Podcasts about pllc

In this week's episode of the Tax Smart REI Podcast, Thomas Castelli and Ryan Carriere, CPA, put ChatGPT to the test to answer a question that's on the minds of many real estate investors: Can AI actually replace your tax advisor? Key topics covered: - Where AI like ChatGPT performs well and where it fails - Real-time testing of ChatGPT on short-term rental strategies - Common AI mistakes on REPS, depreciation, and passive loss rules - A new listener question ChatGPT got both right and wrong - Why nuanced tax strategy still requires a real human advisor - How IRS regulations trip up AI systems - Real examples where relying on ChatGPT could lead to audit risk Plus, Thomas shares a fresh, real-world test he ran through ChatGPT just hours after recording and breaks down exactly where it gave conflicting answers. If you're using AI to guide your tax decisions, this is an episode you don't want to miss. To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6 Subscribe to REI Daily & Enter to Win a FREE Strategy Call: go.therealestatecpa.com/41JuQBX The Tax Smart Real Estate Investors podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests.

Jake Gilbreath meets with his previous client Elisabeth to discuss her time being a client of Walters Gilbreath, PLLC. Jake and Elisabeth recap Elisabeth's enforcement and modification cases and Elisabeth details what she learned through the process, resources she found helpful during her case and what was important to her in an attorney/client relationship. If you are interested in hiring our firm for your Texas family law matter, email us at podcast@waltersgilbreath.com or visit us at www.waltersgilbreath.com. 

About the Speakers:Dr. Thureiyya K. Rodriguez, DHA, MSN, CWOCN, has over two decades of experience in healthcare and specializes in wound, ostomy, and continence nursing. Dr. Rodriguez's experience spans beyond inpatient and outpatient nursing. She has an extensive range of knowledge and expertise in staffing methodology and leadership nursing. Dr. Rodriguez's experience in nursing practice and healthcare administration, combined with her tenure in both federal and private healthcare sectors, equips her to offer comprehensive and tailored solutions. Dr. Rodriguez has peer-reviewed publications in Nursing Made Incredibly Easy and is an active peer reviewer for Wolters-Kluwer: Advances in Skin and Wound Care. She is actively involved in the Northeast Region WOCN (NER WOCN) and National Society of Leadership and Success (NSLS). She is the owner of Thureiyya Rodriguez RN, PLLC and North-Browne Consulting Services.Katie Cesario, MA, RN, CWOCN, became a nurse in 2005 after obtaining her BSN from Pace University. She started her career at Visiting Nurse Service of New York as a public health nurse intern. In 2009, she received her Master's Degree in Nursing Education from Pace University and soon after took a position as Orientation Nurse Instructor at VNSNY. In 2013, she studied at the Cleveland Clinic to become a Wound, Ostomy, Continence Nurse. In 2015, she took a WOC nurse position at New York Presbyterian, Columbia University Medical Center. In September 2018, she joined the WOC nurse team at NYP, Brooklyn Methodist Hospital. She held the Secretary position for the Metro NY Affiliate of the WOCN Society from January 2021-December 2022. Since 2019, she has served on the skin and wound care advisory board for Coloplast. Presently, she is embarking on a new path in her career by starting her own private nursing business for wound and ostomy patients and their caregivers, Katherine Cesario RN, PLLC. In this new role, she is most excited to combine her background in home care and education with her dedication to help people living with wounds and ostomies.Editing and post-production work for this episode was provided by The Podcast Consultant.

In this week's episode of the Tax Smart REI Podcast, Thomas Castelli and Ryan Carriere, CPA, dive deep into Partial Asset Dispositions (PADs), a powerful but often overlooked tax strategy that can unlock substantial savings for real estate investors during renovations. Key topics covered: - What a partial asset disposition (PAD) is and how it works - When and how to claim a PAD on your tax return - Using cost segregation studies to support PAD calculations - Real-life case studies, including one client who saved over $2 million - When PAD losses are passive vs. non-passive - Why traditional CPAs rarely take advantage of this strategy - How to spot missed PAD opportunities in your depreciation schedule Plus, Thomas and Ryan explain which types of renovations typically qualify and how to make sure your CPA isn't leaving valuable deductions on the table. To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6 Subscribe to REI Daily & Enter to Win a FREE Strategy Call: go.therealestatecpa.com/41JuQBX The Tax Smart Real Estate Investors podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests.

Respiratory Syncytial Virus (RSV) significantly impacts adults, especially those over age 60 and those with chronic conditions.In this podcast, nurse practitioners Drs. Carrico and Stevenson discuss the underestimated burden of RSV. The podcast also explores practical strategies for increasing vaccine uptake that you can apply to your practice starting today so that you can protect your patients against RSV.Listen as they discuss:The Burden of Adult RSVRSV Vaccines for Adults: Data and RecommendationsRSV Vaccine UptakePractical Strategies to Increase RSV Vaccine Uptake Faculty:Dr. Ruth Carrico is a family nurse practitioner and senior consultant with Carrico & Ramirez, PLLC focused on infectious diseases, infection prevention and control, and vaccinology.  She is based in Louisville, Kentucky and is a Professor, adjunct faculty, with the University of Louisville School Medicine, Division of Infectious Diseases. Dr. Carrico has received training specific for healthcare epidemiology at the Centers for Disease Control and Prevention (CDC) in conjunction with the Rollins School of Public Health at Emory University in Atlanta and the Society for Healthcare Epidemiology of America (SHEA). Dr. Carrico has worked in the field of infectious diseases and infection control for more than thirty years.  Dr. Carrico also maintains a clinical practice focused on vaccines, vaccination, and immunization processes.Dr. Audrey M. Stevenson is a family nurse practitioner with over 40 years of clinical, public health, and leadership experience. Dr. Stevenson, who holds a master of public health and master of nursing degrees, received her doctorate in public health from the University of Utah. She formerly worked in public health for over 34 years and was the former Division Director of Family Health and Clinical Services of the Salt Lake County Health Department in Salt Lake City, Utah. She currently works as a consultant and teaches graduate FNP and MPH students at two universities. Dr. Stevenson is also a member of the statewide vaccine advisory board, where she collaborates on vaccine policies and recommendations for the state. Previously, Dr. Stevenson served as Vaccination Branch Director for the COVID-19 Incident Command for Salt Lake County, where she directed the vaccination strategies for 1.2 million residents of Salt Lake County. She has been a vaccine champion for over 30 years. Learn more:Download this practical infographic to help you integrate RSV vaccination into your clinical practice.https://bit.ly/43mzacqFor more information for nurses, subscribe to the PCE podcast channel on your favorite player! 

Respiratory Syncytial Virus (RSV) significantly impacts adults, especially those over age 60 and those with chronic conditions.In this podcast, nurse practitioners Drs. Carrico and Stevenson discuss the underestimated burden of RSV. The podcast also explores practical strategies for increasing vaccine uptake that you can apply to your practice starting today so that you can protect your patients against RSV.Listen as they discuss:The Burden of Adult RSVRSV Vaccines for Adults: Data and RecommendationsRSV Vaccine UptakePractical Strategies to Increase RSV Vaccine UptakeFaculty:Dr. Ruth Carrico is a family nurse practitioner and senior consultant with Carrico & Ramirez, PLLC focused on infectious diseases, infection prevention and control, and vaccinology.  She is based in Louisville, Kentucky and is a Professor, adjunct faculty, with the University of Louisville School Medicine, Division of Infectious Diseases. Dr. Carrico has received training specific for healthcare epidemiology at the Centers for Disease Control and Prevention (CDC) in conjunction with the Rollins School of Public Health at Emory University in Atlanta and the Society for Healthcare Epidemiology of America (SHEA). Dr. Carrico has worked in the field of infectious diseases and infection control for more than thirty years.  Dr. Carrico also maintains a clinical practice focused on vaccines, vaccination, and immunization processes.Dr. Audrey M. Stevenson is a family nurse practitioner with over 40 years of clinical, public health, and leadership experience. Dr. Stevenson, who holds a master of public health and master of nursing degrees, received her doctorate in public health from the University of Utah. She formerly worked in public health for over 34 years and was the former Division Director of Family Health and Clinical Services of the Salt Lake County Health Department in Salt Lake City, Utah. She currently works as a consultant and teaches graduate FNP and MPH students at two universities. Dr. Stevenson is also a member of the statewide vaccine advisory board, where she collaborates on vaccine policies and recommendations for the state. Previously, Dr. Stevenson served as Vaccination Branch Director for the COVID-19 Incident Command for Salt Lake County, where she directed the vaccination strategies for 1.2 million residents of Salt Lake County. She has been a vaccine champion for over 30 years. Learn more:Download this practical infographic to help you integrate RSV vaccination into your clinical practice.https://bit.ly/43mzacqFor more information for nurses, subscribe to the PCE podcast channel on your favorite player! 

