Podcasts about estate tax

In this episode, Cody Crabb interviews Jason Melillo, CEO of KBKG, about how real estate investors can leverage cost segregation and tax strategies to maximize cash flow and reduce taxes. They explore practical tips for investors at all levels, including how to implement cost segregation, the benefits of 1031 exchanges, and common pitfalls to avoid.   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 episode, real estate tax strategist and lawyer Marc Hyman shares insights on maximizing tax benefits for real estate investors, the importance of planning for contingencies, and leveraging networks for success.   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   —--------------------

The “Henssler Money Talks” hosts tackle a listener question about inheriting and gifting money. From estate taxes and inheritance taxes to annual gift exclusions and lifetime exemptions, we'll explain what the rules are — and just as importantly, what they aren't. Learn how annual gift exclusions, lifetime exemptions, carryover basis, and step-up in basis rules can affect your family's financial future. Original Air Date: May 30, 2026Read the Article: https://www.henssler.com/the-tax-rules-that-shape-your-legacy

Some financial decisions come with clear answers. Others require balancing risks, opportunities, and a healthy dose of uncertainty. In our episode “May 30, 2026: Mortgages, Money Transfers & Monetary Policy,” we explore three areas where the right decision depends as much on context as it does on the numbers — from adjustable-rate mortgages and wealth transfers to the Federal Reserve's ongoing fight against inflation.Adjustable-rate mortgages are making a comeback, but this isn't a repeat of the housing bubble era. With special guest Shanna Squires from Henssler Mortgage Advisors, we break down how today's ARMs differ from the products that helped fuel the financial crisis, why some homebuyers are turning to them in a world of elevated mortgage rates, and whether they represent a smart strategy or a risky gamble on lower rates ahead.Next, we tackle a listener question about inheriting and gifting money. From estate taxes and inheritance taxes to annual gift exclusions and lifetime exemptions, we'll explain what the rules actually are—and just as importantly, what they aren't. If you've ever wondered how families can pass wealth to the next generation without creating unnecessary tax headaches, this conversation is for you.Finally, we examine a question many investors are asking: What happens when inflation is driven by supply shortages rather than consumer demand? With oil prices and geopolitical tensions once again influencing inflation expectations, we discuss the limits of Federal Reserve policy, why interest rates remain the Fed's primary tool, and the difficult tradeoffs policymakers face when fighting inflation that may be originating far outside their control.Join hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, and Kelly-Lynne Scalice, a seasoned communicator and host, on Henssler Money Talks as they explore key financial strategies to help investors navigate market uncertainty. Henssler Money Talks — May 30, 2026  |  Season 40, Episode 22Timestamps and Chapters3:48: ARMs: Smart Strategy or Warning Sign?18:08: Passing Down Wealth Without Passing Down Problems34:11: Fighting Inflation With the Wrong Tools? Follow Henssler:  Facebook: https://www.facebook.com/HensslerFinancial/ YouTube:  https://www.youtube.com/c/HensslerFinancial LinkedIn: https://www.linkedin.com/company/henssler-financial/ Instagram: https://www.instagram.com/hensslerfinancial/ TikTok: https://www.tiktok.com/@hensslerfinancial?lang=en X: https://www.x.com/hensslergroup “Henssler Money Talks” is brought to you by Henssler Financial. Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/ 

In this episode, Jewel sits down with Sharif J. Small to break down how business acquisitions, commercial real estate, and tax strategy work together as a unified play for building and sustaining generational wealth. Drawing from his experience advising entrepreneurs and acquiring businesses himself, Sharif reveals why buying existing, cash-flowing businesses—rather than starting from scratch—creates immediate leverage with lenders, stronger operational foundations, and faster paths to scale. From structuring deals with separate entities for the business and the real estate to leveraging depreciation, cost segregation, and financing strategies to reduce tax liability, this conversation unpacks the mechanics behind how wealth is actually built and preserved. Packed with practical insight on becoming “capital ready,” assembling the right advisory team, and multiplying assets over time, this episode gives Black executives a clear blueprint for transitioning from operator to owner and turning income into long-term, scalable wealth.   Join us ➡️ Black Executive Men on Linkedin ➡️ Apply here for Black Executive Men

