Engineering-based studies · Form 3115 look-back · Serving owners nationwide A Shurek Accounting & Tax company  ·  (555) 555-0142
Concrete and glass building facade

Reference library

Depreciation, in more detail than you probably wanted

Recovery periods for every asset class, the current bonus depreciation rules, the conventions that decide your first-year number, and the exit consequences nobody mentions until closing.

The three questions that set every depreciation number

Strip away the complexity and depreciation reduces to three inputs. Everything else is elaboration.

1. What is the basis?

Cost, plus capitalized acquisition costs, less the portion allocated to land. Land is never depreciable, which makes the land allocation the highest-leverage number on the schedule — and one that frequently gets set by copying a ratio off the county tax assessment without further thought.

2. What is the recovery period?

Set by the asset class the property falls into. Most tangible assets map to a class in Rev. Proc. 87-56; real property recovery periods are set by statute. Property with no class life defaults to 7 years under GDS. This is the question a cost segregation study exists to answer correctly, component by component.

3. What method and convention apply?

5 and 7-year property generally uses 200% declining balance switching to straight line. 15 and 20-year property uses 150% declining balance. Real property is always straight line. Conventions determine how much of the first year you get: half-year for most personal property, mid-quarter if more than 40% of the year's additions land in the fourth quarter, and mid-month for all real property.

Why the mid-quarter convention matters more than people think. Placing a large amount of personal property in service in the final quarter can force every personal property addition for the whole year onto the mid-quarter convention. In a year with a cost segregation study on a fourth-quarter acquisition, that test needs running before you plan the rest of your capital spend.

No-cost feasibility review

Find out what your building is hiding.

A feasibility review is free and takes about twenty minutes. Bring the closing statement and the depreciation schedule; we will tell you plainly whether a study pays for itself.

Book a 20-minute call