What is the Broadband Equity, Access, and Deployment (BEAD) Program, how did it originate, and where do we currently stand? Join us for this episode where industry experts unpack the BEAD program, the policy change to allow for performance bonds as an alternative to letters of credit for required security, and what surety professionals need to know and consider. You'll hear how surety professionals can approach BEAD grant recipients and internet service providers so they understand the advantages of bonding. Check out the BEAD Program Surety Bond Information Kit mentioned during this episode and subscribe to NASBP's Focal Point to stay up-to-date on BEAD and other key legislative and regulatory developments related to surety. With special guests: Lawrence LeClair, Director, Government Relations, NASBP, Philip Macres, Principal, Klein Law Group, PLLC, Cory Sanderson, Home Office Underwriting Manager, The Hartford, and Joseph Henson, Senior Consultant, Widelity Hosted by: Kat Shamapande, Director, Professional Development, NASBP and Mark McCallum, CEO, NASBP Sponsored by EMC Bond!

In this episode of the Tax Smart REI Podcast, Thomas, Justin, and Ryan break down the most common (and costly) mistakes we see from other CPAs and the massive tax savings real estate investors are missing because of them. Tune in to learn: - Why electing out of bonus depreciation without knowing it can cost you tens of thousands - How improperly classifying repairs vs. improvements could trigger an audit or shrink your deductions - The overlooked grouping strategy that saved one client $150K+ in a single year - What really happens when CPAs misuse the Augusta Rule (and how to do it right) - How a "medical tax specialist" cost a client over $100K in phantom tax savings—and exposed them to penalties If you're working with a CPA who doesn't specialize in real estate, this episode might just save you from years of missed opportunities or worse, an audit. To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6 Subscribe to REI Daily & Enter to Win a FREE Strategy Call: go.therealestatecpa.com/41JuQBX Join the Tax Smart Insiders Community: go.therealestatecpa.com/3Xx1Cpd Wealth & Wisdom Event: https://www.dklawmd.com/events-calendar/wealth-and-wisdom-2025 Check out Thomas's new YouTube channel: www.youtube.com/@thomascastelli The Tax Smart Real Estate Investors podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests.

In this episode, Brian Walters and Jake Gilbreath share practical tips on how clients can save money during their family law case. From smart legal strategies to common mistakes that can drive up costs, Brian and Jake break down what to do - and what to avoid - if you want to keep your legal fees in check. At Walters Gilbreath, PLLC, we believe in fair fees and efficiency. If you are interested in hiring our firm for your Texas family law matter, please visit us at www.waltersgilbreath.com to schedule your consultation online. 

In this episode of Tiny Pulpit Talks, Rev. T.J. Fitzgerald sits down with Dallas-based immigration attorney Jiroko Lopez for a conversation about what it really means to seek legal status in the United States. Rev. T.J. and Jiroko unpack the myths, the fear, and the staggering complexity of immigration law in this country. They talk about red cards, the Fourth and Fifth Amendments, and the rights of undocumented people. They discuss how to prepare your family if you're living without status including how to build a safety plan, create a power of attorney, and gather the documents that could make all the difference in a crisis. But more than that, this is a conversation about humanity. About the fear parents live with every time they drop their kids at school. About the quiet heroism of people working without protection, paying into systems they may never benefit from. About hope, and heartbreak, and stubborn love. Jiroko brings her frontline experience in Dallas immigration courts, where policy meets real lives—families, children, and workers trying to navigate a system that often feels stacked against them. Together, they lift up voices too often silenced and share what communities can do, even when the law feels immovable. About Jiroko Lopez - Jiroko Lopez is a partner at Lopez & Freshwater, PLLC, an immigration law firm based in Richardson, Texas. Her passion for immigration law began during her undergraduate studies at Southern Methodist University (SMU), where she was hired to interview immigrants in the Dallas–Fort Worth area as part of an anthropological study. Through these interviews, she witnessed firsthand the inequality and poor working conditions many immigrants faced—an experience that inspired her to pursue a legal career focused on immigrant advocacy. After earning her law degree from SMU, Ms. Lopez began her career with Catholic Charities Legal Services. Under the Trafficking Victims Protection Reauthorization Act of 2008, she led the legal orientation program for custodians of unaccompanied children. One year after, she co-founded her own firm and has since represented hundreds of clients before U.S. Citizenship and Immigration Services and the Dallas Immigration Court. In addition to her private practice, Ms. Lopez volunteers with the SMU Criminal Clinic, screening non-citizens for potential immigration consequences of criminal convictions. Her firm also holds one of the few contracts from the Mexican Government for External Legal Assistance, providing legal aid to victims of domestic violence and violent crime. In collaboration with the Mexican Consulate in Dallas, she has helped organize free legal clinics offering immigration consultations, power of attorney services, and human trafficking screenings for the local community. Ms. Lopez has been recognized as one of D Magazine's Best Immigration Attorneys every year since 2017. She remains committed to community outreach, regularly delivering “Know Your Rights” and immigration presentations throughout the DFW area, including at Genesis Women's Shelter, local schools, places of worship, and other community organizations.

Dr. Jennifer Hartstein joins Something For Everybody this week. Dr. Jen is currently in private practice in New York City, specializing in the treatment of high-risk children and adolescents. She is the owner and founder of Hartstein Psychological Services, PLLC, a group psychotherapy practice.  Dr. Jen is the mental health contributor for Yahoo! Lifestyle and Yahoo! News. She is also a frequent psychological contributor for NBC's The Today Show, a national morning news program. In this conversation, Dr. Jen and I explore the complexities of parenting, adolescence, and mental health. We discuss the impact of overprotective parenting on children's resilience, the importance of listening to teens, and the role of media in shaping young men's perspectives. The conversation emphasizes the need for supportive environments and daily mental health check-ins to foster well-being. - Timestamps:  00:00 Navigating Life's Challenges 02:50 Self-Care Strategies for Burnout 09:02 The Importance of Movement and Social Connection 12:08 Understanding Mental Health Misconceptions 20:55 Resilience in Today's Youth 24:06 The Role of Parents in Adolescent Mental Health 33:49 The Impact of Overprotective Parenting 39:20 Listening to Teens 43:32 Navigating the Challenges of Adolescence 47:44 The Role of Media in Shaping Young Men's Perspectives 51:14 The Need for Supportive Conversations in Schools 56:19 Understanding the Male Sedation Hypothesis 01:04:04 Daily Mental Health Check-Ins: A Habit fo - See discounts for all the products I use and recommend: https://everybodyspod.com/deals/ - Shop For Everybody  Use code SFE10 for 10% OFF

In this episode of the Tax Smart REI Podcast, Thomas, Troy, and Ryan unpack real IRS audit case studies involving real estate investors and break down exactly what happened, how they responded, and how they won. Tune in to learn: - What triggers IRS audits for short-term rentals and REPS (and how to avoid them) - The one thing most CPAs get wrong when representing clients in an audit - How a $209K tax bill was reduced to $296—with documentation and strategy - Why being “audit-ready” matters more than ever in the post-TCJA world - What to do (and not do) the moment you receive that dreaded IRS letter If you want to understand what an audit really looks like and how to protect yourself before one ever happens, this episode is a must-listen. To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6 Subscribe to REI Daily & Enter to Win a FREE Strategy Call: go.therealestatecpa.com/41JuQBX Join the Tax Smart Insiders Community: go.therealestatecpa.com/3Xx1Cpd Check out Thomas's new YouTube channel: www.youtube.com/@thomascastelli The Tax Smart Real Estate Investors podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests.

In this episode of the Self-Employed Life, I had the great privilege of speaking with Nesha Pai, author of the book “Overcoming Ordinary Obstacles”. Nesha shared how she transitioned from running a fully remote accounting firm to empowering others to pursue their boldest dreams.  She further explains how personal tragedies deepened her mission. We explored the difference between courage and bravery, the “Four C's” framework she uses to guide dreamers into bold action, and how cultivating personal style and daily confidence practices can help us show up as the person we're becoming. Nesha's story is a great reminder that taking courageous, intentional steps—especially through life's hardest seasons—can lead to extraordinary transformation. Nesha Pai is the founder of Pai CPA, PLLC, a fully remote bookkeeping firm in Charlotte, NC.   She started her firm in February 2011,  and was one of the first in the industry to create a fully remote office model, along with giving employment opportunities to primarily to stay-at-home moms. As a single mom, sole owner, she grew from one client on her kitchen table to over 72 with revenues in the multiple six digits. In January 2020 , Nesha published her book “Overcoming Ordinary Obstacles”, which won the award in the Multicultural Non-Fiction category by the 2020 competition of the American Book Fest.  She is currently known as an international speaker, activating women and entrepreneurs to go boldly into the life of their dreams by cultivating the right tools to overcome the obstacles in their way. Nesha is a recent breast cancer survivor and was named one of the Top 50 Infulential Women in The Mecklenburg Times (2020 and 2024), on of Charlotte's biggest media publications. Guest's Contact – Website LinkedIn Contact Jeffrey – JeffreyShaw.com Books by Jeffrey Shaw Business Coaching for Entrepreneurs Watch my TEDx LincolnSquare video and please share! Valuable Resources – The Self-Employed Business Institute You know you're really good at what you do. You're talented, you have a skill set. The problem is you're probably in a field where there is no business education. This is common amongst self-employed people! And, there's no business education out there for us! You also know that being self-employed is unique and you need better strategies, coaching, support, and accountability. The Self-Employed Business Institute, a five-month online education is exactly what you need. Check it out! Take The Self-Employed Assessment! Ever feel like you're all over the place? Or frustrated it seems like you have everything you need for your business success but it's somehow not coming together? Take this short quiz to discover the biggest hidden gap that's keeping you from having a thriving Self-Employed Ecosystem. You'll find out what part of your business needs attention and you'll also get a few laser-focused insights to help you start closing that gap. Have Your Website Brand Message Reviewed! Is your website speaking the right LINGO of your ideal customers? Having reviewed hundreds of websites, I can tell you 98% of websites are not. Fill out the simple LINGO Review application and I'll take a look at your website. I'll email you a few suggestions to improve your brand message to attract more of your ideal customers. Fill out the application today and let's get your business speaking the right LINGO! Host Jeffrey Shaw is a Small Business Consultant, Brand Management Consultant, Business Coach for Entrepreneurs, Keynote Speaker, TEDx Speaker and author of LINGO and The Self Employed Life (May 2021). Supporting self-employed business owners with business and personal development strategies they need to create sustainable success.

