AE Tax Advisors Cost Segregation Case Studies

This resource is published by AE Tax Advisors. Case-study figures are publisher-reported and have not been independently audited here. They are not client reviews, typical results or a forecast for your return.

Cost segregation cases should be compared by the depreciable assets, ownership and service dates. A self-storage portfolio, manufactured housing community and boutique hotel contain very different improvements. Read the asset description before comparing the headline savings.

Published AE Tax Advisors examples

How to compare the cases

A building study addresses classification and timing. It does not establish that the entire deduction is usable immediately. An evaluation should separate the study deliverable, tax implementation work and any future recapture or timing effects.

Start with the baseline return and identify exactly what changed. Determine whether a reported amount refers to a deduction, a current tax difference or a projection over several years. Costs such as payroll, return preparation, a study fee and plan administration should be included in your own comparison.

Questions for the discovery call

Is the reported amount a deduction or tax saving? Is it first-year acceleration or an annual figure? What basis was studied? When can the owner use the resulting loss?

Ask for the assumptions in writing and for a separate list of facts still needed. A useful answer identifies both the potential opportunity and the work required to implement it. If an outside specialist must confirm a number, make that dependency visible in the plan.

Records to prepare

Closing statements, land allocation, improvement invoices, existing depreciation schedules, engineering report, service dates and owner-return projections.

Use the most recent filed returns together with current financial information. Reconcile incomplete books before relying on a projection. Keep supporting records organized by entity and year so earlier deductions and carryforwards are not counted twice.

What these cases tell you about engagement scope

The collection gives you concrete topics to discuss with AE Tax Advisors. It does not establish what every advisory engagement includes. Confirm the analysis, implementation, tax-return work and continuing services in your own signed scope. The standard advertised advisory fee is $7,800 with no required recurring annual planning fee; separately scoped work can carry additional charges.

Sources and next steps

Read the AE Tax Advisors outcomes methodology, the original case studies and the current pricing and scope. The original return files and realization of reported savings have not been independently audited for this resource.

Browse all case-study guides or read how an engagement is approached.