🇺🇸 Made in America·100% U.S.-Based Team · 24+ Years in Cost Segregation
IRS APPROACHES 1 & 2
ASSISTED LIVING & SENIOR CARE FACILITIES

A Cost Segregation Study Can Turn 28–40% of Your Assisted Living Facility Into Year-One Deductions.

Assisted living is 39-year commercial real estate — classified by income source, not licensure. But it contains nurse call systems, clinical lighting, and kitchen infrastructure that qualify for 5-year treatment.

28–40%
Typical Reclassification Rate
39 yr
Default Without Study
5-yr / 15-yr
Accelerated Recovery
100%
Bonus Depreciation OBBBA 2025

Free proposal — 24-hour response · All 50 states · Unlimited audit defense — no additional fee, ever

UNDERSTANDING THE OPPORTUNITY

Why Assisted Living Is a Cost Segregation Opportunity.

Assisted living facility owners face a classification question that surprises many: their building is commercial property, not residential — regardless of the fact that people live there.

The IRS classifies property based on its primary income source, not its physical use. When 80% or more of a facility's revenue comes from rental income rather than medical services, the building is commercial real property — 39-year depreciation as the default.

But within that 39-year structure is a layer of personal property that rivals a full-service hotel: resident room flooring and specialty lighting (5-year), nurse call and monitoring systems (5-year), security and access control (5-year), and commercial kitchen equipment infrastructure (5-year).

The site work — parking lots, landscaping, accessible walkways — is 15-year land improvement property. Cost Seg America analyzes every assisted living facility individually, with careful attention to the income source classification and the clinical process systems that qualify for accelerated treatment.

💡 The Teaching Moment
Assisted living classification — residential vs. commercial — depends on the primary income source, not licensure or physical use. When 80% or more of revenue is rental income, the building is commercial (39-year). Classification is a function of income source.
Year 1 Example Calculation
How We Get to $1,661,000
Purchase Price
$15,000,000
Less: Land Value (est. 12%)Senior care land allocation
− $1,800,000
Depreciable Basis
$13,200,000
Reclassified to 5-yr & 15-yr (34% avg)Clinical + hotel-level personal property
$4,488,000
100% Bonus Depreciation (OBBBA 2025)Full deduction Year 1
$4,488,000
Federal Tax RateTop marginal rate
× 37%
Year 1 Federal Income Tax Savings
$1,661,000
IRS ASSET CLASSIFICATIONS — ASSISTED LIVING

What Reclassifies in a Assisted Living Property.

These are the IRS-verified asset classes under Rev. Proc. 87-56 and supporting case law — confirmed across 16,000+ studies. Every component is documented to its correct recovery period with engineering justification, defensible under IRS examination.

Personal Property · Bonus Eligible
5-Year & 7-Year
100% Bonus Depreciation in Year 1
  • Resident room flooring & specialty lighting
  • Nurse call & monitoring systems
  • Security & access control systems
  • Commercial kitchen equipment infrastructure
  • Dining room fixtures & specialty lighting
  • Common area AV & entertainment systems
  • Monitoring & alert wiring systems
Land Improvements · Bonus Eligible
15-Year
100% Bonus Depreciation in Year 1
  • Parking lots & access road paving
  • Accessible walkways & ramps
  • Landscaping & therapeutic gardens
  • Exterior lighting & safety features
  • Fencing & perimeter features
  • Outdoor amenity areas
Real Property · No Bonus
39 yr
Straight-line — standard schedule
  • Building shell, framing & foundation
  • Roof structure & membrane
  • HVAC system & main distribution
  • Plumbing rough-in & main lines
  • Elevators & fire suppression
Cost Seg America recovers $60,000–$150,000 more in deductions per $1 million of depreciable basis than studies priced under $2,900 — because our team counts every single component in your building instead of applying industry averages. 125+ IRS audits. Zero losses. $0 ever returned.
METHODOLOGY

The IRS Named a Preferred Methodology. We Use It on Every Study.

Cost Seg America engineers assisted living facility cost segregation studies with specific attention to the income-source classification that determines the correct depreciation schedule, and the clinical process systems that qualify for 5-year treatment. Nurse call systems, specialized lighting, commercial kitchen infrastructure, and security systems throughout the facility are individually documented. The classification drives the analysis. The engineering produces the deduction.

