Podcasts about pllc

In this episode of the Tax Smart REI Podcast, Thomas Castelli and Nathan Sosa discuss the top 2026 tax strategies and what moves you can still make for 2025 after the year ends. If you're looking to hit the ground running in 2026 and capture any final 2025 moves - this is for you. 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 Get the Year-End Tax Checklist: go.therealestatecpa.com/4pj63id 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. Any mention of third-party vendors, products, or services does not constitute an endorsement or recommendation. You should conduct your own due diligence before engaging with any vendor.

Send us a textIt's beginning to look a lot like Christmas here in Houston, and in this episode it's beginning to look a lot like divorce -- along with other family law topics. This episode brings advice for family lawyers and pro bono attorneys who find themselves working on a family law case, and it also may serve as a resource for self-represented litigants in family court.  Segment One:  Best Practices in Family Court for Family Lawyers, Pro Bono Attorneys, and Self-Represented LitigantsJudge Gloria E. López (308th Family District Court), Judge Germaine Tanner (311th Family District Court), and Judge Janice Berg (247th Family District Court), provide practice tips based on their combined 18 years of experience as judges in Harris County Family Courts. They discuss best practices for family lawyers, pro bono lawyers who have a family law case, and self-represented litigants who have cases in family law court. Segment Two: Protective Orders 101Maisha Colter, Chief Executive Officer of AVDA-Texas, talks about how to obtain a domestic violence protective order, provides statutory updates related to obtaining these orders, and addresses issues pro bono or self-represented litigants should be aware of if they end up with a case that may involve domestic violence issues. Importantly, if you are experiencing domestic violence, help is available - call 1-800-799-SAFE (7233).   Service Spotlight: Finding Time to Have a Heart and Raise AwarenessKelly LaPar (Senior Counsel for NRG Energy, Inc. in Operation and Generation) and Dr. Damian LaPar (Chief of Pediatric and Congenital Heart Surgery, Executive Co-Director of the UTHealth Houston Children's Heart Institute, and Professor in the Department of Cardiothoracic and Vascular Surgery at McGovern Medical School) are co-chairing the American Heart Association - Houston Chapter's Houston Heart Ball this February. They address the importance of giving back and how to find the time to do that, and they provide some tips (and potential New Year's resolutions) for cardiovascular wellness. It is a timely and important topic for Houston lawyers. Segment Three: When Practice Areas Intersect: Immigration and Family LawBehind-the-Lines interviewer Rinku Ray talks with Ana Maria Schwartz (Principal of Schwartz Immigration Law, PLLC) about the ways immigration law and family law intersect and provides important insight into immigration issues family lawyers may need to be aware of. This is a very interesting interview that should be of interest to all lawyers. Segment Four: The Nuts & Bolts of Guardianship Cases, A Rewarding Pro Bono ExperienceNew Behind-the-Lines interviewer Jennifer Smith talks with Gerald Kimani (Gibson Dunn) about his extensive pro bono work on guardianship cases. Kimani discusses the substantive details about filing guardianship applications as well as the benefits of this important pro bono service, and he also briefly addresses helping obtain expunction orders on a pro bono basis. 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.

This session of the radio show shares my conversation with Dr. Carolyn Kuehnel and Dr. Cindy Ballou. We had our conversation in their office in downtown Franklin on Tuesday, December 9, 2025. Dr Carolyn Kuehnel is the owner of Kuehnel Psychological Services, PLLC.In the course of our discussion we coveredTheir individual road to this roleThe services they provideSupporting parents and familiesThe need for a community approachThe dangers of screen timeThe recording runs about 59 minutes so let's listen to my conversation with Carolyn and Cindy.--------------Kuehnel Psychological Services https://kuehnelpsych.com/ The Wait Until 8th organization website -> https://www.waituntil8th.org/ --------------We are now producing this in collaboration with Franklin.TV and Franklin Public Radio (wfpr.fm) or 102.9 on the Franklin area radio dial. This podcast is my public service effort for Franklin but we can't do it alone. We can always use your help.How can you help?If you can use the information that you find here, please tell your friends and neighborsIf you don't like something here, please let me knowAnd if you have interest in reporting on meetings or events, please reach out. We'll share and show you what and how we do what we doThrough this feedback loop we can continue to make improvements. I thank you for listening.For additional information, please visit Franklinmatters.org/ or www.franklin.news/If you have questions or comments you can reach me directly at shersteve @ gmail dot comThe music for the intro and exit was provided by Michael Clark and the group "East of Shirley". The piece is titled "Ernesto, manana" c. Michael Clark & Tintype Tunes, 2008 and used with their permission.I hope you enjoy!------------------You can also subscribe and listen to Franklin Matters audio on iTunes or your favorite podcast app; search in "podcasts" for "Franklin Matters"

In this episode of the Tax Smart REI Podcast, Thomas Castelli and Nathan Sosa discuss last minute 2025 tax strategies and questions we receive from Tax Smart Investors. If you're trying to figure out what you can do before the clock strikes midnight in two weeks, this episode is for you. 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 Get the Year-End Tax Checklist: go.therealestatecpa.com/4pj63id 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. Any mention of third-party vendors, products, or services does not constitute an endorsement or recommendation. You should conduct your own due diligence before engaging with any vendor.

Send us a textIn this episode of The Wealth Vibe Show, host Vinki Loomba is joined by Kim Lisa Taylor, a nationally recognized corporate securities attorney, author, and founder of Syndication Attorneys, PLLC. Kim shares her wealth-building journey, starting from her career as an environmental consultant to becoming a leading attorney in the world of real estate syndication. She discusses the importance of alignment, trust, and integrity in raising capital, and how knowledge and education are key to succeeding in the syndication space.Key Insights:From Consultant to Attorney: Kim's career shift and how she leveraged her skills in real estate syndication.Capital Raising with Integrity: The importance of relationship-building, legal compliance, and educating investors.Successful Syndicators' Mindsets: Key traits of effective capital raisers and why knowledge is power.Legal Risks and Compliance: Consequences of cutting corners and ensuring legal strategies are sound.Energy and Wealth: The role of mindset and alignment in long-term success.Episode Timestamps:00:00 - 05:28: Kim's journey to becoming a corporate attorney in syndications.05:28 - 09:28: Key traits of successful capital raisers09:28 - 15:49: The risks of improper legal strategies15:49 - 22:09: Staying compliant when working with capital raisers32:23 - 39:32: The importance of energy, mindset, and communication

December 16, 2025 ~ Todd Flood, lawyer and managing partner at Flood Law, PLLC joins Kevin to discuss how a Wisconsin judge is facing a federal trial for allegedly helping a migrant evade arrest. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode of the Tax Smart REI Podcast, Thomas Castelli and Nathan Sosa sit down with cost segregation expert Edward Griffith to break down what investors really need to know about cost segs—why engineering-driven, in-person studies deliver superior results, and how relying on cheap or software-only reports can quietly cost investors tens of thousands and increase audit risk. You'll learn: - What a cost segregation study actually is, why it matters, and which properties generate the biggest ROI - Why in-person, engineering-driven cost segregation consistently produces higher ROI and stronger IRS defensibility than software-only reports - How the timing of a study (including pre- and post-renovation) affects your tax strategy and bonus depreciation opportunities - What the full cost seg process looks like from start to finish, and how to ensure deductions actually show up on your tax return 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 Get the Year-End Tax Checklist: go.therealestatecpa.com/4pj63id 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. Any mention of third-party vendors, products, or services does not constitute an endorsement or recommendation. You should conduct your own due diligence before engaging with any vendor.

