Tax Smart Real Estate Investors Podcast

By Hall CPA, PLLC

Business

What's Tax Smart Real Estate Investors Podcast about?

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 serves real estate investors and real estate business owners. We work with synidcators and developers closing multi-million dollar deals, as well as small investors building a portfolio from scratch.

Check us out at www.TheRealEstateCPA.com and www.TaxSmartInvestors.com for more free content and information.

Enjoy!

Download our free app to listen on your phone

LAST EPISODE

215. Boost Your Property's ...

03.28.2023

In this episode, Brandon and I are joined by Jason Yarusi, an active Real Estate Syndicator and Real Estate Investor and Coach at 7F Multifamily. We discuss the difference between asset management and property management, how to manage property managers, ...

Tax Smart Real Estate Investors Podcast episodes:

03.28.2023 215. Boost Your Property's NOI Today: Learn Proven Asset Management Strategies with Jason Yarusi In this episode, Brandon and I are joined by Jason Yarusi, an active Real Estate Syndicator and Real Estate Investor and Coach at 7F Multifamily. We discuss the difference between asset management and property management, how to manage property managers, ...
03.21.2023 214. Don't Let The Tax Tail Wag The Dog In this episode, Brandon and Thomas break down why investors shouldn't let the tax tail wag the dog when making investment decisions, including when choosing an overarching investment strategy, or making a specific investment. Learn more about Driftwood Capital: driftwoodcapital.com/cpa ...
03.14.2023 213. Dave Zook Sheds Light on Alternative Investments for Tax Smart Investors Including ATMs & More In this episode, Ryan Carriere and I are joined by The Real Asset Investor to discuss alternative investments for Tax Smart Investors. If you're looking to diversify your portfolio outside of real estate, and want to do it in a ...
03.07.2023 212. The Cold Hard Truth About LLCs for Real Estate Investors from a Tax Perspective In this episode, Brandon and Thomas discuss what types LLCs are most appropriate for different types of real estate investors. This is important because if you choose the wrong LLC for your real estate venture it just might end up ...
02.28.2023 211. When Are Real Estate Investors Subject to The 15.3% Self-Employment Tax? In this episode, Brandon and I discuss under what circumstances real estate investors are subject to the 15.3% self-employment (SE) taxes? Are STR owners subject to the SE taxes? What about flippers? Self-Storage Owners? If so, under what circumstances? Learn ...
02.21.2023 210. Self-Storage Owners Qualify for The Real Estate Professional Status (REPS)? In this episode, Brandon and Thomas discuss whether or not self-storage owners can qualify for the real estate professional status (REPS). Learn more about Driftwood Capital: https://driftwoodcapital.com/cpa Claim your amazing free gift and become a Tax Smart Insider today at ...
02.14.2023 209. Does Travel Time Count As Material Participation for REPS and the STR Loophole? In this episode, Brandon and Thomas discuss the much-debated question: does travel time count as material participation for the real estate professional status and STR Loophole? If you're using or planning to use either strategy, its critical to understand whether ...
02.07.2023 208. Do Car Wash Owners Qualify for The Real Estate Professional Status (REPS)? In this episode, Brandon and Thomas discuss whether or not car washes are real property trades or businesses for REPS and the various strategies car wash owners can use to turn losses non-passive to offset active income. Learn more about ...
01.31.2023 207. Does the $10k Property Tax Cap Apply to Rentals? and Other Questions from Tax Smart Investors In this episode, Brandon and Thomas answer questions from the Tax Smart Investors Facebook group and Tax Smart Insiders private community, including: - Are dividends non-passive? - Does the $10k property tax cap apply to rental properties? - Is commercial ...
01.24.2023 206. Can You Use the STR Loophole Without Any Guest Stays? & More with Justin Shore, EA In this episode, Brandon and I are joined by Justin Shore, EA, Tax Advisory Manager at the firm to discuss a pivotal tax court case in the STR saga and answer the question, can you use the STR Loophole without ...
01.17.2023 A Physician's Expert Advice on Investing in Real Estate + A Multifamily Market Update w/ Vikram Raya In this episode, Brandon and I are joined by Vikram Raya, CEO of Viking Capital, an investment company on a mission to help other hard-working physicians achieve the freedom they deserve and create the life they’ve always dreamed of. We ...
01.10.2023 204. Maximizing Returns with QOZ Funds: Insights from Expert Investor Barrett Linburg In this episode, Brandon and Thomas are joined by Barrett Linburg, Co-Founder of Savoy Equity, an investment group that invests heavily in Qualified Opportunity Zones (QOZs). We discuss the QOZ Fund program from the perspective of an experienced operator and ...
