Cost segregation · Prepared directly by Unlevered
4620 Coyote Ridge Rd
ULV-2026-3B96 · Delivered Jul 10, 2026
Prepared directly by Unlevered
Engineered review · calibrated to IRS standards
Cost Segregation Study · Tax Year 2026

4620 Coyote Ridge Rd

Kenwood, CA, 95452
Prepared for
Elena Marsh
Placed in service
Jan 1, 2026
Tax year
2026
Study ID
ULV-2026-3B96
Property typeShort-Term Rental · Single-Family Residence
Year built2021
Square feet2,759
Lot size4.23 acre
Section 01

Executive summary

This study reclassifies a portion of the property's depreciable basis from 39-year nonresidential into shorter recovery periods, accelerating deductions into year one under current bonus depreciation rules.

Basis of this study. This study covers 4620 Coyote Ridge Rd, a single-family home placed in service Jan 1, 2026, operated as a short-term rental. The entire property is in scope at 100% business use. Depreciation runs on the 39-year transient-occupancy schedule, applied to a depreciable basis of $1,481,525 ($453,681 land excluded from $1,935,206 total). The residual structural shell is classified as 39-year nonresidential real property because the property is operated as transient lodging.

Total deduction
USD1,537,285
$565,209 is deductible in year one; the balance of the reclassified depreciation comes through over the rest of the schedule. That includes $55,760 of furniture, appliances, and fixtures (§1245 personal property) placed in service for the rental.
Year-one deduction, total
$565,209
Building depreciation
$509,449
Furniture & fixtures (§1245, 5-yr)
$55,760
Land (not depreciable)
$453,681 · 23.4% of purchase
Building (depreciable basis)
$1,481,525
Building moved to fast 5–15 yr schedules
$484,960
Furniture & fixtures (separate 5-yr pool)
$55,760
How the basis was built
StepWhat it isBasis
Original acquisitionPurchase price of the lot and the structure that stood on it$810,000
LandCarried forward at its basis; land is never depreciated$453,681
Original structureDestroyed by fire; its remaining cost is a casualty loss, not added to the land$356,319
New construction · placed in service 2026Reconstruction cost: a new depreciable asset, the basis this study depreciates$1,481,525

The home that was destroyed isn't carried over for tax. The rebuilt home is treated as a brand-new property, placed in service in 2026: its depreciation starts then, and we depreciate its full reconstruction cost. The original structure's basis isn't added to the land or rolled into the new building.

Expand for defensible details

The original structure was destroyed by casualty (e.g. fire) and a new structure was rebuilt and placed in service as a rental. The rebuild is a NEW depreciable asset, with its own placed-in-service date and a basis equal to the reconstruction cost, fully eligible for cost segregation. The pre-placement construction retired no depreciating component, so there is no §1.168(i)-8 partial-asset disposition; and §280B does not apply: it reaches only a voluntary demolition (Treas. Reg. §1.280B-1), and IRS Notice 90-21 confirms its capitalize-to-land rule does not reach a casualty (a §165 loss / §1033 involuntary conversion), so the rebuild basis is not added to land. The preparer confirms any §1033 involuntary-conversion basis reduction and, if the rebuilt home was used personally before the rental, the lesser-of-cost-or-FMV conversion basis.

