a 10:1 ROI

In many cases, companies decide against pursuing R&D tax credit savings for one of two reasons. One, they think R&D tax credits apply exclusively to the science and technology fields. And two, they find obtaining R&D tax credits cost-prohibitive. At...

Strategic Tax Planning Nets Manufacturing Client $120,000 in Refunds

At Cunningham and Associates, we’ve been helping companies in various industries identify R&D qualifying activities. The result? Thousands saved in taxes and more money invested in their businesses. When we meet with clients about R&D tax savings, we take a...

Architecture and Engineering Client Saves over $500,000 with R&D Tax Credits and Strategic Tax Planning.

Without the help of an experienced tax expert, many businesses overpay on their taxes. Although the IRS tax code is a complex and intimidating beast, it offers many creative ways to lower an organization’s tax burden. But companies can’t take advantage of these...