Podcasts about estate tax

Let Us Know What You Thought Of The Episode Taxes are one of those topics every real estate investor complains about, but very few spend enough time planning around. In this episode of the Savvy Investor Podcast, host Michael Ponte continues the conversation on tax strategy — this time with a focus on U.S. real estate investing and cross-border investors who want to do it right from the start.Michael is joined by Amanda Han and Matt MacFarland of Keystone CPA's, two of the most recognized real estate tax strategists in the United States. With decades of experience and thousands of investors advised, they're known for breaking down complex tax concepts into strategies investors can actually use.This episode covers key tax planning topics every U.S. real estate investor should understand, including:The most common tax mistakes real estate investors make — and how to avoid themWhat proactive tax planning looks like before tax season arrivesShort-term rental tax strategies and where investors often get tripped upCost segregation and depreciation, and when these tools truly move the needleEntity structures — when they matter and when they just add unnecessary complexityHow to stay organized year-round and avoid scrambling when taxes are dueWhether you're already investing in U.S. real estate or just exploring the opportunity, this episode delivers practical insights that apply to any investor looking to run their real estate business smarter, protect their cash flow, and keep more of what they earn.Follow Amanda on Instagram: https://www.instagram.com/amanda_han_cpa/Learn More About Our Trusted Partner -  Barr LLPBarr LLP is a full service law firm based in the Province of Alberta with a broad range of practice areas to assist all clients. Their Commercial and Residential Real Estate and Finance team helps new and experienced clients navigate the world of real estate investing in an easy and open manner. Would you like to learn more about Barr LLP or get in touch with them? Visit: https://thesavvyinvestor.ca/barr-llp Savvy Investor Links: Website: https://thesavvyinvestor.caInstagram: https://www.instagram.com/savvy_investorsYouTube: https://www.youtube.com/@thesavvyinvestorJoin our FREE Savvy Investor Facebook Community:  https://www.facebook.com/groups/341243106757064Disclaimer: The views and advice expressed on this podcast are those of the participants and do not necessarily reflect the opinions or beliefs of the podcast host or affiliated parties. The content is for entertainment purposes only and should not be considered as professional financial, legal, or investment advice. Listeners are encouraged to conduct their own research and consult with qualified professionals before making any financial decisions. The podcast host and producers are not responsible for any actions taken based on the information provided.

In this conversation, tax strategist Thomas Castelli shares insights on tax strategies for real estate investors, focusing on bonus depreciation, cost segregation, and various asset classes. He explains how these strategies can help investors retain more of their income and maximize deductions. The discussion also covers common mistakes in bookkeeping and the importance of maintaining accurate records for tax purposes.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true 'white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a "mini-mastermind" with Mike and his private clients on an upcoming "Retreat", either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas "Big H Ranch"? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

00:00 Se você investe nos EUA, está perdendo dinheiro 00:27 O problema invisível: A mordida dos 30% 02:03 Imposto de Herança: Quando o governo vira seu herdeiro 02:34 A tabela da morte: As alíquotas do Estate Tax 05:05 A Solução: Por que a Irlanda? 06:12 ETFs de Acumulação: O segredo dos juros compostos limpos 07:46 Batalha de Tickers: IVV vs CSPX, VT vs VWRA 08:30 Onde investir? Melhores corretoras (Avenue e IBKR) 09:03 Conclusão: Vale a pena migrar?10:10 RC Club e RC Wealth

The I Love CVille Show headlines: Spanberger V Trump: UVA Inked DEI Contract Under Fire AlbCo Real Estate Tax Assessments Spike 6.17% 6.17% Spike 3rd Most Costly Hike In Last 13 Years Samuel Miller District Highest Spike, Rivanna Lowest City Council To Release Resolution On ICE Presence Payne Opposes Student Housing In Black Neighborhoods Daniel Halpert, Owner, Coco's Adventure Factory, 1/23 If You Need CVille Office Space, Contact Jerry Miller Read Viewer & Listener Comments Live On-Air The I Love CVille Show airs live Monday – Friday from 12:30 pm – 1:30 pm on The I Love CVille Network. Watch and listen to The I Love CVille Show on Facebook, Instagram, Twitter, LinkedIn, iTunes, Apple Podcast, YouTube, Spotify, Fountain, Amazon Music, Audible, Rumble and iLoveCVille.com.

