Tax Smart Real Estate Investors Podcast

352. Solar Tax Credits for Real Estate Investors: What's Legit (And What's Not) With Nathan Sosa


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In this episode of the Tax Smart REI Podcast, Thomas Castelli and Nathan Sosa, Head of the National Tax Department at Hall CPA, dive deep into solar tax credits: how they work, who qualifies, and whether they can truly offset your tax liability as a real estate investor.
From residential installations to short-term rentals and syndicated solar investments, Thomas and Nathan unpack the real opportunities and limitations of this increasingly popular strategy. They break down how the 30% credit applies, what deadlines matter, and why material participation plays a critical role in determining whether your solar investment is active or passive for tax purposes.
You’ll learn:
- How the 30% solar tax credit works for personal, rental, and business properties
- The key deadlines for claiming residential solar credits before they expire in 2025
- Why material participation determines if your solar credits can offset active income
- How to combine bonus depreciation and solar credits for a “double benefit”
- The truth about syndicated solar credit deals and whether they’re legitimate
Whether you’re curious about installing solar on your own properties or exploring syndicated solar investments, this episode gives you a clear-eyed look at the tax benefits, the fine print, and the pitfalls to avoid before making your next move.
To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6
Subscribe to REI Daily & Enter to Win a FREE Strategy Call:
go.therealestatecpa.com/41JuQBX
Connect with Engineered Tax Services:
https://portal.engineeredtaxservices.com/cost-segregation/quick-start?utm_source=Live+Event&utm_medium=Others&utm_campaign=hall_cpa&pagesense_source=729733000061045013&utm_term=kim_lochridge&utm_content=cost_segregation
Get the Solar White Paper:
https://www.therealestatecpa.com/solar-white-paper/
The Tax Smart Real Estate Investors podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests. Any mention of third-party vendors, products, or services does not constitute an endorsement or recommendation. You should conduct your own due diligence before engaging with any vendor.
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