On this week's episode of Great Practice, Great Life, you're in for a ride. Steve Riley sits down with attorney Brad Wiewel, whose career took a wild turn in 1979 when a client's husband fired a bullet into Brad's car because Brad was fighting too hard in a divorce case involving a stripper. That single ka-pow moment launched Brad's 45-year obsession with what he calls Defensive Law; a proactive, slightly paranoid, and incredibly effective system for protecting yourself, your team, and your license when clients lie, forget, or turn on you. This is hands down the most practical malpractice-prevention episode we've recorded, and it applies to every practice area: PI, family, estate planning, elder law, business—all of it. Brad walks through the exact tools that have kept him grievance-free and malpractice-suit-free for more than four decades. You'll hear about the bulletproof fee agreements packed with bold disclaimers, including the now famous "we can fire you for personality conflicts" clause he makes clients read aloud. You'll learn why every third party, kids, financial advisors, new spouses, sign a non-representation letter the second they enter the room. He shares his library of 100+ one-page "Against My Advice" disclosures clients sign when they insist on risky decisions, the settlement confirmation letter every PI lawyer should require before accepting a dime, and how he turns high-risk fact patterns into written client admissions that stop surprises in court or in front of the bar. And yes, he reveals his dead-simple signing ceremony protocol: hand clients the stack, leave the room for 15 minutes, come back to flawless signatures. No drama. No complaints. No gaps. Brad doesn't deal in theory; he built one of the largest estate planning practices in Texas on these systems. He credits them for never having a single successful grievance or malpractice claim in 45 years. If you've ever lost sleep wondering, "Did I document that conversation well enough?" or heard a former client shout, "You never told me that!", this episode gives you the exact playbook to make those nightmares disappear. Fair warning: After this conversation, you'll never look at a client the same way again. (You'll see every single one as a potential plaintiff, and you'll sleep like a baby because your files will finally be bulletproof.) In this episode, you will hear: The wild "stripper and the bullet" story that birthed Defensive Law Why every client is a potential plaintiff (and how to sleep anyway) The 5 documents that have kept Brad 45 years grievance-free Fee-agreement clauses that kill most problems on day one The 60-second fix when kids or advisors sit in your meeting 100+ one-page "I'm doing this against your advice" disclosures The settlement letter every PI lawyer must get signed How to make clients admit the real facts — in writing The signing-room trick that makes clients happily sign everything An instant checklist to make your entire practice bulletproof Subscribe & Review Never miss an episode. Subscribe on Apple Podcasts, Spotify, or YouTube. ⭐Like what you hear? A quick review helps more people find the show.⭐ Supporting Resources: Brad Wiewel:  www.texastrustlaw.com/learn-about-us/attorney-brad-wiewel Texas Trust Law, PLLC: www.texastrustlaw.com Atticus Workshops: atticusadvantage.com/workshops Atticus Newsletter The Path to A Great Practice Great Life Workshop:  atticusadvantage.com/workshops/the-path-to-a-great-practice-great-life If there's a topic you would like us to cover on an upcoming episode, please email us at steve.riley@atticusadvantage.com. Curious about growing your own practice? Contact Atticus to see whether our law firm coaching can help you strengthen attorney success, refine your law firm business strategy, and build a practice that actually supports your life. You can also sign up for our newsletter to get practical insights on how to grow a law firm: from law firm leadership and management to marketing, hiring, operations, culture, and profitability, so you can build a Great Practice and a Great Life.

The filing comes from a major civil action in the Southern District of New York brought by six Jane Doe plaintiffs, each suing individually and on behalf of others similarly situated, against a wide array of defendants tied to the U.S. Virgin Islands government. The defendants include the Government of the USVI, former governors, senators, the First Lady, the Attorney General, congressional delegate Stacey Plaskett, and up to 100 unnamed individuals. The lawsuit is part of the broader litigation concerning the role USVI officials allegedly played in enabling, protecting, or benefiting from Jeffrey Epstein's operations in the territory. This particular document is a memorandum of law submitted by the plaintiffs' attorneys at Merson Law, PLLC, and it signals that the plaintiffs are actively expanding and refining their claims as new information continues to surface.Specifically, the plaintiffs are asking the court for permission to amend their complaint under Federal Rule of Civil Procedure 15(a)(3) and to obtain targeted discovery related to jurisdiction and venue. In short, they are arguing that additional facts and defendants need to be formally added to the record and that limited discovery is necessary to establish why the SDNY is the appropriate forum for the case. The motion reflects the plaintiffs' position that the alleged misconduct by USVI officials is broader and more interconnected than originally understood and that formal discovery will reveal further evidence of systemic failures and complicity. By seeking leave to amend and pushing for early jurisdictional discovery, the plaintiffs are attempting to ensure that the case proceeds on its full factual footing rather than being constrained by procedural defenses raised by the USVI and individual defendants.to contact me:bobbycapucci@protonmail.comsource:gov.uscourts.nysd.610915.94.1.pdfBecome a supporter of this podcast: https://www.spreaker.com/podcast/the-epstein-chronicles--5003294/support.

In this episode of the Tax Smart REI Podcast, Thomas Castelli, Nathan Sosa, and Justin Shore unpack what's really happening inside today's IRS cost segregation audits - why certain studies get challenged, the patterns auditors are catching, and the hidden risks most investors never hear about. You'll learn: - The #1 issue auditors are flagging in cost segregation studies (and why software reports get hit hardest) - Why missing link that can tank a study's defensibility and lower your depreciation results - How recent updates and language in the IRS Cost Segregation Audit Technique Guide signal a shift in scrutiny - What the AmeriSouth case tells us about “quality” studies—and how to avoid repeating the same mistake - Whether software-driven providers might be becoming more conservative and what that means for your ROI Perfect if you want to understand how to protect your deductions, avoid audit headaches, and ensure your next cost segregation study is actually audit-ready. 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 Get the Year-End Tax Checklist: go.therealestatecpa.com/4pj63id 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. Any mention of third-party vendors, products, or services does not constitute an endorsement or recommendation. You should conduct your own due diligence before engaging with any vendor.

Welcome to Fertility & Sterility Roundtable! Each week, we will host a discussion with the authors of "Views and Reviews" and "Fertile Battle" articles published in a recent issue of Fertility & Sterility.  This week, we welcome Dr. Richard Paulson and Dr. Jamie Kuhlman to discuss Restorative Reproductive Medicine (RRM) — a field that describes itself as focusing on identifying and treating the root causes of infertility rather than bypassing or suppressing natural reproductive processes. In this episode, we explore whether RRM represents a truly novel approach to fertility care, examine its religious and political influences, and consider the potential risks the movement poses to access to evidence-based fertility treatments, including IVF. Dr. Richard Paulson holds the Alia Tutor Chair in Reproductive Medicine and is Professor and vice-chair in the Department of Obstetrics and Gynecology at the University of Southern California, where he is also Director of the Fellowship in Reproductive Endocrinology and Infertility. He is past president of the American Society for Reproductive Medicine, and of the Pacific Coast Reproductive Society. Dr. Paulson has authored over 300 scientific articles and has received more than 35 awards for research and scientific presentations. He is the current Editor-in-Chief of "Fertility & Sterility Reports."  Dr. Kuhlman is a Licensed Psychologist and the Owner of Courageous Path Counseling, PLLC, in Nashville, TN. She specializes in infertility, postpartum, and maternal mental health through individual counseling and psychological evaluations for third-party reproduction. She is also a PRIMED Scholar with the American Society of Reproductive Medicine, focusing on advocacy within reproductive healthcare.  The unscientific nature of the arguments of "Restorative Reproductive Medicine" and why we need to understand them https://www.fertstertreports.org/article/S2666-3341(25)00111-4/fulltext The illusion of reproductive choice: how restorative reproductive medicine violates reproductive autonomy and informed consent https://www.fertstert.org/article/S0015-0282(25)00596-5/fulltext   View Fertility and Sterility at https://www.fertstert.org/  

This session will walk you through the key legal steps to build a business that's ready for investment and eventually for sale. We will dive into the legal side of raising capital. From friends and family to private investors or venture capital. We will demystify the capital raising process – covering commonly used private placement exemptions like Regulation D (Rules 506(b) and 506(c)), basic compliance responsibilities, and the kinds of disclosures and filings that may be required to stay on the right side of the law. Next, we'll look ahead to your exit strategy. Whether you are planning to retire, sell to a competitor, or transition the business to current owner, we will discuss what makes the business sellable, what buyers expect, how deals are structured, how businesses are valued, and the professionals who can help you do it right. This session is ideal for business owners who want to grow with intention, raise money the right way, and make choices that keep their options open for a successful exit. Megan Farley is a partner at Allen Stahl & Kilbourne, PLLC where she focuses her practice on business, nonprofit, alcoholic beverage law, intellectual property (trademark) law, and creditor rights.She regularly advises business clients on a range of matters from formation, contracts, commercial lease review and negotiation, mergers and acquisitions, succession planning, applying for and maintaining trademark registration, and other business operational matters. Megan also assists craft beverage business clients with federal, state, and local ABC permitting, compliance, contracting, intellectual property licensing, and through the nuances of buying and selling ABC-permitted businesses.Megan has sat on the board of directors of the North Carolina Craft Beverage Museum and Invest Collegiate Imagine charter school. Her practical nonprofit experience helps her guide nonprofit clients through the unique challenges they face. In addition to advising nonprofit clients, Megan provides workshops for boards and facilitates strategic planning meetings to assist nonprofits in defining clear goals and strategies to further their missions.Alison Kinnear is a seasoned corporate and securities attorney with nearly 30 years of experience advising clients on complex business matters. Her practice focuses on business transactions, corporate governance, private placements, and compliance with state and federal securities laws.Alison's work spans a wide range of legal areas, including corporate structuring and restructuring, governance, commercial contracts, and private placements under Regulation D, with deal sizes ranging from $500,000 to $50 million. She regularly handles partner buyouts, buy-sell agreements, and mergers and acquisitions involving transactions from $10,000 to $100 million. Her experience also includes business succession planning and overseeing legal due diligence for major transactions.In addition to her transactional work, Alison serves as outside counsel to startups and growing companies, providing both strategic input and practical legal guidance that supports their long-term success.Join us in person for CBP Connects New OrleansDecember 8–10, 2025It's never been more important to connect: https://cbpconnects.com/