The “Billion-Dollar Asset” That Still Had to Be Sold A story Bruce shares in our retirement class teaching always stops people in their tracks. A family inherited an NFL team worth just under a billion dollars. The asset was valuable. The legacy was real. But the planning wasn't there. When estate taxes came due, the heirs didn't have the liquidity to pay the bill. And because the wealth was tied up in an illiquid asset, they had to sell the team. https://www.youtube.com/live/6lCgo4y3LYs Most families will never own an NFL franchise. But plenty of families do own a business, a portfolio of real estate, land that's been in the family for generations, or investments that look substantial on paper but aren't easy to convert into cash quickly. And that's where this topic becomes personal: if you don't plan ahead, your family may be forced into decisions you never intended—simply to satisfy a tax obligation. This is why we're talking about how to avoid estate tax legally—so your wealth can serve your heirs and your purpose, not become a burden or a fire sale. The “Billion-Dollar Asset” That Still Had to Be SoldWhat You'll Learn About How to Avoid Estate Tax LegallyThe Practical Building Blocks of Estate Tax PlanningEstate Tax vs Inheritance Tax Difference: Start With the Right DefinitionsFederal Estate Tax Exemption 2026 and Why the Rules Don't Stay PutEstate Tax Exemption 2025 vs 2026: Timing MattersEstate Tax Rate 40 Percent: The “One-Time Loss” That Creates Long-Term DamageWhy Do Estate Tax Planning Strategies Matter Even If You're Under the Exemption Today?Estate Planning for Married Couples vs Surviving Spouse: The Quiet ShiftHow to Avoid Estate Tax Legally With Annual GiftingDo I Have to Report Gifts Under 19,000?When Do You Have to File Form 709 Gift Tax Return?Lifetime Gift Tax Exemption 2026: Larger Gifts and Long-Term TrackingGiving With Warm Hands: Why Legacy Planning Is Bigger Than Tax PlanningEstate Liquidity Planning: What Happens if an Estate Is Mostly Real Estate and Taxes Are Due?How Can Life Insurance Provide Liquidity for Estate Taxes?Irrevocable Trust Estate Planning StrategiesHow to Avoid Estate Tax Legally: Life Insurance for Banking vs Life Insurance for Estate Tax529 Plan Superfunding: Gifting to Reduce Estate Size (and the Control Question)The Most Important Takeaway on How to Avoid Estate Tax LegallyListen to the Full Episode on How to Avoid Estate Tax LegallyBook A Strategy CallFAQWhat is the difference between estate tax and inheritance tax?How does the estate tax exemption work?Should I do estate tax planning if I'm under the exemption today?What is the annual gift tax exclusion?Do I have to report gifts under the gift tax exclusion?When do you have to file Form 709?What happens if an estate is mostly real estate and taxes are due?How can life insurance provide liquidity for estate taxes?Which states have estate or inheritance taxes? What You'll Learn About How to Avoid Estate Tax Legally If you've ever wondered, “Will my legacy go to my family…or to the IRS?” you're asking the right question. In this blog, we're going to walk you through the core ideas from our podcast episode on estate and inheritance taxes—what they are, how exemptions work, why the rules change, and what families can do now to protect generational wealth. You'll learn: The estate tax vs inheritance tax difference (and why it matters) How the federal estate tax exemption 2026 conversation impacts planning today Why a married couple's plan can change dramatically when one spouse dies How annual gifting works (and why people confuse it) When Form 709 may come into play Why estate liquidity planning can be the difference between preserving an asset and losing it How life insurance and trusts are commonly used to create options and control Quick note: we're not attorneys. We sit in these meetings with attorneys. We collaborate with estate planning professionals constantly. Our goal is to give you a clear framework so you can make wise decisions and ask better questions with your CPA and attorney. The Practical Building Blocks of Estate Tax Planning Estate Tax vs Inheritance Tax Difference: Start With the Right Definitions One of the biggest sources of confusion we see is people using “estate tax” and “inheritance tax” like they're interchangeable. They're not. Here's the simple distinction: Estate taxes are settled by the estate. The money comes out of the estate before everything is fully distributed. Inheritance taxes are settled by the beneficiaries. The tax bill is tied to what they receive. There's also the state-level reality: not every state has inheritance tax, and state estate taxes can be entirely different from federal rules. That's why one of the first questions we encourage families to answer is: “Which taxes apply in my state, and which apply federally?” When you get the definitions right, you avoid planning in the wrong direction. Federal Estate Tax Exemption 2026 and Why the Rules Don't Stay Put When we recorded this episode, we were in December 2025, and Congress had just changed a tax bill that was expected to sunset at the start of 2026. That shift is a perfect example of why families can't build a legacy plan on the assumption that today's rules will remain tomorrow's rules. Here's what matters more than any single number: tax law can change quickly, and thresholds can move. That's why planning is less about guessing the future and more about building a structure that is resilient no matter what Congress does next. Estate Tax Exemption 2025 vs 2026: Timing Matters A detail that surprises many families is that timing can change what exemption applies. If someone passes away in one year, that year's rules apply. If they pass away the next year, the next year's exemption applies. We don't control the timing of life. But we can control the readiness of our plan. Estate Tax Rate 40 Percent: The “One-Time Loss” That Creates Long-Term Damage A federal estate tax hit can be significant. In our conversation, we referenced how quickly the dollars add up when large estates exceed the exemption threshold. But the bigger point we want you to see is this: It's not just the dollars paid in tax once. It's the generational opportunity cost of losing that capital. When your family loses money to unnecessary taxes, your family also loses what that money could have produced across decades: businesses that could have been started real estate acquisitions that could have created cash flow education and training that could have expanded a child's capacity family philanthropy that could have multiplied impact economic stability that could have protected future generations Bruce tells clients: when the money is gone, you can't make money on that money anymore. That's not just a financial statement. It's a legacy statement. Why Do Estate Tax Planning Strategies Matter Even If You're Under the Exemption Today? This is where most families get lulled to sleep. They see a high exemption and think, “We don't need to worry about estate taxes.” Two realities can make that assumption dangerous: Exemptions can change Your plan changes when one spouse dies Estate Planning for Married Couples vs Surviving Spouse: The Quiet Shift Even if you don't consider yourself “ultra-wealthy,” your planning needs to account for the fact that most couples will not pass away at the same time. A couple may look comfortably under a combined exemption threshold—then one spouse dies and the surviving spouse's position changes. Planning that felt safe becomes exposed. We see this across many areas of tax planning, not just estate taxes. The financial world often treats “married” and “single” very differently. That's why it's so important to build your plan while you still have options, flexibility, and time. How to Avoid Estate Tax Legally With Annual Gifting One of the simplest tools families can use is consistent, intentional gifting. In our episode, we talked about an annual gifting amount of $19,000 per person, per recipient, per year. The specific number can change over time, so always confirm the current annual exclusion with your CPA. But the concept is what matters. Here's why annual gifting is so powerful: It reduces the size of your estate over time It can move assets into the next generation in a planned way It can be used to build capability, not entitlement—if you pair it with purpose and guidance Do I Have to Report Gifts Under 19,000? In many situations, gifts under the annual exclusion amount don't require filing a gift tax return. That's why families like it: it's simple and consistent. Where it gets complicated is when you go above the annual threshold. When Do You Have to File Form 709 Gift Tax Return? If you exceed the annual exclusion amount, you may need to file a gift tax return (often IRS Form 709). Filing doesn't necessarily mean you owe tax immediately. It can mean the gift is tracked against lifetime gifting limits. Your CPA is the right person to guide you on the reporting mechanics for your situation. The takeaway: gifting can be one of the cleanest ways to reduce your estate—especially when you do it proactively and consistently. Lifetime Gift Tax Exemption 2026: Larger Gifts and Long-Term Tracking Beyond annual gifting, there is typically a lifetime gifting framework that tracks larger transfers. This is where families often say, “I'm confused,” and they're not alone. The important part isn't memorizing every detail—it's understanding the two-tier structure: annual gifting can be simple and repeatable larger gifts may require reporting and coordination with lifetime limits Again, this is why we encourage families to coordinate with their CPA and estate planning attorney.