Revenge porn. Doxxing. Online harassment. All of these privacy violations go beyond just inconvenience or loss of money. They result in real emotional and sometimes physical harm for the victim. Until President Trump signed into law the “TAKE IT DOWN” Act in May 2025, legal protections were fragmented and outdated. How do you fight a virtual attacker? And how do you bring one to justice? Though laws are catching up, the gap between harm and remedy has never been wider, making it critical to rethink how privacy and safety are protected today.Carrie Goldberg, Victims' Rights Activist/Founding Attorney of C.A. Goldberg, PLLC, draws on her extensive litigation against tech companies and abusers, as well as personal experience, in this episode. She brings sharp insights into how the legal system is adapting — and where it continues to fall short. Her work offers a timely perspective for businesses navigating privacy, risk, and digital harm in an increasingly volatile landscape.Key Takeaways:(04:12) Building a legal career rooted in advocacy and reparations work.(18:30) Identifying legal gaps in protecting victims of digital abuse.(22:54) Using litigation as a tool to drive systemic change.(29:10) Addressing privacy violations in the workplace environment.(34:54) Understanding the risks of employer negligence in employee safety.(43:45) Recognizing emerging threats like sextortion and deepfake technology.(49:25) Examining long-term impacts of online harassment on victims.(53:47) Noting improvements in tech platform policies while acknowledging persistent risks.(01:01:50) Achieving significant outcomes through persistent litigation efforts.Resources Mentioned:Carrie Goldberghttps://www.linkedin.com/in/carrie-goldberg-04511a6/C.A. Goldberg, PLLC | LinkedInhttps://www.linkedin.com/company/c-a-goldberg-pllc/C.A. Goldberg, PLLC | Websitehttps://www.cagoldberglaw.com/“Nobody's Victim” by Carrie Goldberghttps://www.amazon.com/Nobodys-Victim-Fighting-Psychos-Stalkers/dp/052553377XOmeglehttps://omegle.life/Section 230 Overviewhttps://www.congress.gov/crs-product/R46751Thank you for listening to “The Privacy Insider” podcast. Be sure to leave us a review and subscribe so you don't miss an episode. For more information, visit osano.com.#DataPrivacy #InformationSecurity #GDPRCompliance #CISO

In this week's episode of the Tax Smart REI Podcast, Thomas Castelli and Nathan Sosa break down what real estate investors need to know about the draft of the 2025 tax bill, dubbed the “One Big, Beautiful Bill”, including what's in it, what might change, and how to prepare for the opportunities it presents. Key topics covered: - The likely return of 100% bonus depreciation (and who qualifies) - SALT cap drama: why it could derail the bill - Changes to Qualified Opportunity Zones and what they mean for investors - Section 179 expensing increases for short-term rentals and asset-heavy businesses - QBI deduction bumps and simplified rules for service-based businesses - Full expensing for industrial facilities (and how it could spark a manufacturing boom) - “No tax on tips, overtime, or Social Security” — what made it in and what didn't Plus, we cover what provisions are being made permanent, what's being rolled back, and why now is the time to align with a tax advisor who knows how to play offense with the tax code. To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6 Subscribe to REI Daily & Enter to Win a FREE Strategy Call: go.therealestatecpa.com/41JuQBX Join the Tax Smart Insiders Community: go.therealestatecpa.com/3Xx1Cpd Check out Thomas's new YouTube channel: www.youtube.com/@thomascastelli The Tax Smart Real Estate Investors podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests.

In this week's episode of the Tax Smart REI Podcast, Thomas Castelli and Ryan Carriere break down what real estate investors need to know about the upcoming 2025 tax bill, including where it stands, what's likely to be included, and how it could impact your bottom line. Key topics covered: - Expected return of 100% bonus depreciation - Potential changes to the SALT deduction cap - How to properly log hours for REPS (Real Estate Professional Status) - Using the STR loophole for boutique hotels - Depreciating furniture in furnished rentals - Grouping LP losses with active rentals - Why tax planning still matters, even if you don't qualify for REPS or STR Plus, we tackle common mistakes CPAs make and discuss whether setting up a property management company for your own rentals actually makes sense. To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6 Subscribe to REI Daily & Enter to Win a FREE Strategy Call: go.therealestatecpa.com/41JuQBX Join the Tax Smart Insiders Community: go.therealestatecpa.com/3Xx1Cpd Check out Thomas's new YouTube channel: www.youtube.com/@thomascastelli The Tax Smart Real Estate Investors podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests.

In this post 4/15 recap, Thomas and Ryan reflect on the key themes and expert interviews from the year so far, from tiny homes to creative finance, and reinforce a common truth: smart investing still works in today's market if you stay focused and play the long game. They also dive into what's happening with the 2025 tax bill, including the outlook on 100% bonus depreciation, and answer real investor questions from email and the Tax Smart Facebook group. Topics include: - Real estate investment takeaways from interviews with Robuilt, Avery Carl, Henry Washington, and more - What to do (and not do) after 4/15 for tax savings - The latest on the 2025 tax bill and bonus depreciation - How step-up in basis affects depreciation - Using Form 3115 to catch up on missed depreciation - REPS Log and time tracking for short-term rental investors - Why LP losses don't offset W-2 income—and what to do about it - The lazy 1031 exchange strategy for exiting syndications Remember to submit your questions at contact@therealestatecpa.com or the Tax Smart Investors Facebook group. To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6 Subscribe to REI Daily & Enter to Win a FREE Strategy Call: go.therealestatecpa.com/41JuQBX Join the Tax Smart Insiders Community: go.therealestatecpa.com/3Xx1Cpd Check out Thomas's new YouTube channel: www.youtube.com/@thomascastelli The Tax Smart Real Estate Investors podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests.

In this episode of the Tax Smart REI Podcast, Thomas and Ryan sit down with multifamily syndication expert Michael Blank to unpack why 2025 may be one of the best times in years to get started—or scale—in multifamily real estate. Tune in to learn: - Why today's market conditions offer lower risk and higher long-term upside. - How Michael bounced back from losing millions to build a $300M multifamily portfolio. - What's really driving investor hesitation—and how to overcome it. - How tariffs, inflation, and interest rates are reshaping deal underwriting. - Why syndication outpaces the BRRRR strategy for wealth and time freedom. If you've been thinking about making the leap from single-family to multifamily—or are just curious what's working in today's unpredictable environment—this episode is packed with insights from one of the top minds in the business. To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6 Subscribe to REI Daily & Enter to Win a FREE Strategy Call: go.therealestatecpa.com/41JuQBX Join the Tax Smart Insiders Community: go.therealestatecpa.com/3Xx1Cpd Training from Michael: thefreedompodcast.com/thomas Check out Thomas's new YouTube channel: www.youtube.com/@thomascastelli The Tax Smart Real Estate Investors podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests.

