Tax Smart Real Estate Investors Podcast public
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The Tax Smart Real Estate Investors Podcast is a show that focuses on tax, accounting, and finance tips for real estate investors and business owners. We bring on guests to talk through complex topics and we break it down into bite-sized chunks of knowledge for our listeners. Our episodes generally run 30-60 minutes of no-nonsense, hard-hitting information. We know your time is valuable so our goal is to save you thousands of dollars per episode. Hall CPA, PLLC is a CPA firm that exclusively ...
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In this episode, Thomas is joined by financial advisor Nathan Cook to discuss a powerful strategy for real estate investors: using equity losses from the stock market to offset real estate capital gains through a process called active indexing.They cover key topics such as:- The fundamentals of tax loss harvesting and how it benefits real estate in…
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In this episode, Thomas is joined by Scott Morse, founder of Lamassu Leads and host of the "Leads 2 Deals" podcast.Scott specializes in helping real estate investors find motivated sellers and acquire properties through innovative lead generation strategies. Together, Thomas and Scott dive deep into the art of dominating any market by leveraging co…
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In this episode, Thomas and Ryan are joined by Chris Lopez from Property Llama. Chris and his team have analyzed over 7,000 properties using Property Llama data. Chris, Thomas, and Ryan explore trends of the current marketplace and strategies to implement.They cover: - A deep dive into cash flow by property type, with a focus on multifamily propert…
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In this episode, Thomas and Ryan sit down with tax attorney Matthew Rappaport to dive into some of the most sophisticated tax strategies available to real estate investors.Here’s what they cover:- Partnership divisions and how they can offer a strategic advantage in 1031 exchanges.- The nuances of combining Section 121 and 1031 exchanges for optima…
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In this episode, Thomas and Ryan review the proposed tax plans of current presidential candidates and how these changes might impact real estate investors. Here’s what they cover:- Biden and Kamala Harris’s proposed tax increases and credits for affordable housing.- Trump's proposed tax cuts and extensions of existing tax laws.- Common themes of hi…
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In this episode, Thomas & Ryan are joined by Justin Shore, EA to dive into the impacts of indexing certain tax deductions for inflation. They cover: - The 25K Special Loss Allowance and Its Potential Impact- The Section 121 Exclusion and Other Key Deductions & Credits- The Dark Side and Bright Side of Indexing for InflationIf you're interested in t…
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In this episode, Thomas & Ryan review the triple tax benefits of paying your children to work in your business and explain how to accomplish this.Not only will you reap the tax benefits, but your children will learn the value of hard work and build their resume.This is an incredibly tax-efficient strategy within an episode you won't want to miss.To…
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In this episode, Thomas & Ryan are joined by Dr Jeff Anzalone, the Debt-Free Doctor, to discuss how doctors and professionals can achieve financial freedom and buy back their time by investing in real estate.They cover:- Jeff's journey from a full-time dentist to achieving financial freedom through real estate investing.- What types of investments …
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In this episode, Thomas and Ryan sit down with Kriss Berg, a seasoned entrepreneur and car wash investment guru, to delve into the lucrative world of car wash investments. Chris shares his journey from e-commerce to car washes, revealing why he chose this unique industry and how it offers significant tax benefits.Here’s what to expect:- Why Invest …
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In this episode, Ryan and Thomas answer the frequently asked questions about the short-term rental loophole, a popular strategy among real estate investors. They address common queries from Tax Smart insiders and clients about how to effectively use this strategy and avoid potential pitfalls.They cover: - Can you use the STR loophole if you take a …
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In this episode, Ryan and Thomas answer the frequently asked question, “Should I reduce my taxes to zero?”. Answering this question starts with understanding how the US tax system works.Here’s what to expect:- Progressive taxation and tax brackets- Why taxpayers might want to reduce their taxes to zero & when it might be beneficial- The role of Mod…
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In this episode, Ryan and Thomas dive into the BRRRR strategy—Buy, Renovate, Rent, Refinance, Repeat. They discuss how this approach serves as a formidable tool for wealth-building and optimizing tax efficiencies in real estate investments.Key Points Covered:- The fundamentals of BRRR & its application in both residential and commercial real estate…