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How to Give More Than $19K Per Year With No Estate Tax Return

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Send us a textWe break down the most common real estate tax myths, from REP status and short-term rentals to cost segregation timing and entity hype. We show how to time deductions, avoid recapture pain, and use non-asset strategies to cut taxes while building wealth.• REP status based on hours and participation, not a license• Cost segregation timing to match high-income years• Excess business loss limits and why W-2s hit a wall• Recapture planning with reinvestment or 1031 exchange• Short-term rental rules and the 100-hour trap• LLCs for asset protection, not deductions• Holding company and management company myths debunked• Cost segregation is accepted and improves accuracy• Alternatives to buying assets for write-offs• Real estate cash flow, depreciation, and tax-free refi benefits• Holistic planning across business, wages, and investmentsGo to https://www.prosperalcpa.com/opportunityreport for your free opportunity report illustrating what may be possible with our tax strategiesGo to prosperalcpa.com/apply to learn more

How to Avoid Millions in Estate Tax If You Can See the Future

Is the American tax code a fair engine for growth, or a "second estate" where the rich choose whether or not to pay? We are often told that the top 1% of earners already pay 40% of all taxes, while nearly half of Americans pay nothing at all. Legal scholar Ray Madoff argues that this statistic is a deliberate "bait-and-switch" designed to confuse the public. The reality is that the truly rich often have little to no income to tax, living instead on borrowed gains and tax-free inheritances.In this episode, Madoff joins Luigi Zingales and Bethany McLean to discuss her new book "The Second Estate: How The Tax Code Made An American Aristocracy" covering how and why our current tax system allowed the ultra-wealthy to opt out altogether. She argues that to fix the system, we shouldn't just raise rates, we need to bring inheritances and investment gains directly into the income tax system and eliminate the "cover" provided by a broken estate tax.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

How to Own WA Real Estate and Pay No Estate Tax

Newsflash! WA couples do not have $6m of WA estate tax exemption

End of the year estate tax strategy

They say it's not what you make but what you keep. And today's guests can definitely help with that. DMCL tax specialists Mohammad Shahid and Nav Pannu sit down with Adam & Matt this week to decode the tax implications that real estate investors face at every stage. From understanding when incorporation makes sense to navigating capital gains calculations, change-of-use rules, and interest deductibility strategies, this conversation cuts through technical jargon to reveal practical strategies & concrete examples for minimizing tax exposure. When should you incorporate versus holding properties personally? How do laneway homes impact your principal residence exemption? And can you really maintain primary residence status for four years without living in a property? Don't miss this one!

The IRS has announced increased gift and estate tax exemption amounts for 2026. 