Curious about the chemistry of cocoa? We've got just the expert. This week, we're joined by Dr. Zoe Diana Draelos as she talks cocoa like you've never heard before. Listen in as she walks through the latest research, cocoa's application in oral and topical treatments, and where it's headed. Each Thursday, join Dr. Raja and Dr. Hadar, board-certified dermatologists, as they share the latest evidence-based research in integrative dermatology. For access to CE/CME courses, become a member at LearnSkin.com. Catch Dr. Draelos live at IDS2025 for more on cocoa in dermatology! View Agenda: https://bit.ly/42joj2r Zoe Diana Draelos, MD, is a research and clinical board-certified dermatologist and a Fellow of the American Academy of Dermatology. She is in solo private practice in High Point, North Carolina, and a Consulting Professor of Dermatology at Duke University. In 1988, she founded Dermatology Consulting Services, PLLC, to initiate and perform research in aging skin, acne, rosacea, psoriasis, atopic dermatitis, actinic keratoses, eczema, and aesthetic procedures in the cosmetic, OTC drug, and pharmaceutical arenas. Prior to pursuing a medical career, Dr. Draelos completed an undergraduate degree in Mechanical Engineering and was elected a Rhodes Scholar. A member of Sigma Xi research honorary and Alpha Omega Alpha medical honorary, she is author of 14 books including Cosmetics in Dermatology (fourth edition) and Hair Cosmetics. She is the editor of Cosmetic Dermatology: Products and Procedures (third edition) and Cosmeceuticals (fourth edition) with translations into 7 languages. She has contributed chapters to 44 textbooks, written 197 posters, served as the principal investigator on 1054 studies, written 674 published papers, served on or contributed to 38 journal editorial boards, functioned as the editor-in-chief of the Journal of Cosmetic Dermatology for 10 years, and was a past member of the Board of Directors of the American Academy of Dermatology and the American Society for Dermatologic Surgery. She was elected Vice-President of the American Academy of Dermatology. She is recognized as a pioneer in cosmetic dermatology and received a lifetime achievement award from Health Beauty America for her research and the 2008 DermArts award for her contributions to dermatology. In 2010, she received the Albert Kligman Innovation Award and in 2016 she was awarded a Presidential Citation from the American Academy of Dermatology for her research contributions to advance the specialty. She received the prestigious Maison deNavarre award from the Society of Cosmetic Chemists for her contributions to the art and science of cosmetics in 2017. In 2019, she was the inaugural recipient of the Florence Wall Award from the Society of Cosmetics Chemists naming her as the most influential women in cosmetic science.

In this episode of the Tax Smart REI Podcast, Thomas and Ryan sit down with seasoned real estate investor and author Henry Washington to discuss why he's not chasing creative finance trends, and why his “boring” strategy continues to deliver results in 2025's unpredictable market. Tune in to learn: - Why Henry sticks with off-market deals and direct mail (even in the age of AI). - How he adjusts his strategy based on market cycles—without overreacting to headlines. - Why he believes helping sellers matters more than squeezing every dollar. - How to find pain points in the market—and actually solve them. - What newer investors get wrong by chasing the “next big thing.” If you're looking for a grounded, proven approach to real estate investing, even in times of rising rates and economic uncertainty, this episode will give you clarity and confidence. To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6 Subscribe to REI Daily & Enter to Win a FREE Strategy Call: go.therealestatecpa.com/41JuQBX Join the Tax Smart Insiders Community: go.therealestatecpa.com/3Xx1Cpd Connect with Henry on Instagram: @thehenrywashington Check out Thomas's new YouTube channel: www.youtube.com/@thomascastelli The Tax Smart Real Estate Investors podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests.

This episode covers the impact of the digital age on lawyers, the law, and society. There are pros and cons to our increasingly sophisticated cyber-world, and this episode covers  the dire consequences of bullying when it's taken online, how criminals use technology to stalk and harass victims, advantages of the continued trend towards online mediation, and legal considerations for online healthcare. We also have a fun "Off the Record" interview with Houston lawyer Adam Schiffer, guitarist for Twenty 24 Souls.  Online BullyingCyberbullying in Texas Schools: Definitions, Remedies, and Concerning TrendsDustin Rynders, Legal Director at Texas Civil Rights Project, discusses the laws and practicalities relating the cyberbullying in Texas and provides insight into potential future trends. (17.5 minutes)Nationwide Cyberbullying: The Real-World Impact of a Viral RumorMonica Uddin, Partner at AZA, discusses an ongoing case in which she represents a young woman who was the victim of an online rumor that went viral. (14 minutes)Online CrimesCybercrimes Against the Elderly: How to Protect the Elderly from Becoming Victims of Online ScamsJoseph Frank, chief prosecutor of the Elder Abuse section at the Harris County District Attorney's Office, discusses cybercrimes that target elderly victims and provides tips on how to protect elderly people from becoming victims of these types of crimes. (10.5 minutes)Cybercrime Prosecution: CyberStalking, Revenge Porn, Online Impersonation, and Online ScamsKeith Houston, Chief Prosecutor in the Cybercrime Section of the Financial Crimes Division of the Harris County District Attorney's Office, discusses revenge porn, cyberstalking, online impersonation, and the online financial scams that tend to go along with these types of crimes. (11 minutes)Online ServicesCyber Mediation: Logistics, Advantages, and Trends Jessica Crutcher, Founder and Principal of Jessica Crutcher Law PLLC, discusses the logistics and benefits of cyber mediation and addresses why she believes it is here to stay. (10 minutes)Cyber Healthcare and the LawInterviewer: Anietie AkpanRachel Rose, Principal with Rachel V. Rose - Attorney at Law, PLLC, addresses legal issues at both the federal and state levels related to online healthcare, including compliance with privacy laws, confidentiality, security, billing, licensure requirements, carve outs for critical care, prescribing controlled substances, and consumer health data. Ms. Rose also discusses potential future trends in virtual healthcare, including the use of AI. (20 minutes)Off the Record: When Law Rocks, Lawyers (and Charities) ThriveInterviewer Nico ZulliBehind-the-Lines Interviewer Nico Zulli interviews lawyer and guitarist Adam Schiffer (Brown Rudnick). Adam plays the guitar for Twenty 24 Souls, the band that won the 2025 Law Rocks competition in April 2025 here in Houston. They discuss the competition as well as the benefits of having a creative outlet. (5 minutes)This episode is approved for 1.25 hours of Texas CLE credit for HBA members. See The Houston Lawyer Committee page on the HBA's website for more details. For full speaker bios, visit The Houston Lawyer (hba.org/thehoustonlawyer). To read The Houston Lawyer magazine, visit The Houston Lawyer_home. For more information about the Houston Bar Association, visit Houston Bar Association (hba.org).*The views expressed in this episode do not necessarily reflect the views of The Houston Lawyer Editorial Board or the Houston Bar Association.

Join William Wolfe for a special LIVE episode for the Center for Baptist Leadership with Tom Ascol and Sam Webb to discuss Christianity Today's latest monstrosity.   Show Notes: Christianity Today publishes "Was Jesus Crucified with Nails?" - https://www.christianitytoday.com/2025/04/was-jesus-crucified-with-nails/ Original "uncorrected" Article from Internet Archive - https://web.archive.org/web/20250414203601/https://www.christianitytoday.com/2025/04/was-jesus-crucified-with-nails/   Tom Ascol is the president of Founders Ministries, an organization committed to encouraging the recovery of the gospel and the biblical reformation of local churches. He has served as a pastor of Grace Baptist Church in Cape Coral, Florida, since 1986 https://founders.org/about/   Sam Webb is an attorney at Webb Strahan, PLLC, a high-capacity law firm in Houston, Texas. He is a family man and proud Aggie. https://x.com/samwebb1876   ––––––   Follow Center for Baptist Leadership across Social Media: X / Twitter – https://twitter.com/BaptistLeaders Facebook – https://www.facebook.com/people/Center-For-Baptist-Leadership/61556762144277/ Rumble – https://rumble.com/c/c-6157089 YouTube – https://www.youtube.com/@CenterforBaptistLeadership Website – https://centerforbaptistleadership.org/   To book William for media appearances or speaking engagements, please contact him at media@centerfor­baptistleadership.org.   Follow Us on Twitter: William Wolfe - https://twitter.com/William_E_Wolfe Richard Henry - https://twitter.com/RThenry83   Renew the SBC from within and defend the SBC from those who seek its destruction, donate today: https://centerforbaptistleadership.org/donate/   The Center for Baptist Leadership Podcast is powered by American Reformer, recorded remotely in the United States by William Wolfe, and edited by Jared Cummings.   Subscribe to the Center for Baptist Leadership Podcast: Distribute our RSS Feed – https://centerforbaptistleadership.podbean.com/ Apple Podcasts – https://podcasts.apple.com/us/podcast/center-for-baptist-leadership/id1743074575 Spotify – https://open.spotify.com/show/0npXohTYKWYmWLsHkalF9t Amazon Music // Audible – https://music.amazon.com/podcasts/9ababbdd-6c6b-4ab9-b21a-eed951e1e67b BoomPlay – https://www.boomplaymusic.com/podcasts/96624 TuneIn – Coming Soon iHeartRadio – https://iheart.com/podcast/170321203 Listen Notes – https://www.listennotes.com/podcasts/center-for-baptist-leadership-center-for-3liUZaE_Tnq/ Pandora – Coming Soon PlayerFM – https://player.fm/series/3570081 Podchaser – https://www.podchaser.com/podcasts/the-center-for-baptist-leaders-5696654 YouTube Podcasts – https://www.youtube.com/playlist?list=PLFMvfuzJKMICA7wi3CXvQxdNtA_lqDFV

In this episode of the Tax Smart REI Podcast, Thomas and Ryan talk with wealth manager Connor Low, founder of Iarann Wealth, about how today's economic uncertainty, from global tariffs to interest rate swings, is impacting investors, and what real estate investors should be doing about it. Connor breaks down the current market landscape, explains why panic is rarely a productive move, and shares how both real estate and equity investors can make smart, intentional decisions during periods of volatility. Tune in to learn: - Why today's stock market volatility is driven more by emotion than economic data. - How real estate investors can take advantage of discounted equities without abandoning their REI strategy. - The right (and wrong) times to rebalance, lump-sum invest, or just sit tight. - Why Connor isn't bullish on infinite banking—and what he recommends instead. - How his goal-based planning model helps investors make smarter decisions with both real estate and the stock market. To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6 Subscribe to REI Daily & Enter to Win a FREE Strategy Call: go.therealestatecpa.com/41JuQBX Join the Tax Smart Insiders Community: go.therealestatecpa.com/3Xx1Cpd Connect with Conner: iarannwealth.com Check out Thomas's new YouTube channel: www.youtube.com/@thomascastelli The Tax Smart Real Estate Investors podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests.

