Podcasts about pllc

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.

Hiatus Replay - WTF Grad School Didn't Teach UsPart 1 with guest, Jennifer KingOrginally aired: 10/31/2023Grad school for a lot of us is the pinnacle of our education. It's supposed to prepare us for the careers we've chosen to enter. Basics? Check!More complicated information and experiences?*insert cricket sounds*Jennifer Bengston, tLMHC,  is my colleague, and she has *thoughts* on her experiences as I do, too. This is another perspective of a professional therapist that had so many questions than the grad school experience failed to provide answers.* * * More info about Jennifer:Jennifer is a Temporary Licensed Mental Health Counselor practicing in the state of Iowa. Jennifer's career began in acute inpatient psychiatric care at the University of Iowa Hospitals and Clinics. She continued her crisis care at St Luke's Hospital in Cedar Rapids through her journey in graduate school. During this time, Jennifer practiced as a Recreation Therapist and later received her Masters Degree at Northwestern University to become a practicing clinician. Jennifer provides individual therapy services for adults who have experienced trauma, body image concerns, relationship difficulties, and men's mental health. Her passion is to spread awareness of trauma and the impact it has on each and every one of us. She believes the best therapeutic relationships start with comfortability and humor. Jennifer is the owner of Soothe Your Soul Therapy, PLLC and is a collective member of The MAD Therapy. Website: Sootheyoursoul.my.Canva.site/TikTok: comfycozytherapistInstagram: sootheyoursoultherapy * * *Need resources about building your private practice? I highly recommend checking these out. No, they're not sponsors, I utilized their information and support to build my practice.Allison Puryear - Abundance Partyhttps://www.abundanceparty.com/Watch Allison's YouTube Channel:https://www.youtube.com/c/AbundancepracticebuildingTiffany McLain - Lean In. MAKE BANKhttps://leaninmakebank.com/fwfcalculator/Listen to a great interview about money with Tiffany McLain as the guest:https://www.youtube.com/watch?v=q4nXnS_uxos* * * Support the showWant more sweary goodness? There's now the availability of Premium Subscription for $3 a month! Click the "Support The Show" link and find out more info.* * *F*ck The Rules Podcast is produced by Evil Bambina Productions, LLC. You can find our podcast on Amazon Music/Podcasts, Apple Podcasts, Spotify and many more!***Social media/podcast episodes are not intended to replace therapy with a qualified mental health professional. All posts/episodes are for educational purposes only. *****Susan Roggendorf is a Licensed Clinical Professional Counselor in Illinois and a Licensed Mental Health Counselor in Iowa. In addition to hosting and producing her podcast, she's a volunteer mentor and a supervisor to new therapists, as well as running a private practice as an independent provider full-time. A National Certified Counselor through the NBCC as well as an Emergency Responder & Public Safety Certified Clinician through NERPSC. Main populations Susan works with are folx living with anxiety and trauma experiences in the LGBTQIA community as well as First Responders, Law Enforcement, hospital staff, urgent care and Emergency Department personnel. When she's not busy with all those things, as a GenX elder, she's usually busy annoying her adult children with 70's and 80's pop culture references and music or she's busy in her garden.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