In this episode, CPA Greg Seay shares expert insights on tax strategies for real estate investors, including short-term rental loopholes, real estate professional status, and cost segregation. Perfect for high-income earners and real estate enthusiasts looking to optimize their tax savings and build wealth.   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   —--------------------

Unless you're listening to this while flying in your own Gulfstream, federal estate taxes probably aren't something you need to worry about. In 2026, they only apply to estates over $15 million, or $30 million for married couples, so they impact a very small percentage of people. But state-level estate and inheritance taxes are a different story. In this episode, we break down how these lesser-known taxes work, which states still impose them, and why they can catch even well-prepared retirees off guard. While many states have eliminated these taxes to keep retirees from leaving, 12 states plus Washington, D.C. still have estate taxes, and five have inheritance taxes. Maryland is the only state that has both. If your goal is to pass on wealth efficiently, where you live could matter more than you think. Although this show does not provide specific tax, legal, or financial advice, you can engage Devin or John through their individual firms. 

If you own real estate, want to start investing, or have ever wondered what really qualifies as a write-off, this episode is for you. I'm answering real-life questions from my students and breaking down powerful, overlooked strategies that could save you thousands in taxes. From ADU deductions and Airbnb structuring to gifting properties to family—this episode is packed with clarity, compliance tips, and must-know tax moves.  In this episode, I'm unpacking questions like: Can you build an ADU and write it off as an office? Are fixer-upper renovations tax deductible for interior designers? Can rental losses offset your day job income? Do property expenses count even if you didn't rent it out yet? Bought your mom a house? Here's how to do it the right way What happens when you open an LLC after you've already bought rental properties? Why your mindset about “refunds” and “losses” might be costing you big time

Yonah Weiss shares insights on cost segregation, building a personal brand in real estate, and the importance of relationships in the industry. Learn how to leverage powerful tax strategies and grow your real estate business effectively.     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   —--------------------

Gov. Bob Ferguson signed a new law repealing last year's estate tax hike, returning Washington's top rate to 20%. The reversal follows concerns about wealthy residents relocating and leads to a projected $340 million revenue dip for education. https://www.clarkcountytoday.com/news/gov-ferguson-signs-law-to-undo-wa-estate-tax-increase-enacted-last-year/ #WashingtonState #BobFerguson #estateTax #publicschools #statebudget #EducationLegacy #politics #taxpolicy #legislature #WashPol

