Podcasts about pllc

A History of the Church through its Buildings (Oxford University Press, 2021) by Allan Doig takes the reader to meet people who lived through momentous religious changes in the very spaces where the story of the Church took shape. Buildings are about people, the people who conceived, designed, financed, and used them. Their stories become embedded in the very fabric itself, and as the fabric is changed through time in response to changing use, relationships, and beliefs, the architecture becomes the standing history of passing waves of humanity. This process takes on special significance in churches, where the arrangement of the space places members of the community in relationship with one another for the performance of the church's rites and ceremonies. Moreover, architectural forms and building materials can be used to establish relationships with other buildings in other places and other times. Coordinated systems of signs, symbols, and images proclaim beliefs and doctrine, and in a wider sense carry extended narratives of the people and their faith. Looking at the history of the church through its buildings allows us to establish a tangible connection to the lives of the people involved in some of the key moments and movements that shaped that history, and perhaps even a degree of intimacy with them. Standing in the same place where the worshippers of the past preached and taught, or in a space they built as a memorial, touching the stone they placed, or marking their final resting-place, holding a keepsake they treasured or seeing a relic they venerated, probably comes as close to a shared experience with these people as it is possible to come. Perhaps for a fleeting moment at such times their faces may come more clearly into focus. Bryan Toepfer, AIA, NCARB, CAPM is the Principal Architect for TOEPFER Architecture, PLLC, an Architecture firm specializing in Residential Architecture and Virtual Reality. He has authored two books, “Contractors CANNOT Build Your House,” and “Six Months Now, ARCHITECT for Life.” He is an Adjunct Professor at Alfred State College and the Director of Education for the AIA Rochester Board of Directors. Always eager to help anyone understand the world of Architecture, he can be reached by sending an email to btoepfer@toepferarchitecture. Learn more about your ad choices. Visit megaphone.fm/adchoices

Episode Summary:Most high performers treat doubt like a red flag.They either believe it and stall… or fight it and bleed energy.But the ones who scale?They use doubt as leverage.Inside, you'll learn how top founders and execs turn hesitation into decision speed. And why fighting your doubt may be the hidden cost draining your time, clarity, and growth.This isn't your typical mindset fluff. It's how the best move faster without dragging dead weight.About the Podcast:Welcome to Think Mastery, where doctor of psychology and executive coach Dr. Yishai Barkhordari helps high-performing founders and leaders unlock what's really slowing them down. Each episode reveals hidden patterns, powerful mindset shifts, and psychological leverage you need to make faster decisions, lead with clarity, and scale without burning out.Inside the episode:• Why most founders either believe doubt or fight it. And why both cost you.• The 3 types of performers and one shift that separates the empire builders• What Charlie Munger did with doubt that most people never even consider• A new way to turn hesitation into smart, confident action. Without force. This episode is for Founders and Execs who… • Make big moves but second-guess while doing it. Or after.• Push through doubt. But pay for it in energy, clarity, or time.• Feel hidden tension they can't name but know is slowing them down• Want to move with speed and certainty. Without the internal fight. What to do next:  → Know a founder or exec who needs this? Share the episode→ Follow Dr. Yishai on LinkedIn: https://www.linkedin.com/in/dryishai/→ Book a Mirror Session (link on LinkedIn page) to experience it firsthand (limited spots)  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 week's episode of the Tax Smart REI Podcast, Thomas Castelli and Nathan Sosa break down everything real estate investors and business owners need to know about the now-official “Big Beautiful Bill”, the sweeping tax package that just became law. Key topics covered: - 100% bonus depreciation is back and permanent: who qualifies and when it starts - QBI updates: simplified rules, new thresholds, and small business wins - SALT cap expansion (finally!) and what the five-year phase-in means for planning - Section 179 expensing: higher limits and how it benefits STRs and commercial assets - Qualified Opportunity Zones get renewed: what's changing in 2027 - And more! Plus, we highlight the planning window left in 2025, how to take action before year-end, and why this bill sets the stage for strategic investing and long-term tax savings. 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.

