Thanks for tuning in to The Real Estate CPA Podcast, a show that focuses on tax, accounting, and finance tips for real estate investors and business owners. Our episodes generally run 10-20 minutes of no-nonsense, hard-hitting information. We know your time is valuable so our goal is to save you thousands of dollars per episode. Your host, Brandon Hall, runs a CPA firm that exclusively serves real estate investors and real estate business owners. He works with synidcators and developers closing multi-million dollar deals, as well as small investors building a portfolio from scratch. Check us out at www.TheRealEstateCPA.com for more free content and information. Enjoy!
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The Real Estate CPA Podcast is a fantastic resource for anyone involved in real estate investing. Whether you're a beginner or an experienced professional, this podcast offers valuable insights and information on tax strategies that can greatly benefit your investments. The hosts, Brandon and Thomas, have extensive knowledge in both real estate and taxes, making them experts in the field. With over 100 episodes to binge through, you'll find yourself quickly absorbing the wealth of information provided.
One of the best aspects of this podcast is how the topics are presented. The hosts do an excellent job at breaking down complex tax subjects into easy-to-understand terms. They tackle tough topics with clarity and provide a ton of useful information in each episode. Their discussions are not only informative but also engaging, making it enjoyable to listen and learn from them.
While most episodes are relevant and applicable to investors of all levels, some may find certain episodes to be more esoteric or focused on high-net-worth individuals. However, even if some topics don't directly apply to your current situation, they are still interesting and provide valuable insights into different aspects of real estate tax law.
In conclusion, The Real Estate CPA Podcast is a must-listen for anyone involved in real estate investing. Whether you're just starting out or looking to expand your portfolio, the knowledge and advice shared on this podcast can save you thousands in taxes. Brandon and Thomas do an incredible job leading honest conversations and covering a wide range of critical topics related to real estate investing. Don't miss out on this invaluable resource!
In this episode of the Tax Smart REI Podcast, Thomas, Justin, and Ryan break down the most common (and costly) mistakes we see from other CPAs and the massive tax savings real estate investors are missing because of them. Tune in to learn: - Why electing out of bonus depreciation without knowing it can cost you tens of thousands - How improperly classifying repairs vs. improvements could trigger an audit or shrink your deductions - The overlooked grouping strategy that saved one client $150K+ in a single year - What really happens when CPAs misuse the Augusta Rule (and how to do it right) - How a "medical tax specialist" cost a client over $100K in phantom tax savings—and exposed them to penalties If you're working with a CPA who doesn't specialize in real estate, this episode might just save you from years of missed opportunities or worse, an audit. To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6 Subscribe to REI Daily & Enter to Win a FREE Strategy Call: go.therealestatecpa.com/41JuQBX Join the Tax Smart Insiders Community: go.therealestatecpa.com/3Xx1Cpd Wealth & Wisdom Event: https://www.dklawmd.com/events-calendar/wealth-and-wisdom-2025 Check out Thomas's new YouTube channel: www.youtube.com/@thomascastelli The Tax Smart Real Estate Investors podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests.
In this episode of the Tax Smart REI Podcast, Thomas, Troy, and Ryan unpack real IRS audit case studies involving real estate investors and break down exactly what happened, how they responded, and how they won. Tune in to learn: - What triggers IRS audits for short-term rentals and REPS (and how to avoid them) - The one thing most CPAs get wrong when representing clients in an audit - How a $209K tax bill was reduced to $296—with documentation and strategy - Why being “audit-ready” matters more than ever in the post-TCJA world - What to do (and not do) the moment you receive that dreaded IRS letter If you want to understand what an audit really looks like and how to protect yourself before one ever happens, this episode is a must-listen. To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6 Subscribe to REI Daily & Enter to Win a FREE Strategy Call: go.therealestatecpa.com/41JuQBX Join the Tax Smart Insiders Community: go.therealestatecpa.com/3Xx1Cpd Check out Thomas's new YouTube channel: www.youtube.com/@thomascastelli The Tax Smart Real Estate Investors podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests.
In this week's episode of the Tax Smart REI Podcast, Thomas Castelli and Nathan Sosa break down what real estate investors need to know about the draft of the 2025 tax bill, dubbed the “One Big, Beautiful Bill”, including what's in it, what might change, and how to prepare for the opportunities it presents. Key topics covered: - The likely return of 100% bonus depreciation (and who qualifies) - SALT cap drama: why it could derail the bill - Changes to Qualified Opportunity Zones and what they mean for investors - Section 179 expensing increases for short-term rentals and asset-heavy businesses - QBI deduction bumps and simplified rules for service-based businesses - Full expensing for industrial facilities (and how it could spark a manufacturing boom) - “No tax on tips, overtime, or Social Security” — what made it in and what didn't Plus, we cover what provisions are being made permanent, what's being rolled back, and why now is the time to align with a tax advisor who knows how to play offense with the tax code. To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6 Subscribe to REI Daily & Enter to Win a FREE Strategy Call: go.therealestatecpa.com/41JuQBX Join the Tax Smart Insiders Community: go.therealestatecpa.com/3Xx1Cpd Check out Thomas's new YouTube channel: www.youtube.com/@thomascastelli The Tax Smart Real Estate Investors podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests.
In this week's episode of the Tax Smart REI Podcast, Thomas Castelli and Ryan Carriere break down what real estate investors need to know about the upcoming 2025 tax bill, including where it stands, what's likely to be included, and how it could impact your bottom line. Key topics covered: - Expected return of 100% bonus depreciation - Potential changes to the SALT deduction cap - How to properly log hours for REPS (Real Estate Professional Status) - Using the STR loophole for boutique hotels - Depreciating furniture in furnished rentals - Grouping LP losses with active rentals - Why tax planning still matters, even if you don't qualify for REPS or STR Plus, we tackle common mistakes CPAs make and discuss whether setting up a property management company for your own rentals actually makes sense. To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6 Subscribe to REI Daily & Enter to Win a FREE Strategy Call: go.therealestatecpa.com/41JuQBX Join the Tax Smart Insiders Community: go.therealestatecpa.com/3Xx1Cpd Check out Thomas's new YouTube channel: www.youtube.com/@thomascastelli The Tax Smart Real Estate Investors podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests.