This Day in Legal History: Exxon ValdezOn March 24, 1989, the oil tanker Exxon Valdez ran aground on Bligh Reef in Alaska's Prince William Sound, spilling millions of gallons of crude oil into the surrounding waters. The disaster quickly became one of the most devastating environmental crises in United States history, contaminating vast stretches of coastline and severely impacting wildlife and local communities. In the immediate aftermath, attention turned not only to cleanup efforts but also to the legal consequences for Exxon. Federal and state authorities pursued claims under environmental statutes, while thousands of private plaintiffs, including fishermen and Alaska Natives, filed civil lawsuits seeking compensation for economic and ecological harm.The litigation that followed raised complex questions about corporate responsibility and the scope of damages available under maritime law. A central issue was whether punitive damages—intended to punish especially reckless conduct—could be imposed on Exxon for the actions of the ship's captain. The case eventually reached the U.S. Supreme Court in Exxon Shipping Co. v. Baker, where the Court addressed the proper limits of punitive damages in maritime cases. In a closely watched decision, the Court reduced the punitive damages award, holding that it should be roughly equal to the compensatory damages awarded to plaintiffs.This ruling had lasting implications for how courts evaluate excessive punitive damages and balance punishment with fairness to defendants. Beyond the courtroom, the spill prompted Congress to pass the Oil Pollution Act of 1990, which strengthened federal authority to prevent and respond to oil spills. The Act also expanded liability for companies and created a trust fund to ensure prompt cleanup and compensation. Together, the disaster and its legal aftermath reshaped environmental regulation, corporate accountability, and the development of modern tort law in the United States.The U.S. Supreme Court is preparing to hear arguments on whether the Trump administration can limit the processing of asylum claims at the U.S.-Mexico border. At the center of the case is a policy known as “metering,” which allowed immigration officials to turn away asylum seekers when border facilities were considered too overwhelmed to handle additional applications. This policy had been used in a more informal way starting in 2016 and was formalized during Trump's first term, before being rescinded by President Joe Biden in 2021.The legal dispute focuses on how to interpret federal law requiring that migrants who “arrive in the United States” be allowed to apply for asylum and be inspected by immigration officials. A key question is whether individuals stopped on the Mexican side of the border can be considered to have “arrived” under the statute. A federal appeals court previously ruled that the government must process asylum seekers even if they are waiting at official border crossings, finding that the metering policy violated the law.The Trump administration disagrees, arguing that “arriving” requires actually entering U.S. territory, not merely approaching it. Officials have indicated they may reinstate the policy if conditions at the border justify doing so. The case, originally brought by an advocacy group, could significantly shape how asylum law is applied at the border.This dispute highlights a broader pattern of ongoing legal battles over immigration policy before the Supreme Court. The Court has recently sided with Trump in several emergency rulings on related issues, including deportation practices and limits on temporary protected status. Additional cases involving birthright citizenship and protections for certain migrant groups are also scheduled for review.US Supreme Court to weigh Trump's power to limit asylum processing | ReutersThe Trump administration has opened two new federal investigations into Harvard University, intensifying its broader scrutiny of elite U.S. schools. The Department of Education's civil rights office is examining whether Harvard violated federal law by discriminating based on race, color, or national origin. One investigation focuses on whether the university continues to use race in admissions despite the Supreme Court's 2023 decision ending affirmative action. The second probe looks into allegations of antisemitism on campus, following reports that both Jewish and Muslim students experienced harassment.Harvard has denied wrongdoing, stating it complies with the law and is taking steps to address discrimination while defending its institutional independence. These new investigations add to ongoing legal conflict between the federal government and the university. The administration has already filed lawsuits seeking financial penalties and documents related to admissions practices, while negotiations to resolve the disputes have stalled.The probes are part of a wider campaign by the Trump administration targeting universities over issues such as campus protests, diversity initiatives, and federal funding. Critics argue these actions threaten academic freedom, free speech, and student privacy, while supporters say they are necessary to enforce civil rights laws. Some settlements with other universities, including large financial payments, have raised concerns about setting precedent for costly agreements.Trump administration launches more probes into Harvard | ReutersThe National Collegiate Athletic Association has filed a lawsuit against DraftKings, accusing the company of improperly using trademarks tied to its college basketball tournament. The dispute centers on well-known phrases such as “March Madness,” “Final Four,” “Elite Eight,” and “Sweet Sixteen,” which the NCAA argues are being used without authorization in DraftKings' betting promotions. The lawsuit, filed in federal court, seeks to stop DraftKings from using these terms and also requests monetary damages.The NCAA claims that DraftKings' marketing falsely suggests a connection or endorsement between the organization and the betting platform, which it says harms its reputation. It also argues that sports betting—especially “prop bets” focused on individual player performance—can threaten the integrity of games and expose student-athletes to harassment or undue pressure. The NCAA has long opposed partnerships with gambling companies for these reasons.DraftKings disputes the claims, arguing that its use of the terms is descriptive and protected under the Constitution, rather than a violation of trademark law. The company maintains it is simply identifying the events on which users can place bets.This case comes amid a surge in sports betting, with billions of dollars expected to be wagered on the tournament, and reflects broader tensions between sports organizations and the gambling industry.NCAA sues to block DraftKings from using ‘March Madness' trademarks | ReutersIn my Bloomberg column this week, I examine New York City Mayor Zohran Mamdani's proposal to sharply lower the state's estate tax exemption to $750,000 and the broader issue it raises about how the U.S. tax system treats inherited wealth. I argue that Mamdani is right to highlight a fundamental imbalance: wealth passed down across generations is often taxed more lightly than income earned through work. However, I contend that his current proposal is poorly targeted and risks burdening middle-class households, particularly in a high-cost market like New York, where even modest homes can exceed the proposed threshold.I explain that estate taxes are one of the few tools available to address intergenerational wealth concentration, but they must be carefully designed to avoid unintended consequences. A major flaw in the proposal is its low exemption level, which could capture asset-rich but cash-poor individuals, forcing difficult financial decisions such as selling homes or small businesses. I also highlight a structural problem in New York's existing estate tax system—the so-called “cliff”—where slightly exceeding the exemption can trigger taxes on the entire estate, creating sharp and arbitrary increases in liability.I note that this cliff encourages costly estate planning strategies that do little to benefit the broader economy while allowing those with resources to minimize their tax burden. Expanding the tax without fixing this issue would likely worsen these inefficiencies and inequities. While critics argue that higher estate taxes could drive wealthy residents out of the state, I suggest that the real issue is not whether to tax inherited wealth, but how to do so effectively.I conclude that a better approach would involve lowering the exemption more moderately, eliminating the estate tax cliff, and focusing higher tax rates on very large estates in the tens of millions. I also suggest policymakers consider special rules for illiquid assets like primary residences and closely held businesses. Overall, I argue that estate taxes can play a meaningful role in reducing dynastic wealth—but only if they are structured in a way that is fair, predictable, and politically sustainable.Mamdani's NY Estate Tax Exemption Should Target Dynastic Wealth This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.minimumcomp.com/subscribe