Without cost seg
$36,405
Straight-line, 39-yr, partial year one
With this study
$565,209
15.5× larger first-year deduction
Deduction ledger
Tax yearDetailDeductionCumulative
Year 1FY 2026 · Short-life + shell (partial)$509,449$509,449
Year 2FY 2027 · 39-yr shell$25,553$535,002
Year 3FY 2028 · 39-yr shell$25,553$560,555
Year 4FY 2029 · 39-yr shell$25,553$586,108
Year 5FY 2030 · 39-yr shell$25,553$611,661
Years 640FY 2031–2065 · 39-yr shell$869,865$1,481,526
Year 6FY 2031 · 39-yr shell$25,553$637,214
Year 7FY 2032 · 39-yr shell$25,553$662,767
Year 8FY 2033 · 39-yr shell$25,553$688,320
Year 9FY 2034 · 39-yr shell$25,553$713,873
Year 10FY 2035 · 39-yr shell$25,553$739,426
Year 11FY 2036 · 39-yr shell$25,553$764,979
Year 12FY 2037 · 39-yr shell$25,553$790,532
Year 13FY 2038 · 39-yr shell$25,553$816,085
Year 14FY 2039 · 39-yr shell$25,553$841,638
Year 15FY 2040 · 39-yr shell$25,553$867,191
Year 16FY 2041 · 39-yr shell$25,553$892,744
Year 17FY 2042 · 39-yr shell$25,553$918,297
Year 18FY 2043 · 39-yr shell$25,553$943,850
Year 19FY 2044 · 39-yr shell$25,553$969,403
Year 20FY 2045 · 39-yr shell$25,553$994,956
Year 21FY 2046 · 39-yr shell$25,553$1,020,509
Year 22FY 2047 · 39-yr shell$25,553$1,046,062
Year 23FY 2048 · 39-yr shell$25,553$1,071,615
Year 24FY 2049 · 39-yr shell$25,553$1,097,168
Year 25FY 2050 · 39-yr shell$25,553$1,122,721
Year 26FY 2051 · 39-yr shell$25,553$1,148,274
Year 27FY 2052 · 39-yr shell$25,553$1,173,827
Year 28FY 2053 · 39-yr shell$25,553$1,199,380
Year 29FY 2054 · 39-yr shell$25,553$1,224,933
Year 30FY 2055 · 39-yr shell$25,553$1,250,486
Year 31FY 2056 · 39-yr shell$25,553$1,276,039
Year 32FY 2057 · 39-yr shell$25,553$1,301,592
Year 33FY 2058 · 39-yr shell$25,553$1,327,145
Year 34FY 2059 · 39-yr shell$25,553$1,352,698
Year 35FY 2060 · 39-yr shell$25,553$1,378,251
Year 36FY 2061 · 39-yr shell$25,553$1,403,804
Year 37FY 2062 · 39-yr shell$25,553$1,429,357
Year 38FY 2063 · 39-yr shell$25,553$1,454,910
Year 39FY 2064 · 39-yr shell$25,553$1,480,463
Year 40FY 2065 · 39-yr shell$1,063$1,481,526
Total over 40 years$1,481,526

Short-life property is deducted in full now; only the 39-year shell spreads forward.

Section 02

How the asset depreciates

This year's deduction comes from reclassifying short-life property out of the building basis: the 5- and 15-year components take bonus depreciation now, and the rest depreciates on the regular schedule.

Bonus depreciation
$484,960 95%
100% first-year bonus on the property reclassified to 5- and 15-year recovery.
First-year MACRS depreciation
$24,488 5%
Regular first-year depreciation on the remaining basis, including the 39-year shell (mid-month, partial year).
By building

This parcel carries more than one building. Each is a separate depreciable asset; itemized costs are attributed to each below. Shared site improvements (pool, landscaping, site work) are listed separately; the un-itemized structural shell is split evenly across the buildings.

building
Cabin 1
$490,249
$96,927 short-life · 20%
$353,000 itemized · $137,249 allocated
building
Cabin 2
$464,249
$96,927 short-life · 21%
$327,000 itemized · $137,249 allocated
site
Shared / site
$527,028
$291,107 short-life · 55%
$527,028 itemized
Section 03

Component allocation

$484,960 of short-life property, accelerated out of the $1,481,525 depreciable basis. The rollup below organizes the full basis by recovery period, then down to each component and its verified source.