In this post 4/15 recap, Thomas and Ryan reflect on the key themes and expert interviews from the year so far, from tiny homes to creative finance, and reinforce a common truth: smart investing still works in today's market if you stay focused and play the long game. They also dive into what's happening with the 2025 tax bill, including the outlook on 100% bonus depreciation, and answer real investor questions from email and the Tax Smart Facebook group. Topics include: - Real estate investment takeaways from interviews with Robuilt, Avery Carl, Henry Washington, and more - What to do (and not do) after 4/15 for tax savings - The latest on the 2025 tax bill and bonus depreciation - How step-up in basis affects depreciation - Using Form 3115 to catch up on missed depreciation - REPS Log and time tracking for short-term rental investors - Why LP losses don't offset W-2 income—and what to do about it - The lazy 1031 exchange strategy for exiting syndications Remember to submit your questions at contact@therealestatecpa.com or the Tax Smart Investors Facebook group. To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6 Subscribe to REI Daily & Enter to Win a FREE Strategy Call: go.therealestatecpa.com/41JuQBX Join the Tax Smart Insiders Community: go.therealestatecpa.com/3Xx1Cpd Check out Thomas's new YouTube channel: www.youtube.com/@thomascastelli The Tax Smart Real Estate Investors podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests.
In this episode of the Tax Smart REI Podcast, Thomas and Ryan sit down with multifamily syndication expert Michael Blank to unpack why 2025 may be one of the best times in years to get started—or scale—in multifamily real estate. Tune in to learn: - Why today's market conditions offer lower risk and higher long-term upside. - How Michael bounced back from losing millions to build a $300M multifamily portfolio. - What's really driving investor hesitation—and how to overcome it. - How tariffs, inflation, and interest rates are reshaping deal underwriting. - Why syndication outpaces the BRRRR strategy for wealth and time freedom. If you've been thinking about making the leap from single-family to multifamily—or are just curious what's working in today's unpredictable environment—this episode is packed with insights from one of the top minds in the business. To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6 Subscribe to REI Daily & Enter to Win a FREE Strategy Call: go.therealestatecpa.com/41JuQBX Join the Tax Smart Insiders Community: go.therealestatecpa.com/3Xx1Cpd Training from Michael: thefreedompodcast.com/thomas Check out Thomas's new YouTube channel: www.youtube.com/@thomascastelli The Tax Smart Real Estate Investors podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests.
In this episode of the Tax Smart REI Podcast, Thomas and Ryan sit down with seasoned real estate investor and author Henry Washington to discuss why he's not chasing creative finance trends, and why his “boring” strategy continues to deliver results in 2025's unpredictable market. Tune in to learn: - Why Henry sticks with off-market deals and direct mail (even in the age of AI). - How he adjusts his strategy based on market cycles—without overreacting to headlines. - Why he believes helping sellers matters more than squeezing every dollar. - How to find pain points in the market—and actually solve them. - What newer investors get wrong by chasing the “next big thing.” If you're looking for a grounded, proven approach to real estate investing, even in times of rising rates and economic uncertainty, this episode will give you clarity and confidence. To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6 Subscribe to REI Daily & Enter to Win a FREE Strategy Call: go.therealestatecpa.com/41JuQBX Join the Tax Smart Insiders Community: go.therealestatecpa.com/3Xx1Cpd Connect with Henry on Instagram: @thehenrywashington Check out Thomas's new YouTube channel: www.youtube.com/@thomascastelli The Tax Smart Real Estate Investors podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests.
In this episode of the Tax Smart REI Podcast, Thomas and Ryan talk with wealth manager Connor Low, founder of Iarann Wealth, about how today's economic uncertainty, from global tariffs to interest rate swings, is impacting investors, and what real estate investors should be doing about it. Connor breaks down the current market landscape, explains why panic is rarely a productive move, and shares how both real estate and equity investors can make smart, intentional decisions during periods of volatility. Tune in to learn: - Why today's stock market volatility is driven more by emotion than economic data. - How real estate investors can take advantage of discounted equities without abandoning their REI strategy. - The right (and wrong) times to rebalance, lump-sum invest, or just sit tight. - Why Connor isn't bullish on infinite banking—and what he recommends instead. - How his goal-based planning model helps investors make smarter decisions with both real estate and the stock market. To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6 Subscribe to REI Daily & Enter to Win a FREE Strategy Call: go.therealestatecpa.com/41JuQBX Join the Tax Smart Insiders Community: go.therealestatecpa.com/3Xx1Cpd Connect with Conner: iarannwealth.com Check out Thomas's new YouTube channel: www.youtube.com/@thomascastelli The Tax Smart Real Estate Investors podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests.
In this episode, Thomas and Ryan share real-life case studies from real estate investors who used strategic tax planning to save thousands, sometimes hundreds of thousands, on their tax bills. They also reveal the most common mistakes and missed opportunities they see from investors who waited too long or relied on the wrong advice. This episode explores: - How one couple saved $285K in a single year using REPS and cost segregation. - Why timing matters when using the short-term rental loophole—and how to get it right. - What happens when a CPA mistakenly opts you out of bonus depreciation. - How a non-REPS investor reduced their taxes by $40K annually—without changing jobs. - Real examples of costly filing mistakes, disqualified STRs, and even unintentional fraud. If you're serious about using real estate to build wealth and reduce taxes, while avoiding irreversible errors, this is an episode you can't afford to skip. To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6 Subscribe to REI Daily & Enter to Win a FREE Strategy Call: go.therealestatecpa.com/41JuQBX Join the Tax Smart Insiders Community: go.therealestatecpa.com/3Xx1Cpd Check out Thomas's new YouTube channel: www.youtube.com/@thomascastelli The Tax Smart Real Estate Investors podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests.
In this Q&A episode, Ryan and Thomas answer real estate investors' most pressing tax questions. From short-term rental loopholes to QBI deductions, they break down some of the most misunderstood topics in real estate tax strategy and provide practical, real-world guidance. They discuss: - STR Losses & NOLs - Travel Time & Material Participation - QBI Safe Harbor - STR Conversions Mid-Year - Bonus Depreciation Recapture - Home Improvement Records - The 14-Day Rule Explained Remember to submit your questions at contact@therealestatecpa.com or the Tax Smart Investors Facebook group. To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6 Subscribe to REI Daily & Enter to Win a FREE Strategy Call: go.therealestatecpa.com/41JuQBX Join the Tax Smart Insiders Community: go.therealestatecpa.com/3Xx1Cpd Check out Thomas's new YouTube channel: www.youtube.com/@thomascastelli The Tax Smart Real Estate Investors podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests.