Mary Ellen O'Connor, founder of O'Connor Law, PLLC, joins us to discuss how she hires, retains, and works with remote team members. This episode and the next several will feature PILMMA speakers in our “Spotlight on PILMMA” podcast series. Mary Ellen also covers what she is looking forward to the most at PILMMA Super Summit 2025! Visit Mary Ellen online here: https://www.nyworkerslaw.com/our-team/mary-ellen-oconnor/. We'll be at PILMMA Super Summit 2025: https://optimizemyfirm.com/pilmma-2025/. See all episodes or subscribe to the Personal Injury Marketing Minute here: https://optimizemyfirm.com/podcasts/. Transcript: Welcome to the Personal Injury Marketing Minute, where we quickly cover the hot topics in the legal marketing world. I'm your host, Lindsey Busfield. When it comes to SEO, we have long known that you need to hire the best of the best in order to move the needle. As it so happens, the best of the best didn't all decide to move to Raleigh, North Carolina, so we hire remotely. Our web developers in Texas, our Google Business Profile expert is in Ohio, and we have writers in a handful of additional states. That way, we can source the right talent for the job. The same is true in the legal field. In order to best serve your clients, as well as your operational needs, you might You might need to look beyond your own hometown for the right professionals. Continuing our Spotlight on PILMMA series, Mary Ellen O'Connor of O'Connor Law in New York joins us today to share some insights on remote hiring, her presentation topic at the upcoming PILMMA conference. Thank you so much for joining us today.   Mary Ellen Oh, thank you so much for having me, Lindsey. I really appreciate it.   Lindsey Well, tell us a bit about yourself and about your practice.   Mary Ellen So I am the owner of O'Connor Law, and we've been in business for almost 16 years now, and we represent injured workers in the state of New York. When they're injured on the job, we have five attorneys and a support staff of 25. So we've been growing particularly fast over the past four or five years, and it's mostly due to remote work.   Lindsey Well, and with that sustained growth and, you know, exponential growth over the past several years, getting the right people in place to... scaffold that growth and make sure that your operations are supported is necessary if you want to be able to build out and continue to grow long term. And so clearly, you know, as you said, you have hired remotely. Why do you consider remote hiring to be necessary in this situation?   Mary Ellen So I think that remote hiring provides you with not just the opportunity to open up the market to the best and the brightest, but also, from my own experience, I actually started working in 2005. So back when remote work was sort of, you know, not a non thing. And I remember when I got hired and they told me I could work remotely, I didn't actually believe them. So, you know, I know that when the CEO of the insurance company said to me, hey, why are you on calendar next week on September 7th? It's the first day of school, don't you have children? And I said, yeah. Yes, I've only been here three weeks. I don't have any time to take. And he's like, well, work from home that day. So I was like, I'm not allowed. I'm still on the six-month probation. And he was like, I'm the CEO. I just said to work from home. And it started a relationship with someone that had my full dedication because it provided me with an opportunity to never really have to give up being a mother and or being an attorney. Now, you really can't have it all. But this was the best of both worlds where I could work from home, pop in for that 15-minute pumpkin story that they needed to read and then run back home and not miss work and not miss the event. So being afforded that opportunity also then gave me a dedicati...

In this episode, Thomas and Ryan share real-life case studies from real estate investors who used strategic tax planning to save thousands, sometimes hundreds of thousands, on their tax bills. They also reveal the most common mistakes and missed opportunities they see from investors who waited too long or relied on the wrong advice. This episode explores: - How one couple saved $285K in a single year using REPS and cost segregation. - Why timing matters when using the short-term rental loophole—and how to get it right. - What happens when a CPA mistakenly opts you out of bonus depreciation. - How a non-REPS investor reduced their taxes by $40K annually—without changing jobs. - Real examples of costly filing mistakes, disqualified STRs, and even unintentional fraud. If you're serious about using real estate to build wealth and reduce taxes, while avoiding irreversible errors, this is an episode you can't afford to skip. To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6 Subscribe to REI Daily & Enter to Win a FREE Strategy Call: go.therealestatecpa.com/41JuQBX Join the Tax Smart Insiders Community: go.therealestatecpa.com/3Xx1Cpd Check out Thomas's new YouTube channel: www.youtube.com/@thomascastelli The Tax Smart Real Estate Investors podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests.

In this episode of The Crazy Ex-Wives Club, I sit down with certified family law specialist, parenting coordinator, and podcast host Jaime Davis—aka the woman rewriting the rules on how to divorce without destroying your life (or each other). With over 20 years in the legal trenches, Jaime shares the five key steps to navigate divorce in a way that preserves your sanity, your bank account, and—most importantly—your kids' wellbeing.From gathering documents before emotions detonate, to choosing your “divorce dream team,” to letting go of that wedding china (yes, really), Jaime's wisdom is a must-listen for anyone in the thick of it. We talk about co-parenting dynamics, emotional landmines, and why fighting over a Dyson vacuum isn't worth the therapy bills. Whether you're just starting to ask “is this the end?” or you're deep in the paperwork, Jaime offers a practical, compassionate roadmap forward.This episode is your permission slip to protect your peace and start building your next chapter—without burning everything down first.

In this Q&A episode, Ryan and Thomas answer real estate investors' most pressing tax questions. From short-term rental loopholes to QBI deductions, they break down some of the most misunderstood topics in real estate tax strategy and provide practical, real-world guidance. They discuss: - STR Losses & NOLs - Travel Time & Material Participation - QBI Safe Harbor - STR Conversions Mid-Year - Bonus Depreciation Recapture - Home Improvement Records - The 14-Day Rule Explained Remember to submit your questions at contact@therealestatecpa.com or the Tax Smart Investors Facebook group. To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6 Subscribe to REI Daily & Enter to Win a FREE Strategy Call: go.therealestatecpa.com/41JuQBX Join the Tax Smart Insiders Community: go.therealestatecpa.com/3Xx1Cpd Check out Thomas's new YouTube channel: www.youtube.com/@thomascastelli The Tax Smart Real Estate Investors podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests.

What happens when your Airbnb guest sues you—and are you actually protected?In this episode of Cash Flow Positive podcast, Kenny Bedwell invites tax attorney and strategic advisor Anthony Brister to share crucial insights into asset protection, estate planning, and insurance—especially for short-term rental (STR) investors.Anthony, founder of the Brister Law Firm, breaks down the levels of legal and financial protection STR operators should consider, from forming the right kind of LLC to understanding when it makes sense to consider charging order protection entities, umbrella policies, or trusts.Together, Kenny and Anthony dissect real-world strategies for STR investors looking to protect their assets while growing their portfolios the smart way. They also share stories—like Kenny's own experience of being sued by a guest—that bring home the urgency of getting your protection and paperwork in place before problems arise.If you've enjoyed this episode of the Cash Flow Positive podcast, be sure to leave a review and subscribe today! Listen now and enjoy!In This Episode You'll Learn:Why setting up an LLC is not enough—and what formalities you must follow to actually be protectedHow to layer your protections over time as your STR portfolio growsWhat a revocable trust really protects—and why it's about more than just assetsHow the state where you form your LLC could make or break your legal shieldThe single most overlooked insurance mistake STR investors makeWhat umbrella policies do (and don't) cover in real-life lawsuitsHow to time a deed transfer to an LLC without raising red flagsWhen it's worth considering advanced tools like family limited partnerships or irrevocable trustsWhy asset protection is about planning ahead—not reacting too lateAnd much more...Resources:Connect with Kenny on LinkedInFollow Kenny on InstagramBrister Law Firm, PLLC

In this episode of the Tax Smart REI Podcast, Thomas Castelli and Ryan Carriere are joined by Chris Prefontaine, real estate veteran, founder of Smart Real Estate Coach, and leader of the Wicked Smart Community. Chris brings over three decades of experience to the table and breaks down how to invest without banks, structure zero-interest seller financing deals, and navigate subject-to transactions with confidence. You'll also hear about: - Why 2008 changed the way Chris does business forever - How creative financing works in any market cycle - The power of principal-only payments - Real-world examples of building long-term wealth without traditional loans Whether you're looking to grow your long-term rental portfolio, invest in short-term rentals, or just want to stop competing in the bank-financed rat race, this episode is packed with insights and strategy. To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6 Subscribe to REI Daily & Enter to Win a FREE Strategy Call: go.therealestatecpa.com/41JuQBX Join the Tax Smart Insiders Community: go.therealestatecpa.com/3Xx1Cpd Check out Thomas's new YouTube channel: www.youtube.com/@thomascastelli Free Resources from Chris: Get his best-selling book FREE at wickedsmartbooks.com/TSI Watch his free creative financing workshop: smartrealestatecoach.com/mastersclass The Tax Smart Real Estate Investors podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests.