"Proven" While many accomplished individuals have accredited their success to that of pulling up their own bootstraps, that is not the case for Chimeaka White. Looking from the outside, it may appear that her ascension to becoming a prominent attorney came about from her following the traditional path that most lawyers do. Yet, that is far from Chimeaka's reality. Her story expresses her faith in God, love and support from her family and friends, and an unwavering determination to win. More than anything, Chimeaka's story is that of someone who is “Proven”. Chimeaka has proven not only to others but even to herself that regardless of what circumstances she may face, regardless of what life throws at her, nothing will stop her from reaching her goals. Attorney Chimeaka White of Greensboro, NC, is the mother of two amazing adults, Harmony and Sincere. Chimeaka is a graduate of James B. Dudley High School. She also graduated from North Carolina A&T State University with a Bachelors Degree in Chemistry. She also received a Law Degree from North Carolina Central University. Today, she owns The White Law Firm, PLLC, located in High Point, NC, the first black female-owned and operated personal injury law firm in the Triad area. Her motto is “Justice4Pain”. Chimeaka comes from a long list of strong women. She says that her success can be attributed to several key factors, including her upbringing, which instilled strong values in her, and the mentorship I received throughout her career. “I am inspired by my maternal great-grandmother, Evelyn Watson, who taught me the power of love and patience. She lived slowly and simply. My maternal grandmother, Margaret Hardy (Momo) taught me the importance of cultivating a spiritual practice. She has a strong relationship with God and taught me how to pray deep, strong prayers. My paternal grandmother, Lois White (Mama White), taught me not to have anything that I don't plan on using. When you bring one thing into your house, remove three things from your house.” It should come as no surprise that Chimeaka is an attorney. As a child, she wanted to become a prosecutor. While attending NC A&T, she thought about pursuing a career as a dentist. Prior to law school, she worked as a paralegal at a personal injury law firm.  She worked alongside experienced paralegal Teresa Burney, who taught her how to manage car accident cases from the intake process to closing the file. This is where she gained her passion for the law.  Chimeaka says she made the decision to become an attorney because she genuinely loves to help people. “After being bullied in middle school, I learned how to stand up for myself and others.   I know how it feels to be voiceless, to endure pain due to being afraid of standing up for yourself. This is why I became an attorney to fight for the rights of others. I do not allow people to be taken advantage of. I am a voice for the people,” she says." Attorney Chimeaka L. White The White Law Firm, PLLC 2207 Eastchester Drive, Ste 101 High Point, NC 27265 336-884-7246 www.justice4pain.com   www.huamimagazine.com        

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

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

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

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

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

In this episode Tanya and her guest Dr. Gigi discuss the importance of advocating for your child and using additional services for their education. About my guest: About my guest: Over the course of her career, Dr. Gallup Larsen has worked in public and private school settings, outpatient clinics, and residential settings. In all settings, Dr. Gallup Larsen collaborates with interdisciplinary teams to provide school-based services, outpatient therapy, and/or interventions to children, adolescents, and their families. Dr. Gallup Larsen is a Licensed Clinical Psychologist (LCP), a Nationally Certified School Psychologist (NCSP), and has a Diplomate credential in School Neuropsychology (ABSNP). Dr. Gallup Larsen earned a Doctorate in Clinical and School Psychology from James Madison University's Combined-Integrated Doctoral Program, an American Psychological Association (APA) accredited program. Prior to returning to school for her doctorate, she also obtained her Master's and Certificate of Advanced Graduate Study (CAGS) in School Psychology from George Mason University, a National Association of School Psychologists (NASP) accredited program. Dr. Gallup Larsen has served as a school psychologist in Alexandria, Virginia, and Loudoun County, Virginia. She was recognized as the School Psychologist of the Year for 2013 by the Virginia Academy of Schools Psychologists (VASP). Clinically, she also currently works as a Licensed Clinical Psychologist with Metropolitan Psychological Services, PLLC. Offices are located in McLean and Arlington, Virginia. Dr. Gallup Larsen completed an APA-accredited Pre-Doctoral internship in the Psychiatric Mental Health Clinic (PMHP) and the Center for Child and Family Traumatic Stress (CCFTS) with Kennedy Krieger Institute/Johns Hopkins Medicine in Baltimore, Maryland. The PMHP at Kennedy Krieger Institute provides diagnostic evaluation and treatment services for children and adolescents who are having difficulty with mood, behavior, or relationships at home, within the family, at school, and with peers. The CCFTS provides mental health evaluation and treatment services to children, adolescents, and families who have experienced or may be at risk for trauma. Dr. Gallup Larsen specializes in treating children, adolescents, young adults, and their families. Her specific areas of interest include anxiety, attention-deficit/hyperactivity disorder (ADHD), obsessive-compulsive disorder (OCD), tic disorders, depression, relationship issues, trauma, and adjustment-related distress. In addition, she provides parent/caregiver therapy, and has received specialized training in the Chicago Parent Program (CPP) and Supportive Parenting for Anxious Childhood Emotions (SPACE). In therapy, Dr. Gallup Larsen uses an assimilative-integrative approach to best meet the unique needs of her individual clients and their families. This approach emphasizes a client-centered, systemic approach that is also informed by cognitive-behavioral, developmental, and relational or attachment-based evidence-based treatments. Dr. Gallup Larsen approaches her work with each client and family using an open and warm therapeutic style which puts her clients at ease. Dr. Gallup Larsen greatly values diversity and culture and views therapy as a collaborative process meant to foster positive change as clients and families develop more compassion for themselves and one another. Personally, Dr. Gallup Larsen has two young adult children, a bonus teen son, a bonus adult daughter, and a bonus grandson. She and her partner enjoy spending time with their diverse family, as well as traveling. Virginia "GiGi" Gallup Larsen, PsyD, LCP, NCSP Licensed Clinical Psychologist (VA Lic # 0810007625) Nationally Certified School Psychologist Metropolitan Psychological Services, PLLC - Tyson's Corner Office 8401 Greensboro Drive Suite 550 McLean, VA 22102 2000 N 15th Street, Suite 200 Arlington, VA 22201 |(ph)| 703.831.6008, ext. 512 |(e)| drgalluplarsen@mpspllc.com |(w)| www.mpspllc.com