In this episode of the Tax Smart REI Podcast, Thomas Castelli and Ryan Carriere are joined by Chris Prefontaine, real estate veteran, founder of Smart Real Estate Coach, and leader of the Wicked Smart Community. Chris brings over three decades of experience to the table and breaks down how to invest without banks, structure zero-interest seller financing deals, and navigate subject-to transactions with confidence. You'll also hear about: - Why 2008 changed the way Chris does business forever - How creative financing works in any market cycle - The power of principal-only payments - Real-world examples of building long-term wealth without traditional loans Whether you're looking to grow your long-term rental portfolio, invest in short-term rentals, or just want to stop competing in the bank-financed rat race, this episode is packed with insights and strategy. To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6 Subscribe to REI Daily & Enter to Win a FREE Strategy Call: go.therealestatecpa.com/41JuQBX Join the Tax Smart Insiders Community: go.therealestatecpa.com/3Xx1Cpd Check out Thomas's new YouTube channel: www.youtube.com/@thomascastelli Free Resources from Chris: Get his best-selling book FREE at wickedsmartbooks.com/TSI Watch his free creative financing workshop: smartrealestatecoach.com/mastersclass The Tax Smart Real Estate Investors podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests.
In this episode, Thomas and Ryan break down some of the most common tax scams and questionable strategies being promoted to real estate investors—and how to avoid falling into these costly traps. This episode explores: - Why equipment leasing deals promising non-passive losses are almost always too good to be true. - How solar tax credits are being misrepresented and what the IRS has to say about it. - The truth behind inflated art donation deductions and the risks they carry. - Two high-risk strategies—discounted IRA rollovers and deferred sales trusts—that aren't scams, but require extreme caution. If you're serious about protecting your wealth and staying out of IRS crosshairs, this is one episode you won't want to miss. To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6 Subscribe to REI Daily & Enter to Win a FREE Strategy Call: go.therealestatecpa.com/41JuQBX Join the Tax Smart Insiders Community: go.therealestatecpa.com/3Xx1Cpd Check out Thomas's new YouTube channel: www.youtube.com/@thomascastelli Connect with Jesse: www.youtube.com/channel/UC2x-yFc6Dbtzul2eN_Iskgw www.airventureacademy.com/ The Tax Smart Real Estate Investors podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests.
In this episode of the Tax Smart REI Podcast, Thomas and Justin talk with midterm rental expert Jesse Vasquez, founder of AirVenture Academy, about how he accidentally stumbled into midterm rentals and scaled his business into a highly profitable portfolio. Jesse shares the exact strategies he uses to 2-3X rental income by securing long-term contracts with corporate clients, relocation companies, and healthcare providers, all without the constant turnover and management headaches of short-term rentals. Tune in to learn: - Why midterm rentals are the most overlooked and under-regulated strategy in today's market. - How Jesse consistently lands corporate housing contracts that pay 2-3X traditional rent. - The step-by-step method for connecting with hospitals, construction firms, and relocation companies. - Why midterm rentals offer fewer risks (and more reliable tenants) than long-term leases. - How Jesse structures his rentals to maximize cash flow and leverage tax-saving strategies. To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6 Subscribe to REI Daily & Enter to Win a FREE Strategy Call: https://go.therealestatecpa.com/41JuQBX Join the Tax Smart Insiders Community: go.therealestatecpa.com/3Xx1Cpd Check out Thomas's new YouTube channel: www.youtube.com/@thomascastelli Connect with Jesse: https://www.youtube.com/channel/UC2x-yFc6Dbtzul2eN_Iskgw https://www.airventureacademy.com/ The Tax Smart Real Estate Investors podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests.
In this episode of the Tax Smart REI Podcast, Thomas and Ryan talk with short-term rental investor Avery Carl, founder of the Short Term Shop and author of Smarter Short-Term Rentals, about how she grew one cabin purchase into a portfolio of over 250 units. Avery shares the blueprint for choosing the right vacation markets, designing systems for self-management, and avoiding costly pitfalls in today's higher-rate environment. Tune in to learn: - Why buying where you've actually vacationed can give you a guest-focused edge. - How strategic pricing and technology keep your calendar booked—even off-season. - The real scoop on “mega-theming” and the simple design approach that still earns five-star reviews. - Tips for building a reliable local team when you're investing from afar. - How Avery leverages the short-term rental tax strategy to keep more cash in her pocket. This episode will help you spot the right deals and scale sustainably. To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6 Are You Ready for the 2025 Tax Changes? Click HERE to Access the FREE Tracker: go.therealestatecpa.com/4gDayj7 Join the Tax Smart Insiders Community: go.therealestatecpa.com/3Xx1Cpd Check out Thomas's new YouTube channel: www.youtube.com/@thomascastelli Connect with Avery: The Short Term Shop: theshorttermshop.com Avery Carl on Instagram: @theaverycarl and @theshorttermshop The Tax Smart Real Estate Investors podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests.
In this episode of the Tax Smart REI Podcast, Thomas and Ryan sit down with short-term rental investor Rob Abasolo—the mind behind the “Robuilt” YouTube channel—to discuss how he transformed his copywriting background into a thriving short-term rental empire. Rob reveals how he maximizes ROI through unique stays, eye-catching design, and strategic tax planning. Tune in to learn: - Why tiny homes and unique spaces can command premium nightly rates. - How reinvesting in a property's outdoor amenities can boost revenue—and profit—dramatically. - Practical tips on professional photography, design, and marketing that set listings apart. - Key strategies for leveraging the short-term rental loophole and bonus depreciation. - Rob's blueprint for scaling a short-term rental portfolio, including his biggest upcoming deal. To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6 Are You Ready for the 2025 Tax Changes? Click HERE to Access the FREE Tracker: go.therealestatecpa.com/4gDayj7 Join the Tax Smart Insiders Community: go.therealestatecpa.com/3Xx1Cpd Check out Thomas's new YouTube channel: www.youtube.com/@thomascastelli Connect with Rob: https://www.instagram.com/robuilt/ https://www.hostcamp.com/ The Tax Smart Real Estate Investors podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests.