In this episode, Thomas and Ryan break down some of the most common tax scams and questionable strategies being promoted to real estate investors—and how to avoid falling into these costly traps. This episode explores: - Why equipment leasing deals promising non-passive losses are almost always too good to be true. - How solar tax credits are being misrepresented and what the IRS has to say about it. - The truth behind inflated art donation deductions and the risks they carry. - Two high-risk strategies—discounted IRA rollovers and deferred sales trusts—that aren't scams, but require extreme caution. If you're serious about protecting your wealth and staying out of IRS crosshairs, this is one episode you won't want to miss. To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6 Subscribe to REI Daily & Enter to Win a FREE Strategy Call: go.therealestatecpa.com/41JuQBX Join the Tax Smart Insiders Community: go.therealestatecpa.com/3Xx1Cpd Check out Thomas's new YouTube channel: www.youtube.com/@thomascastelli Connect with Jesse: www.youtube.com/channel/UC2x-yFc6Dbtzul2eN_Iskgw www.airventureacademy.com/ The Tax Smart Real Estate Investors podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests.

Could Your Business Benefit From Crowdfunding Beyond Kickstarter? In this episode of "Grow Your Business & Grow Your Wealth," Gary Heldt interviews Paul Jossey, principal attorney at Jossey, PLLC, who specializes in investment crowdfunding. Unlike traditional crowdfunding platforms like Kickstarter or GoFundMe, Paul focuses on securities crowdfunding (Regulation CF), which allows businesses to raise capital by offering investors actual securities - whether equity, debt, or revenue share opportunities. This revolutionary funding avenue, which went live in 2016, enables businesses to turn their customers into investors and create a movement around their brand. Key Takeaways → Securities crowdfunding differs from platforms like Kickstarter in that it offers investors actual securities (equity, debt, or revenue shares) regulated by the SEC, creating investor-customers who are financially invested in your success. → The crowdfunding campaign approach turns your company into a "movement" with loyal customers who become investors and ambassadors for your brand, compelling for B2C businesses. → Anyone can invest in crowdfunding opportunities (not just accredited investors), with statutory limits based on income protecting smaller investors while allowing broader participation. → A successful crowdfunding raise requires the business owner to be the primary salesperson, actively engaging their existing network first before expanding outward - the campaign won't succeed by simply posting online. → The timeline from preparation to launch typically takes 30-45 days (working with financial and legal professionals), with campaigns ideally running for no more than 3 months to maintain momentum. Notable Quotes "You turn your company into a movement. You get people that are not just a loan officer, but a bunch of people who want to see you do well." - Paul Jossey "This is a campaign. It is not easy, and you can't just throw something on the internet and people will come. I don't care if you are the next Steve Jobs, it does not matter." - Paul Jossey How to Reach Paul Jossey Website: The Crowdfunding Lawyers LinkedIn: Paul Jossey | LinkedIn Free Consultation: Schedule a free 30-minute consultation through his website Learn more about your ad choices. Visit megaphone.fm/adchoices

In this flashback episode, I talk with Daniel Rowe, a CPA and tax attorney from Charlotte, North Carolina, as he shares invaluable insights into financial planning, bookkeeping, and business formation for mental health professionals and other service providers.Key takeaways:Understanding Business Formation: Daniel emphasizes the importance of having tailored advice for forming your business entity, whether it's a PLLC or an S Corp, and why understanding these structures is crucial to your financial health.Bookkeeping Simplified: Daniel discusses the importance of professional bookkeeping and the benefits of integrating tools like QuickBooks and Xero to streamline your financial processes.Proactive Financial Planning: Don't wait until tax season to address your finances. With the right CPA who understands your industry, you can set yourself up for success year-round.If you're a business owner in the mental health or medical field looking for neurodivergent-affirming financial advice, this episode is a must-listen!More about Daniel:Daniel is a CPA and tax attorney who works with people and businesses in the creative and professional services fields. His firm advises large and small businesses that operate in the space of making people feel good, moved - something. This includes a focus on therapists, doctors, coaches, and others who sell their time and their expertise to help improve their clients' lives.Daniel has over 20 years of tax advisory and compliance experience at firms of varying sizes. Prior to forming D.Rowe Tax, he was a tax partner in a Los Angeles-based public accounting firm and legal of-counsel to a Chicago-based law firm. He has authored numerous tax articles and presented tax seminars to thousands of CPAs and tax professionals around the country. Daniel has also taught masters-level tax courses at Loyola Marymount University in Los Angeles and the University of North Carolina, Chapel Hill. His passion for teaching and learning is what sets him apart and allows him to communicate with clients in a way that makes tax law both understandable and manageable.D.Rowe Tax's mission is to make the complicated tax code and legalese more approachable and less stressful, allowing clients to focus on their business of doing meaningful work.Website (updated): droweco.comLinkedIn: linkedin.com/in/drowetax–––––––––––––––––––––***This episode is the 9th of 10 episodes that All Things Private Practice is re-releasing for 2025. Please enjoy, and we'll be back with new content, resources, and guests in a couple of months. –––––––––––––––––––––

Case Law Update  •             True Care Physical Therapy, PLLC v Auto Club Group Ins Co, ___ Mich App; ___ NW2d ___ (2023) •             Spectrum Health Hospitals, et al. v Citizens Insurance Company, et al., unpublished opinion per curiam of the Court of Appeals, issued May 18, 2023 (Docket No. 362042)  Trending Topics in PIP Litigation       •             Testimony of Biomechanical Engineers  

In this episode of the Tax Smart REI Podcast, Thomas and Justin talk with midterm rental expert Jesse Vasquez, founder of AirVenture Academy, about how he accidentally stumbled into midterm rentals and scaled his business into a highly profitable portfolio. Jesse shares the exact strategies he uses to 2-3X rental income by securing long-term contracts with corporate clients, relocation companies, and healthcare providers, all without the constant turnover and management headaches of short-term rentals. Tune in to learn: - Why midterm rentals are the most overlooked and under-regulated strategy in today's market. - How Jesse consistently lands corporate housing contracts that pay 2-3X traditional rent. - The step-by-step method for connecting with hospitals, construction firms, and relocation companies. - Why midterm rentals offer fewer risks (and more reliable tenants) than long-term leases. - How Jesse structures his rentals to maximize cash flow and leverage tax-saving strategies. To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6 Subscribe to REI Daily & Enter to Win a FREE Strategy Call: https://go.therealestatecpa.com/41JuQBX Join the Tax Smart Insiders Community: go.therealestatecpa.com/3Xx1Cpd Check out Thomas's new YouTube channel: www.youtube.com/@thomascastelli Connect with Jesse: https://www.youtube.com/channel/UC2x-yFc6Dbtzul2eN_Iskgw https://www.airventureacademy.com/ The Tax Smart Real Estate Investors podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests.

Speaker Bio: Tenessa Eakins currently serves as the Case Manager of the New Mexico Lawyer Assistance Program. She thrives in guiding and aiding legal professionals in their personal and professional well-being through the program. In addition to her role as Case Manager, she is a member of the NM Well-Being Committee, where she contributes her passion for enhancing the lives of those within the legal community.Victoria J. Cvitanovic is a lawyer specializing in Psychedelic Medicine, Cannabis, Healthcare, and Corporate Law. With the women of Rudick Law Group, PLLC, she assists healthcare practitioners and businesses navigate highly regulated industries. She is also a passionate Zen Buddhist, a patient advocate, and a person living with a disability committed to crusading for accessibility. In addition to her law practice, Victoria serves as the President of the Board for Kinship Center, a senior center offering holistic wellness programming for people over 65. Suggested Reading Material shared by Victoria Cvitanovic: Turning Suffering Inside Out: A Zen Approach to Living with Physical and Emotional Pain. By Darlene CohenDisclaimer:Thank you for listening! This episode was produced by the State Bar of New Mexico's Well-Being Committee and the New Mexico Lawyer Assistance Program. All editing and sound mixing was done by the State Bar of New Mexico and/or the State Bar Foundation. Intro music is by Gil Flores. The views of the presenters are that of their own and are not endorsed by the State Bar of New Mexico. The content is not intended to be a substitute for professional medical advice, diagnosis, or treatment or legal advice. Always seek the advice of your physician or other qualified health provider with any questions you may have regarding a medical condition.The thoughts and opinions discussed by Victoria J. Cvitanovic on this podcast are hers alone, and are not representative of Rudick Law Group, PLLC or any other organization. Nothing stated by Victoria J. Cvitanovic on this podcast should be taken as legal advice, legal opinion, or as an expression of intent to form an attorney-client relationship. Please consult a lawyer directly with any questions you have regarding a legal issue. 