Every company says emotional intelligence matters.But if EI works… why are so many top performers still stuck?Why do smart people hesitate? Why do leaders plateau? Why do teams still fall apart?This episode starts with how Nada trains EI (emotional intellgience) inside Fortune 500 companies. Then we expose the real truth your career actually runs on.EI helps you talk better.Self-confidence helps you live better.And only one of them gets you out of purgatory.Inside the conversation, you'll see why 83% of professionals struggle with confidence, why comfort kills growth, and how to build the courage to make real moves before life forces your hand.This is one of the most honest talks we've ever had on the show.Inside the Episode • Why emotional intelligence stopped being enough... and how EI without self-confidence becomes performance, not leadership. • Micro-confidence vs self-confidence. Why skill isn't enough. How to stop overthinking and start moving again.• The math of comfort-zone purgatory. Why staying “fine” drains momentum. How to feel alive again and take real action.• Pain as a cage vs fuel. How to turn loss into lift. So you rise instead of freeze.• Alignment, integrity, and saying no. Why you can't influence anyone when you're unclear on what you stand for. Confidence is the switch. You forgot where it is.This Episode Is For Founders & Execs Who… • Feel capable but still hesitate. • Are living the same week on repeat (and feel the cost). • Want clarity, courage, and conviction without waiting for a crisis. • Want leadership that's felt, not performed. Guest LinksWebsite: https://www.nadalena.com/ LinkedIn: https://www.linkedin.com/in/nadalena/Host LinksFollow Dr. Yishai on LinkedIn: https://www.linkedin.com/in/dryishai/Book a Pattern-Break Session (link on LinkedIn page) to experience it firsthand (limited spots)About the PodcastBuilt for high-performers who don't need help.Just leverage.This is the show that breaks what quietly kills performance at scale.Especially the mental patterns slowing down even the smartest founders.If you never want to get dragged down by pressure, burnout, or hesitation… welcome home.Hosted by doctor of psychology and executive coach Dr. Yishai Barkhordari. Disclaimer: This content is for informational purposes only. It is not therapy, clinical advice, or coaching guidance. All examples and stories are illustrative. Results are not guaranteed and will vary based on personal effort, context, and market conditions. Always consult qualified professionals before making decisions that impact your business, health, or well-being.© 2025 Yishai Barkhordari, Psychologist, PLLC. All rights reserved.   

In this episode of the Tax Smart REI Podcast, Thomas Castelli and Nathan Sosa break down under-the-radar tax strategies real estate investors and high earners can use to cut their tax bills—plus the mistakes that quietly cost people thousands. You'll learn: - How land banking works, who it fits best, and why it can be a powerful long-term tax play - The advanced “1031” strategies including reverse and improvement exchanges to defer taxes while upgrading properties - Niche but huge deductions like solar (only if you own the panels) and casualty losses - Two common pitfalls: accidentally triggering the 3.8% NIIT and missing the §469 grouping election that can trap losses. 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 Connect with Engineered Tax Services: portal.engineeredtaxservices.com/cost-seg…regation Get the Year-End Tax Checklist: go.therealestatecpa.com/4pj63id 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. Any mention of third-party vendors, products, or services does not constitute an endorsement or recommendation. You should conduct your own due diligence before engaging with any vendor.

In today's Ask Allison, we're answering a big one: How do you move to a new state, keep seeing your current clients, and legally run your therapy business in both places?   Short answer: your license and your business are two separate systems—and you have to update each one differently. In this episode, I'll break down what happens to your ability to see clients when you move, what it means to register your practice in a new state, and whether you can bring your current PLLC with you or need to form a new one. You'll also learn how foreign registration works, what to update once your new entity is approved, and how to keep your business name if it's available.   By the end, you'll know the exact steps to make your interstate move legal, smooth, and totally doable.   Sponsored by TherapyNotes®: Looking to switch EHRs? Try TherapyNotes® for 2 months free by using promo code ABUNDANT at therapynotes.com.    Links You'll Love: Grab my FREE weekly worksheet (plus other free tools to grow your practice) here: www.abundancepracticebuilding.com/links  Ready to fill your practice faster? Join the Abundance Party today and get 75% off your first month with promo code PODCAST: www.abundancepracticebuilding.com/abundanceparty

You ever drop everything to fix a “fire”… then realize it wasn't a fire at all?Today you'll learn why your internal alarm can pull you in all the wrong directions.And how to respond the right way, every time.I'll walk you through a simple research-based framework for how you react to threat, and how to use it to drive better results instead of overreaction.If you want to stop fighting the wrong fires and put your focus where it matters… this one's for you.Inside the episode• Why urgency isn't strategy — it's wiring. • The psychology behind false alarms and overreaction. • A simple, research-backed framework you can use to read threats with accuracy. • How to shift from reacting to noise → leading from signal.This episode is for Founders / Execs who:• Feel like they're constantly putting out fires. • Want cleaner thinking and fewer false urgencies. • Are ready to reclaim time, trust, and focus by responding with precision.Key takeaways• Your sense of urgency is shaped by experience, not truth. • False alarms drain hours, slow teams, and break momentum. • Precision beats speed. • Calm isn't risky when you know how to read threat correctly.Old you reacts fast. New you can respond right.When you understand your internal alarm system, you stop fighting the wrong fires.You stop pouring time into the wrong problems.You start putting energy where it compounds.What to do next:→ Share this with the founder who's always “putting out fires.” Ask them, “Where did your alarm pull you this week?”→ Try the 1-minute GPT quiz here: Why You Keep Putting Out the Wrong Fires GPT   → Follow Dr. Yishai on LinkedIn: https://www.linkedin.com/in/dryishai/ → Book a Pattern-Break Session (link on LinkedIn page) to experience it firsthand (limited spots).About the PodcastBuilt for high-performers who don't need help. Just leverage.This is the show that breaks what quietly kills performance at scale.Especially the mental patterns slowing down even the smartest execs and founders.If you never want to get dragged down by pressure, burnout, or hesitation… welcome home.Hosted by doctor of psychology and executive coach Dr. Yishai Barkhordari.DisclaimerThis content is for informational purposes only. It is not therapy, clinical advice, or coaching guidance. All examples and stories are illustrative. Results are not guaranteed and will vary based on personal effort, context, and market conditions. Always consult qualified professionals before making decisions that impact your business, health, or well-being.© 2025 Yishai Barkhordari, Psychologist, PLLC. All rights reserved.

Case Law Update   •          Encompass Healthcare, PLLC v Citizens Insurance Company, ___ Mich App ___ (2025) (Docket No. 357225) •          Dionna Stubbs-Barrett v USA Underwriters and John Doe, unpublished opinion per curiam of the Court of Appeals, issued October 23, 2025 (Docket No. 373388)   Trending Topics in PIP Litigation   •          Parked Vehicle Exception of MCL 500.3105(1) and Potential Tie to PPI Benefits •          Fremont Insurance Company and Frankenmuth Insurance Company v State Farm Mutual Auto Insurance Co. and Jeffrey Lynn Gibbs, ___ Mich App (2025) (Docket No. 371046)  

In this episode of the Tax Smart REI Podcast, Thomas Castelli and Nathan Sosa field real questions from the Tax Smart Investors Facebook group, their online community, and recent client conversations to tackle the most common and most confusing year-end tax issues real estate investors are facing. You'll learn: - Why you must take depreciation on your rental properties - When you're stuck with 40% vs 100% bonus depreciation - How short-term rental hours do (and don't) count toward real estate professional status - When using a property manager or a seller staying in the property after closing can blow up your short-term rental strategy - The tests you need to meet if you want syndication losses to be non-passive - Why condos still need a land allocation for depreciation even if you “don't own the dirt” Practical year-end action items: time logs, charitable bunching, retirement contributions, and how to use the free Year-End Tax Checklist without panic-buying a bad deal for a one-year tax win Whether you're trying to squeeze in a year-end short-term rental, line up a cost seg study, or simply avoid costly mistakes on your 2025 return, this episode will help you zoom out, think long term, and decide which moves are truly worth making before December 31st — and which ones can wait. 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 Connect with Engineered Tax Services: https://portal.engineeredtaxservices.com/cost-segregation/quick-start?utm_source=Live+Event&utm_medium=Others&utm_campaign=hall_cpa&pagesense_source=729733000061045013&utm_term=kim_lochridge&utm_content=cost_segregation Get the Year-End Tax Checklist: https://go.therealestatecpa.com/4pj63id 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. Any mention of third-party vendors, products, or services does not constitute an endorsement or recommendation. You should conduct your own due diligence before engaging with any vendor.