What happens when a lawyer trades courtroom conflict for real estate closings? In this episode of YOUR STORY. YOUR BANK PODCAST, we meet Ryan Byrne and John Westmoreland—founders of Byrne Westmoreland, PLLC, a thriving real estate and estate planning firm with five offices across Mississippi and Tennessee. From helping first-time buyers navigate closings to wiring funds with precision, they share how building a client-first culture—and partnering with the right bank—has fueled their growth. Learn how First Commercial Bank's personal service, real-time wire support, and commercial banking tools helped them scale during booms and weather downturns. Whether you're buying your first home or running a high-volume practice, this story will inspire you to rethink what a great banking relationship can do for your business.

Most founders think stress is a problem to solve. They try to suppress it, manage it, or push through it. But actually, stress isn't the threat. It's a signal. A diagnostic. And when you treat it like something to get rid of, you miss the important message it's trying to send. The result? Slower decisions, tension with your team, and momentum leaks you can't afford. But if you know how to carry it — stress becomes your engine, not your enemy.Today, you'll learn how to do just that. About the Podcast:Welcome to Think Mastery, where doctor of psychology and executive coach Dr. Yishai Barkhordari helps high-performing founders and leaders unlock what's really slowing them down. Each episode reveals hidden patterns, powerful mindset shifts, and psychological leverage you need to make faster decisions, lead with clarity, and scale without burning out.Inside the episode:• Why most high performers treat stress like a virus — and how it backfires• A simple metaphor that will change how you think about your brain• The real formula behind stress• How to turn stress from a drag into a diagnostic toolThis episode is for Founders/Execs who...• Feel like stress is starting to bleed into their decisions• Push through pressure but keep slowing down• Don't know how to listen to stress without getting derailedWhat to do next:→ Book a Mirror Session to experience it firsthand (limited spots)→ Know a founder or exec who needs this? Share the episode→ Follow Dr. Yishai on LinkedIn: https://www.linkedin.com/in/dryishai/Disclaimer: The information contained in this publication is for general informational purposes only and shall not be relied on or construed as coaching advice or therapy. All examples, stories, and scenarios are illustrative only. They are not guarantees of results or indicative of past or future outcomes. Results vary based on individual effort, personal factors, and external circumstances. No guarantees of success, performance, or outcomes are made.Always consult with qualified professionals before making decisions that affect your life, business, or mental health.© 2025 Yishai Barkhordari, Psychologist, PLLC. All rights reserved.

Before you syndicate your first deal, you need to get your legal foundation right. This week on the Tax Smart REI Podcast, we sit down with Tilden Moschetti, real estate attorney and experienced syndicator, to talk through the legal must-haves for your first capital raise. You'll learn: - When a deal becomes a syndication in the eyes of the SEC - The two-entity structure every sponsor should use - What PPMs, subscription agreements, and operating agreements actually do - Why you shouldn't rely on capital raisers (and how to avoid SEC trouble) Whether you're raising $200K or $2M+, this episode is packed with real-world advice to help you syndicate legally and confidently. 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.

In this week's episode of the Tax Smart REI Podcast, Thomas and Ryan answer real estate tax questions submitted by the community. From LLC structuring and grouping elections to retroactive cost segregation and solo 401(k) eligibility, this Q&A session covers some of the most common (and confusing) issues investors face midyear. Key topics covered: - Can I move my STR into an LLC if the deed and mortgage are in my name? - Why short-term rentals can't be included in a Dash-9 grouping election - What counts as "placed in service" when a tenant isn't paying rent - How to take 100% bonus depreciation in 2025 for a 2022 STR purchase 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.