Get my new book: https://bronsonequity.com/fireyourselfDownload my new special report - How to Use Inflation to Your Advantage - www.bronsonequity.com/inflationIn this episode of the Mailbox Money Show, Bronson and Nate sit down with leading real estate tax strategists Amanda Han and Matt MacFarland to unpack the most effective tax strategies for real estate investors today.Amanda is a CPA and real estate investor with a degree from UNLV, over two decades of tax planning experience, and national features in outlets like CNBC, Money Magazine, and Google Talks. Matt is a CPA with an accounting degree from UCLA and a Masters in Taxation from USC, specializing in tax strategies for real estate investors and high-net-worth clients for over 20 years.Together, Amanda and Matt explain why taxes are the greatest lever for growing wealth, how proactive planning can dramatically reduce tax burdens, and why most investors miss the biggest deductions available to them. They break down how high-income earners can use real estate to offset taxes, why timing matters in tax planning, and the common misconceptions that hold investors back. TIMESTAMPS00:41 - Episode Overview01:06 - Nate's Low Effective Tax Rate Story01:39 - Tax Challenges for High-Net-Worth Investors02:01 - CPAs vs. True Tax Strategists02:24 - Guest Intro: Amanda Han and Matt MacFarland03:29 - Guests' Background in Real Estate and Big Four04:37 - Starting a Firm for Everyday Real Estate Investors05:19 - Tax Rate Disparities: Self-Employed vs. Real Estate Investors07:04 - Overcoming CPA Conservatism and Audit Fears07:46 - Introducing Tax Strategy to New Clients08:54 - Proactive Tax Planning Before Major Life Events09:36 - Tax Avoidance vs. Evasion Explained09:47 - Strategies for Business Exits and Big Gains11:04 - Planning 2-3 Years Ahead for Large Exits11:42 - Opportunity Zones: Deferral and Tax-Free Growth13:30 - Navigating Tax Law Changes and Self-Education Resources15:53 - Role of ChatGPT in Tax Planning17:47 - Offsetting Gains from Development Projects20:08 - New 100% Write-Off for Manufacturing Real Estate21:40 - Unique Real Estate Niches for Tax Benefits23:02 - Foundational Buy-Create-Refi-Depreciate Strategy24:58 - Key Questions to Vet a Tax Strategist26:48 - Lifetime Tax Losses for Physicians28:57 - Real Estate Marriage Tax Loophole29:52 - Short-Term Rental Loophole for W-2 Offset30:54 - Closing and Contact Info31:52 - Debrief: Value of Tax Strategists and Resistance MindsetConnect with the Guest:Website: https://www.keystonecpa.com/Instagram (Amanda Han): @amanda_han_cpaYoutube (Amanda Han): https://www.youtube.com/@amandahancpa#TaxStrategy#RealEstateInvesting#WealthBuilding#PassiveIncome#OpportunityZones#CPATips#MailboxMoney

In this episode of On the House with Spartan Invest, Lindsay Davis welcomes back Spartan's own Danny Cole to discuss the various tax benefits associated with real estate investment, focusing on depreciation, tax write-offs against W-2 income, and the importance of understanding the real estate professional designation. They also delve into cost segregation studies and 1031 exchanges as strategies to maximize tax benefits and enhance cash flow for investors.To learn more about our full-service turnkey operations, check us out online at www.spartaninvest.comConnect with Spartan!Facebook: @spartanTURNKEYInstagram: @spartaninvestLinkedIn: @spartaninvestConnect with Lindsay!Facebook: @spartanlindsaydavisInstagram: @spartanlindsaydavis

In this conversation, Deltrease Hart-Anderson shares her insights on tax strategies for real estate investors, common mistakes made in the industry, and her personal journey in real estate. She emphasizes the importance of proper record-keeping, timely tax planning, and seeking professional advice rather than relying on social media. Deltrease also discusses her own experiences with real estate investments and how they have shaped her approach to accounting and taxation.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true 'white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a "mini-mastermind" with Mike and his private clients on an upcoming "Retreat", either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas "Big H Ranch"? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

In this conversation, Adam Kintigh discusses the advantages of the tax code for business owners and entrepreneurs compared to regular W-2 employees. He emphasizes the importance of understanding tax strategies to maximize earnings and keep more money in one's pocket.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true 'white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a "mini-mastermind" with Mike and his private clients on an upcoming "Retreat", either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas "Big H Ranch"? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

Selling real estate comes with a few well-known options, but none of them are perfect. Take the 1031 exchange: you have just 45 days to identify a property and 180 days to close. The financing has to line up, and you're stuck with contingencies that can cut your buyer pool in half. No wonder 60% of 1031 exchanges end up paying some or all the taxes anyway. Your next option? Just pay the tax. Depending on your state, that could mean losing 30% or more of your sale proceeds—money that's gone forever. Another option often promoted is the DST. Sounds good on the surface, but when you peel back the layers, you'll find heavy commissions—sometimes 12 to 16%—and steep fees. Add in strict rules on how you can exit, and in the end, the net return to you is often only about 5%. That just doesn't work for most investors. And while there are plenty of other programs being pitched, most don't pass the IRS's three required tests for tax deferral. At Q companies, they've done the due diligence—almost all of them fail at least one, and many fail all three. In an audit, that means you lose.   But there is a simpler way.   And the IRS already recognizes and even provides a publication for—Publication 537. It's called an Installment Sale Trust (IST). The documents to set it up are straightforward, about 11 pages, and it's direct, easy, and more critical, it's compliant.   That's why we're hosting a Virtual Financial Summit. We'll walk you through all of these options—the 1031 exchange, paying the tax, DSTs, and others—so you can see the benefits and drawbacks for yourself. Most importantly, we'll show you how the IST can help you potentially reach a zero-tax bracket.   Comment ZERO TAX to learn how to better manage your real estate investments. I'm Heather Wagenhals showing you how to mitigate taxes, now go out and Unlock Your Wealth today.   Visit UnlockYourWealth.com for more great resources, tools, and strategies to overcome your personal and professional challenges to get out of debt, achieve financial freedom and live life on your terms today!

