What happens when you discover there's a tax planning tool you've never heard of that could save you thousands on property sales—and it's been available all along?
In this continuation episode, Diana Gipe from Core reveals advanced tax planning strategies that go far beyond basic cost segregation. She introduces recapture analysis, a service Angel had never encountered despite years in real estate investing, which helps investors understand the true cost of selling properties with accelerated depreciation. Diana explains how Core's internal CPA can project recapture scenarios 3-5 years into the future, enabling better investment decisions and exit planning. This conversation explores the relationship-driven approach that sets Core apart in a saturated market, year-end tax deadlines, and how providing additional value like annual recapture projections could differentiate syndication sponsors in competitive markets.
[00:01 - 04:00] Understanding Recapture Analysis
How recapture analysis helps investors plan for property sales 3-5 years in advance
Why Core's internal CPA with 25+ years of cost segregation experience provides these projections
The mathematical reality of passive investment recapture when multiple deals sell simultaneously
[04:01 - 07:30] Strategic Tax Planning Beyond Cost Segregation
How recapture analysis becomes a competitive differentiator for syndication sponsors
Why providing annual recapture projections with K-1s could set sponsors apart
The concept of cost segregation as a comprehensive tax planning strategy, not just a one-time service
[07:31 - 10:00] Relationship-Driven Service Philosophy
Diana's personal approach: knowing clients by name and understanding their long-term goals
How Core supports investors from first property to 10+ property portfolios
The emotional satisfaction of helping clients avoid large tax bills or receive unexpected refunds
[10:01 - 12:05] Year-End Timing and Market Realities
How December closings can still benefit from same-year cost segregation
Why September through year-end becomes the busiest period for tax planning
Core's ability to handle last-minute requests while maintaining quality standards
Connect with Diana and Core: https://www.linkedin.com/in/dianagipe/
Key Quotes:
"Knowledge is power... we wanna make sure that you're equipped long term so that when you're going into buying properties, you can call me on the fly." - Diana Gipe
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