Welcome back to Making Cents with John P. Napolitano. We’re here to break down the big questions high net worth families face–you know, the ones your “investment guy” never asks about. No Fluff. No finance 101. Just straight talk to help you make smarter decisions and keep your wealth working as hard as you do. Let’s get to it.
Created by the team at Napier Financial – home of the Fully Integrated Financial Planning approach. Napier Financial is a boutique fully integrated wealth manager and multi-family office.
Advisor Representatives at Napier Financial are either 1) Advisor representatives of U.S. Financial Advisors, a registered investment advisor, or 2) Advisor representatives dually registered through U.S. Financial Advisors and Great Valley Advisor Group, registered investment advisors. Financial planning and investment advice is offered through U.S. Financial Advisors and/or Great Valley Advisor Group accordingly.
Information about Great Valley Advisor Group can be found here: https://greatvalleyadvisors.com/whatwedo/
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Welcome back to Making Cents with John P. Napolitano. We’re here to break down the big questions high net worth families face–you know, the ones your “investment guy” never asks about. No Fluff. No finance 101. Just straight talk to help you make smarter decisions and keep your wealth working as hard as you do. Let’s get to it.
Created by the team at Napier Financial – home of the Fully Integrated Financial Planning approach. Napier Financial is a boutique fully integrated wealth manager and multi-family office.
Advisor Representatives at Napier Financial are either 1) Advisor representatives of U.S. Financial Advisors, a registered investment advisor, or 2) Advisor representatives dually registered through U.S. Financial Advisors and Great Valley Advisor Group, registered investment advisors. Financial planning and investment advice is offered through U.S. Financial Advisors and/or Great Valley Advisor Group accordingly.
Information about Great Valley Advisor Group can be found here: https://greatvalleyadvisors.com/whatwedo/
11. How Cost Segregation Works for Real Estate with Ryan Foley
Making Cents
24 minutes 55 seconds
3 months ago
11. How Cost Segregation Works for Real Estate with Ryan Foley
“Cost segregation” is not a part of most people’s vocabulary, but if you own real estate, it should be.
In this episode, John Napolitano sits down with Ryan Foley of Cunningham & Associates, a national expert with more than 20 years of experience helping investors and business owners use cost segregation to reduce taxes and free up capital.
This conversation goes beyond accounting theory. It is a practical walkthrough of how to unlock powerful tax advantages inside your real estate holdings—especially when your assets are held in the right structures and backed by proactive planning.
During the conversation, John and Ryan explore:
What cost segregation actually is, and how breaking down a building into its component parts opens the door to accelerated depreciation and major tax savings
How your real estate fits into your overall financial plan, from passive activity rules to grouping elections that turn passive losses into powerful tax offsets
Advanced planning strategies for owners and heirs, including the use of family limited partnerships, 1031 exchanges, and step-up-in-basis opportunities at death
If you’ve ever wondered whether you’re truly optimizing your real estate holdings—or missing out on tools your CPA hasn’t mentioned—this episode will change how you think about depreciation. You’ll come away with a sharper lens on how to use real estate not just to grow wealth, but to retain more of it.
Listen now to rethink how real estate fits into your tax and legacy strategy.
Key Links
Napier Financial - https://napierfinancial.com
John Napolitano’s LinkedIn - https://www.linkedin.com/in/johnpnapolitano/
Cunningham & Associates - https://www.jec-llc.com/
Ryan Foley’s LinkedIn - https://www.linkedin.com/in/ryan-foley-tax-enthusiast-b33136aa/
Podcast produced and distributed by Evergreen Financial Marketing https://www.evergreenfm.com/
Making Cents
Welcome back to Making Cents with John P. Napolitano. We’re here to break down the big questions high net worth families face–you know, the ones your “investment guy” never asks about. No Fluff. No finance 101. Just straight talk to help you make smarter decisions and keep your wealth working as hard as you do. Let’s get to it.
Created by the team at Napier Financial – home of the Fully Integrated Financial Planning approach. Napier Financial is a boutique fully integrated wealth manager and multi-family office.
Advisor Representatives at Napier Financial are either 1) Advisor representatives of U.S. Financial Advisors, a registered investment advisor, or 2) Advisor representatives dually registered through U.S. Financial Advisors and Great Valley Advisor Group, registered investment advisors. Financial planning and investment advice is offered through U.S. Financial Advisors and/or Great Valley Advisor Group accordingly.
Information about Great Valley Advisor Group can be found here: https://greatvalleyadvisors.com/whatwedo/