A new episode of Diabetes Day by Day is here! Join Drs. Neil Skolnik and Sara Wettergreen as they dive into the world of mobile health technology and how it's shaping diabetes management. With so many apps for tracking blood glucose (blood sugar), counting carbs, and logging fitness activities, it can be tough to find the right one. In this episode, we welcome Susan Weiner, MS, RDN, CDCES, FADCES, a nutrition, health, and diabetes expert with knowledge of diabetes-related apps, and Bridget Wood, RD, LD, CDCES, who has lived with type 1 diabetes for over 15 years and has firsthand experience with apps that can assist with diabetes management. Our guests will share valuable insights on how apps can support people living with diabetes and why using them can be beneficial. This episode isn't sponsored, and we're not endorsing any specific app—just sharing examples of ones that have helped others. Presented by: Neil Skolnik, MD, Professor of Family and Community Medicine, Sidney Kimmel Medical College, Thomas Jefferson University; Associate Director, Family Medicine Residency Program, Abington Jefferson Health, Abington, PA Sara Wettergreen, PharmD, BCACP, BC-ADM, Assistant Professor, Department of Clinical Pharmacy, University of Colorado Skaggs School of Pharmacy and Pharmaceutical Sciences; and Ambulatory Care Clinical Pharmacist, UCHealth Lone Tree Primary Care, Aurora, CO Susan Weiner, MS, RDN, CDCES, FADCES — Columnist at Endocrine Today, Owner of Susan Weiner Nutrition, PLLC, and Nutrition Communicator and Media Consultant, New York City Metropolitan Area Bridget Wood, RD, LD, CDCES — Owner and Clinical Director of Bridget Wood Wellness, LLC, Reno, NV Do you have questions or comments you'd like to share with Neil and Sara? Leave a message at (703) 755-7288. Thank you for listening, and don't forget to “follow” Diabetes Day by Day! For additional resources, be sure to check out: FDA Alert DiabetesWise ADCES Danatech Apps and Platforms Phone apps referenced: Glucose Blood Sugar Tracker Dario Health Livongo by Teladoc Health mySugr Dexcom G7 Tidepool OMRON (for blood pressure)

