Cost Segregation Audit: The 5 Documents That Save You

<p>A cost segregation audit isn't an accusation — it's a request for proof. Here's the IRS's own checklist (Pub. 5653) so your study passes every time.</p><p>David Wiener breaks down the IRS Cost Segregation Audit Techniques Guide (Publication 5653) and the 13 elements examiners use to evaluate every study. You'll see exactly what an information document request looks like and why accuracy-related penalties can turn a saved deduction into a five-figure loss.</p><p>What you'll learn:<br />• Why cost segregation studies draw a second look (and why a $20K-to-$300K swing isn't the red flag people assume)<br />• The IRS's own 13 elements of a quality cost segregation study<br />• The exact 5 documents that turn an IDR into a formality, not a fight<br />• What happens when a study can't hold up: reclassification, deferred tax, and a 20% accuracy-related penalty<br />• Your taxpayer rights during an audit, including representation and IRS appeals</p><p>Chapters:<br />0:00 Intro – The Letter Every Investor Fears<br />0:45 Why Cost Segregation Studies Draw IRS Attention<br />2:18 IRS Audit Techniques Guide (Publication 5653) Explained<br />3:16 The 13 Elements of a Quality Cost Segregation Study<br />4:37 What an IRS Examiner Actually Checks First<br />6:42 The 5 Documents That Turn an Audit Into a Formality<br />8:45 Inside an IRS Cost Segregation Audit, Step by Step<br />11:07 The 20% Accuracy-Related Penalty Explained<br />12:33 Investor A vs Investor B: Same Deduction, Opposite Outcomes<br />16:43 3 Steps to Pass a Cost Segregation Audit Before It Happens<br />19:01 Anatomy of a Losing Cost Segregation Study<br />21:56 Listener Q&amp;A: Does Cost Seg Increase Audit Risk?</p><p>Your host: David Wiener, "Mr. Cash Flow"<br />📧 <a rel="noopener noreferrer nofollow" href="mailto:David.wiener@cashflowstrategies.us" target="_blank">David.wiener@cashflowstrategies.us</a><br />📞 770-224-8504 ext. 2</p><p>Schedule a conversation or free consultation:<br /><a rel="noopener noreferrer nofollow" href="https://calendly.com/david-wiener/initial-consultation" target="_blank">https://calendly.com/david-wiener/initial-consultation</a></p><p>Subscribe to The Tax Strategy Playbook Podcast Channel:<br /><a rel="noopener noreferrer nofollow" href="https://www.youtube.com/@TaxStrategyPlaybookPodcast/?sub_confirmation=1" target="_blank">https://www.youtube.com/@TaxStrategyPlaybookPodcast/?sub_confirmation=1</a></p><p>Get updates, special episodes, live streams, and free tax strategy resources:<br /><a rel="noopener noreferrer nofollow" href="https://www.taxstrategyplaybook.com/newsletter/" target="_blank">https://www.taxstrategyplaybook.com/newsletter/</a></p><p>#CostSegregationAudit #IRSAudit #TaxStrategyPlaybook #RealEstateInvesting #CostSegregation</p>