The Good, Bad, & the Ugly of Self Storage

The SECRET Tax Moves Your CPA Isn’t Telling You: Exposing the Storage Tax Game

1 h 18 min · 28. okt. 2025
episode The SECRET Tax Moves Your CPA Isn’t Telling You: Exposing the Storage Tax Game cover

Description

In this episode Michael and Dylan Cunningham discuss tax strategies for self-storage investors with Heidi Henderson, Chief Marketing Officer at Engineered Tax Services. Heidi explains various tax incentives, including cost segregation, which can accelerate depreciation and reduce tax liabilities. She also covers the benefits of being a real estate professional, which allows for more deductions. The discussion includes the impact of the "Big Beautiful Bill" on bonus depreciation and opportunity zones, which offer tax-free gains for investments in designated low-income areas. Additionally, they touch on advanced tax strategies like captive insurance and charitable lead trusts for high-net-worth individuals. The discussion also touches on the importance of tax strategies for self-storage owners, suggesting that those not advised on these matters may need to seek new tax advisors. Heidi Henderson hhenderson@engineeredtaxservices.com

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episode The SECRET Tax Moves Your CPA Isn’t Telling You: Exposing the Storage Tax Game artwork

The SECRET Tax Moves Your CPA Isn’t Telling You: Exposing the Storage Tax Game

In this episode Michael and Dylan Cunningham discuss tax strategies for self-storage investors with Heidi Henderson, Chief Marketing Officer at Engineered Tax Services. Heidi explains various tax incentives, including cost segregation, which can accelerate depreciation and reduce tax liabilities. She also covers the benefits of being a real estate professional, which allows for more deductions. The discussion includes the impact of the "Big Beautiful Bill" on bonus depreciation and opportunity zones, which offer tax-free gains for investments in designated low-income areas. Additionally, they touch on advanced tax strategies like captive insurance and charitable lead trusts for high-net-worth individuals. The discussion also touches on the importance of tax strategies for self-storage owners, suggesting that those not advised on these matters may need to seek new tax advisors. Heidi Henderson hhenderson@engineeredtaxservices.com

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