Featured Services

Cost Segregation Study

Real World Example

 

  • Example: Senior Living Facility Case Study
    • Property Overview
      • Purchase Price: $9,470,000
      • Building Size: 93,058 sq.ft.
      • Date Aquired: October 2020
      • Tax Year Applied: 2020
      • Bonus Depreciation: 100%
      • Tax Rate: 40%
         
    • RESULTS
      • First Year Tax Savings: $702,987
      • Net Present Value Over 10 Years: $538,133
      • Future Value of Invested Tax Savings: $3,333,939
      • Total Reclassification to Shorter-Lived Assets:
        • 5-Year Property: $1,477,320
        • 15-Year Property: $293,570

        • Remaining 27.5-Year Property: $7,699.110

This study shows how, the “shift” of over $1.77 million into shorter depreciation lives enabled the owners to capture more than $700,000 in tax savings in just the first year alone. But the CSS ALSO created millions more dollars in tax savings for future years of accelerated depreciation, achieving a truly a long-lasting financial impact for the owners.

 

 

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