Today, Nicole debunks the most viral myths about inheritance and gift taxes, and walks you through exactly how these taxes work, when they actually kick in, and the totally legal strategies wealthy families use to pass on as much as possible to their heirs. Nicole breaks down the difference between gift tax, estate tax, and inheritance tax; explains the $19,000 annual gift exclusion and the $15 million lifetime exemption; and covers the states that will still come after you even when the IRS won't. Then she gets into the tools the ultra-wealthy use, like irrevocable trusts and Family Limited Partnerships, to legally minimize what they owe. Plus, she shares one simple, free move that anyone can make right now to protect their family's inheritance… no lawyer required. Check out Nicole's financial literacy course The Money School  Find a Financial Advisor or Financial Coach from Nicole's company Private Wealth Collective Watch video clips from the pod on Money Rehab's Instagram and Nicole Lapin's Instagram Here's what Nicole covers today:  00:00 Are You Ready for Some Money Rehab?  00:18 Why TikTok's Inheritance Advice Is Wrong  00:53 Gift Tax 101: The $19,000 Annual Exclusion  02:24 Gift Splitting for Married Couples  02:48 The $15 Million Lifetime Exemption Explained  04:21 Estate Tax vs. Inheritance Tax: What's the Difference?  05:25 Which States Have Inheritance Tax?  05:47 How the Wealthy Minimize Estate Taxes 06:09 Irrevocable Trusts Explained  06:51 Family Limited Partnerships Explained  07:43 The IRS Isn't Out to Get You — But It Won't Help You Either  08:04 Tip You Can Take Straight to the Bank All investing involves the risk of loss, including loss of principal. This podcast is for informational purposes only and does not constitute financial, investment, or legal advice. Always do your own research and consult a licensed financial advisor before making any financial decisions or investments.

