Eiduk Tax & Wealth Cost Segregation Study Workpaper - 2025

Commercial Real Estate Depreciation Acceleration & Tax Savings Analysis

Purpose: This workpaper tracks the implementation and results of cost segregation studies for commercial real estate properties. Cost segregation accelerates depreciation deductions by reclassifying building components from 27.5/39-year schedules to 5, 7, or 15-year property. With the One Big Beautiful Bill Act (OBBB) signed July 4, 2025, properties acquired and placed in service after January 19, 2025 now qualify for 100% bonus depreciation permanently - creating unprecedented first-year tax savings opportunities.

Client & Property Information

Property Details

Study Implementation & Documentation Tracker

Implementation Step & IRC Reference Completion Date Documentation Checklist Verified Notes / Status
Engineering Study Commissioned
IRC §167, §168



Detailed Study Report Received
IRC §168(e)



Form 3115 Filed (Change in Accounting Method)
IRC §446, Rev. Proc. 2015-13



Bonus Depreciation Applied
IRC §168(k)



Depreciation Schedules Updated
IRC §167



Look-Back Study (if applicable)
IRC §481(a)



Cost Segregation Study Results

Asset Category Recovery Period Total Amount % of Building Bonus Depreciation Eligible Year 1 Deduction Verified
5-Year Property
Carpets, decorative fixtures, landscaping
5 years
7-Year Property
Furniture, fixtures, equipment
7 years
15-Year Property
Land improvements, parking, fencing
15 years
27.5/39-Year Property
Building structure, roof, HVAC
27.5/39 years N/A
TOTALS - $0 100% $0 $0 -

Tax Savings Summary

Description Amount Tax Rate Tax Savings
Year 1 Accelerated Depreciation $0 $0
Look-Back Catch-Up (if applicable) 37% $0
5-Year Total Benefit vs. Straight-Line 37% $0
TOTAL TAX SAVINGS (Year 1 + Look-Back) - $0

2025 Bonus Depreciation - OBBB Update

One Big Beautiful Bill Act (OBBB) - Signed July 4, 2025

100% Bonus Depreciation Permanently Reinstated!

The OBBB permanently restores 100% first-year bonus depreciation for qualified property acquired and placed in service after January 19, 2025. This is a dramatic change from the phase-out schedule that was in effect.

Before OBBB (Phase-Out Schedule):

  • 2023: 80%
  • 2024: 60%
  • 2025: 40%
  • 2026: 20%
  • 2027: 0%

After OBBB: 100% PERMANENTLY (for property acquired/placed in service after 1/19/25)

Critical Dates:

Section 179 Enhancement:

NEW: Qualified Production Property (QPP) - 100% Depreciation

The OBBB creates a special 100% depreciation allowance for newly constructed commercial real estate used in manufacturing, production, or refining activities:

  • Construction must begin after 1/19/25 and before 1/1/29
  • Property must be placed in service before 1/1/31
  • Used for qualified production activities in the U.S.
  • Cannot be leased property

This is huge for manufacturing facilities! You can now expense the entire building cost, not just equipment.

Cost Segregation Strategy Impact:

With 100% bonus depreciation permanently restored, cost segregation studies are MORE VALUABLE THAN EVER. Every dollar reclassified from 39-year property to 5, 7, or 15-year property now gets a 100% first-year deduction instead of being spread over decades. For a $2 million building with typical 30% reclassification, that's $600,000 in immediate deductions vs. ~$15,000/year under straight-line.

⚡ Action Item: Properties acquired after January 19, 2025 should be immediately evaluated for cost segregation to maximize 100% bonus depreciation benefits!

Advisor Notes & Observations

This workpaper documents cost segregation study results and implementation for Eiduk Tax & Wealth clients. Cost segregation studies must be performed by qualified engineering firms using IRS-compliant methodologies. Form 3115 (Application for Change in Accounting Method) is required for look-back studies. All study reports and supporting documentation must be maintained for IRS audit defense. The One Big Beautiful Bill Act (OBBB) signed July 4, 2025 permanently restored 100% bonus depreciation for property acquired and placed in service after January 19, 2025.