Creating the Vision for Your Life   What does it take to break free from a scarcity mindset and rise to the top as a master negotiator and dealmaker? On this compelling episode of Richer Soul, Corey Kupfer shares his raw journey from paycheck-to-paycheck roots to building a powerhouse law firm and consultancy focused on high-stakes negotiation and deal-making. If you've ever doubted whether your background could limit your future success, this is the episode that will blow your mind—and redefine what's possible.   Key Takeaways: Your Money Mindset Can Be Reprogrammed. Corey's early life was shaped by scarcity—“money's hard to come by,” “budget everything”—but he did the inner work to shift to a mindset of abundance and strategic wealth creation. The Courage to Go Solo. At 31, with zero clients and no financial safety net, Corey left a secure legal job and launched his own firm. He used credit cards to pay rent and still found the resilience to build from scratch. Negotiation Is a Skill Anyone Can Master. Corey breaks down the three pillars of authentic negotiating: Clarity, Detachment, and Equilibrium—tools anyone can use to stop overthinking and start winning in both business and life. True Success Requires Internal and External Alignment. Wealth isn't just about money—it's about being purpose-aligned, values-driven, and empowered to create lasting impact through your work and your deals.   Money Learning: From Scarcity to Strategy Corey's relationship with money started in a fear-driven, budget-focused household. The breakthrough came when he realized that despite early professional success, his subconscious beliefs were holding him back from building real wealth. He invested deeply in personal development, challenged inherited financial scripts, and reshaped his thinking to embrace abundance, philanthropy, and purpose-driven prosperity.   Lesson for Listeners: No matter your past, you can rewrite your money story—and your results will follow.   About Corey Kupfer Corey Kupfer is a seasoned entrepreneur, attorney, consultant, and professional speaker with over 35 years of deal-making experience. He's the founder of Kupfer & Associates, PLLC, a top-tier corporate law firm, and DealQuest, a platform for empowering deal-driven entrepreneurs. He's also the bestselling author of Authentic Negotiating and host of the top 1% ranked DealQuest Podcast.   Key Discussion Points: Breaking out of limiting financial beliefs rooted in childhood. Going from high-salary corporate law to entrepreneurial uncertainty. The psychological and practical tools behind Authentic Negotiating. How entrepreneurs can use clarity, detachment, and equilibrium to win big. Why “working harder” doesn't lead to wealth—and what actually does. Building a legacy through impact, philanthropy, and alignment.   Conclusion: This episode isn't just about making deals—it's about making change. Corey's story proves that no background is too humble, and no challenge too big, when you're aligned with purpose and armed with the right mindset. If you're ready to rewrite your relationship with money, embrace your inner negotiator, and take bold steps toward financial independence, this is your blueprint.   Links: Website: https://www.coreykupfer.com/podcast LinkedIn: https://www.linkedin.com/in/coreykupfer/ Instagram: https://www.instagram.com/coreykupfer/ Facebook: https://www.facebook.com/CoreyKupfer X: https://x.com/coreykupfer   Watch the full episode on YouTube: https://www.youtube.com/@richersoul Richer Soul Life Beyond Money. You got rich, now what? Let's talk about your journey to more a purposeful, intentional, amazing life. Where are you going to go and how are you going to get there? Let's figure that out together. At the core is the financial well-being to be able to do what you want, when you want, how you want. It's about personal freedom! Thanks for listening!   Show Sponsor: http://profitcomesfirst.com/   Schedule your free no obligation call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes   If you like the show please leave a review on iTunes: http://bit.do/richersoul   https://www.facebook.com/richersoul http://richersoul.com/ rocky@richersoul.com   Some music provided by Junan from Junan Podcast   Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.

Are you parenting on autopilot—or truly present with your child?Miami-based licensed psychologist Dr. Alexandra Sredni, Psy. D., PLLC, joins Help Them Bloom with Evelyn Mendal for an honest and insightful conversation on the power of mindfulness in parenting. Together, they unpack how to shift from reacting to responding, why self-acceptance is key to accepting your child, and how our relationship with technology can undermine meaningful connection. From emotional regulation to modeling mindfulness and making space for repair, this episode offers practical strategies to slow down, be present, and raise emotionally aware children—starting with your own inner work.Learn more about Dr. Alexandra Sredni's practice: https://www.miamibeachtherapist.com/CHAPTERS:00:00 Introduction to Mindfulness in Parenting02:59 The Journey into Mindfulness05:53 Understanding Mindfulness and Its Importance08:27 Mindfulness as a Tool for Parenting Challenges11:22 The Impact of Technology on Presence14:06 Reacting vs. Responding in Parenting16:59 The Power of Apologizing and Repairing Relationships19:56 Accepting Children for Who They Are22:44 Practical Tips for Mindful ParentingSTAY CONNECTED: Follow us on Instagram: @hatchandbloomco instagram.com/hatchandbloomco Visit our website: https://www.hatchandbloom.co/Produced by Haynow Media: https://haynowmedia.com/

June 30, 2025 ~ Todd Flood, Managing Partner of Flood Law, PLLC, Host of "Behind the Bench" with Todd Flood on WJR breaks down a number of big rulings by the Supreme Court last week.

