Close Close
Sign In
Newsletters
Popular Financial Topics Discover relevant content from across the suite of ALM legal publications From the Industry More content from ThinkAdvisor and select sponsors Investment Advisor Issue Gallery Read digital editions of Investment Advisor Magazine Tax Facts Get clear, current, and reliable answers to pressing tax questions
Luminaries Awards
Podcast Center Video Center Webcasts Resource Center Events
About ThinkAdvisor Contact Us Advertise With Us Asset & Logo Licensing Sitemap Terms of Service Privacy Policy Copyright © 2024 ALM Global, LLC. All Rights Reserved.
ThinkAdvisor

Financial Planning > Tax Planning

When Segregation Is Good

By Staff Writer

X
Your article was successfully shared with the contacts you provided.

Assumptions

Value of Building $3,000,000

Tax Bracket 35%

Discount Rate 5.00%

A B
No Cost Segregation With Cost Segregation
Year 39 Years 39 Years 15 Years 10 Years 7 Years 5 Years Total Increase or Decrease (G-A) Tax Savings (H X .35) PV of Tax Savings Cumulative Value of Tax Savings
1 $38,460 $29,999 $3,000 $12,000 $25,722 $60,000 $130,721 $92,261 $32,291 $30,754 $30,754
2 $76,920 $59,998 $5,700 $21,600 $44,082 $96,000 $227,380 $150,460 $52,661 $47,765 $78,519
3 $76,920 $59,998 $5,130 $17,280 $31,482 $57,600 $171,490 $94,570 $33,099 $28,592 $107,111
4 $76,920 $59,998 $4,620 $13,824 $22,482 $34,560 $135,484 $58,564 $20,497 $16,863 $123,974
5 $76,920 $59,998 $4,158 $11,064 $16,074 $34,560 $125,854 $48,934 $17,127 $13,419 $137,393
6 $76,920 $59,998 $3,738 $8,844 $16,056 $17,280 $105,916 $28,996 $10,148 $7,573 $144,966
7 $76,920 $59,998 $3,540 $7,860 $16,074 $87,472 $10,552 $3,693 $2,625 $147,591
8 $76,920 $59,998 $3,540 $7,860 $8,028 $79,426 $2,506 $877 $594 $148,185
9 $76,920 $59,998 $3,546 $7,872 $71,416 ($5,504) ($1,927) ($1,242) $146,943
10 $76,920 $59,998 $3,540 $7,860 $71,398 ($5,522) ($1,933) ($1,187) $145,756
11 $76,920 $59,998 $3,546 $3,936 $67,480 ($9,440) ($3,304) ($1,932) $143,824
12 $76,920 $59,998 $3,540 $63,538 ($13,382) ($4,684) ($2,608) $141,216
13 $76,920 $59,998 $3,546 $63,544 ($13,376) ($4,682) ($2,483) $138,733
14 $76,920 $59,998 $3,540 $63,538 ($13,382) ($4,684) ($2,366) $136,368
15 $76,920 $59,998 $3,546 $63,544 ($13,376) ($4,682) ($2,252) $134,116
16 $76,920 $59,998 $1,770 $61,768 ($15,152) ($5,303) ($2,430) $131,686
17 $76,920 $59,998 $59,998 ($16,922) ($5,923) ($2,584) $129,102
18 $76,920 $59,998 $59,998 ($16,922) ($5,923) ($2,461) $126,641
19 $76,920 $59,998 $59,998 ($16,922) ($5,923) ($2,344) $124,297
20 $76,920 $59,998 $59,998 ($16,922) ($5,923) ($2,232) $122,065
21 $76,920 $59,998 $59,998 ($16,922) ($5,923) ($2,126) $119,939
22 $76,920 $59,998 $59,998 ($16,922) ($5,923) ($2,025) $117,914
23 $76,920 $59,998 $59,998 ($16,922) ($5,923) ($1,928) $115,986
24 $76,920 $59,998 $59,998 ($16,922) ($5,923) ($1,836) $114,149
25 $76,920 $59,998 $59,998 ($16,922) ($5,923) ($1,749) $112,400
26 $76,920 $59,998 $59,998 ($16,922) ($5,923) ($1,666) $110,735
27 $76,920 $59,998 $59,998 ($16,922) ($5,923) ($1,586) $109,148
28 $76,920 $59,998 $59,998 ($16,922) ($5,923) ($1,511) $107,637
29 $76,920 $59,998 $59,998 ($16,922) ($5,923) ($1,439) $106,198
30 $76,920 $59,998 $59,998 ($16,922) ($5,923) ($1,370) $104,828
31 $76,920 $59,998 $59,998 ($16,922) ($5,923) ($1,305) $103,523
32 $76,920 $59,998 $59,998 ($16,922) ($5,923) ($1,243) $102,280
33 $76,920 $59,998 $59,998 ($16,922) ($5,923) ($1,184) $101,096
34 $76,920 $59,998 $59,998 ($16,922) ($5,923) ($1,127) $99,968
35 $76,920 $59,998 $59,998 ($16,922) ($5,923) ($1,074) $98,895
36 $76,920 $59,998 $59,998 ($16,922) ($5,923) ($1,023) $97,872
37 $76,920 $59,998 $59,998 ($16,922) ($5,923) ($974) $96,898
38 $76,920 $59,998 $59,998 ($16,922) ($5,923) ($928) $95,971
39 $76,920 $59,998 $59,998 ($16,922) ($5,923) ($883) $95,087
40 $38,580 $30,092 $30,092 ($8,488) ($2,971) ($422) $94,665
$3,000,000 $2,340,000 $60,000 $120,000 $180,000 $300,000 $3,000,000
78.00% 10.00% 6.00% 4.00% 2.00%

NOT FOR REPRINT

© 2024 ALM Global, LLC, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.