Cabin 1 · 5- & 15-year short-life$52K
Kitchen$24,60047%
Custom kitchen cabinetry: shaker fronts, maple, soft-close (cabin 1)$16,400
Quartz countertops, fabricated + installed, kitchen (cabin 1)$8,200
Exterior$20,00038%
Cedar deck + trellis on steel post bases (cabin 1)$20,000
Bathroom$7,40014%
Bathroom vanity cabinets, rift-sawn oak (cabin 1)$5,600
Quartz vanity tops (cabin 1)$1,800
Cabin 2 · 5- & 15-year short-life$52K
Kitchen$24,60047%
Custom kitchen cabinetry: shaker fronts, maple, soft-close (cabin 2)$16,400
Quartz countertops, fabricated + installed, kitchen (cabin 2)$8,200
Exterior$20,00038%
Cedar deck + trellis on steel post bases (cabin 2)$20,000
Bathroom$7,40014%
Bathroom vanity cabinets, rift-sawn oak (cabin 2)$5,600
Quartz vanity tops (cabin 2)$1,800
Shared / site · 5- & 15-year short-life$381K
Site & exterior$337,696100%
Relocatable prefab gym studio, 288 sqft (Havenform Studio 288), delivered + set on pad$92,500
In-ground pool: shotcrete shell, plaster + coping$63,400
Landscape package: planting, drip irrigation + gravel paths$45,000
Relocatable prefab cedar sauna (Havenform Cedar Sauna 6), delivered + commissioned$27,925
Site work: clearing, grading + building pads for both cabins$25,000
Architectural design: schematic, permit + CD sets, construction administration (§263A allocated → 15-yr)$22,518
Pool equipment set: pump, filter, heater + automation$20,000
General contractor: supervision, site management + final completion draw (§263A allocated → 15-yr)$19,671
Site drainage: french drains + culvert$10,000
Power pole set + trenched service run$3,550
Automatic pool safety cover, track-mounted$2,253
Civil engineering: grading + drainage plans (§263A allocated → 15-yr)$1,397
Building permit + plan check (§263A allocated → 15-yr)$1,265
Geotechnical investigation + soils report (§263A allocated → 15-yr)$1,080
Structural engineering: moment-frame calcs + framing inspections (§263A allocated → 15-yr)$647
Lighting design + fixture scheduling (§263A allocated → 15-yr)$636
Pool layout drilling + core samples$400
Title 24 energy compliance reports (§263A allocated → 15-yr)$391
Septic system evaluation report (§263A allocated → 15-yr)$63
Allocation rollup

Recovery bucket → component line item.

