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

━━━━━━━━━━━━━━━━━━━━━━━━

📌 CHAPTERS

━━━━━━━━━━━━━━━━━━━━━━━━

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

━━━━━━━━━━━━━━━━━━━━━━━━

💼 ABOUT DAVID WIENER

━━━━━━━━━━━━━━━━━━━━━━━━

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

━━━━━━━━━━━━━━━━━━━━━━━━

⚠️ DISCLAIMER

━━━━━━━━━━━━━━━━━━━━━━━━

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