))
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 ...
…
continue reading
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 Not Pierce the Corporate Veil- Is Umbrella Insurance a Replacement for LLCs?- LLC Mistakes and more!We also discuss why Ron transitioned from residen…
…
continue reading
1
268. How To Turn Rental Losses Non-Passive Without Material Participation with Justin Shore, EA
38:29
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…
…
continue reading
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…
…
continue reading
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…
…
continue reading
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…
…
continue reading
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 …
…
continue reading
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…
…
continue reading
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…
…
continue reading
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…
…
continue reading
1
260. Tax Structuring Considerations for Transferring Real Estate Wealth to the Next Generation
51:57
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…
…
continue reading
1
259. Why Invest in Boutique Hotels Instead of STRs & The Power of Personal Branding with Rich Somers
39:37
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…
…
continue reading
1
258. 2024 REI Forecast: Key Trends You Can't Afford to Miss & Why Start with Strategy w/ Dave Meyer
34:54
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…
…
continue reading
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…
…
continue reading
1
256. Rethinking Industrial Investments: The Surprising Case for Small Bay - A MLRE Crossover
57:08
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…
…
continue reading
1
255. From Dead Broke to Millions, Investing in STRs, and Land Development Deals with @BowTiedBroke
54:41
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…
…
continue reading
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 …
…
continue reading
1
253. Navigating the 2024 Short-Term Rental Landscape with Expert Airbnb Insights from James Svetec
32:21
In this episode, Thomas Castelli and Ryan Carriere are joined by James Svetec, founder of BNB Inner Circle, co-author of Airbnb for Dummies, and one of the world’s leading STR experts, to discuss- The current state of the short-term rental (STR) market.- What you need to know when acquiring STRs in 2024. - Practical tips for optimizing your propert…
…
continue reading
1
252. Energize Your Portfolio: Navigating the Oil & Gas Investment Landscape with Troy Eckard
58:49
In this episode, Ryan Carriere and Thomas Castelli are joined by Troy Eckard, a tangible asset expert with nearly 40 years of experience investing in Oil & Gas, and Mineral Rights, to discuss:- The tax and investment benefits of oil & gas wells and mineral rights.- The potential risks and insights to steering clear of common investment mistakes in …
…
continue reading
1
251. Why You Can't Afford to Neglect THIS Critical Aspect of Your Business with Taylor Brugna, CPA
29:49
In this episode, Ryan Carriere and Thomas Castelli are joined by accounting expert and real estate investor Taylor Brugna to discuss a critical component of real estate businesses: accounting, including:- The benefits of an accounting system that provides current financials. - The potential pitfalls of neglecting this side of your business.- Practi…
…
continue reading
In this episode, Ryan Carriere and Thomas Castelli are joined by Rod Khleif to discuss what he believes 2024 has in store for the real estate market, including:- The commercial real estate reckoning?- The incredible opportunities in multifamily - Where to invest in 2024, the mindset & education necessary, and more!Rod's Bootcamp: www.rodslinks.com …
…
continue reading
In this episode, Brandon Hall, Ryan Carriere, and Thomas Castelli make a major announcement and answer your most pressing real estate tax questions including:- When does it not make sense to do a cost segregation study?- Can I group my short-term rentals together if bought under different LLCs?- Does my car have to be in the company name to claim b…
…
continue reading
In this episode, Brandon Hall and Thomas Castelli discuss hard-hitting year-end tax strategies that save real estate investors thousands each year, including:- The "Lazy 1031 Exchange"- Maximizing vehicle deductions- Year-end STR issues, cost segregation timing, and much more!To become a client, request an initial consultation from Hall CPA, PLLC a…
…
continue reading
1
247. Proven Strategies Every Business Owner & Real Estate Investor Needs to Know To Reduce Taxes
25:12
In this episode, Brandon Hall and Thomas Castelli discuss proven tax strategies that real estate investors and business owners can use to reduce taxes, including:- Home office and vehicle deductions.- Paying your children to work in your business.- Deducting business travel, equipment, and more!Interested in our Short-Term Rental Bookkeeping Servic…
…
continue reading
In this episode, Brandon Hall and Thomas Castelli discuss how to reduce the tax you pay on W-2 and other active income, including:- Real estate and general tax strategies - Key tax deductions - Available tax credits There's a lot of shady things out there on the internet - this episode sets the record straight.Apply today:www.therealestatecpa.com/c…
…
continue reading
1
245. Mastering LLCs - The Tax Smart Investor's Guide to Efficient Real Estate Entity Structuring
23:57
In this episode, Brandon Hall and Thomas Castelli discuss LLCs and entity structures for real estate investors, including:- Why you shouldn't use an S-Corp for rental real estate.- When S-Corps do make sense for real estate investors.- What types of LLCs make sense for real estate from a tax perspective.Getting your entity structure right from the …
…
continue reading