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

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

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

In this episode we discuss how to help your child deal with anxiety. Ages & Stages Information: https://agesandstages.com/ About my guest: Over the course of her career, Dr. Gallup Larsen has worked in public and private school settings, outpatient clinics, and residential settings. In all settings, Dr. Gallup Larsen collaborates with interdisciplinary teams to provide school-based services, outpatient therapy, and/or interventions to children, adolescents, and their families. Dr. Gallup Larsen is a Licensed Clinical Psychologist (LCP), a Nationally Certified School Psychologist (NCSP), and has a Diplomate credential in School Neuropsychology (ABSNP). Dr. Gallup Larsen earned a Doctorate in Clinical and School Psychology from James Madison University's Combined-Integrated Doctoral Program, an American Psychological Association (APA) accredited program. Prior to returning to school for her doctorate, she also obtained her Master's and Certificate of Advanced Graduate Study (CAGS) in School Psychology from George Mason University, a National Association of School Psychologists (NASP) accredited program. Dr. Gallup Larsen has served as a school psychologist in Alexandria, Virginia, and Loudoun County, Virginia. She was recognized as the School Psychologist of the Year for 2013 by the Virginia Academy of Schools Psychologists (VASP). Clinically, she also currently works as a Licensed Clinical Psychologist with Metropolitan Psychological Services, PLLC. Offices are located in McLean and Arlington, Virginia. Dr. Gallup Larsen completed an APA-accredited Pre-Doctoral internship in the Psychiatric Mental Health Clinic (PMHP) and the Center for Child and Family Traumatic Stress (CCFTS) with Kennedy Krieger Institute/Johns Hopkins Medicine in Baltimore, Maryland. The PMHP at Kennedy Krieger Institute provides diagnostic evaluation and treatment services for children and adolescents who are having difficulty with mood, behavior, or relationships at home, within the family, at school, and with peers. The CCFTS provides mental health evaluation and treatment services to children, adolescents, and families who have experienced or may be at risk for trauma. Dr. Gallup Larsen specializes in treating children, adolescents, young adults, and their families. Her specific areas of interest include anxiety, attention-deficit/hyperactivity disorder (ADHD), obsessive-compulsive disorder (OCD), tic disorders, depression, relationship issues, trauma, and adjustment-related distress. In addition, she provides parent/caregiver therapy, and has received specialized training in the Chicago Parent Program (CPP) and Supportive Parenting for Anxious Childhood Emotions (SPACE). In therapy, Dr. Gallup Larsen uses an assimilative-integrative approach to best meet the unique needs of her individual clients and their families. This approach emphasizes a client-centered, systemic approach that is also informed by cognitive-behavioral, developmental, and relational or attachment-based evidence-based treatments. Dr. Gallup Larsen approaches her work with each client and family using an open and warm therapeutic style which puts her clients at ease. Dr. Gallup Larsen greatly values diversity and culture and views therapy as a collaborative process meant to foster positive change as clients and families develop more compassion for themselves and one another. Personally, Dr. Gallup Larsen has two young adult children, a bonus teen son, a bonus adult daughter, and a bonus grandson. She and her partner enjoy spending time with their diverse family, as well as traveling.

Listen to the Microcap Conference coverage. In this episode, Adam Torres interviews Jacob Frenkel, Member at Dickinson Wright, PLLC., explore Dickinson Wright, PLLC. and the Microcap Conference. Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour schedule. Apply to be a guest on our podcast: https://missionmatters.lpages.co/podcastguest/ Visit our website: https://missionmatters.com/ More FREE content from Mission Matters here: https://linktr.ee/missionmattersmedia Learn more about your ad choices. Visit podcastchoices.com/adchoices

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

The I Love CVille Show headlines: Interview With Defense Attorney Elliott Harding Dawn Morris Hired Harding To Represent Her Louisa Arrests Morris For Selling Weed, Shrooms Morris Initially Faced 162 Years Behind Bars 22-Yr Sentence, All But 15 Months Suspended Morris Owns Higher Education “Head Shop” Did Louisa Co Martyr Morris To Make Example? Louisa County Seized $575K+ From Morris Are VA & Louisa Co Laws Clear Or Ambiguous? Elliott Harding of Harding Counsel, PLLC joined Jerry Miller live on The I Love CVille Show! The I Love CVille Show airs live Monday – Friday from 12:30 pm – 1:30 pm on The I Love CVille Network. Watch and listen to The I Love CVille Show on Facebook, Instagram, Twitter, LinkedIn, iTunes, Apple Podcast, YouTube, Spotify, Fountain, Amazon Music, Audible, Rumble and iLoveCVille.com.