Have you ever had a work situation that took you to your knees and required your faith that everything was going to be okay? I have. In one of my roles, my boss told me that I wasn't the right fit for the role and that I was going on the dreaded performance improvement plan or PIP for short. I was typically the person that was helping others improve their performance, not the employee that was told my performance wasn't measuring up to expectations.When my boss provided me that news, I felt like I left my body. I immediately felt fear. Questions like, “Am I going to be fired?” or “What do I do next if this doesn't work out?” started swirling over my head like storm clouds.The next year was a mad scramble to try to fit in the mold of what my boss wanted me to be while simultaneously looking for a better cultural fit in a new job. That time was fraught with fear and overworking. I didn't even see another choice – that I could have softened into surrender.My guest today, Dr. Shawnte Elbert, has faced her fair share of career struggles, but unlike my position of overdriving, Shawnte learned a concept that I love: inhale faith, exhale fear. In today's podcast, Shawnte gives me a beautiful masterclass in letting go of the need to control and leaning on something much greater: our faith. Before we get started, let me share more about Shawnte:Dr. Shawnté Elbert, EdD, MCHES, CWHC, is the founder and CEO of Elbert Innovative Dr. Shawnté Elbert is a nationally recognized leader in public health, health equity, and mental healthcare innovation. She is the Founder & Principal Consultant of Elbert Innovative Solutions (EIS), advising organizations on equity-driven leadership, workforce development, and systems change.Dr. Elbert is also the Regional Director and Director of Training and Development at Growth & Empowerment Mental Healthcare Services, LLC (G&E). She oversees comprehensive training for clinical and non-clinical staff and ensures that mental healthcare services are effective, culturally responsive, and equity-centered. She is also a co-founder of Sister WELLS Counseling, Coaching & Consulting, PLLC, alongside Dr. Charla Blumell and Dr. Sherrá Watkins. Sister WELLS is a collective of experienced wellness and leadership professionals dedicated to leadership development, holistic wellness, and guiding individuals toward authentic transformation. Rooted in their shared sisterhood and passion for equity-driven change, the practice brings a unique and deeply personal approach to leadership and well-being.

Most founders push harder when pressure hits. But the real drag on performance isn't strategy — it's what you're doing with your emotions. In this episode, Dr. Yishai breaks down the three hidden patterns that slow high-performers down, and shares what some top execs do differently to unlock speed, clarity, and execution — without burning out. Welcome to Think Mastery, where doctor of psychology and executive coach Dr. Yishai Barkhordari helps high-performing founders and leaders unlock what's really slowing them down. Each episode reveals hidden patterns, powerful mindset shifts, and psychological leverage you need to make faster decisions, lead with clarity, and scale without burning out.Inside the episode: [✓] Three reasons high-performers lose momentum — even with the right plan [✓] Three performance modes that quietly slow you down [✓] Why “managing stress” isn't enough — and what to do instead [✓] How to turn emotion into decision-making fuel (fast)  This episode is for Founders/Execs who: Feel like something is getting heavier — even when business is growing Want to move faster, without burning out or overriding their gut Are tired of mindset hacks and want leverage that actually works What to do next:  → Book a Mirror Session to experience it firsthand (limited spots)→ Know a founder or exec who needs this? Share the episode→ Follow Dr. Yishai on LinkedIn: https://www.linkedin.com/in/dryishai/Disclaimer: The information contained in this publication is for general informational purposes only and shall not be relied on or construed as coaching advice or therapy. Results may vary based on individual efforts and other factors. We make no promises or guarantees regarding your outcomes or success. We assume no responsibility for decisions or actions made based on the content in this podcast.© 2025 Yishai Barkhordari, Psychologist, PLLC. All rights reserved.

In this week's episode of the Tax Smart REI Podcast, Thomas Castelli and Ryan Carriere, CPA, break down the Senate's draft tax bill and what it could mean for real estate investors if it becomes law. Key topics covered: - 100% bonus depreciation made permanent: what this really means - Major changes to Qualified Opportunity Zones (QOZs) - Updates to Section 179 and interest expensing rules - The fate of the SALT cap and why it's still a moving target - Expanded QSBS exclusion and its impact on startup investors - The Senate's fix to Excess Business Loss (EBL) carryovers - Why QBI stays at 20% and who gets left out of the benefit Plus, Thomas and Ryan take questions from the Tax Smart community on short-term rentals without guest stays, the risks of self-preparing complex tax returns, and what happens when you sell a property at a loss. 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: https://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.