You ever catch yourself thinking, I'm too hard on myself? You hit a goal. And before you even take a breath, your brain says, Cool. What's next?You're not broken. You're built to grow. But you might be running out of oxygen.Old you pushes harder.New you can move cleaner.Here's what you'll hear inside:The hidden cost of “being hard on yourself” and how slowing down can actually make you faster.Why raising the bar before celebrating the last win can cut your drive's ROI in half. Why you can hit 10 goals and still feel behind. How to bank wins so they drive you forward.How ease can become your edge.  This episode is for Founders/Execs who:Move from goal to goal and still feel behind.Can't turn off their mind after a win.Want to turn pressure into fuel without losing their edge.Key takeaways“Hard on yourself” is just misdirected hunger.Gratitude doesn't cancel drive — it sharpens it.Forward doesn't always mean fast. Sometimes fast slows you down.You can want more and love where you are. Both fit.You can be a chaser and chase hard forever. Or a builder who builds momentum that works even when you rest.When you stop fighting your standards and start using them, one small reframe changes everything.Find your big domino. Get yourself in the right gear. Then watch how fast ease can become your edge. That's where the real power startsWhat to do next:→ Share this with the founder who's always chasing the next thing but secretly running on fumes. Ask them, “What would moving cleaner look like for you this week?” → Follow Dr. Yishai on LinkedIn: https://www.linkedin.com/in/dryishai/ → Book a Pattern-Break Session (link on LinkedIn page) to experience it firsthand (limited spots). About the PodcastBuilt for high-performers who don't need help.Just leverage.This is the show that breaks what quietly kills performance at scale.Especially the mental patterns slowing down even the smartest execs and founders.If you never want to get dragged down by pressure, burnout, or hesitation… welcome home.Hosted by doctor of psychology and executive coach Dr. Yishai Barkhordari.Disclaimer: This content is for informational purposes only. It is not therapy, clinical advice, or coaching guidance.All examples and stories are illustrative. Results are not guaranteed and will vary based on personal effort, context, and market conditions.Always consult qualified professionals before making decisions that impact your business, health, or well-being.© 2025 Yishai Barkhordari, Psychologist, PLLC. All rights reserved. 

In this episode of the Tax Smart REI Podcast, Thomas Castelli and Nathan Sosa, Head of the National Tax Department at Hall CPA, sit down with Alex Savage, CPA, CFP, to unpack the Mega Backdoor Roth 401(k), one of the most powerful yet underutilized tax strategies for high-income earners. They break down how the strategy works, who qualifies, and why it can be a game-changer for those looking to build long-term, tax-free retirement wealth, all while balancing real estate investing and other income streams. From contribution limits and in-plan conversions to control group rules and timing, this episode covers everything you need to know to decide whether this advanced strategy fits your situation. You'll learn: - What makes the “Mega” Backdoor Roth 401(k) different from a traditional or standard Roth IRA - How high-income W-2 earners and solopreneurs can contribute up to $70,000+ in after-tax dollars - Why this strategy can help you manage future tax rates, Social Security taxation, and estate planning - The key testing and timing rules to avoid IRS pitfalls - When a Mega Backdoor Roth makes sense and when real estate might be the better play Whether you're a tech executive, business owner, or high-earning real estate investor, this episode gives you the clarity to determine if the Mega Backdoor Roth 401(k) belongs in your financial toolkit and how to use it strategically alongside your real estate portfolio. 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 Connect with Engineered Tax Services: https://portal.engineeredtaxservices.com/cost-segregation/quick-start?utm_source=Live+Event&utm_medium=Others&utm_campaign=hall_cpa&pagesense_source=729733000061045013&utm_term=kim_lochridge&utm_content=cost_segregation Get the Solar White Paper: www.therealestatecpa.com/solar-white-paper/ 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. Any mention of third-party vendors, products, or services does not constitute an endorsement or recommendation. You should conduct your own due diligence before engaging with any vendor.

Every few years, conversations about education in the U.S. circle back to the same refrain: Why can't we be more like Finland?In this episode, I sit down with Dr. Chrishawn Finister from Your Joy Psychological, PLLC to unpack this comparison.We dig into the nuanced relationship between educational eligibility and clinical diagnosis, which often overlap but aren't interchangeable. From there, we widen the lens to explore the broader systems-level challenges that shape how students are identified, supported, and served.Some key themes we discuss:✅ Orthographic density and literacy: Why differences in written language systems matter when comparing reading outcomes across countries.✅ Population homogeneity and “education tracks”: When we look at instructional outcomes data, the students included in the education system and the numbers matter. Are the same individuals “counting” when we compare results across countries? ✅ Teacher pay and professional identity: What Finland's investment in teacher preparation and salary looks like compared to the U.S. (spoiler alert: Dr. Finister and I both think the US should be more like Finland on this one). ✅ Cultural perceptions of medicine vs. education: Why recommendations from evaluations are perceived differently depending on the setting and who is making decisions about services.✅ Housing instability and socioeconomic factors: We're educating students with complex needs in the US who have varying experiences outside of school. With this in mind, has the education system made more progress than what the media is saying? Rather than looking for a one-size-fits-all solution, we highlight why U.S. educators, policymakers, and clinicians need to understand the challenges and opportunities when designing systems of support.If you've ever wondered where the lines between clinical diagnosis and educational eligibility blur, this conversation will give you a grounded perspective.Dr. Chrishawn Finister is an Independent Practicing Licensed Psychological Associate and a Licensed Specialist in School Psychology, possessing over a decade of experience in the role of School Psychologist. Recognized as a Nationally Certified School Psychologist, she is committed to utilizing diagnostically sound assessments to identify learning barriers and implementing research-based interventions to amend challenging behaviors effectively. Dr. Finister is an advocate of culturally competent practices and is dedicated to training future practitioners in the field. She received her foundational training in psychological pedagogy and assessments at Texas Woman's University, where she completed her Master's degree in 2010. While working in a prominent North Texas public school district, she advanced her education by earning a Doctoral degree in Educational Leadership and Policy from the University of Texas at Arlington in 2019. Her contributions to the field extend to academia, where she has served as a guest lecturer at the College of Education at Texas Christian University.Places to connect with Dr. Finister:Her private practice, Your Joy Psychological, PLLCWebsite: https://yourjoypsych.com/Business Instagram: @yourjoypsychHer NonProfit, Texas Psychological Hive: https://thetexaspsychhive.org/Non-profit Instagram: @texaxpsychhiveAdditional Resources Mentioned in this episode:Steven Pinker: https://stevenpinker.com/Mark Manson: https://markmanson.net/Dr. Tim Shanahan: https://www.shanahanonliteracy.com/In this episode, I mention Language Therapy Advance Foundations, my program that gives SLPs and other service providers a system for language therapy. You can learn more about the program here: https://drkarenspeech.com/languagetherapy/ We're thrilled to be sponsored by IXL. IXL's comprehensive teaching and learning platform for math, language arts, science, and social studies is accelerating achievement in 95 of the top 100 U.S. school districts. Loved by teachers and backed by independent research from Johns Hopkins University, IXL can help you do the following and more:Simplify and streamline technologySave teachers' timeReliably meet Tier 1 standardsImprove student performance on state assessments

So many new landlords make mistakes that they don't even realize they are making.  They don't have a lease, they don't know fair housing laws or maybe they discriminate in their ads.  YIKES.  This can end up in a lawsuit that may find the landlord in the wrong.  Joining me today is Florida attorney Tim Baldwin, who focuses on landlord and tenant cases.  He and I discuss the importance of having a comprehensive written lease, how to approach cameras at a rental property, and much MUCH more!  

On today's show, I am talking with Tess,About how her career has become such a success!Tess is the founder of Clause & Affect,She helps her clients with the data they collect!