5-year personal property$227,690
Relocatable prefab gym studio, 288 sqft (Havenform Studio 288), delivered + set on pad§1245$92,500Contractor invoice · Havenform Prefab Co.
Relocatable prefab cedar sauna (Havenform Cedar Sauna 6), delivered + commissioned§1245$27,925Contractor invoice · Havenform Prefab Co.
Permits & fees · 2 draws§1245$21,048Multiple
General contractor: supervision, site management + final completion draw (§263A allocated → 5-yr)§1245$17,409Contractor invoice · Meridian Ridge Builders
Custom kitchen cabinetry: shaker fronts, maple, soft-close (cabin 1)§1245$16,400Contractor invoice · Meridian Ridge Builders
Custom kitchen cabinetry: shaker fronts, maple, soft-close (cabin 2)§1245$16,400Contractor invoice · Meridian Ridge Builders
Countertops · 2 draws§1245$16,400Contractor invoice · Meridian Ridge Builders
Cabinetry · 4 draws§1245$14,800Contractor invoice · Meridian Ridge Builders
Lighting · 2 draws§1245$1,641Multiple
Civil engineering: grading + drainage plans (§263A allocated → 5-yr)§1245$1,236Contractor invoice · Carrow & Field Civil Engineering
Geotechnical investigation + soils report (§263A allocated → 5-yr)§1245$956Contractor invoice · Terrafirm Geotechnical
Structural engineering: moment-frame calcs + framing inspections (§263A allocated → 5-yr)§1245$573Contractor invoice · Halvorsen Structural Engineering
Title 24 energy compliance reports (§263A allocated → 5-yr)§1245$346Contractor invoice · Valley Energy Compliance
Septic system evaluation report (§263A allocated → 5-yr)§1245$55Contractor invoice · Sonoma Septic & Site Services
15-year land improvements$257,271
Pool & spa · 4 draws§1250$86,053Multiple
Landscape package: planting, drip irrigation + gravel paths§1250$45,000Contractor invoice · Meridian Ridge Builders
Deck & patio · 2 draws§1250$40,000Contractor invoice · Meridian Ridge Builders
Excavation & grading · 2 draws§1250$26,397Multiple
Permits & fees · 2 draws§1250$23,783Multiple
General contractor: supervision, site management + final completion draw (§263A allocated → 15-yr)§1250$19,671Contractor invoice · Meridian Ridge Builders
Site drainage: french drains + culvert§1250$10,000Contractor invoice · Meridian Ridge Builders
Wiring · 2 draws§1250$3,941Multiple
Geotechnical investigation + soils report (§263A allocated → 15-yr)§1250$1,080Contractor invoice · Terrafirm Geotechnical
Structural engineering: moment-frame calcs + framing inspections (§263A allocated → 15-yr)§1250$647Contractor invoice · Halvorsen Structural Engineering
Lighting design + fixture scheduling (§263A allocated → 15-yr)§1250$636Contractor invoice · Atelier Vance Architecture
Septic system evaluation report (§263A allocated → 15-yr)§1250$63Contractor invoice · Sonoma Septic & Site Services
39-year nonresidential shell$996,565
Permits & fees · 2 draws§1250$92,126Multiple
Deck & patio · 2 draws§1250$85,000Contractor invoice · Meridian Ridge Builders
General contractor: supervision, site management + final completion draw (§263A allocated → 39-yr)§1250$76,196Contractor invoice · Meridian Ridge Builders
Framing · 3 draws§1250$69,507Multiple
Foundation · 2 draws§1250$60,000Contractor invoice · Meridian Ridge Builders
Wiring · 5 draws§1250$51,513Multiple
Paint & finishes · 4 draws§1250$48,500Contractor invoice · Meridian Ridge Builders
Aluminum-clad wood windows, both cabins (23 units)§1250$43,000Contractor invoice · Meridian Ridge Builders
Siding · 2 draws§1250$38,000Contractor invoice · Meridian Ridge Builders
Structural steel · 2 draws§1250$37,000Contractor invoice · Meridian Ridge Builders
Septic · 3 draws§1250$30,242Contractor invoice · Sonoma Septic & Site Services
Flooring · 2 draws§1250$28,855Contractor invoice · Golden State Hardwood Co.
Standing-seam metal roofing, both cabins§1250$26,500Contractor invoice · Meridian Ridge Builders
Insulation · 2 draws§1250$26,000Contractor invoice · Meridian Ridge Builders
Mechanical · 4 draws§1250$24,000Contractor invoice · Meridian Ridge Builders
Lighting · 3 draws§1250$22,465Multiple
Plumbing · 3 draws§1250$22,058Multiple
Residential fire sprinkler system: completion + commissioning§1250$20,000Contractor invoice · Meridian Ridge Builders
Drywall & plaster · 2 draws§1250$19,500Contractor invoice · Meridian Ridge Builders
Main service panels: 200A mains + subpanels, both cabins§1250$18,000Contractor invoice · Redwood Electric Co.
Exterior doors: entries, french doors + sliders, both cabins§1250$15,000Contractor invoice · Meridian Ridge Builders
Top-out plumbing: supply + waste risers (cabin 1)§1250$15,000Contractor invoice · Meridian Ridge Builders
Top-out plumbing: supply + waste risers (cabin 2)§1250$15,000Contractor invoice · Meridian Ridge Builders
Underfloor plumbing rough-in (cabin 1)§1250$10,000Contractor invoice · Meridian Ridge Builders
Underfloor plumbing rough-in (cabin 2)§1250$10,000Contractor invoice · Meridian Ridge Builders
Utility meter hookup + service connection§1250$10,000Contractor invoice · Redwood Electric Co.
Fire sprinkler design + rough-in, both cabins§1250$10,000Contractor invoice · Meridian Ridge Builders
Water service hookup + pressure regulator§1250$10,000Contractor invoice · Meridian Ridge Builders
Interior doors, casing + trim carpentry (cabin 1)§1250$10,000Contractor invoice · Meridian Ridge Builders
Interior doors, casing + trim carpentry (cabin 2)§1250$10,000Contractor invoice · Meridian Ridge Builders
Tongue-and-groove hemlock ceiling (cabin 1)§1250$8,000Contractor invoice · Meridian Ridge Builders
Tongue-and-groove hemlock ceiling (cabin 2)§1250$8,000Contractor invoice · Meridian Ridge Builders
Low-voltage prewire: network, AV + security, both cabins§1250$5,910Contractor invoice · Redwood Electric Co.
Civil engineering: grading + drainage plans (§263A allocated → 39-yr)§1250$5,410Contractor invoice · Carrow & Field Civil Engineering
Gutters + downspouts, both cabins§1250$5,000Contractor invoice · Meridian Ridge Builders
Geotechnical investigation + soils report (§263A allocated → 39-yr)§1250$4,184Contractor invoice · Terrafirm Geotechnical
Fire-sprinkler trim-out at door heads + escutcheons, both cabins§1250$4,000Contractor invoice · Meridian Ridge Builders
Tankless water heaters ×2, propane§1250$2,598Contractor invoice · Ferguson
Furniture, fixtures & equipment: by category

Furnishing the property to operate as a rental is a separate investment from the building. Where receipts weren't kept, Unlevered values each item and depreciates it as 5-year §1245 personal property, a stand-in for the original invoices. It's a separate pool from the building reclassification above, and it's already included in your year-one deduction. Each row shows any written-off basis of a replaced item next to the new property placed in service; expand for the itemized detail.

