Year-End Real Estate Tax Planning: The Expert Playbook vs. ChatGPT

Year-end real estate tax planning can save hundreds of thousands or turn into a costly audit nightmare when done wrong. In this episode, Mike & Kevin break down real client stories where DIY tax advice, online templates, and even ChatGPT-led planning derailed purchase price allocations, cost segregation, bonus depreciation, and lender negotiations.

You’ll learn why real estate tax planning isn’t a copy-paste strategy, the hidden pitfalls of automated cost-seg tools, how poorly executed PPA language can kill a deal, and what actually makes year-end tax planning defensible, effective, and IRS-ready.

This episode covers:

• Purchase Price Allocations (PPA) and why execution matters more than strategy alone

• Cost segregation shortcuts that trigger audits

• Bonus depreciation done right (and the risks when it’s not)

• The difference between tax education and tax implementation

• Red flags that signal you need a real specialist, not a DIY prompt

Want help executing instead of experimenting? Book a consultation with Mike and Kevin at Revo Tax

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