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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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Tax Smart Real Estate Investors Podcast
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241. How High-Income Earners Reduce Taxes Using Real Estate Without REPS or STRs and Tax Smart Q&A
23:07
In this episode, Brandon and Thomas discuss how high-income earners use real estate to reduce tax even without the real estate professional status (REPS), or the STR Loophole.Plus, we answer questions from the Tax Smart Investors Facebook Group.Become a Tax Smart Insider today and claim your free bonuses today at www.taxsmartinvestors.com/insidersE…
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Tax Smart Real Estate Investors Podcast
In this episode, Brandon is joined by Kaylyn Deaver, Partnership Tax Expert, to discuss the five crucial things that limited partners should know before investing in a real estate syndication or fund. They explore: - What is depreciation and how does it affect my personal taxes?- Should I invest in a syndication personally or through an LLC, a reti…
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Tax Smart Real Estate Investors Podcast
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239. Short-Term Rental Hours Don't Count Toward The Real Estate Professional Status... Or Do They?
26:02
In this episode, Brandon & Thomas make the case that short-term rentals do indeed count toward the real estate professional status, despite tax court cases indicating otherwise.They explore:- Why it's believed that STRs don't count toward REPS.- The regulations indicate that they do count toward REPS.- While there is a strong case, it doesn't mean …
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Tax Smart Real Estate Investors Podcast
In this episode, Brandon and Thomas are joined by Whitney Elkins-Hutten to discuss how to not lose money as a passive investor and how to align your personal goals to achieve greater success in investing. They explore:- How to analyze the property, operator, and market- How to determine your personal goals for the investment- How to establish what …
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Tax Smart Real Estate Investors Podcast
In this episode, Brandon and Thomas discuss the often overlooked, yet powerful benefits of real estate investing.They explore:- The challenges of operating short-term rentals and qualifying for the real estate professional status (REPS)- How investing in rental real estate reduces your effective tax rate, even without the STR Loophole or REPS- The …
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Tax Smart Real Estate Investors Podcast
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236. Did You Miss The STR Boom? Discover Current Trends in the STR Market with Jamie Lane of AirDNA
39:25
In this episode, Brandon and Thomas team up with Jamie Lane, the SVP of Analytics at AirDNA, to discuss current trends in the short-term rental market.They explore the current state of the market, how we got here, and what to expect in the coming years. Plus, they shine a spotlight on essential STR metrics every investor should know.If you're inves…
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Tax Smart Real Estate Investors Podcast
In this two-segment episode, Brandon and Thomas bring on Partnership Tax Expert, Kaylyn Deaver, and Managing Partner of Dual City Investments, Keith Nelson, to discuss the powerful tax benefits of the overlooked exit strategy known as the "721 Exchange" and how investors facilitate such transactions.If you're looking to build long-term tax-advantag…
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Tax Smart Real Estate Investors Podcast
In this episode, Brandon and Thomas are joined by Dr. Jeff Anzalone, Founder of The Debt-Free Doctor, to discuss how doctors and high-income earners can generate passive income, build wealth, and minimize taxes by passively investing in real estate.During the conversation, they discuss:- Active vs. passive investing- Navigating the current market- …
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Tax Smart Real Estate Investors Podcast
In this episode, Brandon and Thomas are joined by multifamily investing experts JC Castillo & James Eng to discuss the current state of the multifamily market.During the conversation, they discuss:- The current state of the multifamily market- How the rapid rise in interest rates contributed to how we got here- Bridge loans and the role they played…
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Tax Smart Real Estate Investors Podcast
In this episode, Thomas is joined by Justin Shore and Ryan Carriere to discuss the nuances of calculating the average period of customer use when using the STR Loophole.During the conversation, they discuss:- How to calculate the average period of customer use on a single-unit property- How to calculate the average period of customer use on a multi…
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Tax Smart Real Estate Investors Podcast
In this episode, Thomas is joined by Dylan Brown, Senior Tax Associate on our private equity team, to discuss syndication and fund tax issues for general & limited partners.During the conversation, they discuss:- How general partners are taxed on fees and promotes - plus strategies to minimize taxes on these sources.- Does it make sense to take on …
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Tax Smart Real Estate Investors Podcast
In this episode, Brandon and Thomas are joined by Justin Shore, Senior Tax Advisor, to discuss what you need to know about claiming bonus depreciation in the years following the property's placed-in-service date.During the conversation, they discuss the strategic benefits of delaying bonus depreciation, reporting issues and costs, and what happens …
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Tax Smart Real Estate Investors Podcast
In this episode, Brandon and Thomas are joined by Emir Dukic, Founder & CEO of Rabbu, a tool to find, analyze, and acquire short-term rental investments.During the conversation, they discussed how Rabbu went from a property management company to a data and software company, how Rabbu helps STR investors find, analyze, and acquire STRs, and the tren…