Category · year-one dollars
Furniture$33,70060%
Gym equipment × 2est. $500$12,000 each · $3,000/unit × 2$6,000
Outdoor lounge setest. $800$9,000 each$3,000
Outdoor dining setest. $600$6,500 each$2,200
Wardrobeest. $600$3,500 each$1,600
Dining chair × 6est. $75$700 each · $250/unit × 6$1,500
Accent chair × 2est. $250$1,800 each · $750/unit × 2$1,500
Accent chair × 2est. $250$1,800 each · $750/unit × 2$1,500
Bench × 2est. $150$1,500 each · $600/unit × 2$1,200
Dining tableest. $300$2,200 each$1,000
Dining chair × 4est. $75$700 each · $250/unit × 4$1,000
Dining tableest. $300$2,200 each$1,000
Patio umbrella × 2est. $100$1,800 each · $500/unit × 2$1,000
Dining tableest. $300$2,200 each$1,000
Queen/king bed frameest. $250$1,800 each$800
Queen/king bed frameest. $250$1,800 each$800
Bunk bedest. $300$2,000 each$800
Queen/king bed frameest. $250$1,800 each$800
Queen/king bed frameest. $250$1,800 each$800
Coffee tableest. $200$1,500 each$700
Sofaest. $300$1,200 each$700
Nightstand × 2est. $100$900 each · $350/unit × 2$700
Deskest. $150$1,800 each$600
Deskest. $150$1,800 each$600
Chaise loungeest. $150$1,800 each$600
Dining chair × 2est. $75$700 each · $250/unit × 2$500
Nightstandest. $100$900 each$350
Nightstandest. $100$900 each$350
Office chairest. $75$1,500 each$350
Office chairest. $75$1,500 each$350
Dining chairest. $75$700 each$250
Ottoman/poufest. $50$600 each$150
Electronics & recreation$10,85019%
Hot tubest. $3,500$18,000 each$8,500
Electronics × 2est. $100$1,200 each · $400/unit × 2$800
Televisionest. $250$1,200 each$600
Televisionest. $250$1,200 each$600
TV standest. $150$1,300 each$350
Finishes & décor$4,1107%
Bedding setest. $150$1,200 each$500
Bedding setest. $150$1,200 each$500
Bedding setest. $150$1,200 each$500
Bedding setest. $150$1,200 each$500
Bedding setest. $150$1,200 each$500
Bedding setest. $150$1,200 each$500
Bath linensest. $100$800 each$300
Bath linensest. $100$800 each$300
Throw pillows/blanket × 2est. $20$200 each · $60/unit × 2$120
Throw pillows/blanket × 2est. $20$200 each · $60/unit × 2$120
Throw pillows/blanket × 2est. $20$200 each · $60/unit × 2$120
Small decorest. $20$250 each$75
Small decorest. $20$250 each$75
Appliances$3,6006%
Washer/dryerest. $1,200$3,300 each$2,300
Range/stoveest. $800$1,800 each$1,300
Flooring$2,0004%
Rugest. $150$1,200 each$500
Rugest. $150$1,200 each$500
Rugest. $150$1,200 each$500
Rugest. $150$1,200 each$500
Lighting$1,0002%
Table lamp × 2est. $75$800 each · $250/unit × 2$500
Table lampest. $75$800 each$250
Table lampest. $75$800 each$250
Window treatments$5001%
Window coveringest. $75$800 each$250
Window coveringest. $75$800 each$250
Deductible this year$55,760 placed in service$55,760100%

With the $484,960of short-life property reclassified from the building basis above, that's $540,720 of accelerated 5- and 15-year property placed in service. They are carried as separate pools by asset class (the reclassified building components and the §1245 furnishings each depreciate on their own schedule), all placed in service together with the property.