In this episode, Thomas and Nathan Sosa take a deep dive into the potential 2025 tax changes that could reshape the landscape for real estate investors. They outline what may happen if the Tax Cuts and Jobs Act expires, how bonus depreciation could come back (or not), and what you need to do to prepare now so you're not caught off-guard. They discuss: - Tax Brackets & QBI: How rates could shift in 2025—and why that matters for your business income. - 100% Bonus Depreciation: Whether it might return, why it's a hot-button issue, and how to plan for different outcomes. - SALT Deduction & Carried Interest: Why these provisions make headlines, what reforms might occur, and how changes could affect you. - Legislative Timing: The critical milestones for budget reconciliation and what to expect from Congress in 2025. - Survival Strategies: Extending your returns, tracking key bills, and taking advantage of planning opportunities to minimize taxes. To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6 Are You Ready for the 2025 Tax Changes? Click HERE to Access the FREE Tracker: go.therealestatecpa.com/4gDayj7 Join the Tax Smart Insiders Community: go.therealestatecpa.com/3Xx1Cpd Check out Thomas's new YouTube channel: www.youtube.com/@thomascastelli The Tax Smart Real Estate Investors podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests.
In this episode, Ryan and Thomas take a deep dive into depreciation, one of the most powerful tax-saving tools available to real estate investors. They break down how depreciation works, how to accelerate it, and strategies to minimize depreciation recapture when selling your properties. They discuss: - Depreciation 101 – What it is, how it works, and why it matters for investors. - Cost Segregation & Bonus Depreciation – How to front-load tax savings and boost cash flow. - Depreciation Recapture – The “dark side” of depreciation and how to avoid unnecessary tax hits. - Strategic Planning – When a cost segregation study makes sense and how to use depreciation to offset W-2 or passive income. - The Lazy 1031 Exchange – A little-known strategy to defer taxes without doing a full 1031 exchange. - And more! To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6 Are You Ready for the 2025 Tax Changes? Click HERE to Access the FREE Tracker: go.therealestatecpa.com/4gDayj7 Join the Tax Smart Insiders Community: go.therealestatecpa.com/3Xx1Cpd Check out Thomas's new YouTube channel: www.youtube.com/@thomascastelli The Tax Smart Real Estate Investors podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests.
In this episode of the Tax Smart REI Podcast, Thomas and Ryan sit down with short-term rental investor Michael Chang to discuss how he went from Wall Street investment banker to building a 38-property short-term rental empire. Michael shares how he leveraged rental arbitrage, short-term rental tax strategies, and automation to achieve financial freedom. Tune in to learn: - How Michael transitioned from a high-pressure Wall Street career to full-time real estate investor. - The basics of rental arbitrage and why it's an ideal starting point for new investors. - How Michael scaled his short-term rental business to 38 properties while optimizing for tax efficiency. - The key technology and AI tools that help him manage his portfolio remotely. - Strategies for reducing taxes and maximizing cash flow as a short-term rental investor. To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6 Are You Ready for the 2025 Tax Changes? Click HERE to Access the FREE Tracker: go.therealestatecpa.com/4gDayj7 Join the Tax Smart Insiders Community: go.therealestatecpa.com/3Xx1Cpd Check out Thomas's new YouTube channel: www.youtube.com/@thomascastelli Connect with Michael: https://www.strlikethebest.com/ The Tax Smart Real Estate Investors podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests.
In our first monthly Q&A episode, Ryan and Thomas answer the most pressing tax questions from listeners. They tackle a variety of hot-button topics, including when flipping property income is considered “active” (and why that matters if you have a W-2), how partial asset dispositions really work, and whether or not a cost segregation study has to be performed in the first year. They discuss: - Flips & W-2 Incomes – Why these profits generally count as active, even if you're not a real estate professional. - Partial Asset Dispositions – Deducting the cost of replaced components (like an old roof) to save on taxes. - Cost Seg Timing – Is it necessary to perform a cost segregation study in Year 1, or can you do it later? - Short-Term Rentals vs. REPS – Understanding when you do (and don't) need real estate professional status. - Bonus Depreciation Updates – What investors need to know about the potential return of 100% bonus depreciation. Remember to submit your questions at contact@therealestatecpa.com or the Tax Smart Investors Facebook group. To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6 Are You Ready for the 2025 Tax Changes? Click HERE to Access the FREE Tracker: go.therealestatecpa.com/4gDayj7 Join the Tax Smart Insiders Community: go.therealestatecpa.com/3Xx1Cpd Check out Thomas's new YouTube channel: www.youtube.com/@thomascastelli The Tax Smart Real Estate Investors podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests.
In this episode, Ryan and Thomas pull back the curtain on LLCs, busting the biggest myths that trip up real estate investors—and revealing how to truly protect your rental portfolio. They discuss: - Asset Protection vs. Tax Savings—understanding what LLCs really do (and don't do). - The Right Structure—single-member, multi-member, or holding company? - Pitfalls to Avoid—from the “due on sale” clause to S corp mix-ups. - And more! If you're eager to make sure your LLC is set up the right way—or wondering if you even need one—this episode is for you. Tune in and discover how to keep your real estate assets safe and sound. To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6 Are You Ready for the 2025 Tax Changes? Click HERE to Access the FREE Tracker: go.therealestatecpa.com/4gDayj7 Join the Tax Smart Insiders Community: go.therealestatecpa.com/3Xx1Cpd Check out Thomas's new YouTube channel: www.youtube.com/@thomascastelli The Tax Smart Real Estate Investors podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests.
In this episode of the TaxSmart REI Podcast, Thomas and Ryan sit down with Dave Meyer, Head of Real Estate Investing at BiggerPockets, to discuss the 2025 real estate market outlook and what investors need to know. Tune in to learn: - Where we are in the current real estate market cycle and what's next for home prices and sales volume. - How interest rates and affordability will impact investors in 2025. - The state of commercial real estate, including potential opportunities in multifamily investing. - The latest on bonus depreciation and how potential tax legislation changes could influence investor strategies. - Key migration and demographic trends shaping the future of real estate investment. Whether you're an active investor or considering your next move, this episode is packed with valuable insights to help you navigate the 2025 real estate market with confidence. To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6 Are You Ready for the 2025 Tax Changes? Click HERE to Access the FREE Tracker: https://go.therealestatecpa.com/4gDayj7 Join the Tax Smart Insiders Community: go.therealestatecpa.com/3Xx1Cpd Check out Thomas's new YouTube channel: www.youtube.com/@thomascastelli The Tax Smart Real Estate Investors podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests.