Mark J. Kohler is a CPA, Senior Partner at KKOS Lawyers, Co-Founder of Directed IRA, and bestselling author who has spent over 25 years helping small business owners and entrepreneurs build wealth and minimize taxes. With more than 10,000 client consultations, he is widely recognized as a leading tax and legal expert, featured in major outlets like CNBC, Bloomberg, and The Wall Street Journal. Through his books, YouTube channels, and live trainings, Mark simplifies complex financial strategies for millions, while also training thousands of advisors through his Main Street Tax Professional Certification. His mission is to empower everyday business owners with the tools, knowledge, and confidence to achieve financial freedom and long-term success.   Here's some of the topics we covered:   How a CPA built a powerhouse career helping entrepreneurs and real estate investors win Why almost every wealthy client quietly invests in real estate From cleaning buildings to mastering commercial real estate wealth strategies The "Trifecta" blueprint the wealthy use The truth about asset protection most investors get completely wrong The hidden mistakes that can destroy your LLC protection  The new government reporting rule that could expose real estate owners and what you must know   To find out more about partnering or investing in a multifamily deal: Text Partner to 72345 or email Partner@RodKhleif.com  For more about Rod and his real estate investing journey go to www.rodkhleif.com

Check the episode transcript hereABOUT STEPHEN MORELStephen Morel is the Founder and CEO of JurisDeed, a New Orleans -based PropTech startup that's democratizing access to tax lien investing. As a title attorney with 20 years of experience in property law. After Hurricane Katrina destroyed his home in 2005, Stephen rebuilt it with his own hands while simultaneously launching his legal practice. That experience revealed how broken and inaccessible the distressed property system was for everyday investors, inspiring him to create JurisDeed.  He serves on the Louisiana State Law Institute's Tax Sales Committee and co-authored a complete re-draft of Louisiana's delinquent tax collection system. THIS TOPIC IN A NUTSHELL: ·        Stephen's journey from property law ·        What is tax lien investing, and why it matters·        How tax liens differ from tax deeds·        Tax sale industry and institutional players·        Diving into distressed property solutions·        The post-Katrina backlog of tax deed properties ·        Creating systems for tax deed properties ·        Title Insurances and Distressed Inventory·        Tax lien investing after purchase·        How JurisDeed is built to simplify workflows·        Making tax sale investing more accessible ·        Startup lessons on solving real customer problems   KEY QUOTE:  “Tax lien investing is powerful because it's secured by real estate and backed by a system counties depend on.”   ABOUT THE WESTSIDE INVESTORS NETWORK   The Westside Investors Network is your community for investing knowledge for growth. For real estate professionals by real estate professionals. This show is focused on the next step in your career... investing, for those starting with nothing to multifamily syndication.     The Westside Investors Network strives to bring knowledge and education to real estate professionals that is seeking to gain more freedom in their life. The host AJ and Chris Shepard, are committed to sharing the wealth of knowledge that they have gained throughout the years to allow others the opportunity to learn and grow in their investing. They own Uptown Properties, a successful Property Management, and Brokerage Company. If you are interested in Property Management in the Portland Metro or Bend Metro Areas, please visit www.uptownpm.com. If you are interested in investing in multifamily syndication, please visit www.uptownsyndication.com.     We would like to thank our Sponsors:  OffsitePros and MyMoneyWorksForMe  #RealEstateInvesting #TaxLienInvesting #TaxDeedInvesting #TaxSaleInvesting #RealEstateInvestor #PropertyInvesting #InvestorEducation #PassiveIncome #WealthBuilding #RealEstateWealth #InvestmentStrategy #RealEstatePodcast #PropertyInvestment #CashFlowInvesting #AlternativeInvesting #DistressedProperties #TitleInsurance #ForeclosureInvesting #LandInvesting #CommercialRealEstate #RentalPropertyInvesting #InvestorMindset #RealEstateOpportunities #AssetBasedInvesting #FinancialFreedom #RealEstateProfessionals #SmartInvesting #InvestmentOpportunities #BuildWealthThroughRealEstate #RealEstateEducation  CONNECT WITH STEPHEN MOREL:Website: https://www.jurisdeed.com LinkedIn: https://www.linkedin.com/in/stephenmorel-jd  https://www.linkedin.com/company/jurisdeed   CONNECT WITH US   For more information about investing with AJ and Chris:  ·    Uptown Syndication | https://www.uptownsyndication.com/  ·    LinkedIn | https://www.linkedin.com/company/71673294/admin/   For information on Portland Property Management:  ·    Uptown Properties | http://www.uptownpm.com  ·    Youtube | @UptownProperties     Westside Investors Network  ·    Website | https://www.westsideinvestorsnetwork.com/  ·    Twitter | https://twitter.com/WIN_pdx  ·    Instagram | @westsideinvestorsnetwork  ·    LinkedIn | https://www.linkedin.com/groups/13949165/  ·    Facebook | @WestsideInvestorsNetwork  ·    Tiktok| @WestsideInvestorsNetwork  ·    Youtube | @WestsideInvestorsNetwork  

