In this episode of the Tax Smart REI Podcast, hosts Thomas Castelli and Ryan Carriere dive into one of the most-requested topics from high-income investors and professionals, W-2 tax strategies.

Tune in to learn:

- Why W-2 income is so highly taxed and the biggest obstacles to offsetting it

- How Section 469 passive activity rules work and proven ways to navigate them with real estate professional status (REPS) or short-term rentals

- How the $626,000 Excess Business Loss (EBL) limit applies to high earners and how to strategically plan around it

- Ways to generate non-passive losses through active businesses and oil & gas investments

- How to stack charitable deductions (like donor-advised funds, CRTs, and CLTs) on top of business losses for maximum impact

- Traditional but powerful tactics, including 401(k)s, HSAs, SALT deductions, and capital loss harvesting

- Which “too-good-to-be-true” tax schemes to avoid and how to spot them before they get you audited

This comprehensive breakdown gives you a complete view of W-2 taxation.

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