Numbers to Net Worth: Paul Levine’s Guide to CRE and Cost Segregation

In this episode of SF Commercial Property Conversations, host Bruce Bean sits down with Paul Levine, a former CPA turned commercial real estate expert. With over 50 years of experience in income taxes and financial strategies, Paul brings unique insights into commercial real estate, cost segregation, and tax-saving strategies.

Paul shares how an unexpected turn of events led him to pass the real estate exam and dive into the world of CRE. He explains the fundamentals of cost segregation—how breaking down property assets into different categories can lead to significant tax benefits. Paul also discusses the importance of working with the right professionals and how cost segregation can apply to properties beyond traditional commercial buildings, including single-family rentals and even airplane hangars.

Other key topics include:

• The basics of cost segregation and why it matters
• How tax laws are evolving and what investors should know
• The risks and rewards of 1031 exchanges
• Common tax strategies that can save property owners thousands

If you're in commercial real estate or looking to maximize your investment returns, this episode is packed with expert advice and real-world examples.

 

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