In this episode of the podcast, Vinney Chopra sits down with Koby Clark and Ryan Beckett, co-founders of Beckett Clark Private Wealth, to discuss the fundamentals of building long-term wealth through disciplined investing, financial planning, and real estate strategy. Koby Clark is a Private Wealth Advisor who helps individuals and families build diversified investment portfolios across equities, real estate, and alternative assets. Ryan Beckett is a CPA and tax strategist with extensive experience advising real estate investors, business owners, and entrepreneurs on tax-efficient wealth planning. Together, they break down the biggest investing mistakes people make, why emotional decisions during market downturns can destroy wealth, and how smart investors stay disciplined when markets fluctuate. Vinney, Koby, and Ryan also discuss practical strategies for people just starting their investing journey—whether through stocks, real estate, or passive investment vehicles—and why diversification and long-term planning are key to financial freedom. In this conversation, you'll learn:

In this episode, Michael Glaspie shares his journey from problem solving and real estate investing to becoming a fractional CFO and tax strategist. Discover how proactive bookkeeping, understanding tax nuances, and leveraging industry expertise can help real estate professionals grow profitably and avoid costly mistakes.   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 Part 2 of The Norris Group Real Estate Podcast, host Joey Romero continues the conversation with Keystone CPA managing partners Amanda Han and Matt MacFarland.They break down powerful tax strategies for real estate investors, explaining why tax planning should be a forward-looking strategy rather than just filing returns. The discussion explores how investors can use deductions, entity structuring, cost segregation, and evolving tax strategies as they scale their portfolios.The guests also discuss the growing role of artificial intelligence in tax research, emphasizing that while AI can assist with research and preparation, investors still need professional expertise to verify information and build personalized strategies. Through real-world success stories, they illustrate how strategic tax planning can dramatically reduce tax liabilities—even for clients with large windfalls or extensive real estate portfolios.Amanda Han and Matthew MacFarland are CPAs and Managing Directors with more than two decades of experience in tax planning and advisory for real estate investors and high-net-worth individuals. Amanda, a UNLV graduate and seasoned real estate investor, is the author of several bestselling tax strategy books and has shared her expertise on platforms including Money Magazine, Google Talks, and CNBC. Matt, who earned his accounting degree from UCLA and a Master's in Taxation from USC, is the author of The Book on Advanced Tax Strategies for Real Estate Investors and a frequent speaker on real estate tax planning. Together, they help investors build wealth through proactive and strategic tax planning.In This EpisodeWhy tax planning should start before the tax year begins, not when filing returnsHow real estate investors can maximize deductions and overlooked expensesThe right time to consider cost segregation and entity restructuringHow AI tools are changing tax research—and why investors still need expert CPAsStrategies investors can use to scale portfolios while minimizing taxesReal stories of clients paying little to no taxes through strategic planningAdvice on teaching financial literacy and investing to childrenThe mission behind Animals for Armed Forces FoundationThe Norris Group originates and services loans in California and Florida under California DRE License 01219911, Florida Mortgage Lender License 1577, and NMLS License 1623669.  For more information on hard money lending, go www.thenorrisgroup.com and click the Hard Money tab.Video LinkRadio Show

In this episode Brian and Jeff discuss sequence risk, fix it by separating. Also, Washington's 35% estate tax. 