Lots of executives lose ~22.5% to coping. Don't.Founders often think coping keeps things steady.But coping drains time, trust, and cash.Adapting turns pressure into progress.Which one are you doing? Inside the episode:·       Why “holding it together” burns hours — and how to stop the bleed today.·       The math of coping — the 22.5% time loss and what it costs your org.·       From prey to predator — the simple flip that your team can feel.This episode is for Founders/Execs who: ·       Push hard but feel stuck in place.·       See their team mirror stress instead of momentum.·       Want to buy back days by switching from coping to adapting.What to do next:  → Send this EP to the founder who calls burnout “part of the job.” Put “Are we coping or adapting this week?” in the message. → Follow Dr. Yishai on LinkedIn: https://www.linkedin.com/in/dryishai/ → Book a Pattern-Break Session (link on LinkedIn page) to experience it firsthand (limited spots)About the PodcastBuilt for high-performers who don't need help. Just leverage.This is the show that breaks what quietly kills performance at scale. Especially the mental patterns slowing down even the smartest founders.If you never want to get dragged down by pressure, burnout, or hesitation… welcome home.Hosted by doctor of psychology and executive coach Dr. Yishai Barkhordari. Disclaimer: This content is for informational purposes only. It is not therapy, clinical advice, or coaching guidance.All examples and stories are illustrative. Results are not guaranteed and will vary based on personal effort, context, and market conditions.Always consult qualified professionals before making decisions that impact your business, health, or well-being.© 2025 Yishai Barkhordari, Psychologist, PLLC. All rights reserved. 

In this episode of the Tax Smart REI Podcast, Thomas Castelli and Nathan Sosa, Head of the National Tax Department at Hall CPA, dive deep into solar tax credits: how they work, who qualifies, and whether they can truly offset your tax liability as a real estate investor. From residential installations to short-term rentals and syndicated solar investments, Thomas and Nathan unpack the real opportunities and limitations of this increasingly popular strategy. They break down how the 30% credit applies, what deadlines matter, and why material participation plays a critical role in determining whether your solar investment is active or passive for tax purposes. You'll learn: - How the 30% solar tax credit works for personal, rental, and business properties - The key deadlines for claiming residential solar credits before they expire in 2025 - Why material participation determines if your solar credits can offset active income - How to combine bonus depreciation and solar credits for a “double benefit” - The truth about syndicated solar credit deals and whether they're legitimate Whether you're curious about installing solar on your own properties or exploring syndicated solar investments, this episode gives you a clear-eyed look at the tax benefits, the fine print, and the pitfalls to avoid before making your next move. 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 Connect with Engineered Tax Services: https://portal.engineeredtaxservices.com/cost-segregation/quick-start?utm_source=Live+Event&utm_medium=Others&utm_campaign=hall_cpa&pagesense_source=729733000061045013&utm_term=kim_lochridge&utm_content=cost_segregation 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. Any mention of third-party vendors, products, or services does not constitute an endorsement or recommendation. You should conduct your own due diligence before engaging with any vendor.

This week, Greg, Shar, and Jared break down the latest report on inflation and tell you why you shouldn't wait for lower mortgage rates to buy a home. Featuring guests Jared Antin of Brown Harris Stevens and Shahriar Sedgh of Sedgh & Zuckerman, PLLC. All episodes filmed and recorded as part of Brown Harris Stevens' Mastery of Real Estate (MoRE) Network. Subscribe: https://podcasts.apple.com/us/podcast/crossing-the-line/id1715709313 Watch: https://www.youtube.com/playlist?list=PL7_x00Dbn3OSwzBAeflzGNqX3GrWvOMdJ Connect with Greg Heym: https://www.bhsusa.com/about-gregory-heym Market Report Data: https://www.bhsusa.com/market-reports Submit your "Crossing the Line" questions: CTL@bhsusa.com Connect with Scott Nadler of CrossCountry Mortgage: https://crosscountrymortgage.com/brooklyn-ny-5601/scott-nadler/ Connect with Shahriar Sedgh of Sedgh & Zuckerman PLLC: shar@sznylaw.com Learn More About The Everset: https://theeverset.com/ Brown Harris Stevens is one of the largest privately owned real estate brokerages in the country, with more than 40 offices across four states: New York, New Jersey, Connecticut, and Florida. https://bhsusa.com/ #crossingtheline #economy #realestate #theline #gregheym #mortgagerates #brownharrisstevens #mortgage

In this episode of the Tax Smart REI Podcast, Thomas Castelli and Justin Shore discuss essential year-end tax strategies for real estate investors looking to close out 2025 strong. As Q4 winds down, they walk through the most effective levers you can pull before December 31 to minimize taxes, maximize deductions, and set yourself up for a smoother filing season. From vehicle deductions and short-term rental timing to real estate professional status, cost segregation, and the latest SALT deduction updates, Thomas and Justin share practical insights for both active and passive investors. They also highlight common pitfalls, like letting the tax tail wag the dog, and explain how to apply these strategies correctly in your own situation. You'll learn: - How to qualify for 100% bonus depreciation on vehicles and real estate in 2025 - What it really takes to lock in short-term rental tax benefits before year-end - Why REPS qualification is nearly impossible to start from scratch in Q4 - When to complete a cost segregation study (and when it can wait) - How the updated SALT cap could impact your AGI and deductions - Key deadlines for 401(k)s, IRAs, HSAs, and paying your kids through your business - Why bookkeeping and documentation now will save you headaches in tax season Whether you're a seasoned investor or just looking to make smart year-end moves, this episode breaks down the most valuable tax strategies for real estate professionals, with clear guidance on how to apply them responsibly and in compliance with the IRS. 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. Any mention of third-party vendors, products, or services does not constitute an endorsement or recommendation. You should conduct your own due diligence before engaging with any vendor.

Carlo Taboada is an attorney in Brownsville, Texas. After serving in the US Marine Corps from 2001-2006, he decided to begin his legal career and specialize in immigration. Once graduated from Texas State University and Texas Tech University, he worked as a lawyer in the Dallas/Fort Worth, Texas area and served as a State Bar of Texas District Director before leaving to start his own firm, Carlo Taboada Law Firm, PLLC. Carlo makes his home in Texas.

In this episode of the Tax Smart REI Podcast, Thomas Castelli sits down with Matt Hamilton and Nathan Sosa, co-hosts of the Major League Real Estate Podcast and leaders at Hall CPA, to unpack the complex world of real estate syndications and funds and the tax traps that even seasoned operators overlook. Matt and Nathan work directly with large private equity clients and syndicators, managing tens to hundreds of millions in assets. Together, they break down what it really takes to structure deals, protect investors, and stay compliant when managing other people's money. From operating agreements to bonus depreciation, this episode reveals why running a syndication isn't just about raising capital. It's about running a business the right way. You'll learn: - The key differences between syndications and funds (and how to choose the right structure) - The biggest mistakes operators make with their operating agreements and tax allocations - How to avoid costly issues with K-1s, depreciation, and recapture - What fund managers must know about open vs. closed funds and investor onboarding - Why choosing the right CPA can protect your reputation and your investors' returns Whether you're an experienced syndicator or just thinking about launching your first fund, this episode is packed with essential insights on how to operate, report, and grow like a professional, without putting your investors or your business at risk. 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. Any mention of third-party vendors, products, or services does not constitute an endorsement or recommendation. You should conduct your own due diligence before engaging with any vendor.