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The ever-popular STR Loophole has been used by countless investors and helped them save tens if not hundreds of thousands of dollars in taxes. In this episode, Ryan and Thomas are deep-diving into STR Loophole audits. They cover: - What to do if you receive an audit notice - The top three arguments the IRS is making- How to counter effectively & do…
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In this week's episode, Ryan and Brandon are joined by Sam Parr, a serial entrepreneur who has built and sold several multimillion-dollar companies, to discuss how real estate and taxes play into his businesses and wealth creation for his family.They breakdown: - Sam's creation of "The Hustle" & The Evolution of His Ventures- The approach to incorp…
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In this episode, Ryan is joined by Nathan Sosa, CPA to discuss what it means to have dealer status when selling a property.They cover:- Dealer Status Importance- Real Estate Investment Strategies for Seller Status- The Winthrop Factors & the Legal and Tax Framework- Practical Advice and Planning for Preferred Tax StatusThis is a heavily audited top…
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In this episode, Brandon jumps in as guest host and welcomes Troy Eckard back to the Tax Smart REI podcast to dive deeper into the world of oil & gas investing.They cover:- The Technological Transformations - Investment Strategy Insights- Financial Mechanics and Returns- And, Regulatory and Tax AdvantagesIf you want to discover how advanced technol…
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In this week's episode, Ryan and Justin Shore, EA are joined by Barrett Linburg as he reveals the transformative potential of investing in Opportunity Zones. They discuss: - An Introduction to Opportunity Zones- Strategic Investment Growth and Tax Benefits- The Future of Opportunity Zones- Strategies and MisconceptionsThis episode is a must-listen …
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In this week's episode, Brandon is joined by real estate entrepreneur and investor, Chris Lopez, to explore the heavily debated topic of ROE. They cover:- An Introduction to ROE- The Shift from Initial Cash Input to Current Property Equity- Perspectives Around Extracting Equity- ROE from a Market Perspective - And More!If you're curious about what …
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In this week's episode, Ryan is joined by Tax Advisor, Alex Savage, to break down the best practices of house hacking. They cover:- Common Misconceptions about House Hacking- How to Maximize Tax Savings when Selling the Property- What Combination of Strategies to Use- And More!If you're currently house hacking or interested in house hacking and wan…
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In this episode, Ryan and Thomas break down the tax treatment of repairs & maintenance expenses vs. capital improvements and how to maximize tax savings, including:- Tax differences between repairs expenses vs. capital improvements- How to maximize tax savings with three must-know IRS Safe Harbors- How to navigate capital improvements with the BAR …
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In this episode, Ryan and Thomas explain how simply investing in rental real estate reduces your effective tax rate and puts you in a favorable position even without offsetting non-passive income (e.g., W-2 and active business income), including:- A snapshot of the US Tax System.- The critical role of depreciation in shielding income from tax.- Wha…
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In this episode, Ryan and Thomas are joined by Ron Rohde, Esq, to discuss what real estate investors really need to know about LLCs, including:- What are LLCs?- Common LLC Structures Explained- How To Avoid Piercing the Corporate Veil- Is Umbrella Insurance a Replacement for LLCs?- LLC Mistakes and more!We also discuss why Ron transitioned from res…
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In this episode, Ryan and Thomas are joined by tax expert Justin Shore, EA, to discuss how you can turn losses non-passive without material participation or the real estate professional status (REPS). This is an episode you don't want to miss!To become a client, request a consultation from Hall CPA, PLLC at www.therealestatecpa.com/podcastReserve y…
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In this episode, Ryan and Thomas are joined by tax expert Nathan Sosa, CPA to discuss:- What are S-Corps?- Why you shouldn't put rentals in S-Corps- When S-Corps do make sense for real estate investors- Establishing reasonable salaries for S-Corp Owners- The Bramblett Structure for real estate flippers and developers- And more!To become a client, r…
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In this episode, Ryan and Thomas discuss 7 exit strategies to minimize the tax hit when you sell your next property:- The 1031 Exchange- The “Lazy 1031 Exchange”- 1031 Exchange into a Delaware Statutory Trust (DST)- 1031 Exchange into Mineral Rights- Qualified Opportunity Funds (QOFs)- Seller Financing (installment sales)- The 721 ExchangeWe also d…
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