What if you could use cost segregation not only to accelerate depreciation, but also to reduce capital gains taxes and even offset income across multiple properties?
In this episode, Angel Williams continues her conversation with Gian Piazza from KBKG to dig deeper into advanced tax strategies. Gian explains how energy efficiency incentives like Section 179D and PACE loans work, what passive investors need to know before starting, and why planning ahead for recapture and 1031 exchanges is so important. You’ll also learn how small property owners can now access tools once reserved for big investors, and how long-term planning creates significant wealth-building opportunities.
[00:01 - 05:00] Beyond the Basics of Cost Segregation
How smaller property owners can now leverage cost segregation
The phase-out of energy tax incentives and what it means for investors
Section 179D deductions explained for larger commercial projects
[05:01 - 10:00] Energy Incentives and Financing Options
How PACE loans finance energy retrofits while preserving capital
Pairing loans with deductions for additional leverage
Property tax considerations with energy-focused financing
[10:01 - 14:30] First Steps for New Rental Owners
What investors should do immediately after buying a rental property
Why choosing the right tax advisor makes all the difference
How passive investors approach deductions differently
[14:31 - 18:00] Offsetting Income and Capital Gains
Using cost segregation across multiple properties to reduce tax liability
How deductions can offset both passive income and capital gains
When cost segregation may not be the right choice
[18:01 - 22:30] Recapture, 1031 Exchanges, and Long-Term Strategy
What depreciation recapture means and why it matters
How 1031 exchanges help protect investors from recapture
The wealth-building strategy of exchanging until step-up in basis
Connect with Gian: https://www.linkedin.com/in/costsegregationservices/
Key Quotes:
“Passive investors have to be careful—you need the right structure to actually benefit from cost segregation.” – Gian Piazza
“If you’re thinking long-term, exchanges and planning for recapture are just as important as the deductions you get up front.” – Angel Williams
Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention you’re part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!