Understanding long-term care options is crucial for families facing dementia. Many fear the overwhelming costs. However, there are often overlooked benefits available. On this episode, we share real stories of financial challenges. Furthermore, we provide practical insights into navigating the complex world of long-term care benefits. We discuss how families can qualify for assistance. Consequently, we highlight strategies to protect assets. Discover the nuances of government programs like Medicaid. Moreover, learn how states interpret federal guidelines. We also touch upon the importance of planning ahead. Consequently, you'll feel more prepared. Ultimately, our goal is to empower you. Therefore, you can secure real support and peace of mind for your loved one's long-term care. Tune in to learn more. Our Guest: Aaron Miller Aaron R. Miller's professional life began with a successful career in corporate litigation, representing large companies in cases involving multi-million dollar disputes. What gave him the most professional satisfaction was helping people with whom he had developed personal relationships. A skilled attorney with a passion for many aspects of law, Aaron nonetheless found himself at a crossroads when he realized that with many years of practice in front of him, he did not want to continue a career involving such combative work.Just before Aaron decided to leave the law for good, he discovered that families really need help protecting those they love through proper estate planning. From that, the Miller Law Office, PLLC was born. +++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++ Related Episodes: Long-term Care - Low Cost Options Home Dementia Care Alarm: Crisis in Long-term Care ++++++++++++++++++++++++++++++++++++++++ Sign Up for more Advice & Wisdom - email newsletter. ++++++++++++++++++++++++++++++++++++++++ Please help us keep our show going by supporting our sponsors. Thank you. ++++++++++++++++++++++++++++++++++++++++ Make Your Brain Span Match Your LifeSpan Relevate from NeuroReserve With Relevate nutritional supplement, you get science-backed nutrition to help protect your brain power today and for years to come. You deserve a brain span that lasts as long as your lifespan. ++++++++++++++++++++++++++++++++++++++++ Feeling overwhelmed? HelpTexts can be your pocket therapist. Going through a tough time? HelpTexts offers confidential support delivered straight to your phone via text message. Whether you're dealing with grief, caregiving stress, or just need a mental health boost, their expert-guided texts provide personalized tips and advice. Sign up for a year of support and get: Daily or twice-weekly texts tailored to your situation Actionable strategies to cope and move forward Support for those who care about you (optional) HelpTexts makes getting help easy and convenient. ++++++++++++++++++++++++++++++++++++++++ List of the Top 20 Alzheimer's Podcasts via FeedSpot! See where we rank. Join Fading Memories On Social Media! If you've enjoyed this episode, please share this podcast with other caregivers! You'll find us on social media at the following links. Instagram LinkedIn  Facebook Contact Jen at hello@fadingmemoriespodcast.com Or learn more at Our Website

In this episode of the Tax Smart REI Podcast, Thomas Castelli sits down with Annette Grant and Sarah Karakaian, co-founders of Thanks for Visiting, to reveal what it really takes to run a profitable short-term rental business in today's market. Annette and Sarah have coached thousands of hosts on how to build scalable, hospitality-driven operations that actually make money. Together, they unpack the truth behind STR success, from pricing and KPIs to bookkeeping and mindset, and why short-term rentals are not the “passive income” opportunity many think they are. You'll learn: - The #1 reason most hosts leave money on the table (and how to fix it) - The five KPIs every short-term rental owner should track - Why running a short-term rental is running a business, not just owning a property - How clean bookkeeping and P&Ls protect you in an audit (and keep profits real) - The right mindset for long-term success and how to balance cash flow, tax savings, and lifestyle goals Whether you're managing your first Airbnb or scaling a growing STR portfolio, this episode is packed with real-world advice on how to stop letting emotion drive decisions and start running your short-term rentals like a professional 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 Connect with Thanks for Visiting: https://thanksforvisiting.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. Any mention of third-party vendors, products, or services does not constitute an endorsement or recommendation. You should conduct your own due diligence before engaging with any vendor.

In this episode of the Great Trials Podcast, host Steve Lowry interviews Nathan Werksman of Merson Law and Sam Martin of Patrick Malone & Associates to dissect their recent $2.3 million medical malpractice verdict in the case Weil v. Dr. Alhindawi. (More details on the case) Guest Bio: Nathan Werksman As a trial attorney at Merson Law PLLC, Nathan Werksman fights for the injured and wronged in catastrophic personal injury and wrongful death litigation and is a leader in the New York legal community. His work on behalf of injured New Yorkers has been featured on Good Morning America and Eyewitness News ABC 7 New York and in The New York Times, The New York Post, and Rolling Stone Magazine. Nathan is very involved in the New York legal community and in making New York a more just place for the injured. He is the Deputy Treasurer of the New York State Trial Lawyers Association, is the Chair of the Products Liability Committee at the New York City Bar Association and is on the Executive Committee of the UJA's Young Lawyers Division. He was also selected to serve on the 2024 Supreme Court Independent Judicial Screening Panel, which plays a critical role in selecting the Supreme Court judges in Manhattan. Read Full Bio Sam Martin Sam Martin joins the team at Patrick Malone & Associates having already represented plaintiffs in a variety of cases including individual injuries, discrimination lawsuits, consumer class actions and mass torts. Sam grew up in West Warwick, Rhode Island. He earned a B.A. in Political Science at Yale University. While at Yale, he captained the men's varsity basketball team, and he received the Roosevelt L. Thompson Prize for his dedication to serving his class and community. Sam earned his J.D. from Stanford Law School, where professors awarded him the Gerald Gunther and John Hart Ely Prizes for outstanding performance in classwork, including receiving the top grade in Federal Courts. Sam has been named as a top "40 under 40" lawyer by the National Trial Lawyers. Read Full Bio CONNECT WITH OUR GUESTS: Nathan Werksman on LinkedIn Merson Law, PLLC on Instagram Sam Martin on LinkedIn LISTEN TO PREVIOUS EPISODES & MEET THE TEAM: Great Trials Podcast Show Sponsors: Legal Technology Services  Harris Lowry Manton LLP - hlmlawfirm.com Production Team: Dee Daniels Media Podcast Production   Free Resources: Stages Of A Jury Trial - Part 1 Stages Of A Jury Trial - Part 2

In this episode, we sit down with Michael J. Wynne, a partner at Gregor Wynne Arney, PLLC, who focuses on federal white-collar criminal defense, government and corporate investigations, and election law. A former federal prosecutor and a Texan by choice, Michael brings a unique perspective shaped by years on both sides of the courtroom. What makes his perspective so unique? Hit play to see for yourself… This conversation explores: How a bribe is defined according to U.S. law. What happens when someone is falsely accused of a white-collar crime. Legal cases that are on the rise in 2025. Michael served as an Assistant United States Attorney for twelve years, including time on the U.S./Mexico border. He focuses on public corruption, election law, financial crimes, health care fraud, and representing foreign nationals in U.S. litigation. He also partners with larger firms on select cases. Michael is active in the legal and civic communities, serving as a Director of the State Bar of Texas, President-Elect of the Downtown Houston Rotary Club, and a member of several professional organizations, including NACDL, TCDL, the Federal Bar Association, and the American Bar Association's Criminal Justice Section. You can follow along with Michael and his work on X @MichaelWynneLaw or contact him directly via email at mwynne@gwafirm.com.

In this episode, we dive into the world of personal injury law with David B. Lever, the founder and senior partner of Lever & Ecker, PLLC. Since 1990, David has dedicated his career to fighting for accident victims, never defending insurance companies or corporate defendants. Known for his integrity and relentless advocacy, he's earned the respect of lawyers and judges alike – becoming a trusted and influential figure in New York's legal community… David started his own firm at just 30 years old, driven by a desire to help people rebuild their lives. Decades later, that passion hasn't faded. For David, every case is about restoring dignity and making a real difference for those who've been hurt through no fault of their own. Join the conversation now to discover: How attorneys become experts in specific areas of law.  Why David chose to represent victims of personal injury. The ways in which personal injury compensation has evolved over the years. Modern accident patterns to watch out for. You can learn more about David and his work here!

About this episode: Pharmacies do a lot more than dispense medications. In this episode: Christina Madison, known online as the Public Health Pharmacist, explains how pharmacists and pharmacies are able to support critical health needs in communities across the country. Guest: Christina Madison, PharmD, FCCP, is a clinical pharmacist and the founder and CEO of The Public Health Pharmacist, PLLC. Host: Dr. Josh Sharfstein is distinguished professor of the practice in Health Policy and Management, a pediatrician, and former secretary of Maryland's Health Department. Show links and related content: The Public Health Pharmacist—http://thepublichealthpharmacist.com The Public Health Pharmacist—Instagram Transcript information: Looking for episode transcripts? Open our podcast on the Apple Podcasts app (desktop or mobile) or the Spotify mobile app to access an auto-generated transcript of any episode. Closed captioning is also available for every episode on our YouTube channel. Contact us: Have a question about something you heard? Looking for a transcript? Want to suggest a topic or guest? Contact us via email or visit our website. Follow us: @‌PublicHealthPod on Bluesky @‌JohnsHopkinsSPH on Instagram @‌JohnsHopkinsSPH on Facebook @‌PublicHealthOnCall on YouTube Here's our RSS feed Note: These podcasts are a conversation between the participants, and do not represent the position of Johns Hopkins University.

