Repsie planning one-pager
Your cost-segregation readiness checklist
Start with the property, usable deductions, and holding-period economics. The right answer may be a study now, more analysis first, or waiting until a property is ready.
Great strategy fit
- Request a feasibility review before ordering a full study.
- Have your tax advisor model deduction use and relevant loss limits.
- Compare fees, timing benefits, holding period, and potential recapture.
Potential strategy fit
- Clarify depreciable basis and whether deductions would be usable now.
- Review a near-term sale before accelerating deductions.
- Choose proceed, defer, or gather-more-information based on the economics.
Lower fit right now
- Identify an investment property or acquisition plan before paying for a study.
- Set up records from the purchase and improvement stage.
- Revisit feasibility with your tax advisor when the property and deduction-use facts are clearer.
Bring to your conversation
- Closing statement, land allocation, and improvement invoices
- Current depreciation schedule and placed-in-service history
- Income classification, participation facts, and expected sale or holding plans