The Tax Strategy Playbook
The Tax Strategy Playbook
The Tax Strategy Playbook is where real estate investors and business owners learn how to stop overpaying the IRS and turn taxes into an opportunity center instead of an annual pain point. Each episode, host David Wiener (“Mr. Cash Flow”) sits down with CPAs, tax attorneys, cost segregation experts, and top investors to break down complex tax rules into clear, step‑by‑step strategies you can actually use.You’ll hear real case studies, before‑and‑after numbers, and practical checklists on things like cost segregation, bonus depreciation, 179D deductions, R&D credits, real estate professional status, short‑term rental strategies, entity structure, and more—without legalese or fluff. Expect straight talk, tactical advice you can hand to your CPA, and simple action items at the end of every show so you always know what to do next.
The Tax Strategy Playbook

The Tax Strategy Playbook

The Tax Strategy Playbook is where real estate investors and business owners learn how to stop overpaying the IRS and turn taxes into an opportunity center instead of an annual pain point. Each episode, host David Wiener (“Mr. Cash Flow”) sits down with CPAs, tax attorneys, cost segregation experts,...

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Recent Episodes

36
Nov. 10, 2026

Democrats Won Congress. Is Your Bonus Depreciation Gone?

Democrats won Congress. Your 100% bonus depreciation didn't change. Three depreciation deadlines did not care who won, and one of them lands in 2026. In this solo news episode, David Wiener, Mr. Cash Flow, sorts every post-election tax headline into three buckets (law, proposal, or needs a signature) and walks through what the midterms mean for bonus depreciation, cost segregation, Section 179D, the R&D tax credit and the new qualified production property deduction for factory buildings under Se
35
Nov. 3, 2026

Charitable Remainder Trust: Sell Your building, Owe Nothing at Closing, Get Paid for Life

A charitable remainder trust lets you sell an appreciated building with no tax due at closing, reinvest every dollar, and collect income for life. The trade: what is left goes to a charity you pick, not your kids, and the tax does not disappear. It reaches you a slice at a time, in an order the tax code sets. In this solo episode of The Tax Strategy Playbook, David Wiener, Mr. Cash Flow, explains how a charitable remainder trust works in plain English: the charitable remainder annuity trust (CR
34
Oct. 27, 2026

R&D Tax Credit: Getting Paid Isn't the Problem, Your Contract Is

Getting paid by a client won't cost you the R&D tax credit. Your contract can. Two tests decide whose credit it is when a client pays for the work. In part two of a four-part solo series on the research and development tax credit, David Wiener, Mr. Cash Flow, walks through the funded research rule in plain English. The risk test asks whether you were going to be paid whether the research worked or not. The rights test asks whether you can use what you figured out in your own business without pay
33
Oct. 20, 2026

Rental Property Depreciation Explained: How It's Calculated

Rental property depreciation is the one deduction the IRS counts against you whether you take it or not. Here's how yours is calculated, line by line. In this solo episode of The Tax Strategy Playbook, David Wiener, Mr. Cash Flow, walks through real estate depreciation from the beginning. You'll see what goes into your cost basis and what stays out, how to split land from building using your county assessor's ratio instead of a flat 20 percent guess, why the clock starts on the placed in servic
32
Oct. 13, 2026

R&D Tax Credit for Startups: Get Paid Even If You're Losing Money

The R&D tax credit can pay a startup that is losing money, through payroll taxes it already owes. Miss one box or one date and the cash waits, or never comes. Most small business tax credits aren't hidden. They're missed, because every one of them runs on a clock. In this solo episode of The Tax Strategy Playbook, David Wiener, Mr. Cash Flow, opens a four-part series on the research and development tax credit with the question founders ask most: we don't make money yet, does any of this help us
31
Oct. 6, 2026

Why Nobody on Your Team Has Mentioned Cost Segregation

Cost segregation is a real estate tax deduction many of the largest property owners never use. The reason has nothing to do with money. David Wiener, Mr. Cash Flow, sits down with DJ Van Keuren, founder of the Family Office Real Estate Institute and co-founder of Evergreen Property Partners, who has spent 25 years inside family office real estate. They cover why a cost segregation study so often never reaches the people who make the decisions, who actually brings a new tax strategy to a wealthy

Recent Blog Posts

Nov. 10, 2026

Contract Signed Before January 20, 2025? How to Tell If You Still Get 100% Bonus Depreciation

TL;DR: Signing a contract before January 20, 2025 does not always lock you out of 100% bonus depreciation. The law looks at when you acquired the property, and the IRS has detailed rules for that date. If you bought a finished building, the date can…
Nov. 7, 2026