Law Firm Owner Real Estate Tax Hack

In this episode of the Real Estate Pros podcast, host Q Edmonds speaks with tax strategist William Spar about his unique perspective on taxes and real estate. William shares his journey from commercial real estate to tax strategy, emphasizing the importance of integrity and relationships in business. He discusses key strategies for tax preparation and the significance of networking. The conversation also touches on the challenges of balancing friendships and business, the importance of being present in conversations, and the value of humor in serious discussions about taxes. William offers insightful advice on personal and professional growth, encouraging listeners to be kind and open to others.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true 'white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a "mini-mastermind" with Mike and his private clients on an upcoming "Retreat", either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas "Big H Ranch"? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

Most real estate investors are missing out on thousands of dollars in tax savings every year,  simply because they don't know what they can legally write off. Ryan Pineda breaks down the seven essential write-offs every real estate investor should be taking advantage of to keep more money in their pocket and out of the IRS's hands. From depreciation and cost segregation to travel, meals, education, and even home office deductions, Ryan reveals how investors should structure their businesses to pay little to no taxes.Whether you're flipping homes, wholesaling, or building a rental portfolio, this video will show you exactly how to reduce your taxable income, plan ahead for year-end deductions, and reinvest your savings to build long-term wealth. Watch until the end for a simple system that will save you thousands come tax season.Learn how to invest in real estate with the Cashflow 2.0 System! Your business in a box with 1:1 coaching, motivated seller leads, & softwares. https://www.wealthyinvestor.com/Want to work 1:1 with Ryan Pineda? Apply at ryanpineda.comJoin our FREE community, weekly calls, and bible studies for Christian entrepreneurs and business people. https://tentmakers.us/Want to grow your business and network with elite entrepreneurs on world-class golf courses? Apply now to join Mastermind19 – Ryan Pineda's private golf mastermind for high-level founders and dealmakers. www.mastermind19.com--- About Ryan Pineda: Ryan Pineda has been in the real estate industry since 2010 and has invested in over $100,000,000 of real estate. He has completed over 700 flips and wholesales, and he owns over 650 rental units. As an entrepreneur, he has founded seven different businesses that have generated 7-8 figures of revenue. Ryan has amassed over 2 million followers on social media and has generated over 1 billion views online. Starting as a minor league baseball player making less than $2,000 a month, Ryan is now worth over $100 million. He shares his experiences in building wealth and believes that anyone can change their life with real estate investing. ...

Withum partner Brian Lovett, CPA, CGMA, J.D., is the guest on this week's episode of the Journal of Accountancy podcast. Lovett is scheduled to speak at the AICPA Construction & Real Estate Conference in December on industry-specific impacts of new tax provisions in H.R. 1, P.L. 119-21, commonly known as the One Big Beautiful Bill Act. He joined the podcast to preview some of those topics and explain the main way he separates fact from fiction when it comes to the details of H.R. 1 provisions. What you'll learn from this episode: What real estate professionals and advisers should know about the expansion of Sec. 179. The PDF on Lovett's computer desktop that is "the one that matters." The topic that is "one of the things we're waiting on most" related to IRS guidance. One real-estate-related provision that could be easily misunderstood. The PTET SALT deduction's effect on real estate companies.

It's that time of year again, when smart investors make last-minute moves that pay off big. Today, we explain why waiting until December to buy or refinance property could cost you valuable tax advantages. Hear updates on mortgage rates, small investor power, and why now is the time to plan, not panic, before the year closes.   WHAT YOU'LL LEARN FROM THIS EPISODE   Why early November is the true deadline for year-end real estate tax strategy How bonus depreciation can create massive write-offs on investment properties What's really happening with the Fed funds rate vs. mortgage rates Builder incentives and discounts you can leverage before the new year An effective way to create negotiation leverage in 2025's market     CONNECT WITH US: If you need help with anything in real estate, please email invest@rpcinvest.com  Reach Ron: RP Capital Leave podcast reviews and topic suggestions: iTunes Subscribe and get additional info: Get Real Estate Success Facebook Group: Cash Flow Property Facebook Community Instagram: @ronphillips_ YouTube: RpCapital Get the latest trends and insights: RP Capital Newsletter  

This week, Todd Lutsky explains federal and state level estate taxes and how to navigate around them to lower your tax bill. Todd also takes a call from a listener about moving retirement funds to a Roth IRA.

In this episode of Beer and Money, Ryan Burklo and Rob Bukacek delve into the intricacies of estate planning, focusing on a sample client with a $4 million estate. They discuss the importance of revocable living trusts, the avoidance of probate, and the management of assets to ensure they are passed on to heirs in a protected manner. The conversation also touches on the implications of spousal trusts, estate taxes, and strategies for safeguarding assets for future generations, emphasizing the need for careful planning to protect family wealth. Check out our website:  beerandmoney.net Find us on YouTube: https://www.youtube.com/@beerandmoney Subscribe to our newsletter: https://www.quantifiedfinancial.com/subscribe-now Check out our Instagram: https://www.instagram.com/ryanburklofinance?igsh=ZTJzN3Jnajd5M2Mw For a quick assessment of your current financial life go to: https://www.livingbalancesheet.com/lbsVision/lite/RyanBurklo Takeaways Estate planning is crucial for high-net-worth individuals. Revocable living trusts help manage assets and avoid probate. It's important to consider potential issues with heirs, such as addiction or financial irresponsibility. Amendments to trusts may be necessary as laws and family situations change. Life insurance can impact estate tax considerations significantly. Understanding state-specific estate tax exemptions is essential for planning. Credit shelter trusts can protect assets from creditors and divorcing spouses. Trusts can be structured to provide for children while protecting their inheritance. Parents should consider how to manage their children's access to wealth after their passing. Effective estate planning requires ongoing education and adjustments.  Chapters 00:00 Introduction to Estate Planning 03:02 Understanding the Sample Client's Estate 06:14 The Role of Revocable Living Trusts 09:00 Avoiding Probate and Managing Assets 11:57 Navigating Spousal Trusts and Estate Taxes 17:51 Protecting Assets for Future Generations

