{"podcast":{"title":"The Tax Strategy Playbook","slug":"the-tax-strategy-playbook-7760433","podcast_index_feed_id":7760433,"rss_url":"https://api.riverside.fm/hosting/qAoIrP0O.rss","website_url":"https://taxstrategyplaybook.com","image_url":"https://hosting-media.riverside.com/media/podcasts/847bbbb7-3f37-403e-a273-e83922f770c8/logos/2e74a69c-4cea-4a5e-9f86-9f08e7686b79.png","author":"David Wiener, \"Mr. Cash Flow\"","episode_count":19,"summary":"The Tax Strategy Playbook is where real estate investors and business owners learn how to stop overpaying the IRS and turn taxes into an opportunity center instead of an annual pain point. Each episode, host David Wiener (“Mr. Cash Flow”) sits down with CPAs, tax attorneys, cost segregation experts, and top investors to break down complex tax rules into clear, step‑by‑step strategies you can actually use. You’ll hear real case studies, before‑and‑after numbers, and practical checklists on things like cost segregation, bonus depreciation, real estate professional status, short‑term rental strategies, entity structure, and more—without legalese or fluff. Expect straight talk, tactical advice you can hand to your CPA, and simple action items at the end of every show so you always know what to do next.","last_synced_at":"2026-07-14T22:17:11.667852+00:00","page_url":"https://stenobird.com/podcast/the-tax-strategy-playbook-7760433"},"episode":{"title":"The 5 Assets That'll Save Your Heirs (and the 5 That'll Destroy Them)","slug":"the-5-assets-that-ll-save-your-heirs-and-the-5-that-ll-destroy-them","published_at":"2026-07-14T11:00:00+00:00","page_url":"https://stenobird.com/podcast/the-tax-strategy-playbook-7760433/the-5-assets-that-ll-save-your-heirs-and-the-5-that-ll-destroy-them","show_page_url":"https://stenobird.com/podcast/the-tax-strategy-playbook-7760433","url":"https://api.riverside.com/hosting-analytics/media/25cb1fd691707cb057027af7dfdb8db51695952e6b05b39dd273755c9c2b289d/eyJlcGlzb2RlSWQiOiI2YTU4YTM1ZC0wOWMyLTRkZjgtOTBlMC1mODIyNTRlOTlmMGUiLCJwb2RjYXN0SWQiOiI4NDdiYmJiNy0zZjM3LTQwM2UtYTI3My1lODM5MjJmNzcwYzgiLCJhY2NvdW50SWQiOiI2OTdiOGE0NmMzYTNjN2MxYzdiMmMyMmYiLCJwYXRoIjoibWVkaWEvY2xpcHMvNmE0OTBiYTBkNjYzNjI4OWVjNmFiZDdiL3BvZGNhc3Qtc3R1ZGlvLVRlZGZqLWNvbXBvc2VyLTIwMjYtNy00X18xNS0zMy0yMC5tcDMifQ==.mp3","audio_url":"https://api.riverside.com/hosting-analytics/media/25cb1fd691707cb057027af7dfdb8db51695952e6b05b39dd273755c9c2b289d/eyJlcGlzb2RlSWQiOiI2YTU4YTM1ZC0wOWMyLTRkZjgtOTBlMC1mODIyNTRlOTlmMGUiLCJwb2RjYXN0SWQiOiI4NDdiYmJiNy0zZjM3LTQwM2UtYTI3My1lODM5MjJmNzcwYzgiLCJhY2NvdW50SWQiOiI2OTdiOGE0NmMzYTNjN2MxYzdiMmMyMmYiLCJwYXRoIjoibWVkaWEvY2xpcHMvNmE0OTBiYTBkNjYzNjI4OWVjNmFiZDdiL3BvZGNhc3Qtc3R1ZGlvLVRlZGZqLWNvbXBvc2VyLTIwMjYtNy00X18xNS0zMy0yMC5tcDMifQ==.mp3","summary":"I want you to sit with one number: $177,500. That's the tax bill one of my clients avoided entirely — not through a loophole, but by understanding how step-up in basis actually works for real estate investors. In this episode of The Tax Strategy Playbook, I walk through the 5 best assets you can leave your heirs and the 5 worst estate planning traps real estate investors fall into — traps that can cost families six figures in avoidable taxes and legal fees. You'll learn: ✅ How step-up in basis can erase capital gains and depreciation recapture at death ✅ Why holding property in an LLC + revocable living trust keeps your estate out of probate ✅ How cost segregation studies compound across generations ✅ How real estate depreciation can fund tax-free Roth IRA conversions for your heirs ✅ Why an ILIT (irrevocable life insurance trust) solves the liquidity problem real estate creates ✅ The 5 worst mistakes: undivided ownership interests, unplanned depreciation recapture, un-documented short-term rental businesses, oversized traditional IRAs, and property left entirely in your personal name ✅ How the 2025 One Big Beautiful Bill Act (OBBBA) changed bonus depreciation and the federal estate tax exemption for 2026 Real-world case study included: how the \"Wilsons\" — a couple with a $4.4M real estate portfolio — could lose $350K–$500K in unplanned taxes and fees, or preserve it with proper structure. If you're a real estate investor with rental or commercial property and you've never had a real conversation about how your portfolio and your estate plan fit together, this episode gives you the questions to ask and the gaps to close. ⏱️ Want cost segregation, a 179D lookback study, or an R&D credit study for your own portfolio? Link in the description to book a call with our te…","meta_description":"I want you to sit with one number: $177,500. That's the tax bill one of my clients avoided entirely — not through a loophole, but by understanding how ste…","key_points":[],"chapters":[],"topics":[],"duration_seconds":1503,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-tax-strategy-playbook-7760433/episodes/the-5-assets-that-ll-save-your-heirs-and-the-5-that-ll-destroy-them/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-tax-strategy-playbook-7760433/the-5-assets-that-ll-save-your-heirs-and-the-5-that-ll-destroy-them.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}