Achieving Success with Olivia Atkin Episode 139 "Achieve Clarity & Empowerment: From Legal Battles To Breakthrough Conversations with Lesa Koski"Olivia talks personal and professional achievements with Lesa Koski. Lesa Koski is a seasoned attorney and family mediator, specializing in helping clients navigate divorce and family law matters with clarity and compassion. As the President and Founder of Koski Law and Mediation, PLLC, she has spent over seven years providing expert legal guidance, while also serving as a State Qualified Neutral, ensuring fair and peaceful resolutions. In addition to her legal work, Lesa is the host of Saddle Up Live, a podcast dedicated to empowering women over 40 through conversations on faith, wellness, relationships, and personal growth. Drawing from her own life experiences, she offers practical advice and strategies to help women embrace life's transitions with confidence. Whether in the courtroom or behind the mic, Lesa is committed to guiding others toward resilience, success, and fulfillment.Join Olivia every Tuesday as she brings on top notch guests to talk about how they are Achieving Success! Career Development Book and More at Achieving-success.comStay Connected With Us:Linkedin: https://www.linkedin.com/company/achieving-success-llcInstagram: @_achievingsuccessTwitter: @_achievesuccessFacebook: @Achieving SuccessYou can find Lesa Koski:LinkedIn: Lesa KoskiWebsite: familyandcivilmediation.com/ Email: lesa.koski@gmail.comBecome a supporter of this podcast: https://www.spreaker.com/podcast/achieving-success-with-olivia-atkin--5743662/support.

It's June in Houston, which means it is hot. And Behind the Lines is focusing on a hot topic this month: Immigration Law. In this final episode of the 2024-2025 Bar Year, we hear about trends in civil and criminal immigration law and have a special "Know Your Rights" segment that will be helpful to lawyers who are not immigration lawyers and need a bit of a refresher. (1) Criminal Immigration Law: A Discussion with the Federal Public DefenderPhilip Gallagher, the Public Defender for the Southern District of Texas, talks about the trends he has been seeing with regard to criminal immigration law. (18.5 minutes)(2) Yes, You Are Extraordinary: EB1-A VisasRinku Ray, Co-Founder of Ray & Fahys, PLLC, discusses the requirements for qualifying for an Extraordinary Ability (EB1-A) Visa, provides some basic information about applying for legal status in the US, and addresses the impact of current events on her clients. (27 minutes)(3) Remember the Children: Children's Immigration Law AcademyDalia Castillo-Granados is the director and co-founder of the Children's Immigration Law Academy (CILA), a project of the American Bar Association (ABA) Commission on Immigration.  Dalia addresses current issues impacting immigrant children and discusses the ways CILA supports lawyers representing immigrant children, including providing resources and training for pro bono attorneys.  (18 minutes)(4) You Have the Right To . . . : Immigrant Rights Primer Kate Gibson Kumar, a lawyer from the Beyond Borders Program with the Texas Civil Rights Project, discusses what rights immigrants have and provides some pointers on how they may assert them. (25 minutes)Music by Studio3DMusic from Pixabay.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.

Are you working relief shifts as a self-employed vet—or thinking about it? In this Q&A episode, I answer some of the most common questions that came up when I recently asked the Debt-Free Vets Facebook group: “Self-employed relief vets—what financial questions do you have?” From choosing the right business structure to navigating taxes, retirement savings, and health insurance, we cover the essentials (and the often-overlooked details) that can make or break your financial confidence as a relief vet.Key topics:Do you need an LLC or PLLC to do relief work?Why getting an EIN can protect your privacyHow to separate business and personal finances (and why it matters)Pros and cons of a Solo 401(k) vs. SEP IRANavigating quarterly taxesCommon tax write-offs for relief vetsMentioned in this episode:Contact Meredith: meredith@allvetfinancial.comDebt-Free Vets Facebook GroupEpisode 59: Perfectionist Traps That Are Costing You MoneyLike the show? There are several ways you can help!Follow on Apple Podcasts, Spotify or Amazon MusicLeave an honest review on Apple Podcasts

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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