The IRS just opened a 90-day settlement window — after that, it's 40% penalties and a near-total deduction wipeout. If you or any of your clients have ever participated in a syndicated conservation easement, this is the most important episode you'll watch all year.

My guest, Victoria Boon, spent over 20 years as an IRS Senior Revenue Agent and Subject Matter Expert inside the Large Business & International Division. She worked directly on the conservation easement enforcement campaign, helped train IRS revenue agents nationwide, and co-authored updates to IRS publications and Form 8824. Today she runs Boon Tax Group and Boon Tax Educators, where she helps taxpayers and tax professionals navigate what the IRS is doing next.

We cover what conservation easements are supposed to do, why syndicated deals went off the rails, what the courts are actually finding wrong, and — critically — what to do if you're sitting in one of these deals right now.

🔔 Subscribe for weekly tax strategy breakdowns: https://www.youtube.com/@taxstrategyplaybook

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📌 CHAPTERS

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0:00 – Cold Open: 90-Day IRS Settlement Window

0:06 – Show Intro & Why This Episode Matters

2:38 – Meet Victoria Boon: 20 Years Inside the IRS

3:03 – What Is a Conservation Easement? The Basics Explained

4:31 – Where Legitimate Easements End and Tax Shelters Begin

6:09 – What the IRS Saw That Triggered the Enforcement Campaign

8:07 – The 2026 IRS Settlement Offer: 90 Days, Penalties, and the Final Push

11:53 – Syndicated vs. Legitimate: The Valuation Problem Explained

12:39 – What Tax Courts Are Actually Finding Wrong

14:45 – If You Did a Deal 5-6 Years Ago — What Should You Do Now?

18:53 – Audit Defense: The First 3 Things Victoria Looks At

19:46 – The Most Dangerous Assumptions Tax Pros Make

22:48 – Can Conservation Easements Still Work Legitimately in 2026?

23:38 – Rapid Fire: Wait or Be Proactive?

27:27 – The #1 Misconception Real Estate Investors Have

28:15 – Where to Find Victoria Boon and Boon Tax Group

29:43 – Outro & Listener CTA

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💼 ABOUT DAVID WIENER

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David Wiener is the founder of Cash Flow Strategies and a nationally recognized cost segregation and tax strategy expert. Every week on The Tax Strategy Playbook, he breaks down the strategies real estate investors and business owners use to legally keep more of what they earn.

📩 Work with David: https://www.taxstrategyplaybook.com

💼 LinkedIn: https://www.linkedin.com/in/davidwiener

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⚠️ DISCLAIMER

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This content is for educational and informational purposes only and does not constitute legal, tax, or financial advice. Consult a qualified tax professional before making any decisions related to your tax situation.

#ConservationEasement #TaxStrategy #IRSAudit #RealEstateTax #TaxPlaybook

Bad timing destroys more wealth than bad investments ever will. In this episode of The Tax Strategy Playbook, David Wiener (Mr. Cash Flow) sits down with Gary Preisser — Managing Partner of Stonebriar Wealth Advisors and creator of the Cash Flow Clock — to break down exactly how business owners, real estate investors, and CPAs can stop reacting to tax disasters and start designing wealth that works on their terms.

💡 WHAT YOU'LL LEARN IN THIS EPISODE:

✅ What the Cash Flow Clock is and how to apply it to your portfolio today

✅ Why bad TIMING — not bad investments — destroys most financial plans

✅ The "Lazy Zone," "Safe Zone," and "Volatility Zone" of cash flow planning

✅ How asset location (not just allocation) could save you hundreds of thousands in taxes

✅ Why deferring taxes forever is a trap — and how to time your tax bracket strategically

✅ The Widow's Tax Trap that blindsides surviving spouses at the worst moment

✅ When Roth conversions make sense (and when they don't)

✅ How cost segregation, bonus depreciation, and big deduction years fit into lifetime tax planning

✅ Why CPAs must shift from tax preparation to tax planning — and how to do it without overhauling their practice

✅ The first 3 steps any business owner or real estate investor should take in the next 30 days

🕐 CHAPTERS:

00:00 – Introduction: Why timing destroys good investments

02:12 – Meet Gary Preisser & Stonebriar Wealth Advisors

03:36 – The real villain: bad timing, not bad decisions

05:04 – Real client case study: $10M portfolio, wrong asset location

07:31 – Tax planning vs. tax preparation (why April 14th is too late)

10:42 – What is the Cash Flow Clock? (Plain English breakdown)

14:06 – Lifetime tax planning for business owners & real estate investors

17:19 – Selling a business, retiring, taking on partners — how to time it right

20:09 – How much do you really need to retire? (The right question)

21:24 – Cost segregation, bonus depreciation & tax lever strategy

24:51 – Roth conversions: who benefits and who doesn't

28:04 – A simple playbook for CPAs to start timing-first conversations

30:35 – How CPAs, financial advisors & tax specialists should collaborate

32:22 – One key takeaway for business owners, real estate investors & CPAs

🔗 CONNECT WITH GARY PREISSER:

(See show notes for Gary's contact info and Stonebriar Wealth Advisors)

📩 FREE RESOURCES — Subscribe to the Tax Strategy Playbook Newsletter:

👉 https://taxstrategyplaybook.com/newsletter

• 2026 Tax Planning Guide

• Updates on every new episode

• Free tax strategy resources for business owners and investors

🎙️ ABOUT THE TAX STRATEGY PLAYBOOK:

Hosted by David Wiener — Mr. Cash Flow — the Tax Strategy Playbook breaks down real-world tax and cash flow strategies for business owners, real estate investors, and the CPAs who serve them. Every episode delivers actionable insights to help you keep more of what you make, smooth out your cash flow, and avoid the "I had no choice" moments the tax code loves to create.

⭐ If this episode helped you, please leave a rating and review — it helps more business owners and investors find this content!

#TaxStrategy #CashFlowClock #RealEstateInvesting #TaxPlanning #BusinessOwner #RetirementPlanning #WealthManagement #RothConversion #CostSegregation #FinancialFreedom #TaxPlaybook #CPAs #PassiveIncome #AssetProtection #TaxReduction

⚠️ Most real estate investors don't lose money on bad deals — they lose it on BAD TAX DECISIONS they didn't even know they were making.

In this episode of The Tax Strategy Playbook, host David Wiener (Mr. Cash Flow) sits down with Scott Estill — a former IRS Senior Trial Attorney turned nationally recognized tax attorney, speaker, and author — to expose the 7 tax traps quietly destroying investor wealth in 2026.

Scott spent years INSIDE the IRS. He's seen both sides of the audit table. Now he's revealing exactly what the IRS looks for, what trips investors up, and how to legally protect your wealth before that audit letter ever shows up.

### ✅ FREE RESOURCE MENTIONED:

Grab the Real Estate Investors Tax Pitfall Checklist & Record-Keeping Playbook — covers all 7 traps, what to audit in your own setup, and Scott's 3-Question Filter.

👉 Subscribe FREE at: taxstrategyplaybook.com/newsletter

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### 🔗 CONNECT WITH SCOTT ESTILL:

🌐 Website: scottestill.com

💼 LinkedIn: Search "Scott Estill"

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### 📌 TIMESTAMPS:

00:00 — Introduction: Why bad tax decisions crush investors

02:57 — Meet Scott Estill: Former IRS Senior Trial Attorney

03:30 — Trap #1: Record-Keeping Nightmares

09:22 — Trap #2: Entity Misalignment & Dealer Status Danger

21:33 — Trap #3: Self-Directed IRA Prohibited Transactions

33:40 — Trap #4: Travel & Education Documentation

36:23 — Trap #5: Dealer vs. Investor Status

40:08 — Trap #6: Tax Strategy vs. Exit Plan

44:36 — Trap #7: The 3-Question Filter

51:46 — Your Do-This-This-Week Checklist

52:43 — Where to Find Scott Estill

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### 🎙️ ABOUT THE TAX STRATEGY PLAYBOOK:

Hosted by David Wiener (Mr. Cash Flow), The Tax Strategy Playbook delivers practical, battle-tested strategies for real estate investors and business owners who want to keep more of what they earn and build durable, tax-efficient wealth.

📧 Newsletter: taxstrategyplaybook.com/newsletter

📺 Subscribe on YouTube | 🎧 Apple Podcasts | 🎵 Spotify