When You are Required to File a WA Estate Tax Return?

How an LLC can Increase Your WA Estate Tax Liability

Jim Oliver sits down with Brett Swarts to tackle the part of exiting most owners ignore until it's painful: Taxes. Brett is the founder of Capital Gains Tax Solutions, a real estate broker and tax strategy specialist with deep expertise in Deferred Sales Trusts (DST), Delaware Statutory Trusts, and 1031 exchanges. He hosts the “Build It to Billions” and “Capital Gains Tax Solutions” podcasts.  Together, Jim and Brett lay out how purpose-driven entrepreneurs can engineer an exit that prioritizes tax flow, converts to truly passive income, and preserves control and flexibility. What You'll Learn: Why most CPAs “report the score” and how a true tax strategist changes outcomes Tax flow vs. cashflow: deferring cap gains to compound what would've gone to the IRS A “2.0” exit for larger deals: using a Deferred Sales Trust for cap gains and estate tax planning When 1031s become a “shotgun wedding”—and smarter blends (partial 1031 + DST + cost seg) How to define and build TPI (truly passive income) so your time, not the asset, drives your life Action Steps: 1. Build the Exit Blueprint Quantify net proceeds, gain, debt, and estate exposure. Set a clear monthly TPI target before signing an LOI. 2. Upgrade the Bench Add a tax strategist alongside CPA/attorney. Evaluate DST, partial 1031, bonus depreciation, and insurance—pick tools, not dogma. 3. Allocate for TPI Diversify post-sale capital into vehicles that deliver durable, hands-off cashflow while keeping optionality for future deals. Brett Swarts' Final Word “Truly passive income is to your freedom and impact what compounding interest is to your money. Lead with tax flow—and let it compound.” Connect with Brett Swarts: Website: https://capitalgainstaxsolutions.com/ Website https://brettswarts.com/ YouTube: http://www.youtube.com/@CapitalGainsTaxSolutions

Winning the lottery may be rare, but estate tax mistakes aren't. In this episode, we use the recent $1.8 billion Powerball jackpot to highlight how generational wealth can be eroded by estate taxes and how tools like a BDIT can help protect growth assets. We'll also show why this strategy isn't just for lottery winners, but for anyone holding assets with explosive growth potential. Although this show does not provide specific tax, legal, or financial advice, you can engage Devin or John through their individual firms. 

In this episode of the Real Estate Post podcast, host Kristen Knapp speaks with Heidi Henderson, CMO and minority partner of Engineered Tax Services, about tax reduction strategies in real estate investing. They discuss Heidi's journey in the industry, the importance of mentorship, and the complexities of tax strategies such as bonus depreciation. The conversation also touches on the current real estate market dynamics and the resources available for investors through Heidi's podcast, Slash Tax.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

In this Ask Loral episode, Loral Langemeier helps Mark and Lynette from Texas design a smarter real estate tax strategy to protect assets and cut their heavy tax burden. With three homes, a blended family, and new business goals, they need a structure that builds wealth while reducing risk.Loral explains why trusts are critical for blended families, how the right entities create cleaner deductions, and why corporate structure matters for long-term growth. She shows that with a solid real estate tax strategy, entrepreneurs can safeguard what they've built, expand faster, and create lasting stability.Loral's Takeaways:Discussion on Real Estate and Personal Assets (01:10)Exploring Trust and Corporate Structures (02:47)Tax and Corporate Structure Considerations (04:52)Detailed Tax and Financial Planning (06:51)Investment Opportunities and Business Development (11:03)Final Thoughts and Next Steps (13:54)Meet Loral Langemeier:Loral Langemeier is a money expert, sought-after speaker, entrepreneurial thought leader, and best-selling author of five books.Her goal: to change the conversations people have about money worldwide and empower people to become millionaires.The CEO and Founder of Live Out Loud, Inc. – a multinational organization — Loral relentlessly and candidly shares her best advice without hesitation or apology. What sets her apart from other wealth experts is her innate ability to recognize and acknowledge the skills & talents of people, inspiring them to generate wealth.She has created, nurtured, and perfected a 3-5 year strategy to make millions for the “Average Jill and Joe.” To date, she and her team have served thousands of individuals worldwide and created hundreds of millionaires through wealth-building education keynotes, workshops, products, events, programs, and coaching services.Loral is truly dedicated to helping men and women, from all walks of life, to become millionaires AND be able to enjoy time with their families.She is living proof that anyone can have the life of their dreams through hard work, persistence, and getting things done in the face of opposition. As a single mother of two children, she is redefining the possibility for women to have it all and raise their children in an entrepreneurial and financially literate environment. Links and Resources:Ask Loral App: https://apple.co/3eIgGcXLoral on Facebook: https://www.facebook.com/askloral/Loral on YouTube: https://www.youtube.com/user/lorallive/videosLoral on LinkedIn: https://www.linkedin.com/in/lorallangemeier/Money Rules: https://integratedwealthsystems.com/money-rules/Millionaire Maker Store: https://millionairemakerstore.com/Real Money Talks Podcast: https://integratedwealthsystems.com/podcast/Integrated Wealth Systems: https://integratedwealthsystems.com/Affiliate Sign-Up:

