Cost Segregation provides substantial tax benefits

The 12 questions you should ask your Cost Segregation specialist

The Cost Segregation Group offers answers to the questions many people are asking before they get involved with a cost segregation study.  For those looking to get involved with the Cost Segregation Group here are some things to know about cost segregation studies.

1) The first of many questions people ask is how long does it take the Cost Segregation Group to complete a cost segregation study? 

A: From the time we receive all of the appropriate documentation, a cost segregation study normally takes about 60 days.

2) What material is needed for the Cost Segregation Group to complete a cost segregation study?

A: Ideally, we would like a full set of construction plans, final AIA application and certification for payment document or other cost information, current tax depreciation records, building cost budget information, change orders, direct or indirect costs paid by the owner not included in other documents, and other information depending upon the project.

3) But what if you don’t have all the necessary materials, can a cost segregation study still be performed?

A: Yes, the Cost Segregation Group’s accounting and engineering specialists can do an extensive site visit.  They will measure and estimate using current accepted costing techniques and pricing guides to determine the costs that qualify for shorter recovery life periods.

4) Can I use my own engineers and accountants?

A: From our experience, it is most beneficial and cost efficient for us to use specialists who are familiar with and specialize in cost segregation work.  They understand the components that qualify and know how to document and substantiate their work.  Consequently, their work also better withstands IRS scrutiny and they are able to assist with any IRS challenges.

5) What about the cost of a feasibility study?

A: Simple, a feasibility study is free.

6) Can the Cost Segregation Group to explain the concept of Net Present Value (NPV)?

A: Net present value is the calculation of the present value of tax savings achieved over a 39-year or 27.5 year depreciation period (life of the asset). 

7) Another popular set of questions is if my current CPA can do a cost segregation study for you?  And, can the Cost Segregation Group work with my current CPA to get a cost segregation study done? 

A: Not all CPAs are experienced in cost segregation work.  If your CPA is not experienced in this area, we will gladly work with them on a consulting basis to complete the work for you.  We currently have relationships established with several firms who call us in to do this type of work for their clients without fear of our assuming their client relationship.

8) Do my chances of being audited increase once a cost segregation study is completed on my property?

A: It is difficult to know what might trigger an audit.  In our experience, the chance of being audited does not substantially increase after a cost segregation study.

9) Will professionals at the Cost Segregation Group be available to assist in the event of an audit? 

A: Yes, The Cost Segregation Group will be available to assist in the event of an audit.  In doing the cost segregation study our focus is to create documentation and support for our conclusions so that they are easily communicated and resolved with the IRS.

10) What does a cost segregation study cost? 

A: We charge a fixed fee for cost segregation studies, so you know the total cost of the study upfront.  The fee can be impacted by how large or small the real estate project is.  In addition, the location, accessibility, and quality of the records and documents impact the ultimate cost.

11) What items are classified as personal property in a cost segregation study, does that increase my personal property tax?

A: In general, a cost segregation study will not impact personal property classifications.  The work done in a cost segregation study is for depreciation purposes only.  The classification for depreciation purposes does not change how the property is classified under the personal property tax laws of the jurisdiction where the property is located.  However, we would recommend a review of the applicable personal property statute.

12) Who do I call for more information?

A: For more information on cost segregation studies, contact Cathy Harris at The Cost Segregation Group at 757-533-4118 or email charris@costsegregationgroup.com

www.costsegregationgroup.com