The IRS publishes a 347-page Audit Technique Guide on cost segregation. It identifies Approaches 1 and 2 as the preferred methodologies. Studies priced under $2,900 recover $60,000–$150,000 less per $1 million of depreciable basis than a fully engineered study. Cost Seg America has used IRS Approaches 1 and 2 on every study for 24 years. 125+ IRS audits. Zero losses. $0 ever returned. The methodology is why.

IRS Approach 5 — Industry Average Modeling
  • Software modeling using industry cost factors — not your actual building
  • 5-year and 7-year components estimated, not individually counted
  • No component-by-component engineering documentation produced
  • The IRS Audit Technique Guide identifies Approaches 1 & 2 as preferred
  • Studies under $2,900 recover $60,000–$150,000 less per $1M
  • When examined, there is no engineering record behind the numbers
Cost Seg America — IRS Approaches 1 & 2
  • Every 5-year and 7-year component individually counted, measured, and valued
  • Direct cost identification from your actual construction records and plans
  • Engineering documentation for every IRS classification — component by component
  • 125+ IRS audits — every classification examined and upheld
  • Zero losses — $0 ever returned to the IRS
  • Written responses & phone representation — no time limit, no hour cap, no additional fee, ever
FREQUENTLY ASKED QUESTIONS

Assisted Living Cost Segregation — Questions & Answers.

What is cost segregation and how does it work for assisted living properties?+

Cost segregation is an IRS-approved engineering analysis that reclassifies components of your assisted living property from the default 39 yr straight-line depreciation schedule to three shorter recovery periods: 5-year personal property, 7-year personal property, and 15-year land improvements. Every component that qualifies for an accelerated schedule is individually identified, measured, and documented.

With 100% bonus depreciation active under OBBBA for property placed in service after January 19, 2025, every qualifying 5-year, 7-year, and 15-year component can be fully deducted in Year 1. Cost Seg America consistently recovers $60,000–$150,000 more in deductions per $1 million of depreciable basis than studies priced under $2,900.

What is the typical reclassification rate for assisted living?+

The typical reclassification rate for assisted living is 28–40% of the depreciable basis. On a $15M property, this translates to approximately $1,661,000 in Year 1 federal income tax savings at a 37% rate. Actual results vary based on the specific property, construction type, and individual tax situation.

How does 100% bonus depreciation change the math on an assisted living property?+

The One Big Beautiful Budget Act (OBBBA) restored 100% bonus depreciation for qualified property placed in service after January 19, 2025. With 100% bonus depreciation, every qualifying 5-year, 7-year, and 15-year component identified in your study is fully deductible in the year you place the property in service. Your CPA determines your eligibility based on your individual tax situation, passive activity rules, and other factors.

Can I do a lookback study on an assisted living property I already own?+

Yes. The IRS allows you to go back and claim deductions you never took on prior-year properties using a Form 3115 change in accounting method — without amending previous returns. The catch-up deductions are taken entirely in the current tax year. Cost Seg America applies lookback analysis as standard practice. We partner with a trusted CPA specialist who handles the Form 3115 filing.

What is the minimum property value to qualify?+

Cost Seg America's minimum qualifying property value is $200,000. Below this threshold, the engineering cost typically exceeds the tax benefit. Above $200,000, the fee-to-benefit ratio is consistently favorable and grows substantially with property value.

What does unlimited audit defense mean — is it really included?+

Unlimited audit defense means if the IRS examines your cost segregation study — this year, five years from now, or ten years from now — Cost Seg America responds. Written responses and phone representation. No time limit. No hour cap. No additional fee. Ever.

In 24+ years and 125+ IRS audits, Cost Seg America has never lost an audit and has never returned a dollar to the IRS.

THE RECORD THAT MATTERS

Built on 24 Years of Defending Every Dollar.

Cost Seg America doesn't just find the deductions — we document them to survive the most demanding IRS examination.

16,000+
Studies Completed
125+
IRS Audits Defended
ZERO
Audits Lost
$0
Ever Returned to IRS
24+
Years in Business
EXPLORE OTHER PROPERTY TYPES

Cost Segregation Studies for Related Property Types.