Gian Pazzia is the Chairman & Chief Strategy Officer at KBKG, where he oversees all strategic initiatives for one of the nation's leading specialty tax firms. With over 25 years of experience in the cost segregation industry, Gian is a recognized authority in his field and a former President of the American Society of Cost Segregation Professionals (ASCSP). During his tenure, he spearheaded the publication of the first technical standards for cost segregation reports and worked closely with the IRS on audit techniques, repair regulations, and landmark tax cases. As one of the first professionals in the U.S. to earn the Certified Cost Segregation Professional (CCSP) designation, Gian has provided expert testimony before the IRS and has been published in journals such as Accounting Today, AICPA's Tax Advisor, and Bloomberg Tax. Before joining KBKG, he worked at two of the Big Four accounting firms, helping to develop proprietary cost segregation software and advanced training programs. Today, Gian is a sought-after speaker who has educated thousands of CPAs and real estate professionals nationwide. In this episode, Gian and I dive into the world of cost segregation and its powerful role in boosting cash flow for real estate investors. We explore how accelerating depreciation can save investors significant money on taxes, why bonus depreciation is such a game-changer, and how even small property owners can benefit. Gian also shares insights into energy efficiency tax incentives, how technology and AI are making cost segregation more accessible, and why running real estate like a true business is the key to long-term wealth.   What You Will Learn: Who is Gian P. Pazzia, and how did he become one of the nation's leading experts in cost segregation? What exactly is cost segregation, and how can it accelerate depreciation to maximize investor cash flow? How has bonus depreciation reshaped the tax landscape for real estate owners? What practical examples show the impact of cost segregation on small and mid-size properties? How KBKG's software empowers everyday investors to take advantage of strategies once reserved for large institutional players. What energy efficiency tax incentives are available to multifamily investors and developers? Why treating real estate like a business—and leveraging the right tax strategies—is critical for building lasting wealth. Gian's story is proof that expertise, strategy, and innovation can transform the way investors approach real estate. Whether you're a new landlord with a duplex or a seasoned multifamily developer, this episode will give you practical tools to minimize taxes, maximize cash flow, and grow your portfolio more effectively.   Links & Resources: Email Address: gian.pazzia@kbkg.com Facebook: https://www.facebook.com/KBKGTaxIncentives/ X: https://twitter.com/KBKG LinkedIn: https://www.linkedin.com/company/kbkg/ Youtube: https://www.youtube.com/user/KBKGinc Discount for listeners: Use code MASSIVE2025 at checkout for 10% off KBKG's residential cost segregation software.   Attention Investors and Agents Are you looking to grow your business? Need to connect with aggressive like-minded people like yourself? We have all the right tools, knowledge, and coaching to positively effect your bottom line. Visit: Join GIA Team | The Global Investor Agent Team to see what we can offer and to schedule your FREE consultation! Our NEW book is out…order yours NOW! Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift? Get your copy here: https://amzn.to/3SV0khX   HEY! You should be in class this coming Monday (MNL). It's Free and packed with actions you should take now! Here's the link to register: https://us02web.zoom.us/webinar/register/WN_sNMjT-5DTIakCFO2ronDCg  

This week, Todd Lutsky breaks down how to limit your beneficiaries exposure to estate taxes, where assets go after a spouse dies with a irrevocable trust, and changing the owner of an account in a trust.

In this episode of the Real Estate Pros podcast, host Q Edmonds interviews Addison Thom, a seasoned expert in real estate investment. They discuss the tax advantages of real estate, the importance of accessibility for all investors, and the significance of understanding client needs. Addison shares insights on overcoming challenges in the industry, scaling operations for growth, and the critical role of trust in business relationships. The conversation emphasizes the importance of quality in construction and the need for alignment in partnerships.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

Welcome to the Know Your Numbers REI Podcast! In this episode, host Chris McCormack dives into the third of seven costly tax mistakes that many real estate investors and business owners make: ignoring depreciation.Chris, a CPA and certified tax planner, explains how leveraging depreciation can significantly reduce your tax burden and enhance your investment returns. He shares real-life examples, including a case where a couple missed out on a $160,000 tax benefit due to improper depreciation practices.If you're a real estate investor or a business owner looking to optimize your tax strategy, this episode is packed with valuable insights and actionable steps. Don't forget to follow and leave a review to help others discover the podcast!Stay tuned for more episodes as we continue to explore the most costly tax mistakes and how to avoid them. God bless you, and keep moving forward!••••••••••••••••••••••••••••••••••••••••••••➤➤➤ To become a client, schedule a call with our team➤➤ https://www.betterbooksaccounting.co/contact••••••••••••••••••••••••••••••••••••••••••••Connect with Chris McCormack on Social MediaFacebook: https://www.facebook.com/chrismccormackcpaLinkedIn: https://www.linkedin.com/in/chrismccormackcpaInstagram: https://www.instagram.com/chrismccormackcpaJoin our Facebook Group: https://www.facebook.com/groups/6384369318328034→ → → SUBSCRIBE TO BETTER BOOKS' YOUTUBE CHANNEL NOW ← ← ← https://www.youtube.com/@chrismccormackcpaThe Know Your Numbers REI 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.

