Tax Savings Calculator

Calculate first-year and cumulative tax savings accounting for bonus depreciation phase-down.

Bonus Depreciation Phase-Down Timeline

The Tax Cuts and Jobs Act (TCJA) allowed 100% bonus depreciation on qualifying property placed in service from 2018-2022. Starting in 2023, bonus depreciation phases down by 20% per year: 80% in 2023, 60% in 2024, 40% in 2025, 20% in 2026, and 0% starting in 2027. This makes timing critical for cost segregation studies.

  • 2022 and prior: 100% bonus depreciation on 5-yr and 15-yr property
  • 2023: 80% | 2024: 60% | 2025: 40% | 2026: 20% bonus rates
  • 2027 and beyond: 0% bonus — only standard MACRS rates apply
  • Even at 0% bonus, cost seg still accelerates depreciation vs. straight-line

Combined Federal + State Tax Impact

Your total tax savings depend on your combined marginal tax rate. The calculator models both federal and state income tax rates separately, then applies the combined rate to incremental depreciation. Higher-bracket investors see proportionally larger savings, making cost segregation more attractive as income rises.

  • Federal rates from 22% to 37% marginal bracket
  • State rates from 0% (TX, FL, NV) to 13.3% (CA)
  • Combined rate directly multiplies every dollar of extra depreciation

Sample Output

See what this feature calculates for you.

Tax Savings Calculator
Year 1 Tax Savings $42,800
Cumulative 5yr Savings $89,200
Cumulative 10yr Savings $127,400
Study Cost $8,500

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