5 Things a Tax Professional Should Expect From a Cost Segregation Firm

TL;DR: A cost segregation firm should make your job easier, not hand you a project in the middle of filing season. Five things separate a firm worth sending clients to: a report built from an in-person site visit that holds up in an exam, a drafted …
Nov. 6, 2026

The IRS's 2027 Inflation Numbers: Section 179, Excess Business Loss, Estate and Gift

TL;DR: On November 5, 2026, the IRS released its 2027 inflation numbers in Revenue Procedure 2026-35. For tax years beginning in 2027, you can expense up to $2,640,000 of equipment and other qualifying property under section 179, and the excess busi…

About the Host

David Wiener, CEO of Cash Flow Strategies, Inc. Profile Photo
David Wiener, CEO of Cash Flow Strategies, Inc.

CEO of Cashflow Strategies, Inc., Tax Strategist, Speaker, Educator

David “Mr. Cash Flow” Wiener is a nationally recognized authority on real estate tax strategy and cash flow optimization, and the host of The Tax Strategy Playbook podcast. As Founder and CEO of Cash Flow Strategies, Inc., David has spent decades helping real estate investors, business owners, and their advisory teams legally reduce taxes, unlock hidden cash flow, and put more money back into productive assets instead of into the IRS.
Over the course of his career, David has become especially known for his work with cost segregation, 179D energy-efficient commercial building deductions, and other engineering-based tax incentives that accelerate depreciation and free up capital. He has also built a long track record in cash flow and accounts receivable optimization, helping clients improve profitability and financial stability without simply “working harder” or taking on more risk.
David is a sought‑after speaker, trainer, and educator, with audiences ranging from national industry conferences to small mastermind groups and professional associations. He is known for his clear, practical teaching style and his ability to translate complex tax concepts into simple, actionable plays that investors and advisors can use right away. Whether he is speaking to CPAs, medical and dental practice owners, or real estate investors, David’s message is consistent: tax strategy is one of the most powerful—and most overlooked—wealth multipliers available.
On The Tax Strategy Playbook, David brings that same real‑world experience and teaching approach to the microphone. Each episode features in‑depth conversations with top tax strategists, CPAs, attorneys, lenders, and active investors who are using the tax code proactively to build wealth. David guides listeners through topics like bonus depreciation, passive loss rules, real estate professional status, short‑term rental planning, and entity structuring, always with an eye toward what actually works in the field, not just on paper.
Beyond his professional credentials, David is a husband, father, and grandfather who understands that tax planning is ultimately about building lasting wealth and freedom for real families, not just chasing deductions. He created The Tax Strategy Playbook to give serious investors and their advisors a place to learn the strategies usually reserved for boardrooms and ultra‑high‑net‑worth clients—and to empower them to have better, more strategic conversations with their own tax professionals.
If you’re ready to stop treating taxes as a once‑a‑year headache and start using them as a core part of your wealth strategy, David Wiener is the guide you want in your corner.

Reviews

Old dog, new tricks

"As a former tax attorney and current real estate settlement agent, I thought I was relatively well versed in all things real estate. Nope. This podcast is proof you can teach an old dog new tricks. …"

Cade1234567890 | Nov. 4, 2026

EIDL - Realistic and Knowledgable

"Did a great job with expert guest of laying out he basics of addressing EDL loan challenges. None of the normal scare tactics and emotions. Do something now. Take action. Here is your 5 step plan.…"

Jeff | Oct. 22, 2026

A must for Real Estate investors and Tax Professionals

"David teaches us that tax avoidance is mandatory and he knows his stuff! I spent nearly 35 years at the IRS, most of it in collection and on complex cases. I didn’t expect to learn much from a pod…"

Felix N Buxo | Oct. 13, 2026

Required Listening

"Great information for high net worth people and business owners!"

AtlFolks | March 10, 2026

Great Show - Love the Host

"So happy I found this show."

Jack Davidson | March 26, 2026

Eye Opening!

"David has opened my eyes to the way I view my investments properties and the legal tax laws that allow me to recapture the money lost-not talking your basic ‘write off’! What is more surprising is t…"

DSPetrie | July 17, 2026

Helpful to CPA's

"Hello, I thought the podcast was great. As a busy CPA firm owner, I dont have time to work on every project. David helps with cost segregation, R&D tax credit. We have worked with him before with Cos…"

Josh Simpson, CPA | March 26, 2026