Smart Money Conversations

#33. The Real Estate Tax Playbook


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Real estate gets a lot of credit for being tax efficient, but most investors don't fully understand the mechanics behind it. Matt Hamilton is a CPA and founder of Surefire Tax and Accounting, a boutique firm built exclusively for real estate operators and syndicators. In this episode he breaks down how depreciation really works — and why he calls it a loan, not a free pass, because the IRS collects through recapture when you sell. He explains bonus depreciation, the passive loss vault, and a strategy he calls the lazy 1031 — where stacking passive losses across multiple investments can offset a gain at exit without jumping through all the hoops of a traditional 1031 exchange. If you own real estate directly or through a syndication, this episode will change how you think about your tax strategy.


website : https://surefiretaxco.com/


email: [email protected]

Produced by 32Q LLC


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Smart Money ConversationsBy Brett Croft, CFP®, CFA®, CTFA®