In this episode of the Tax Smart REI Podcast, Thomas and Ryan sit down with John Bianchi, founder of STR Search and an expert in short-term rental data and investment strategies. With a 100% track record in helping investors identify and acquire over 200 profitable short-term rental properties, John shares his insider knowledge on leveraging Airbnb data to find winning deals. Tune in to learn: - How to use the “20% Rule” to evaluate short-term rental markets for cash flow. - The importance of regulations and avoiding common mistakes in oversaturated markets. - Strategies for creating guest experiences that stand out, including must-have amenities. - How to recession-proof your short-term rental investments for long-term success. To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6
In this episode of the Tax Smart REI Podcast, Thomas, Ryan, and Justin sit down with Austin Dean, a financial planner at Waystone Advisors specializing in real estate-focused financial planning. With over 13 years of experience, Austin offers valuable insights into creating financial independence through strategic investments tailored to real estate investors. Tune in to learn: - Why real estate is a powerful tool for building wealth and achieving financial independence. - How to use tools like securities-backed lines of credit and life insurance to leverage investments. - The importance of diversification and creating a financial plan that aligns with your goals. - How CPAs and financial planners can work together to maximize tax savings and investment strategies. Whether you're a real estate investor seeking to grow your portfolio or someone curious about alternative wealth-building strategies, this episode is for you. To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6
In this episode, Ryan and Alex break down the top overlooked deductions real estate investors often miss—and how to ensure you're capturing them all. This episode explores: - Why closing costs and loan costs should be included in your depreciable basis. - The most common insurance mistakes that leave money on the table. - The importance of taking depreciation (and what happens if you don't). - And More! If maximizing your tax savings is one of your goals, now is the time to dig into these often-missed deductions. To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6
In this episode, Thomas and Ryan break down the essentials of real estate professional status (REPS) and how to qualify this year. This episode explores: - What REPS is and why it's one of the top strategies for high-income earners. - The two key tests to qualify and how to navigate them. - Activities that count toward REPS—and what doesn't. - How grouping elections simplify meeting material participation requirements. - Using cost segregation and bonus depreciation for maximum tax savings. If REPS is one of your goals, January is the time to start. To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6
In this episode, Thomas and Ryan walk you through the short-term rental loophole updates to keep an eye on this year. This episode explores: - The passive activity rules and why the short-term rental strategy is a game-changer. - Material participation tests and the most popular ways to qualify. - How to use cost segregation and bonus depreciation for massive savings. - Common mistakes to avoid and tips to set your business up for audit-proof success. - Changes to expect in 2025 and navigating local regulations. This episode is for any high-income earner or real estate investor looking to save five to six figures in taxes. Plus, learn about resources to ensure you're leveraging every possible strategy to minimize your tax bill. To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6 Want crucial tax tips? Subscribe to our newsletter: https://www.therealestatecpa.com/subscribe Join the Tax Smart Insiders Community: go.therealestatecpa.com/3Xx1Cpd Check out Thomas's new YouTube channel: www.youtube.com/@thomascastelli The Tax Smart Real Estate Investors podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests.
In this episode of the Tax Smart REI podcast, Thomas and Ryan address pivotal updates as the year draws to a close. They provide essential insights into the expected 2025 tax changes, the implications of the new administration, and the recent developments regarding the Corporate Transparency Act's enforcement status. Here's what they discuss: - The Expiration of the Tax Cuts and Jobs Act - Corporate Transparency Act Updates - Tips on Staying Proactive with Voluntary Compliance Measures - Advice for Real Estate Investors to Prepare for Year-End To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6 Join the Tax Smart Insiders Community: go.therealestatecpa.com/3Xx1Cpd Check out Thomas's new YouTube channel: www.youtube.com/@thomascastelli The Tax Smart Real Estate Investors podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests.
In this episode of the Tax Smart REI Podcast, Thomas and Ryan sit down with Travis and Regan Perry, real estate investors who have crafted a flourishing portfolio of short-term rental properties. With roots in Iowa, the Perrys share their journey from purchasing their first home to managing multiple properties across several states. Tune in to learn: - Steps to start investing in short-term rentals and build a substantial property portfolio. - How to leverage local events and tourism to maximize rental income. - The importance of tax strategies, including cost segregation, to enhance cash flow. - Practical tips for managing properties remotely and building a reliable team. Whether you're a budding entrepreneur or an experienced investor, this episode is brimming with invaluable insights and inspiring stories to help you expand your real estate ventures. To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6 Join the Tax Smart Insiders Community: go.therealestatecpa.com/3Xx1Cpd Connect with Travis & Regan: https://shorttermrentaledge.com/ https://perrydisevacationrentals.com/ Check out Thomas's new YouTube channel: www.youtube.com/@thomascastelli The Tax Smart Real Estate Investors podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests.
In this episode of the Tax Smart REI Podcast, Thomas & Ryan sit down with Stacey Dowling, a seasoned mortgage lender specializing in short-term rental financing. Stacey brings over 30 years of experience to the table, offering actionable insights into obtaining loans for short-term rentals. Tune in to learn: - How to qualify for a short-term rental loan. - The impact of tax returns, depreciation, and cost segregation on lending decisions. - Strategies to navigate regulations and mitigate challenges from neighbors or local laws. - Creative approaches like midterm rentals to adapt to changing market dynamics. Whether you're a seasoned investor or just getting started, this episode is packed with expert advice and real-world examples to help you achieve your real estate goals. To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6 Join the Tax Smart Insiders Community: go.therealestatecpa.com/3Xx1Cpd Connect with Stacey Dowling: Email: sdowling@dg-lending.com Visit PURE at: www.rentpure.com Check out Thomas's new YouTube channel: www.youtube.com/@thomascastelli The Tax Smart Real Estate Investors podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests.
In this episode, Thomas and Ryan are joined by Ben Fraser, Chief Investment Officer of Aspen Funds and host of the Invest Like a Billionaire podcast, to explore strategies of the ultra-wealthy and how they invest differently. They cover: - The difference between ultra-high-net-worth investors and retail investors - Why private markets, including real estate and private equity, are the cornerstone of billionaire investment strategies - The trade-offs between active and passive real estate investing - Key insights on evaluating sponsors and deals to avoid common pitfalls - Emerging trends in the alternative investment space - And much more! If you're curious about how the wealthiest individuals protect and grow their capital—and how you can apply those strategies—this episode is full of actionable insights. To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6 Join the Tax Smart Insiders Community: go.therealestatecpa.com/3Xx1Cpd Visit PURE at: www.rentpure.com Check out Thomas's new YouTube channel: www.youtube.com/@thomascastelli The Tax Smart Real Estate Investors podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests.