In this episode of the Tax Smart REI Podcast, Thomas and Ryan sit down with short-term rental expert Taylor Jones to break down how investors are transforming ordinary Airbnbs into high-ROI “money machines”, even as the STR landscape becomes more competitive. Tune in to learn: - Why data-driven decisions outperform emotion-based investing every time. - How to identify high-demand markets with built-in traveler traffic and lower risk. - The amenities and design upgrades (like pickleball courts and pools) that can add $30K–$70K in annual revenue. - The 4 ROI levers that drive long-term wealth: tax savings, cash flow, principal paydown, and appreciation. - How to go from zero to under contract in just 32 days and why timing your launch can supercharge returns. - The smart 2025 strategy: buy now, rebrand later to maximize tax benefits and long-term performance. Whether you're looking to buy your first STR or scale a growing portfolio, this episode is a must-listen guide to building a short-term rental business that actually pays you, month after month, year after year. 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 Connect with Eckard Enterprises: eckardenterprises.com/taxsmartrei/ Connect with Taylor: https://strsearch.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. Any mention of third-party vendors, products, or services does not constitute an endorsement or recommendation. You should conduct your own due diligence before engaging with any vendor.

Rebecca Adelman, a trailblazer at the crossroads of law, leadership, and legacy, joins Matt Reiners for an in-depth conversation about the human side of risk management in senior living. Drawing on 30+ years in litigation and personal caregiving experiences, Rebecca shares how misaligned expectations—not just adverse events—often drive litigation. She introduces Guide Path, her certification program redefining how communities engage with families, reduce risk, and enhance care.If you're a senior living leader navigating complex challenges, this episode delivers a new lens—and a roadmap.Rebecca Adelman, Esq. is a nationally recognized attorney, risk strategist, and founder of the Adelman Firm and Guide Path, a certification program focused on expectation alignment in senior living. With over 30 years in healthcare litigation, she's also a caregiver, educator, and passionate advocate for intergenerational care. Her philosophy of “Work-Life-Being” shapes her mission to drive human-centered change across the care ecosystem. Timestamps:01:00 — Introduction to Rebecca Adelman: attorney, risk strategist, and founder of Guide Path03:41 — Rebecca's entry into senior living through healthcare litigation06:52 — The personal turning point: caregiving for her father09:50 — What drives lawsuits in senior living (it's not what you think)12:56 — Designing Guide Path: expectations management as risk mitigation14:27 — What proactive alignment looks like in practice18:28 — Resident and Family Insights Survey: where risk really lives21:41 — How unmet expectations fuel litigation23:27 — What sets Guide Path apart from other certifications27:40 — Rebecca's life philosophy: Work-Life-Being33:33 — Real-world impact: from personal relationships to global reach38:23 — Aligning training with compliance and federal regs41:29 — Rebecca's lens on leadership in male-dominated spacesLinks:Adelman Law FirmGuide PathParasol Alliance

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In this episode of the Tax Smart REI Podcast, hosts Thomas Castelli and Ryan Carriere, CPA, dive into one of the most-requested topics from high-income investors and professionals, W-2 tax strategies. Tune in to learn: - Why W-2 income is so highly taxed and the biggest obstacles to offsetting it - How Section 469 passive activity rules work and proven ways to navigate them with real estate professional status (REPS) or short-term rentals - How the $626,000 Excess Business Loss (EBL) limit applies to high earners and how to strategically plan around it - Ways to generate non-passive losses through active businesses and oil & gas investments - How to stack charitable deductions (like donor-advised funds, CRTs, and CLTs) on top of business losses for maximum impact - Traditional but powerful tactics, including 401(k)s, HSAs, SALT deductions, and capital loss harvesting - Which “too-good-to-be-true” tax schemes to avoid and how to spot them before they get you audited This comprehensive breakdown gives you a complete view of W-2 taxation. 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 Connect with Eckard Enterprises: eckardenterprises.com/taxsmartrei/ 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. Any mention of third-party vendors, products, or services does not constitute an endorsement or recommendation. You should conduct your own due diligence before engaging with any vendor.

In this episode of Mission Matters, host Adam Torres interviews with Boe Bowen, Managing Attorney at The Bowen Law Firm, PLLC, about celebrating their first anthology audiobook and Boe's approach to law: empathetic, options-driven, and focused on keeping families together across family law, estate planning/probate, and personal injury. Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour schedule. Apply to be a guest on our podcast: https://missionmatters.lpages.co/podcastguest/ Visit our website: https://missionmatters.com/ More FREE content from Mission Matters here: https://linktr.ee/missionmattersmedia Learn more about your ad choices. Visit podcastchoices.com/adchoices

From the cockpit to commercial real estate, Tate's story shows how a high-earning W-2 professional can build wealth outside of the stock market. In this episode of the Tax Smart REI Podcast, Tate shares the lessons he learned moving from single-family to multifamily to syndications and the strategies that help pilots and other professionals put their money to work more effectively. You'll learn: - How Tate's early mistakes shaped his investing philosophy - Why LPs should evaluate sponsors before the deal - Where commercial real estate sits in today's cycle - How oil & gas and STRs can reduce taxes for W-2 earners - Why access to alternatives in retirement accounts could be a game-changer 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 Connect with Eckard Enterprises: eckardenterprises.com/taxsmartrei/ More From Tait: Website: https://www.turbinecap.com Co-authored Oil and Gas eBook: https://drive.google.com/file/d/17jUYSuoJGCU2ea4SN6MLgazmp-3LE2Lt/view?usp=share_link Daniel Rusteen's Airbnb book: https://www.amazon.com/Optimize-Your-Airbnb-audiobook/dp/B07R7CCKPK/ref=sr_1_1?dib=eyJ2IjoiMSJ9.RuqABHwSbg5DlqM7IpdbdyWEN0kpPfMH9Zirre2T_2LGjHj071QN20LucGBJIEps.Twgy40bFLaRKl4w4yOQGk7aOq7kWbEn890lz81_OJDU&dib_tag=se&hvadid=693594071991&hvdev=c&hvexpln=67&hvlocphy=1027744&hvnetw=g&hvocijid=18402973686594528136--&hvqmt=e&hvrand=18402973686594528136&hvtargid=kwd-2430861329715&hydadcr=21936_13365930&keywords=optimize+your+bnb+by+daniel+rusteen&mcid=e22c221c33dd3f379af9461f5fcc2624&qid=1757789681&sr=8-1 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. Any mention of third-party vendors, products, or services does not constitute an endorsement or recommendation. You should conduct your own due diligence before engaging with any vendor.

In this episode, Jennifer sits down with Cherry Bao, holistic nurse, energy healer, and integrative health coach, to explore how women—especially in the second half of life—can reclaim their zest, vitality, and life force energy. Cherry shares her five energy hacks that work on a cellular level: hydration, whole foods, quality sleep, stress management (including Navy SEAL–tested box breathing), and grounding. Together, Jennifer and Cherry dive into why energy is the foundation for creating the life you desire—and how clearing “cellular gunk” can open the door to abundance, focus, and joy. You'll also hear Cherry's personal reflections on stepping out of her comfort zone, persistence, and why everything begins with energy.You can learn more about Cherry at https://cherrypfauenergyhealing.com/about/. About Cherry Cherry Pfau, MSN, RN, AHN-BC, PLLC, is a holistic wellness practice offering workshops for wellness, individual and group health coaching, and holistic therapies to support your health. It is the private practice of Cherry Pfau, MSN, RN, AHN-BC, and is located in Durham, North Carolina. Cherry has a passion for helping other healthcare practitioners improve their health so they can bring more health to their clients. “I believe that my role is to be your guide and partner on your journey to optimal health and wellness. I believe we all have an inner knowing of what our body, mind and spirit need to heal. My job is to help you discover that inner knowing and to follow a path to healing that feels right for you. I will ask permission before sharing my knowledge and experience with you. I honor your right to choose a course of action for yourself”, states the official website of Cherry Pfau, MSN, RN, AHN-BC, PLLC. Cherry Pfau is the Nurse Cancer Coach. As a professional registered nurse specializing in oncology and advanced holistic practices, Cherry spent over 40 years helping others navigate their own journey with cancer. She is a proud cancer survivor, often referred to as the Nurse Cancer Coach. For more information about Cherry Pfau, RN, MSN, AHN-BC, PLLC, please visit http://www.cherrypfau.com/about/. The Asked and Answered by Soul podcast is dedicated to helping you understand that your Soul is the answer. To learn more about your soul's answers and purpose, access your free guide at ⁠www.themythsofpurpose.com⁠. Learn more about your ad choices. Visit megaphone.fm/adchoices