State tax treatment

What each state does with this deduction

Each state this study touches, classified by how it treats the federal year-one deduction.

California (CA)Bonus decoupled
State still allows the deduction, but delays part of it.
$509,449
Federal year-one deduction
$82,890
California year-one deduction
$426,559
Added back this year, recovered later

Lifetime difference: $0. Timing only, recovered in later years.

CA defers $426,559 of the deduction in year one, then returns it over the following years, reaching $0 by year 16. The lifetime deduction is the same; only the timing differs.

Deferred in year one Still to be recovered, by year

You still get the federal deduction now. California taxable income is $426,559 higher than federal in year one, but that amount is deducted in later years.

Filing action

Use the federal schedule for the federal return and a California recomputation schedule for the CA return.

Schedule: CA FTB 3885A

Section 04

Verified sources

Every figure traces to a primary source. This is the provenance behind the engineered review: what we relied on, what it established, and how we confirmed it.

SourceWhat it verifiedHowStatus
Contractor invoicesComponent costs & quantitiesClient-uploaded receipts, reconciled to scopeVerified
Client photographs (29)Existence & condition of reclassified assetsEngineer reviewVerified
IRS authoritiesClassification & recovery periodsCross-referenced per componentVerified
CPA-provided factsoriginal structure destroyed by casualty, bonus acquisition dateEntered by your CPA on your behalf and logged to the audit trailVerified
Photographic evidence

Client photos cross-referenced against component allocations. Each asset is tied to its MACRS classification and the permit or invoice that supports it.

Cabin 1
5-YR PERSONAL
  • Kitchen range and oven5-YR PERSONAL
AI vision · engineering-reviewed
Cabin 2
39-YR SHELL
  • Exterior windows with frames39-YR SHELL
AI vision · engineering-reviewed
39-YR SHELL
  • Exterior window/patio door39-YR SHELL
AI vision · engineering-reviewed
39-YR SHELL
  • Shower wall tile39-YR SHELL
  • Toilet fixture39-YR SHELL
  • Vanity with integrated sink39-YR SHELL
  • Bathroom flooring (dark tile)39-YR SHELL
AI vision · engineering-reviewed
Shared / site
15-YR LAND IMP.
  • Composite deck flooring15-YR LAND IMP.
AI vision · engineering-reviewed
15-YR LAND IMP.
  • Deck framing and decking15-YR LAND IMP.
AI vision · engineering-reviewed
Photo verification components
AssetClassIdentified by
Kitchen range and oven5-YR PERSONALAI vision · engineering-reviewed
Composite deck flooring15-YR LAND IMP.AI vision · engineering-reviewed
Deck framing and decking15-YR LAND IMP.AI vision · engineering-reviewed
Bathroom flooring (dark tile)39-YR SHELLAI vision · engineering-reviewed
Exterior window/patio door39-YR SHELLAI vision · engineering-reviewed
Exterior windows with frames39-YR SHELLAI vision · engineering-reviewed
Shower wall tile39-YR SHELLAI vision · engineering-reviewed
Toilet fixture39-YR SHELLAI vision · engineering-reviewed
Vanity with integrated sink39-YR SHELLAI vision · engineering-reviewed
Section 05

Methodology calibrated to IRS standards

Component allocations follow the IRS Cost Segregation Audit Techniques Guide and MACRS recovery periods. Every assumption traces to a publicly cited authority.

Shell recovery period (IRC §168(e)(2))

The residual structural shell is depreciated as 39-year nonresidential real property. Operated as transient lodging (average guest stay ≤30 days), not residential rental property under IRC §168(e)(2)(A)(ii)(I). The tax use of the property controls the recovery period, not its physical form.

Statutory authority: IRC §168(e)(2)(A)(ii)(I) · IRC §168(e)(2)(B) · IRC §168(c).

Indirect cost allocation (IRC §263A)

$274,498 of indirect soft costs (architectural and engineering design, permits, and construction oversight) are capitalized into basis under §263A and allocated pro-rata across the depreciable asset classes in proportion to direct basis, rather than capitalized entirely to the building shell. $89,854 of that pool rides to 5- and 15-year property, where it is recovered on the same accelerated schedule as the components it supports.