In this episode of the Tax Smart REI podcast, Thomas and Ryan explore the critical nuances of personal use days for short-term rental properties, a topic that generates frequent questions from their community of real estate investors and tax-savvy listeners. They break down the 14-day rule, share actionable strategies to avoid common pitfalls, and provide clarity on how personal use impacts your tax benefits—especially for those leveraging the short-term rental loophole. Here's what they discuss: - The 14-day rule and how it applies to short-term rental properties - What counts as personal use and how the IRS defines it - Travel days, family stays, and the gray areas of personal use - Best practices for keeping credible time logs & avoiding audit risks To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6 Join the Tax Smart Insiders Community: go.therealestatecpa.com/3Xx1Cpd Visit PURE at: rentpure.com Check out Thomas's new YouTube channel: www.youtube.com/@thomascastelli The Tax Smart Real Estate Investors podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests.
In this episode, Thomas and Ryan are joined by Heather and Isaac from FinCEN Filing Agents to dive deep into the 2024 Corporate Transparency Act (CTA) and what it means for real estate investors and small business owners. They cover: - An overview of the Corporate Transparency Act - Key reporting requirements for LLCs and other entities - The penalties for non-compliance - Insights into exemptions, reporting updates, and the timeline for new and existing entities - Strategies for streamlining the filing process - Privacy concerns and how your information is safeguarded when filing under the CTA File your BOI Reports Today: https://tinyurl.com/Brandon-Hall To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6 Register for the Year-End Tax Impact Event: go.therealestatecpa.com/3zVWP7E Join the Tax Smart Insiders Community: go.therealestatecpa.com/3Xx1Cpd Checkout Thomas's new YouTube channel: www.youtube.com/@thomascastelli The Tax Smart Real Estate Investors podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests.
In this episode of the Tax Smart REI podcast, Thomas and Ryan dive into real estate tax strategies by addressing audience questions from their public community and Facebook group. Covering crucial topics, they guide listeners through the complexities of tax planning, especially for short-term rental owners, and how they can leverage tax rules to minimize liabilities. Here's what they discuss: - Understanding when to use Schedule C vs. Schedule E - Short-term Rental Loopholes and Real Estate Professional Status - Travel, Meal, and Home Office Deductions - Year-End Moves & Capital Gains Strategies To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6 Register for the Year-End Tax Impact Event: go.therealestatecpa.com/3zVWP7E Join the Tax Smart Insiders Community: go.therealestatecpa.com/3Xx1Cpd Checkout Thomas's new YouTube channel: www.youtube.com/@thomascastelli The Tax Smart Real Estate Investors podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests.
In this episode, Thomas and Ryan are joined again by Troy Eckard of Eckard Enterprises to conclude our oil & gas series with a real-world case study on oil and gas working interests. They cover: - A detailed breakdown of a case study involving a working interest investment, including cost structures, potential pitfalls, and strategies for maximizing returns. - How to evaluate investment deals to avoid common mistakes, including understanding the true costs and potential revenue from drilling. - The impact of modern drilling technologies on reducing risk and improving success rates for working interest investors. - How to approach oil and gas as a long-term investment strategy that can generate ongoing cash flow while leveraging substantial tax benefits. - And much more! If you're looking for ways to diversify your portfolio with alternative investments, this episode is packed with real-world oil & gas insights. To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6 Register for the Year-End Tax Impact Event: go.therealestatecpa.com/3zVWP7E Join the Tax Smart Insiders Community: go.therealestatecpa.com/3Xx1Cpd Checkout Thomas's new YouTube channel: www.youtube.com/@thomascastelli The Tax Smart Real Estate Investors podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests.
In this episode, Thomas and Ryan break down year-end tax strategies tailored for real estate investors, providing valuable insights for maximizing tax savings before the year ends. Here's what they cover: - The advantages of buying a short-term rental before year-end and how to qualify for the short-term rental loophole. - Maximizing vehicle deductions, including the benefits of buying a vehicle with a gross weight of 6,000 pounds or more. - Key strategies like cost segregation timing and real estate professional status. - Common but crucial year-end tax tactics like prepaying expenses, bookkeeping, and tax loss harvesting. - The importance of ensuring you have W9s from contractors and reviewing your entity structure. If you're looking for more actionable tax strategies to implement before the end of the year, register for our Year-End Tax Impact event here: go.therealestatecpa.com/3zVWP7E To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6 Join the Tax Smart Insiders Community: go.therealestatecpa.com/3Xx1Cpd Checkout Thomas's new YouTube channel: www.youtube.com/@thomascastelli The Tax Smart Real Estate Investors podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests.
In this episode, Thomas and Ryan are joined by renowned analyst and housing expert, Logan Mohtashami, to explore the current state of the housing market, interest rates, and what might be in store for 2025. They cover: - Logan's insights into the factors driving mortgage rates, including the crucial role of labor data and the Federal Reserve's policies. - A detailed discussion on supply and demand dynamics in the real estate market and how they impact pricing. - Potential interest rate cuts and economic trends affect real estate demand and affordability. - What investors should consider when navigating today's housing market, including demographic shifts and regional trends. - And much more! Whether you're a real estate investor, homeowner, or simply curious about the future of the housing market, this is an episode you don't want to miss. To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6 Register for the Year-End Tax Impact Event: go.therealestatecpa.com/3zVWP7E Join the Tax Smart Insiders Community: go.therealestatecpa.com/3Xx1Cpd Checkout Thomas's new YouTube channel: www.youtube.com/@thomascastelli The Tax Smart Real Estate Investors podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests.
In this week's Tax Smart REI episode, Ryan is joined with Nathan Sosa, a Senior Tax Advisor at Hall CPA to dive into a new court case related to real estate professional status. This continues to be a heavily audited topic and with additional IRS funding, the audits will only increase from here. If you're curious about what factors led to this taxpayer losing in court and what they could have done differently, don't miss this episode. To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6 Get the Top 8 Mistakes Real Estate Investors Make: go.therealestatecpa.com/3ygHVrJ Join the Tax Smart Insiders Community: go.therealestatecpa.com/3Xx1Cpd Learn more about Property Llama: www.propertyllama.com/taxsmart Court Case: https://www.therealestatecpa.com/blog/tax-court-denies-real-estate-professional-status-for-carriage-house-investor Checkout Thomas's new YouTube channel: www.youtube.com/@thomascastelli The Tax Smart Real Estate Investors podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests.