On this episode, Payton explores the unsettling case of a soldier whose death on base raises far more questions than answers. Links: Patreon: https://www.patreon.com/murderwithmyhusband NEW MERCH LINK: https://mwmhshop.com Discount Codes: https://mailchi.mp/c6f48670aeac/oh-no-media-discount-codes Twitch: twitch.tv/throatypie Instagram: https://www.instagram.com/intothedarkpod/ Discount Codes: https://mailchi.mp/c6f48670aeac/oh-no-media-discount-codes Watch on Youtube: https://www.youtube.com/channel/UCUbh-B5Or9CT8Hutw1wfYqQ Listen on Apple: https://podcasts.apple.com/us/podcast/into-the-dark/id1662304327 Listen on spotify: https://open.spotify.com/show/36SDVKB2MEWpFGVs9kRgQ7 Case Sources: The Silent Truth – feature film Stanford University - https://exhibits.stanford.edu/saytheirnames/feature/lavena-johnson  St. Louis Public Radio - https://www.stlpr.org/government-politics-issues/2015-07-19/10-years-later-a-soldiers-family-still-grieves-and-questions-the-armys-version-of-her-death  Law Offices of David P. Sheldon, PLLC - https://www.militarydefense.com/tag/lavena-johnson-foia-case/ United States Army Criminal Investigation Command - https://www.cid.army.mil/Portals/118/Documents/FOIA-Privacy-Act/CRC_Johnson-Lavena.pdf  Democracy Now - https://www.democracynow.org/2008/7/23/suicide_or_murder_three_years_after Fox 2 Now - https://fox2now.com/news/missouri/family-of-pfc-lavena-johnson-asks-her-date-of-death-to-be-changed/ RAND - https://www.rand.org/pubs/tools/TLA746-2/handbook/resources/data-on-sexual-assault-in-the-military.html  Military Times - https://thefallen.militarytimes.com/army-spc-kamisha-j-block/2984017 Learn more about your ad choices. Visit podcastchoices.com/adchoices

Estate planning is one of the most overlooked parts of real estate investing, but without it, your portfolio and family can be left exposed. This week on the Tax Smart REI Podcast, we sit down with attorney, broker, and investor Diana G. Khan to talk about how real estate investors should approach estate planning. You'll learn: - Why every investor needs at least a will and power of attorney (even at 18) - The difference between wills and trusts, explained with Diana's “backpack” analogy - How to decide between revocable and irrevocable trusts - Practical ways to structure LLCs and holding companies for asset protection - When (if ever) offshore trusts make sense - How life insurance ties into your estate plan Whether you own one rental or a hundred, this episode will show you how to protect your assets, minimize risk, and create a plan that works for your family and your future. Connect with Diana: https://www.dklawmd.com/ Connect with Eckard Enterprises: https://eckardenterprises.com/taxsmartrei/ 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. Any mention of third-party vendors, products, or services does not constitute an endorsement or recommendation. You should conduct your own due diligence before engaging with any vendor.

In this episode of the Tax Smart REI Podcast, Thomas Castelli and Ryan Carriere, CPA, answer real investor questions from the investing community, tackling some of the most pressing topics around bonus depreciation, short-term rentals, and advanced tax planning. Tune in to learn: - How cost segregation results differ between condos, single-family homes, and properties with big-ticket land improvements like pools - Why new renovations on older rentals may still qualify for 100% bonus depreciation under the latest rules - The nuances of converting a personal residence into a short-term rental, and when only 40% bonus depreciation applies - The pros and cons of using Form 3115 to catch up missed depreciation—and why DIY may not be the best option - Key IRS rules around ADUs, STR participation, and what really triggers depreciation recapture This Q&A-style episode delivers practical answers to questions investors are asking right now in 2025. To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6 Get your FREE ticket to the 2025 Tax, Legal, and Wealth Summit: www.taxandlegalsummit.com/registration 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. Any mention of third-party vendors, products, or services does not constitute an endorsement or recommendation. You should conduct your own due diligence before engaging with any vendor.

What happens when therapy and medication don't work? Treatment-resistant depression can feel like a dead end — but it's not. In this episode, clinical psychologist and ADAA member expert Dr. Jill Emanuele unpacks the nuanced differences between sadness, grief, and major depressive disorder — and why misusing these terms can delay real help.But the conversation doesn't stop there. What happens when traditional treatments for depression don't work? You've probably heard the term treatment-resistant depression, and it may sound terrifying. Dr. Emanuele and host Gabe Howard dig deep into what this label actually means — and spoiler alert: It's more about strategy than severity. You'll also discover lesser known but evidence-backed options that go beyond talk therapy and antidepressants, including: transcranial magnetic stimulation (TMS) ketamine and esketamine treatments radically open dialectical behavior therapy (RO-DBT) electroconvulsive therapy (ECT) without the Hollywood horror spin psychedelic-assisted therapy using psilocybin  Key takeaways: the difference between sadness, grief, and clinical depression what treatment resistant actually means a breakdown of advanced, research-backed treatment options why individualization is key to recovery This episode is your roadmap for understanding treatment-resistant depression on a deeper level — and for finding hope when treatment doesn't seem to be working. Whether you're managing this yourself or supporting someone who is, you'll walk away knowing there are more options — and find that labels aren't life sentences. Special thanks to Johnson & Johnson for providing funding for today's episode. Our guest, Jill M. Emanuele, PhD, is Founder and Executive Director of Urban Yin Psychology, PLLC, based in New York City.  She is also Secretary and board member for the Anxiety and Depression Association of America (ADAA).  Dr. Emanuele completed her undergraduate studies with degrees in Psychology and Music from the University of Richmond, and her Ph.D. in clinical psychology from George Mason University. Dr. Emanuele has presented at academic medical centers, professional conferences, public and private schools, and community organizations on the topics of mindfulness, adolescent depression and suicide, adolescent self-injury, DBT, and adolescent borderline personality disorder, and co-authored book chapters on some of these important topics.  She also provides education through multiple forms of media including television, radio, internet, and podcasts.  Our host, Gabe Howard, is an award-winning writer and speaker who lives with bipolar disorder. He is the author of the popular book, "Mental Illness is an Asshole and other Observations," available from Amazon; signed copies are also available directly from the author. Gabe is also the host of the "Inside Bipolar" podcast with Dr. Nicole Washington. Gabe makes his home in the suburbs of Columbus, Ohio. He lives with his supportive wife, Kendall, and a Miniature Schnauzer dog that he never wanted, but now can't imagine life without. To book Gabe for your next event or learn more about him, please visit gabehoward.com. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of the Tax Smart REI Podcast, Thomas Castelli and Ryan Carriere, CPA, break down the two most common questions investors are asking after the passage of the “Big Beautiful Bill” and the return of 100% bonus depreciation: - Should you invest in real estate or specifically short-term rentals for tax savings? - When does it make sense to start working with a tax strategist? Tune in to learn: - Why existing landlords who haven't done tax planning may be leaving money on the table - How to decide if short-term rentals make sense for your goals, lifestyle, and time commitment - A step-by-step framework for estimating your first-year tax savings using bonus depreciation - The reality of material participation, hours required, and capital needed to get started - When to engage a tax strategist if you're already in the game or just getting started - Why time is running short in 2025, and how late you can still implement this strategy To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6 Get your FREE ticket to the 2025 Tax, Legal, and Wealth Summit: www.taxandlegalsummit.com/registration 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. Any mention of third-party vendors, products, or services does not constitute an endorsement or recommendation. You should conduct your own due diligence before engaging with any vendor.

This week on Spaghetti on the Wall, we're joined by Kellam T. Parks, a Managing Member of Parks Zeigler, PLLC—a paperless, tech-driven law firm with offices across Virginia and North Carolina. With 25 years of experience, Kellam focuses his practice on Cybersecurity/Data Privacy and complex Family Law and Civil Litigation. Beyond running a thriving firm, he also founded The MOTIVATEd Lawyer, a coaching business that helps attorneys align their practices with their personal goals, avoid costly mistakes, and build sustainable success. From law firm landmines to the future of technology in legal practice, Kellam brings insights every lawyer and entrepreneur needs to hear.

In this episode of the Tax Smart REI Podcast, Thomas Castelli sits down with Hall CPA Advisory Manager Justin Shore to break down why bookkeeping isn't just busy work, it's the foundation of audit defense and financial success as a real estate investor. Tune in to learn: - Why sloppy bookkeeping can raise red flags and trigger IRS scrutiny - The key differences between Schedule E and Schedule C—and why they matter for your rentals - How proper categorization of expenses (like cleaning vs. repairs) can make or break your audit defense - Why bank statements aren't enough, and the documentation you must keep to substantiate deductions - The penalties and costs of poor records and how to avoid them - The line between bookkeepers and tax preparers, and what responsibilities truly fall on you To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6 Get your FREE ticket to the 2025 Tax, Legal, and Wealth Summit: www.taxandlegalsummit.com/registration 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. Any mention of third-party vendors, products, or services does not constitute an endorsement or recommendation. You should conduct your own due diligence before engaging with any vendor.