In this episode of the Sports Lawyers Association Podcast, host Landis Barber welcomes attorneys Jason Cruz (Cruz Law, PLLC) and Kurt Emhoff (Kasowitz Benson Torres) for an in-depth discussion on Saudi Arabia's growing influence in professional boxing. They break down the legal and business challenges—covering governance structures, media rights, fighter contracts, and potential antitrust concerns. Don't miss this analysis on how these developments are reshaping the future of the sport.Featuring: Jason Cruz, Cruz Law, PLLCKurt Emhoff, Kasowitz Benson TorresHost: Landis Barber, Safran Law Offices

In this episode of the Tax Smart REI Podcast, Thomas and Ryan talk with short-term rental investor Avery Carl, founder of the Short Term Shop and author of Smarter Short-Term Rentals, about how she grew one cabin purchase into a portfolio of over 250 units. Avery shares the blueprint for choosing the right vacation markets, designing systems for self-management, and avoiding costly pitfalls in today's higher-rate environment. Tune in to learn: - Why buying where you've actually vacationed can give you a guest-focused edge. - How strategic pricing and technology keep your calendar booked—even off-season. - The real scoop on “mega-theming” and the simple design approach that still earns five-star reviews. - Tips for building a reliable local team when you're investing from afar. - How Avery leverages the short-term rental tax strategy to keep more cash in her pocket. This episode will help you spot the right deals and scale sustainably. To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6 Are You Ready for the 2025 Tax Changes? Click HERE to Access the FREE Tracker: go.therealestatecpa.com/4gDayj7 Join the Tax Smart Insiders Community: go.therealestatecpa.com/3Xx1Cpd Check out Thomas's new YouTube channel: www.youtube.com/@thomascastelli Connect with Avery: The Short Term Shop: theshorttermshop.com Avery Carl on Instagram: @theaverycarl and @theshorttermshop The Tax Smart Real Estate Investors podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests.

On Friday March 14th, the 2025 Westchester Women's Summit was held at Sonesta White Plains Downtown, the largest annual celebration of Women's History Month in Westchester County! This year's summit featured an inspiring keynote address from Juju Chang, Emmy Award-winning co-anchor of ABC News' Nightline. The focus this year was on four key pillars of women's wellness: physical and mental health, financial empowerment, family and community dynamics, and career growth — with expert-led workshops designed to empower and inspire. Guests were able to explore the Discovery Village, where they could connect with sponsors, nonprofits, and community resources while enjoying interactive experiences and networking opportunities. It was an incredible day of learning, connection, and celebration!  Listen in as Patricia Stark from Westchester Talk Radio sits down with Dr. Mauvareen Beverley, President of Mauvareen Beverley, M.D., PLLC, Patient Engagement and Cultural Competence Specialist and author for an insightful conversation.

In this episode of the Tax Smart REI Podcast, Thomas and Ryan sit down with short-term rental investor Rob Abasolo—the mind behind the “Robuilt” YouTube channel—to discuss how he transformed his copywriting background into a thriving short-term rental empire. Rob reveals how he maximizes ROI through unique stays, eye-catching design, and strategic tax planning. Tune in to learn: - Why tiny homes and unique spaces can command premium nightly rates. - How reinvesting in a property's outdoor amenities can boost revenue—and profit—dramatically. - Practical tips on professional photography, design, and marketing that set listings apart. - Key strategies for leveraging the short-term rental loophole and bonus depreciation. - Rob's blueprint for scaling a short-term rental portfolio, including his biggest upcoming deal. To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6 Are You Ready for the 2025 Tax Changes? Click HERE to Access the FREE Tracker: go.therealestatecpa.com/4gDayj7 Join the Tax Smart Insiders Community: go.therealestatecpa.com/3Xx1Cpd Check out Thomas's new YouTube channel: www.youtube.com/@thomascastelli Connect with Rob: https://www.instagram.com/robuilt/ https://www.hostcamp.com/ The Tax Smart Real Estate Investors podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests.

Welcome to Think Mastery with Dr. Yishai. Hosted by Doctor of Psychology, entrepreneur, and executive coach Dr. Yishai Barkhordari. On this podcast, you'll hear real talk about life and business—plus how to use psychology to create more mastery and success in both.In this episode, I sit down with Brendan Keegan, Chairman and Chief Executive of Beefierless Ventures, co-owner of Andretti Racing and United Auto Sports, and Senior Advisor to some of the world's largest private equity firms. Brendan shares his journey of transforming risk into opportunity through systems thinking, strategic playbooks, and fearless leadership. Discover how stepping back from day-to-day operations to empower others—and using business crises as catalysts—can drive transformational growth and leave a lasting impact.What You'll Learn in This Episode:How to harness systems thinking and build a playbook to navigate crises.The value of strategic risk-taking and knowing when to step back to step up.Ways to create a culture that drives innovation and attracts top talent.Lessons from navigating major business challenges like the tech bubble, 9/11, and COVID.Strategies for developing fearless leaders and driving transformational growth.Why This Episode is Worth Your Time:Real-life lessons from a seasoned CEO turned board advisor.Actionable insights on balancing operational control with empowering teams.A fresh perspective on turning challenges into strategic advantages.Tips for founders, executives, and leaders to foster sustainable growth.Learn how to leverage your experience to build a legacy of fearless leadership.Learn More About Dr. Yishai: If you're ready to level up your leadership, decision-making, and emotional intelligence, connect with Dr. Yishai for one-on-one coaching or explore more resources at https://www.dryishai.com/.Links:Brendan Keegan's LinkedInThink Mastery PodcastDisclaimer: All content shared in this episode is for informational purposes only and should not be considered professional advice.© 2024 Yishai Barkhordari, Psychologist, PLLC. All rights reserved.

In this episode, Thomas and Nathan Sosa take a deep dive into the potential 2025 tax changes that could reshape the landscape for real estate investors. They outline what may happen if the Tax Cuts and Jobs Act expires, how bonus depreciation could come back (or not), and what you need to do to prepare now so you're not caught off-guard. They discuss: - Tax Brackets & QBI: How rates could shift in 2025—and why that matters for your business income. - 100% Bonus Depreciation: Whether it might return, why it's a hot-button issue, and how to plan for different outcomes. - SALT Deduction & Carried Interest: Why these provisions make headlines, what reforms might occur, and how changes could affect you. - Legislative Timing: The critical milestones for budget reconciliation and what to expect from Congress in 2025. - Survival Strategies: Extending your returns, tracking key bills, and taking advantage of planning opportunities to minimize taxes. To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6 Are You Ready for the 2025 Tax Changes? Click HERE to Access the FREE Tracker: go.therealestatecpa.com/4gDayj7 Join the Tax Smart Insiders Community: go.therealestatecpa.com/3Xx1Cpd Check out Thomas's new YouTube channel: www.youtube.com/@thomascastelli The Tax Smart Real Estate Investors podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests.

Welcome to Think Mastery with Dr. Yishai. Hosted by Doctor of Psychology, entrepreneur, and executive coach Dr. Yishai Barkhordari. On this podcast, you'll hear real talk about life and business—plus how to use psychology to create more mastery and success in both.In this episode, I sit down with Fred Diamond, co-founder of the Institute for Excellence in Sales and a dedicated advocate for Lyme disease awareness. Fred shares how investing in top sales talent, empowering women in sales, and embracing modern sales strategies can transform a company's growth. Discover actionable insights to elevate your sales culture and drive lasting success in your organization.What You'll Learn in This Episode:How to attract, retain, and motivate top sales talent.The long-term impact of strategic sales leadership.Strategies for empowering women in sales roles.Modern sales techniques that help customers see the unseen.How a people-first approach drives business growth.The role of advocacy in holistic leadership.Why This Episode is Worth Your Time:Real-life lessons on building and leading high-performing sales teams.Actionable strategies to transform your sales culture.A fresh perspective on the power of sales in driving company success.Insights for founders, executives, and sales leaders alike.Learn how focusing on people can unlock exponential growth.Learn More About Dr. Yishai: If you're ready to level up your leadership, decision-making, and emotional intelligence, connect with Dr. Yishai for one-on-one coaching or explore more resources at https://www.dryishai.com/.Links:Fred Diamond's LinkedInThink Mastery PodcastDisclaimer: All content shared in this episode is for informational purposes only and should not be considered professional advice.© 2024 Yishai Barkhordari, Psychologist, PLLC. All rights reserved.