Send us a textIn episode 246 of Beyond The Story, Sebastian Rusk interviews Byron Bailey, a Personal Injury Attorney and the Founding Partner at Byron C. Bailey & Associates, PLLC, as he shares his inspiring journey from humble beginnings to establishing his own law firm, emphasizing the importance of helping others and advocating for justice.Tune in to discover how Byron is redefining success and making a meaningful impact in the lives of his clients.TIMESTAMPS[00:01:21] Journey to becoming a lawyer.[00:05:27] Personal injury attorney misconceptions.[00:08:11] Value of pain in negligence cases.[00:11:02] Mixed bag of injuries.[00:15:37] Entrepreneurship and personal growth.[00:20:41] Commitment and following through.[00:24:08] Entrepreneurship as lifestyle design.[00:25:15] Lifestyle design and personal success.QUOTES“My whole mission and mantra is to first treat the body and mind because an accident is a very traumatic experience. And so it messes with your mental and messing with your body.” - Byron Bailey“You start to meet individuals like yourself too that actually care about the human being and that everyone's going to win.” - Sebastian Rusk"But you got to just cling to the positivity, cling to those who become a part of your community. And that's what I've been focused on in life, is to not worry about the lack of or being grateful for what I do have." - Byron Bailey==========================Need help launching your podcast?Schedule a Free Podcast Strategy Call TODAY!PodcastLaunchLabNow.com==========================SOCIAL MEDIA LINKSSebastian RuskInstagram: https://www.instagram.com/podcastlaunchlab/Facebook: Facebook.com/sruskLinkedIn: LinkedIn.com/in/sebastianrusk/YouTube: Youtube.com/@PodcastLaunchLabByron BaileyFacebook: https://www.facebook.com/byronbaileylaw/LinkedIn: https://www.linkedin.com/in/byroncbailey/WEBSITEByron C. Bailey & Associates, PLLC: https://www.byronbaileylaw.com/==========================PAYING RENT? Earn airlines when you do with the Bilt Rewards MastercardAPPLY HERE: https://bilt.page/r/2H93-5474

In our latest episode, we spotlight careers in estate planning law, where we speak with Garrett Couts, firm partner of Brady & Hamilton LLP and Elizabeth Lockett, managing attorney of Law Office of Elizabeth Lockett, PLLC, who reflect on what inspired their interest in estate planning law, describe a “day in the life” of their respective practices, and discuss how pro bono service has enriched their careers. 

In this episode, Susan Robbins is back with Christina Cadden, a board-certified family nurse practitioner specializing in functional medicine, mold, hormones, thyroid, gut health, Lyme, and specialty cancer testing.For the past year and a half, Susan and Christina have been working together behind the scenes, combining their expertise to bring clients the best of medical + lifestyle support. Now, they're officially launching a new program that delivers affordable, personalized health solutions designed to help YOU break free from the cookie-cutter approach to wellness.What you'll discover in this episode:Why men's health is overlooked and why that's about to changeThe missing piece in personalized health that most programs ignoreHow medical + lifestyle coaching together create real, lasting resultsA sneak peek at the upcoming offers (affordable + tailored just for you!)How you can ask YOUR health questions & get expert answers in a new monthly seriesThis is the future of health, and it's happening NOW.Listen in, get excited, and be the first to hear about this life-changing launch!Have a question for Susan & Christina? Send it in, and they'll answer it on the second Monday of every month!Learn About Christina Cadden:A board-certified Family Nurse Practitioner and registered nurse with a background in critical care. Christina's holistic approach to patient care stems from her comprehensive nursing education and career.Originally from Texas, Christina recently relocated to the mountains. Her personal health journey began two years ago when she experienced hair loss and chronic fatigue. Frustrated by conventional medical advice, she delved into functional medicine, discovering unique approaches to health. Christina has battled conditions like Hashimoto's, EBV, IBS, SIBO, Leaky Gut, and Mold, fueling her passion to help others facing similar issues.She founded Watchful Wellness, PLLC, launched November 2024. Outside of work, Christina enjoys traveling, hiking, and spending time with her husband, two daughters, and their chocolate lab.RESOURCES:SEND US YOUR QUESTIONS!  Email: susan@healthyawakening.co or christina@watchfulwellnesspllc.comVisit the website: healthyawakening.co/podcastFind listening links here: https://healthyawakening.co/linksSHOW NOTES: healthyawakening.co/episode42Connect with Susan:Contact me for your DNA testing or epigenetic coaching!To schedule a FREE consultation, send an email to susan@healthyawakening.coFaceboook: https://www.facebook.com/susanrobbinshealthyawakeningInstagram: @susanrobbins_epigeneticcoachP.S. Want reminders about episodes? Sign up for our newsletter, you can find the link on our podcast page! https://healthyawakening.co/podcast