5-year property$42,186
15-year property$47,667
39-year property$184,644
Key parameters & assumptions

The figures above are fixed by these study-specific inputs: the bonus rate is set by the placed-in-service and §168(k) acquisition dates, and any disposition is a taxpayer election. They carry through the entire study.

Tax year of filing2026
MACRS recovery periods, conventions, and the bonus rate are applied as in effect for this filing year.
First-year bonus rate100%
IRC §168(k) first-year bonus depreciation. 100% bonus per OBBBA restoration (PIS on/after 2025-01-20; depreciable property acquired/self-constructed on/after 2025-01-20 under §168(k), incl. component election).
Original acquisition price$810,000
Purchase price of the lot and the original structure that stood on it.
Land allocation$453,681
Land is non-depreciable. Split per the county assessor's land-to-improvement ratio.
Original structure basis$356,319
Basis of the structure lost to the casualty. Treated as a casualty loss, not capitalized to land and not carried into the rebuilt structure (IRS Notice 90-21).
New depreciable reconstruction basis$1,481,525
The rebuilt structure placed in service: a new depreciable asset, and the basis this study reclassifies and depreciates.
MACRS conventionsMid-month / half-year
The 39-year shell uses the mid-month convention; 5- and 15-year property uses the half-year (or mid-quarter) convention per IRS Pub. 946.
Authorities
AuthorityHow it applies to this study
STATUTE IRC §167IRC §167
STATUTE IRC §168IRC §168
REV_PROC Rev. Proc. 87-56Rev. Proc. 87-56, 1987-2 C.B. 674
ATG Cost Seg ATGIRS Cost Segregation Audit Technique Guide (revised 2017)
REV_RUL Rev. Rul. 2003-81Rev. Rul. 2003-81, 2003-2 C.B. 126
REG Treas. Reg. §1.167(a)-1Treas. Reg. §1.167(a)-1
CASE AmeriSouthAmeriSouth XXXII Ltd. v. Commissioner, T.C. Memo 2012-67
CASE WhitecoWhiteco Industries Inc. v. Commissioner, 65 T.C. 664 (1975)
Section 06

Engineered review pass

Every study runs through the same four-stage engineered review before release: produced by the cost segregation engine, independently re-computed, and cross-checked against IRS authorities and public records.

01

Source ingestion

Source facts and citations verified at intake.

2 of 2 checks passed
02

Component classification

Components mapped to MACRS class lives per Rev. Proc. 87-56 + IRS ATG.

1 of 1 check passed
03

Reconciliation

Allocation sum reconciled to depreciable basis within tolerance.

1 of 1 check passed
04

Compliance check

Bonus eligibility, anti-churning, and completeness validated.

3 of 3 checks passed
Engineered review pass
All 4 stages passed. Cleared for delivery.
Run ID eecd8d96e258a4bd
Hash eecd8d96a4bd
Sealed Jul 10, 2026
AI engineering review

The study is reviewed through an engineered QA workflow designed around IRS ATG review criteria, with human review of component classifications and cost reconciliations.

Independent re-computation

Allocations re-run by a second model and reconciled.

IRS-authority cross-check

Each component mapped to the IRS ATG, Rev. Proc. 87-56, and MACRS class lives.

Audit trail retained

Every source document and the full run log are retained for the audit-defense window.

About this study. Component allocations are cross-validated against IRS authorities, assessor records, and the client's source documents during the preparation workflow.
Preparer & qualifications. This cost segregation study was prepared by Unlevered's engineering review team, whose agents hold expertise in construction cost estimating and federal depreciation tax law. The team supervised the data inputs, reviewed the component analysis, and made the final §1245/§1250 and recovery-period determinations. Unlevered's cost segregation engine is a computational tool used by the preparer, analogous to the commercial estimating software relied on in a traditional engineering-based study, and Unlevered stands behind these results, including in the event of examination. The taxpayer's own tax return preparer is the sole tax return preparer: they review the study, exercise independent professional judgment in adopting its component classifications, and prepare and file the return using their own tax software. Unlevered is not a tax return preparer under IRC §7701(a)(36) and Treas. Reg. §301.7701-15.
Unlevered, Inc.
Cost segregation study prepared and reviewed by the Unlevered engineering review team
Signed
Jul 10, 2026