In this episode, Ryan and Thomas take a deep dive into depreciation, one of the most powerful tax-saving tools available to real estate investors. They break down how depreciation works, how to accelerate it, and strategies to minimize depreciation recapture when selling your properties. They discuss: - Depreciation 101 – What it is, how it works, and why it matters for investors. - Cost Segregation & Bonus Depreciation – How to front-load tax savings and boost cash flow. - Depreciation Recapture – The “dark side” of depreciation and how to avoid unnecessary tax hits. - Strategic Planning – When a cost segregation study makes sense and how to use depreciation to offset W-2 or passive income. - The Lazy 1031 Exchange – A little-known strategy to defer taxes without doing a full 1031 exchange. - And more! To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6 Are You Ready for the 2025 Tax Changes? Click HERE to Access the FREE Tracker: go.therealestatecpa.com/4gDayj7 Join the Tax Smart Insiders Community: go.therealestatecpa.com/3Xx1Cpd Check out Thomas's new YouTube channel: www.youtube.com/@thomascastelli The Tax Smart Real Estate Investors podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests.

Welcome to Think Mastery with Dr. Yishai. Hosted by Doctor of Psychology, entrepreneur, and executive coach Dr. Yishai Barkhordari. On this podcast, you'll hear real talk about life and business—plus how to use psychology to create more mastery and success in both.In this episode, I sit down with Christine Colucci, president and CEO of R&M, to uncover how true value is built through a passion for the process rather than just chasing a prize. Christine shares her journey of taking risks, thriving in chaos, and staying true to her values—revealing actionable insights on leadership, culture, and creating lasting enterprise value.What You'll Learn in This Episode:How to build enterprise value by focusing on the process.Ways to harness chaos and turn it into creative opportunity.The importance of aligning personal values with professional goals.Tips for taking calculated risks without compromising your integrity.How to cultivate a strong, value-driven company culture.Why This Episode is Worth Your Time:Real-life lessons on authentic leadership and risk-taking.Actionable insights for founders, executives, and innovators.A fresh perspective on valuing the journey over the finish line.Learn how to foster a culture that values process and creativity.Discover how staying true to your values drives long-term success.Learn More About Dr. Yishai: If you're ready to level up your leadership, decision-making, and emotional intelligence, connect with Dr. Yishai for one-on-one coaching or explore more resources at https://www.dryishai.com/.Links:Christine Colucci's LinkedInThink Mastery PodcastDisclaimer: All content shared in this episode is for informational purposes only and should not be considered professional advice.© 2024 Yishai Barkhordari, Psychologist, PLLC. All rights reserved.

In this episode of the Tax Smart REI Podcast, Thomas and Ryan sit down with short-term rental investor Michael Chang to discuss how he went from Wall Street investment banker to building a 38-property short-term rental empire. Michael shares how he leveraged rental arbitrage, short-term rental tax strategies, and automation to achieve financial freedom. Tune in to learn: - How Michael transitioned from a high-pressure Wall Street career to full-time real estate investor. - The basics of rental arbitrage and why it's an ideal starting point for new investors. - How Michael scaled his short-term rental business to 38 properties while optimizing for tax efficiency. - The key technology and AI tools that help him manage his portfolio remotely. - Strategies for reducing taxes and maximizing cash flow as a short-term rental investor. To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6 Are You Ready for the 2025 Tax Changes? Click HERE to Access the FREE Tracker: go.therealestatecpa.com/4gDayj7 Join the Tax Smart Insiders Community: go.therealestatecpa.com/3Xx1Cpd Check out Thomas's new YouTube channel: www.youtube.com/@thomascastelli Connect with Michael: https://www.strlikethebest.com/ The Tax Smart Real Estate Investors podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests.

Welcome to Think Mastery with Dr. Yishai. Hosted by Doctor of Psychology, entrepreneur, and executive coach Dr. Yishai Barkhordari. On this podcast, you'll hear real talk about life and business. Plus, how to use psychology to create more mastery and success in both.In this episode, I sit down with Hugh Hornsby, a business leader and consultant who has turned his hard times into strength. Hugh shares his journey—from the tough lessons of his childhood and his powerful mother's words to overcoming cancer and building a people-based movement that changes lives and industries. Learn how embracing forgiveness, boosting self-worth, and building strong teams can help you turn setbacks into steps toward success.What You'll Learn in This Episode:• How to turn pain and challenges into power.• The value of wise advice and learning from hard lessons.• Ways to build a strong inner trophy room of wins.• How forgiveness and self-worth fuel growth.• Tips for creating a people-based movement that lifts an industry.Why This Episode is Worth Your Time:• Real-life lessons on overcoming hardship.• Simple steps to turn setbacks into success.• Insights for founders, executives, and leaders.• Actionable tips to build trust and inner strength.• A fresh view on using struggles to spark growth.Learn More About Dr. Yishai:If you're ready to level up your leadership and decision-making, connect with Dr. Yishai for one-on-one coaching or explore more resources at https://www.dryishai.com/.Links:Hugh Hornsby's Website: https://hornsbybc.com  Think Mastery Podcast: https://thinkmastery.buzzsprout.com/Disclaimer:All content shared in this episode is for informational purposes only and should not be considered professional advice.© 2024 Yishai Barkhordari, Psychologist, PLLC. All rights reserved.

In our first monthly Q&A episode, Ryan and Thomas answer the most pressing tax questions from listeners. They tackle a variety of hot-button topics, including when flipping property income is considered “active” (and why that matters if you have a W-2), how partial asset dispositions really work, and whether or not a cost segregation study has to be performed in the first year. They discuss: - Flips & W-2 Incomes – Why these profits generally count as active, even if you're not a real estate professional. - Partial Asset Dispositions – Deducting the cost of replaced components (like an old roof) to save on taxes. - Cost Seg Timing – Is it necessary to perform a cost segregation study in Year 1, or can you do it later? - Short-Term Rentals vs. REPS – Understanding when you do (and don't) need real estate professional status. - Bonus Depreciation Updates – What investors need to know about the potential return of 100% bonus depreciation. Remember to submit your questions at contact@therealestatecpa.com or the Tax Smart Investors Facebook group. To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6 Are You Ready for the 2025 Tax Changes? Click HERE to Access the FREE Tracker: go.therealestatecpa.com/4gDayj7 Join the Tax Smart Insiders Community: go.therealestatecpa.com/3Xx1Cpd Check out Thomas's new YouTube channel: www.youtube.com/@thomascastelli The Tax Smart Real Estate Investors podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests.

In this episode, Ryan and Thomas pull back the curtain on LLCs, busting the biggest myths that trip up real estate investors—and revealing how to truly protect your rental portfolio. They discuss: - Asset Protection vs. Tax Savings—understanding what LLCs really do (and don't do). - The Right Structure—single-member, multi-member, or holding company? - Pitfalls to Avoid—from the “due on sale” clause to S corp mix-ups. - And more! If you're eager to make sure your LLC is set up the right way—or wondering if you even need one—this episode is for you. Tune in and discover how to keep your real estate assets safe and sound. To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6 Are You Ready for the 2025 Tax Changes? Click HERE to Access the FREE Tracker: go.therealestatecpa.com/4gDayj7 Join the Tax Smart Insiders Community: go.therealestatecpa.com/3Xx1Cpd Check out Thomas's new YouTube channel: www.youtube.com/@thomascastelli The Tax Smart Real Estate Investors podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests.

In this episode of the TaxSmart REI Podcast, Thomas and Ryan sit down with Dave Meyer, Head of Real Estate Investing at BiggerPockets, to discuss the 2025 real estate market outlook and what investors need to know. Tune in to learn: - Where we are in the current real estate market cycle and what's next for home prices and sales volume. - How interest rates and affordability will impact investors in 2025. - The state of commercial real estate, including potential opportunities in multifamily investing. - The latest on bonus depreciation and how potential tax legislation changes could influence investor strategies. - Key migration and demographic trends shaping the future of real estate investment. Whether you're an active investor or considering your next move, this episode is packed with valuable insights to help you navigate the 2025 real estate market with confidence. To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6 Are You Ready for the 2025 Tax Changes? Click HERE to Access the FREE Tracker: https://go.therealestatecpa.com/4gDayj7 Join the Tax Smart Insiders Community: go.therealestatecpa.com/3Xx1Cpd Check out Thomas's new YouTube channel: www.youtube.com/@thomascastelli The Tax Smart Real Estate Investors podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests.

In this episode of the Tax Smart REI Podcast, Thomas and Ryan sit down with John Bianchi, founder of STR Search and an expert in short-term rental data and investment strategies. With a 100% track record in helping investors identify and acquire over 200 profitable short-term rental properties, John shares his insider knowledge on leveraging Airbnb data to find winning deals. Tune in to learn: - How to use the “20% Rule” to evaluate short-term rental markets for cash flow. - The importance of regulations and avoiding common mistakes in oversaturated markets. - Strategies for creating guest experiences that stand out, including must-have amenities. - How to recession-proof your short-term rental investments for long-term success. To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6