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Tax Smart Real Estate Investors Podcast
In this episode, Brandon and Thomas are joined by Ryan Carriere, Senior Tax Advisor and STR Tax Expert at our firm.During the conversation, they discuss the hot topic of short-term rental bans and restrictions, exploring the latest developments, such as Dallas becoming the newest city to enforce regulations - and what Tax Smart Investors are doing …
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Tax Smart Real Estate Investors Podcast
In this episode, Brandon and Thomas are joined by Jim Pfeifer, a full-time real estate investor and CEO & Founder of Left Field Investors — a community of like-minded individuals passively investing in real assets that generate real cash flow.During the conversation, they discuss evaluating real estate syndications, including understanding your per…
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Tax Smart Real Estate Investors Podcast
In this episode, Brandon and Thomas are joined by Robert Nordlander, who has over 20 years of experience with the IRS-Criminal Investigation as a special agent. They discuss how real estate investors might find themselves in criminal investigations with the IRS and how they, and their advisors, can stay clear of tax trouble.Learn more about Robert:…
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Tax Smart Real Estate Investors Podcast
In this episode, Brandon and Thomas discuss Section 121, also known as the home sale exclusion and the different ways you use it to minimize or even eliminate taxes on the sale of your primary residence. We also discuss some of its many nuances, such as partial exclusions, how it works with rental properties, combining it with 1031 exchanges, and m…
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Tax Smart Real Estate Investors Podcast
In this episode, Brandon and Thomas answer questions from the Tax Smart Investors community, including: - How depreciation recapture works- Do we believe bonus depreciation will be extended?- How installment sales are taxed- When to contact a CPA- What to do if you're still waiting on your refund from the IRS- And more!Learn more about Dual City In…
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Tax Smart Real Estate Investors Podcast
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223. How Investing In Real Estate Reduces Your Taxes Even Without Using REPS or the STR Loophole
30:16
In this episode, Brandon and I discuss how investing in rental real estate reduces your taxes even without using the real estate professional status (REPS) or the STR Loophole. We cover the power of using depreciation to shelter rental income from tax, strategies for mitigating depreciation recapture, using buy, borrow, die, and more!Learn more abo…
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Tax Smart Real Estate Investors Podcast
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222. What Most Doctors Get Wrong About Financial Freedom & The 4 Types of Investors w/ Dr Param Bala
33:43
In this episode, Brandon and Thomas are joined by Param Bala, a Radiologist in Southern California who reached financial independence at 41 by building a multi-million dollar real estate portfolio while working full-time and raising two young kids. We discuss her journey to financial independence, what most physicians get wrong about financial free…
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Tax Smart Real Estate Investors Podcast
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221. The Art of Wealth Creation: Taylor Brugna's Path to a $30 Million Portfolio in Under a Decade
25:38
In this episode, Brandon and Thomas are joined by Taylor Brugna, a Partner at the firm, to discuss how he built a $30 million portfolio in less than 10 years. Plus his take on the current market. Learn more about Dual City Investments: www.dualcityinvestments.com/ or call 864-757-2429Schedule a free consultation with Thrasher Law Offices at www.thr…
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Tax Smart Real Estate Investors Podcast
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220. Do Mid-Term Rentals Qualify for The STR Loophole? Plus, The Role of Rounding with Justin Shore
23:00
In this episode, Brandon and Thomas are joined by Senior Tax Advisor Justin Shore to discuss whether or not MTRs qualify for the STR Loophole.We also discuss the role of rounding numbers in determining the average period of customer use and material participation and how to determine the average period on duplexes and other multifamily properties.L…
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Tax Smart Real Estate Investors Podcast
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219. How Maximizing Your Depreciation Expense is the Key to Long-Term Tax Savings & Wealth Creation
26:28
In this episode, Brandon and Thomas discuss how maximizing your depreciation expense is the key to reducing taxes and building long-term wealth... Plus, the strategies the wealthiest investors use to never pay depreciation recapture taxes.If you're concerned about depreciation recapture taxes, this is an episode you won't want to miss!Learn more ab…
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Tax Smart Real Estate Investors Podcast
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218. What You Need to Know About The Real Estate Professional Status (REPS) vs. The STR Loophole
15:16
In this episode, Brandon and Thomas discuss the difference between the REPS and The STR Loophole, how to qualify, and when it makes sense to use each strategy. If you want to maximize the tax benefits of investing in real estate, this is an episode you won't want to miss!Learn more about Crystal View Capital: rb.gy/4boh8Enroll in The Real Estate Pr…
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Tax Smart Real Estate Investors Podcast
In this episode, we break down how married couples filing separate tax returns impact your ability to qualify as a real estate professional (REPS) and the STR Loophole.If you file married filing separately or are considering it, don't miss this episode.Learn more about Crystal View Capital: rb.gy/4boh8Schedule a free consultation with Thrasher Law …
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