In this episode of the Tax Smart REI podcast, Thomas is joined by frequent guest, Justin Shore, EA for the go-to guide to real estate investment strategies. They break down each strategy, the tax benefits, and the implications. Topics include: - The tax advantages of direct ownership and how to maximize deductions. - The differences between long-term and short-term rentals and the operational and tax considerations. - Syndicates and funds, REITs, and DSTs as passive investment vehicles, their liquidity, and tax strategies. - How investment strategies like the BRRRR method and the 1031 exchange can impact your tax liabilities. - The importance of aligning your investment goals with the right strategy. Whether you're a hands-on investor or prefer a more passive approach, this is the episode you want to listen to over and over. Get the Top 8 Mistakes Real Estate Investors Make: go.therealestatecpa.com/3ygHVrJ Join the Tax Smart Insiders Community: go.therealestatecpa.com/3Xx1Cpd Learn more about Property Llama: www.propertyllama.com/taxsmart Checkout Thomas's new YouTube channel: www.youtube.com/@thomascastelli Connect with Isabelle: www.ral101.com/ The Tax Smart Real Estate Investors podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests.
In this episode of the Tax Smart REI Podcast, Thomas is joined by Isabelle Guarino to discuss investing in residential assisted living facilities. Isabelle shares her personal journey into the space and explains how this business model can generate significant cash flow. Listen now to learn: - The steps to owning and operating these facilities—or just leasing them to an operator. - The financial and tax opportunities that come with this growing sector. - How you can get started and scale your senior assisted living investment. Whether you're looking for high cash flow or want to create a long-term wealth-building strategy, this episode offers valuable insights for real estate investors. Get the Top 8 Mistakes Real Estate Investors Make: go.therealestatecpa.com/3ygHVrJ Join the Tax Smart Insiders Community: go.therealestatecpa.com/3Xx1Cpd Learn more about Property Llama: www.propertyllama.com/taxsmart Checkout Thomas's new YouTube channel: www.youtube.com/@thomascastelli Connect with Isabelle: https://www.ral101.com/ The Tax Smart Real Estate Investors podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests.
In this episode of the Tax Smart REI podcast, Thomas Castelli and Nathan Sosa explore the often overlooked Section 179 deduction and its potential benefits for commercial real estate investors and short-term rental owners. As bonus depreciation phases out, Section 179 is becoming more relevant for those looking to immediately expense certain capital expenditures. You'll learn: - How to strategically use Section 179 to offset W-2 income - The limitations when held in partnerships - The recapture implications investors need to be aware of. Whether you're a seasoned commercial real estate investor or getting started with short-term rentals, this episode will help you navigate the complexities of this tax strategy. To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6 Get the Top 8 Mistakes Real Estate Investors Make: go.therealestatecpa.com/3ygHVrJ Join the Tax Smart Insiders Community: go.therealestatecpa.com/3Xx1Cpd Learn more about Property Llama: www.propertyllama.com/taxsmart Checkout Thomas's new YouTube channel: www.youtube.com/@thomascastelli The Tax Smart Real Estate Investors podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests.
In this episode, Thomas is joined by financial advisor Nathan Cook to discuss a powerful strategy for real estate investors: using equity losses from the stock market to offset real estate capital gains through a process called active indexing. They cover key topics such as: - The fundamentals of tax loss harvesting and how it benefits real estate investors. - Active (or direct) indexing and how it differs from traditional ETFs. - How to use equity losses to reduce or eliminate capital gains on your real estate sales. - The role of technology in simplifying direct indexing and maximizing returns. - Who should and shouldn't consider this strategy based on portfolio size and investment goals. Whether you're a real estate purist or an investor with a diversified portfolio, this episode will provide you with another tax-saving strategy to enhance your wealth-building journey. To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6 Get the Top 8 Mistakes Real Estate Investors Make: go.therealestatecpa.com/3ygHVrJ Join the Tax Smart Insiders Community: go.therealestatecpa.com/3Xx1Cpd Connect with Nathan: nathan.cook@raymondjames.com https://x.com/Nathan_C_Cook Learn more about Property Llama: www.propertyllama.com/taxsmart Any opinions are those of Nathan Cook and not necessarily those of Raymond James. The information has been obtained from sources considered to be reliable, but we do not guarantee that the foregoing material is accurate or complete. Any information is not a complete summary or statement of all available data necessary for making an investment decision and does not constitute a recommendation. Expressions of opinion are as of this date and are subject to change without notice. This information is not intended as a solicitation or an offer to buy or sell any security referred to herein. Investments mentioned may not be suitable for all investors. There is no guarantee that these statements, opinions or forecasts provided herein will prove to be correct. Past performance may not be indicative of future results. Investing involves risk and you may incur a profit or loss regardless of strategy selected..Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional. The S&P 500 is an unmanaged index of 500 widely held stocks that is generally considered representative of the U.S. stock market. Keep in mind that individuals cannot invest directly in any index, and index performance does not include transaction costs or other fees, which will affect actual investment performance. Individual investor's results will vary. Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional. The Tax Smart Real Estate Investors podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests.
In this episode, Thomas is joined by Scott Morse, founder of Lamassu Leads and host of the "Leads 2 Deals" podcast. Scott specializes in helping real estate investors find motivated sellers and acquire properties through innovative lead generation strategies. Together, Thomas and Scott dive deep into the art of dominating any market by leveraging cold outbound marketing and multiple sales channels to reach motivated sellers directly. They cover: - How to use multiple marketing channels to dominate the real estate investment space. - The benefits and challenges of cutting out wholesalers and going direct to sellers. - Key strategies for identifying and targeting motivated sellers in any market. - Tips for building a high-performing sales team and training them to close more deals. - Why understanding and improving sales skills is crucial for every real estate investor. Whether you're an experienced investor looking to scale your business or just starting out, this episode is packed with actionable insights to help you grow your portfolio and improve your sales strategy. To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6 Get the Top 8 Mistakes Real Estate Investors Make: go.therealestatecpa.com/3ygHVrJ Join the Tax Smart Insiders Community: go.therealestatecpa.com/3Xx1Cpd Connect with Scott: https://lamassuleads.com/ https://www.instagram.com/lamassuleads/ The Tax Smart Real Estate Investors podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests.
In this episode, Thomas and Ryan are joined by Chris Lopez from Property Llama. Chris and his team have analyzed over 7,000 properties using Property Llama data. Chris, Thomas, and Ryan explore trends of the current marketplace and strategies to implement. They cover: - A deep dive into cash flow by property type, with a focus on multifamily properties. - Current trends and strategies to boost cash flow in today's market. - The potential pitfalls of holding onto low-interest rate properties without exploring other opportunities. - How to use data-driven decisions to optimize your real estate investments. Whether you're a seasoned investor or just starting, this episode will help you adjust your real estate strategy to boost cash flow. To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6 Get the Top 8 Mistakes Real Estate Investors Make: go.therealestatecpa.com/3ygHVrJ Join the Tax Smart Insiders Community: go.therealestatecpa.com/3Xx1Cpd Learn more about Property Llama: https://app.propertyllama.com/ea_pl_sign_up_register?agent=1711048679497x164766504118997200 The Tax Smart Real Estate Investors podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests.