This week's show is heavy on the estate planning content, discusses the foundational building blocks of portfolio construction, and delves into the current situation at the Fed.

In this episode of the Investor Fuel podcast, host Michelle Kesil interviews Chris McCormack, a tax planning expert specializing in helping real estate investors optimize their tax strategies. Chris shares his journey from working at a big four accounting firm to starting his own company, Better Books, which focuses on proactive tax planning. He discusses common tax myths, effective strategies for real estate investors, and the importance of bookkeeping. The conversation also touches on client engagement, service offerings, and the significance of building relationships in the business. Chris emphasizes the need for continuous learning and adapting to better serve clients, especially those just starting in real estate investing.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

4 Advanced WA State Estate Tax Strategies

Mark Kohler is a bestselling author, entrepreneur, attorney, CPA, and the founding and senior partner at KKOS Lawyers. Specializing in tax, legal, wealth, estate, and asset protection planning, Mark has helped thousands of small business owners and investors align their tax strategies with their real estate and business goals. He is also the host of The Main Street Business Podcast and Directed IRA Podcast, educating entrepreneurs on practical ways to build wealth and save taxes.    

Todd Pisarczyk and Nik Miner dive into Washington State's newly passed Senate Bill 5813 — and it's a big one. This legislation brings significant increases to capital gains and estate taxes for Washington residents. In this episode, we unpack what's in the bill, what it could mean for your financial future, and practical strategies that may help reduce the impact. We also explore specific planning opportunities for business owners who could be hit especially hard by these changes. If you live in Washington and want to stay ahead of the tax curve.

Click HERE to learn how to earn $10K/month in rental income & access 50% discount on RTR Academy⁠https://landing.renttoretirement.com/evg-masterclass-replayThis episode is sponsored by…AVAIL, BY REALTOR.COM:Manage your properties with the all-in-one platform for landlords! https://avail.co/renttoretirementBAM Capital:Get access to premium real estate assets with BAM Capital. Rent to Retirement's preferred multifamily partner. https://bamcapital.com/rtr/HEMLANE:Find better, more transparent property management with Hemlane at https://www.hemlane.com/lp/rent-to-retirement/BLUPRINT HOME LOANS:Get pre-approved with one of RTR's preferred lenders at https://bluprinthomeloans.com/renttoretirement/Want to know how to dramatically lower your taxes while building your real estate portfolio? In this episode of the Rent To Retirement Podcast, Adam Schroeder and Zach Lemaster sit down with cost segregation expert Steve to break down how accelerated depreciation and the new 100% bonus depreciation rules (2025–2029) can save you tens or even hundreds of thousands of dollars.

In this episode of the Real Estate Pro Show, host Erika welcomes Brett Swarts, founder of Capital Gains Tax Solutions, to discuss innovative tax strategies for real estate investors. Brett explains how the Deferred Sales Trust can help clients defer capital gains taxes and achieve truly passive income. He shares transformative client success stories, including strategies for navigating unique assets like Bitcoin. The conversation emphasizes the importance of building relationships and strategic partnerships in the real estate industry. Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

Send us a textTrump's Big Beautiful Bill just became law. What's actually in it? On July 4th, the biggest tax overhaul since 2017 was signed, and it's packed with big wins for business owners. 100% bonus depreciation, a permanent 20% QBI deduction, tax-free tips and overtime, and brand-new deductions most people haven't even heard of. Let's break down the Big Beautiful Bill line by line so you know exactly what's changing, what's temporary, and how to use it to slash your tax bill before the window closes.

In this episode of Rising Anxieties, Mariann Sullivan dives into the latest concerns from the animal agriculture industry—and what’s concerning us about them. From beef producers lobbying for the “Big Beautiful Bill” that would allow them to pass on up to $30 million tax-free to their heirs, to the American Butter Institute’s meltdown over Country Crock’s dairy-free products, the industry’s anxieties…

Want to keep more of your hard-earned real estate profits? In this episode of Wise Investor Segment, host Matty A. breaks down two of the most powerful (yet underutilized) tax strategies in real estate: cost segregation and bonus depreciation.Discover how savvy investors legally accelerate depreciation, dramatically reduce their taxable income, and unlock massive cash flow—all without buying more properties. Whether you're a seasoned investor or just breaking into the commercial space, mastering these strategies could save you hundreds of thousands—or even millions—over time.Episode Sponsored By:Discover Financial Millionaire Mindcast Shop: Buy the Rich Life Planner and Get the Wealth-Building Bundle for FREE! Visit: https://shop.millionairemindcast.com/CRE MASTERMIND: Visit myfirst50k.com and submit your application to join!FREE CRE Crash Course: Text “FREE” to 844-447-1555