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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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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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In this episode, Ryan and Thomas discuss:- The Tax Implications for Oil & Gas Investments: Ryan and Thomas delve into the tax nuances of oil and gas working interests, highlighting the potential for offsetting active income without materially participating.- Navigating Mineral Rights and Royalties: We unravel the tax considerations for investing in…
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In this episode, Ryan and Thomas are joined by Kevin Bupp, an experienced commercial real estate investor, podcast host, and best-selling author of “The Cashflow Investor,” to discuss:- Why Kevin transitioned from residential real estate to mobile homes and parking lots.- The investment dynamics of parking lots and mobile home parks.- The powerful …
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In this episode, Ryan and Thomas are joined by Kenny Simpson, an independent residential mortgage broker and podcast host, to discuss:- Key Elements Lenders Evaluate in Your Tax Documents: Insight into how depreciation affects your borrowing power.- Understanding 'Subject-To' Financing: FAQs addressing the due-on-sale clause.- Future of Interest Ra…
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In this episode, Ryan and Thomas are joined again by Troy Eckard from Eckard Enterprises for a deep dive into investing in oil & gas. In this episode, we discuss:- Expected returns, cash flow, and why it's critical to have a long-term view when investing in oil & gas.- Capital requirements and alternative options to gain oil & gas exposure.- Stages…
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Join Ryan and Thomas as they demystify common myths and misconceptions about deducting luxury items, including:- Can investors & influencers write off Rolexes and designer threads?- Are luxury cars like Lamborghinis and G Wagons tax-deductible?We also explore why TikTok isn't the best source for tax advice and highlight the advantages of a one-stop…
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In this episode, Ryan and Thomas welcome Tim Wallen, CPA and CEO, along with Rick Reuter, CPA, CGMA, and Controller of MLG Capital, for a deep dive into:- Tim's journey into real estate with MLG and why now is a pivotal time to invest.- The challenges investors face when transferring real estate to the next generation and strategies to minimize tax…
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In this week's episode, Ryan and Thomas are joined by Rich Somers, an active real estate investor and entrepreneur with a portfolio valued at $70M+, to discuss:- Rich's journey and why he transitioned from multifamily value-add and STRs to boutique hotels.- STR regulations, tax strategies, and more.- Personal branding tips for real estate investors…
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In this episode, Ryan and Thomas are joined by the host of BiggerPocket's On The Market Podcast, real estate investor, and best-selling author, Dave Meyer, to discuss:- Dave's expert outlook on the 2024 single-family, multifamily, and short-term rental markets.- Why it's critical to start with strategy and tips for developing a strategy that aligns…
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In this episode, Thomas & Ryan are joined by Gino Barbaro, multifamily investor, business owner, author and entrepreneur, to discuss:- How Gino's team avoided disaster and thrived in multifamily during 2023.- 2024 multifamily investing + tips for getting started and navigating the landscape.- How Gino looks at the tax benefits of real estate invest…
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In this crossover episode, Brandon Hall and Dylan Brown of the Major League Real Estate podcast explore investing in small bay industrial assets with Daniel Kurkowski of Obsidian Group. Daniel leverages his extensive knowledge of small bay industrial to present a strong case to: - Why this asset class is positioned well for future success- Why do m…
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In this episode, Brandon, Ryan, and Thomas are joined by @BowTiedBroke (X), Entomologist turned Land Developer, to discuss:- His journey from millions to dead broke back to millions.- His experience investing in short-term rentals (STRs).- Investing in land development deals.- Tips for the next generation and more!More from @BowTiedBroke: https://t…
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In this episode, Thomas Castelli and Ryan Carriere break down everything you need to know about 2024 taxes as a real estate investor, including: - The 2024 Corporate Transparency Act- The bonus depreciation adjustment- The viability of various strategiesJoin the January QBO Bootcamp: www.TaxSmartInvestors.com/BookkeepingTo become a client, request …
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