In this episode, Joey Romero sits down with Matt MacFarland and Amanda Han of Keystone CPA to explore the tax strategies real estate investors need to know. From cost segregation and bonus depreciation to real estate professional status and the short-term rental loophole, the conversation breaks down complex tax concepts into practical insights. Matt and Amanda also share how they transitioned into working with real estate investors and why staying ahead of changing tax laws is critical for both CPAs and investors.Amanda Han and Matthew MacFarland are CPAs and Managing Directors with more than two decades of experience in tax planning and advisory for real estate investors and high-net-worth individuals. Amanda, a UNLV graduate and seasoned real estate investor, is the author of several bestselling tax strategy books and has shared her expertise on platforms including Money Magazine, Google Talks, and CNBC. Matt, who earned his accounting degree from UCLA and a Master's in Taxation from USC, is the author of The Book on Advanced Tax Strategies for Real Estate Investors and a frequent speaker on real estate tax planning. Together, they help investors build wealth through proactive and strategic tax planning.In this episode:Joey welcomes Matt MacFarland and Amanda Han of Keystone CPA.How Keystone CPA helps investors navigate tax strategy and long-term financial planning.The journey from traditional accounting to specializing in real estate investor tax planning.Common tax planning mistakes real estate investors make and how proactive strategies can improve outcomes.Why CPAs must constantly adapt to evolving tax laws and industry changes.How bonus depreciation affects cost segregation strategies for real estate investors.A breakdown of the requirements for qualifying as a real estate professional, including material participation hours.An explanation of the short-term rental loophole and how some investors use it for tax advantages.The Norris Group originates and services loans in California and Florida under California DRE License 01219911, Florida Mortgage Lender License 1577, and NMLS License 1623669.  For more information on hard money lending, go www.thenorrisgroup.com and click the Hard Money tab.Video LinkRadio Show

The WA Estate Tax Trap for Out-of-State Property

The I Love CVille Show headlines: CVille City Manager Wants Real Estate Tax Rate Spike CVille City Proposed Budget is $279M For Fiscal Yr 2027 100+ People Lose Jobs At Zamma Corp In Orange, VA Video: Louisa Supervisors v Taxpayer Royal Rumble Friedman-Shuttered Sushi Joint Offering Knife Sharpening Critics Maintain Objections To SROs In CVille Schools Katie & Ben Mullins + Chris Coiner On Show 3/4 Need CVille Office & Commercial Space, Contact Jerry 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.

Is The WA Estate Tax Going Back Down?

In this episode of the Real Estate Pros podcast, host Micah Johnson interviews Nathan Guilford, an experienced real estate investor who transitioned from the American market to investing in Spain. Nathan shares his journey of investing in various properties, the differences he encountered in the Spanish real estate market, and the importance of building a reliable team to navigate the complexities of international investing. He discusses the challenges and fears he faced, particularly regarding tax implications and the need for local expertise. The conversation highlights the benefits of living in the community where one invests and the value of hands-on management in real estate.   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   —--------------------

Analysis of Trump Accounts under Section 530A, including eligibility, contribution limits, gift tax concerns, IRA conversion rules, and comparison to Section 529 plans. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers professionals best practice advice, insights, and commentary on subjects that affect the profession and clients. Learn more in this podcast.

Love the show? Subscribe, rate, review, and share!Here's How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions TwitterCapital Gains Tax Solutions Linked In

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

Join an active community of RE investors here: https://linktr.ee/gabepetersen

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!

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, 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   —--------------------

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   —--------------------

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. ...

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  

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

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.