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

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

Erik shares 25 bonus Peltonisms in this episode. Check out the full library at https://www.erikpelton.com/resources/peltonisms/ Listen to Podcast The post 25 (More) Peltonisms appeared first on Erik M Pelton & Associates, PLLC.

In this episode of the Tax Smart REI Podcast, Thomas, Ryan, and Justin sit down with Austin Dean, a financial planner at Waystone Advisors specializing in real estate-focused financial planning. With over 13 years of experience, Austin offers valuable insights into creating financial independence through strategic investments tailored to real estate investors. Tune in to learn: - Why real estate is a powerful tool for building wealth and achieving financial independence. - How to use tools like securities-backed lines of credit and life insurance to leverage investments. - The importance of diversification and creating a financial plan that aligns with your goals. - How CPAs and financial planners can work together to maximize tax savings and investment strategies. Whether you're a real estate investor seeking to grow your portfolio or someone curious about alternative wealth-building strategies, this episode is for you. To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6

In this episode, Ryan and Alex break down the top overlooked deductions real estate investors often miss—and how to ensure you're capturing them all. This episode explores: - Why closing costs and loan costs should be included in your depreciable basis. - The most common insurance mistakes that leave money on the table. - The importance of taking depreciation (and what happens if you don't). - And More! If maximizing your tax savings is one of your goals, now is the time to dig into these often-missed deductions. To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6

This powerful clip from THINK Business LIVE with Jon Dwoskin and Joe Garavaglia, Estate Planning Attorney at Estate Planning Solutions, PLLC, identifies and provides insight into overcoming “stuck” points in business. Get real-time, relatable coaching and practical advice for navigating hurdles to boost business growth. Watch the full episode Connect with Jon Dwoskin: Twitter: @jdwoskin Facebook: https://www.facebook.com/jonathan.dwoskin Instagram: https://www.instagram.com/thejondwoskinexperience/ Website: https://jondwoskin.com/LinkedIn: https://www.linkedin.com/in/jondwoskin/ Email: jon@jondwoskin.com Get Jon's Book: The Think Big Movement: Grow your business big. Very Big!   Connect with Joe Garavaglia: Website: https://michiganestateplanningservice.com/ *E – explicit language may be used in this podcast.

In this episode, Thomas and Ryan break down the essentials of real estate professional status (REPS) and how to qualify this year. This episode explores: - What REPS is and why it's one of the top strategies for high-income earners. - The two key tests to qualify and how to navigate them. - Activities that count toward REPS—and what doesn't. - How grouping elections simplify meeting material participation requirements. - Using cost segregation and bonus depreciation for maximum tax savings. If REPS is one of your goals, January is the time to start. To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6

In this episode, Thomas and Ryan walk you through the short-term rental loophole updates to keep an eye on this year. This episode explores: - The passive activity rules and why the short-term rental strategy is a game-changer. - Material participation tests and the most popular ways to qualify. - How to use cost segregation and bonus depreciation for massive savings. - Common mistakes to avoid and tips to set your business up for audit-proof success. - Changes to expect in 2025 and navigating local regulations. This episode is for any high-income earner or real estate investor looking to save five to six figures in taxes. Plus, learn about resources to ensure you're leveraging every possible strategy to minimize your tax bill. To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6 Want crucial tax tips? Subscribe to our newsletter: https://www.therealestatecpa.com/subscribe 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.