In this episode, Thomas and Ryan sit down with tax attorney Matthew Rappaport to dive into some of the most sophisticated tax strategies available to real estate investors. Here's what they cover: - Partnership divisions and how they can offer a strategic advantage in 1031 exchanges. - The nuances of combining Section 121 and 1031 exchanges for optimal tax benefits. - The challenges and opportunities of real estate holdings within S-Corporations. - Creative strategies like construction exchanges and preferred partnership freezes. If you're looking to elevate your tax planning game as a real estate investor, this is an episode you don't want to miss. To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6 Get the Top 8 Mistakes Real Estate Investors Make: go.therealestatecpa.com/3ygHVrJ Join the Tax Smart Insiders Community: go.therealestatecpa.com/3Xx1Cpd Connect with Matt: mer@frblaw.com The Tax Smart Real Estate Investors podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests.
In this episode, Thomas and Ryan review the proposed tax plans of current presidential candidates and how these changes might impact real estate investors. Here's what they cover: - Biden and Kamala Harris's proposed tax increases and credits for affordable housing. - Trump's proposed tax cuts and extensions of existing tax laws. - Common themes of higher taxes on wealthy individuals and corporations. - The impact of potential tax policy shifts on real estate investors. If you're interested in how this election will affect your investments, this is an episode you don't want to miss. Stay updated with our live presidential tax plan tracker: https://go.therealestatecpa.com/46GyIFZ To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6 Start our free 4-day email series: go.therealestatecpa.com/3ygHVrJ Join the Tax Smart Insiders Community: go.therealestatecpa.com/3Xx1Cpd The Tax Smart Real Estate Investors podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests.
In this episode, Thomas & Ryan are joined by Justin Shore, EA to dive into the impacts of indexing certain tax deductions for inflation. They cover: - The 25K Special Loss Allowance and Its Potential Impact - The Section 121 Exclusion and Other Key Deductions & Credits - The Dark Side and Bright Side of Indexing for Inflation If you're interested in the effect of inflation on your real estate investments, this is an episode you don't want to miss. To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6 Start our free 4-day email series: go.therealestatecpa.com/3ygHVrJ Join the Tax Smart Insiders Community: go.therealestatecpa.com/3Xx1Cpd The Tax Smart Real Estate Investors podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests.
In this episode, Thomas & Ryan review the triple tax benefits of paying your children to work in your business and explain how to accomplish this. Not only will you reap the tax benefits, but your children will learn the value of hard work and build their resume. This is an incredibly tax-efficient strategy within an episode you won't want to miss. To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6 Start our free 4-day email series: go.therealestatecpa.com/3ygHVrJ Join the Tax Smart Insiders Community: go.therealestatecpa.com/3Xx1Cpd The Tax Smart Real Estate Investors podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests.
In this episode, Thomas & Ryan are joined by Dr Jeff Anzalone, the Debt-Free Doctor, to discuss how doctors and professionals can achieve financial freedom and buy back their time by investing in real estate. They cover: - Jeff's journey from a full-time dentist to achieving financial freedom through real estate investing. - What types of investments to consider and how to get started? - What investments Jeff is focusing on in 2024 - A future market outlook - And much more! Whether you're a doctor, busy professional, or business owner, this is an episode you do not want to miss. To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6 Subscribe to our weekly newsletter for more tax tips: go.therealestatecpa.com/3xhK71N Join the Tax Smart Insiders Community: go.therealestatecpa.com/3Xx1Cpd Connect with Jeff: www.debtfreedr.com The Tax Smart Real Estate Investors podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests.
In this episode, Thomas and Ryan sit down with Kriss Berg, a seasoned entrepreneur and car wash investment guru, to delve into the lucrative world of car wash investments. Chris shares his journey from e-commerce to car washes, revealing why he chose this unique industry and how it offers significant tax benefits. Here's what to expect: - Why Invest in Car Washes? - The Car Wash Business Model and Financing - Using Car Washes to Offset Taxes - The Future of the Car Wash Industry - Key Challenges and Solutions in the Car Wash Busines If you've ever thought about investing in car washes or are looking for new ways to reduce your tax bill, this episode is packed with valuable insights and practical advice. To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6 Subscribe to our weekly newsletter for more tax tips: go.therealestatecpa.com/3xhK71N Join the Tax Smart Insiders Community: go.therealestatecpa.com/3Xx1Cpd Follow Kriss, the Car Wash Guy, on Twitter @KrissBergTweets The Tax Smart Real Estate Investors podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests.
In this episode, Ryan and Thomas answer the frequently asked questions about the short-term rental loophole, a popular strategy among real estate investors. They address common queries from Tax Smart insiders and clients about how to effectively use this strategy and avoid potential pitfalls. They cover: - Can you use the STR loophole if you take a second home loan from the bank? - Using the STR loophole with partners - The biggest mistakes people make with STR loophole - Personal use considerations and regulations If you're investing in short-term rentals or considering it, you'll want to listen to this episode. To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6 Subscribe to our weekly newsletter for more tax tips: go.therealestatecpa.com/3xhK71N Join the Tax Smart Insiders Community: go.therealestatecpa.com/3Xx1Cpd Get the STR Tax Course for $1: www.taxsmartinvestors.com/freestrcourse The Tax Smart Real Estate Investors podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests.
In this episode, Ryan and Thomas answer the frequently asked question, “Should I reduce my taxes to zero?”. Answering this question starts with understanding how the US tax system works. Here's what to expect: - Progressive taxation and tax brackets - Why taxpayers might want to reduce their taxes to zero & when it might be beneficial - The role of Modified Adjusted Gross Income (MAGI) in tax planning - Common misconceptions and the potential pitfalls of such an approach If this question has been on your mind, don't miss this must-listen episode. To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6 Subscribe to our weekly newsletter for more tax tips: go.therealestatecpa.com/3xhK71N Join the Tax Smart Insiders Community: go.therealestatecpa.com/3Xx1Cpd The Tax Smart Real Estate Investors podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests.
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