01.03.2023 203. Its Time to Discuss the Top 2023 & Post-Year End Tax Strategies for Real Estate Investors In the first episode of the year, Brandon and I discuss the top tax strategies for 2023 and what you can still do for the 2022 tax year. We discuss cost segregation studies, 80% bonus depreciation, S-Corp elections, meal deductions, ...
12.20.2022 202. Will Qualifying as a Real Estate Professional Help If You Have Passive Income (vs. Losses)? If a rental activity is passive and you qualify as a real estate professional and materially participate in the rental activity, then the rental loss will be considered non-passive. You will be able to claim the tax losses that your ...
12.13.2022 201. Making The Case to Diversify Your Portfolio with Index Funds, Plus Retirement Account Deadlines In this episode, Brandon Hall & Thomas Castelli discuss investment philosophy and strategy, does it make sense to diversify with index funds? and retirement account contribution limits and deadlines. Subscribe to our YouTube channel: www.youtube.com/c/therealestatecpa Join our Facebook group, the ...
12.06.2022 200. Navigating the Current Multifamily Market for Active & Passive Investors with Michael Blank In this episode, Brandon and Thomas Castelli are joined by Michael Blank who controls over $266 million in performing multifamily assets through his company Nighthawk Equity and coaches other investors on how to acquire their own multifamily properties. We discuss ...
11.29.2022 199. Partial Asset Dispositions: How This Little Known Part of The Tax Code Can Save You Thousands In this episode, Brandon and Thomas discuss how this little known part of the tax code called partial asset dispositions can save real estate investors thousands in taxes! Subscribe to our YouTube channel: www.youtube.com/c/therealestatecpa Join our Facebook group, the one-stop-shop ...
11.22.2022 198. 3 More Last-Minute Year-End Tax Tips for Real Estate Investors In this episode, Brandon and Thomas discuss a few last-minute year-end tax tips including, the timing of cost segregation studies, investing in syndicates to help mitigate the impact of the sale of rental properties, and year-end STR guidelines! Subscribe to ...
11.15.2022 197. How Knowing These Factors Can Help You Avoid The Costly Real Estate Dealer Status In this episode, Brandon breaks down the differences between the tax treatment of real estate investors and real estate dealers - and how knowing these key factors can help you avoid the costly dealer status. If you own rentals and ...
11.08.2022 TAX 03: Are You Getting the Right Set of Accounting & Tax Services For Your Real Estate Venture? In part three of our latest series, Brandon Hall and Thomas Castelli break down the tax and accounting services that are available to real estate investors and business owners, and how to make sure you're getting the right set of ...
11.01.2022 TAX 02: If You Invest in Real Estate Its Critical to Understand These Key Tax Forms In part two of our latest series, Brandon Hall and Thomas Castelli break down the key tax forms real estate investors need to understand including Form 1040, Schedule E, Form 8582, 1065, and a lot more! Get a 14-day free ...
10.25.2022 TAX 01: Understanding The Lingo In This Crazy World of Tax In today's episode, Brandon Hall & Thomas Castelli discuss the definitions of key tax terms including, tax liability, effective tax rate, marginal tax rate, tax estimates, and much more! Get a 14-day free Landlord Studio trial by visiting www.landlordstudio.com/realestatecpa Enroll ...
10.18.2022 196. Don't Miss Out on These Tax Strategies & Tips As We Head Toward Year-End In today's episode, Brandon Hall & Thomas Castelli discuss year-end tax strategies and considerations including, the STR Loophole, best practices for tracking time, S-Corp reasonable salaries, timing cost segregation studies, and more! Get a 14-day free Landlord Studio trial by ...
10.11.2022 195. Are We Headed Toward a Housing Crash?... Making Sense of The Current Market with Jason Hartman In today's episode, Brandon Hall & Ryan Carriere are joined by Jason Hartman to discuss how to view and navigate the current market conditions, how the federal reserve impacts your wealth, and more. Get a 14-day free Landlord Studio trial ...
10.04.2022 194. How To Rent Your Residence Tax-Free Using The Augusta Rule... And Is it Worth it? In today's episode, Thomas Castelli discusses how you can use the Augusta Rule (aka Masters Rule) to rent your residence tax-free, relevant compliance considerations, and asks the question, is it worth the hassle? Get a 14-day free Landlord Studio trial ...
09.27.2022 193. When is the Depreciation Recapture Tax Due When Selling a Property Using an Installment Sale? In today's episode, we have a clip from our YouTube channel where Brandon discusses depreciation recapture taxes and installment sales with an emphasis on the timing of depreciation recapture taxes. Get a 14-day free Landlord Studio trial by visiting www.landlordstudio.com/realestatecpa ...
09.20.2022 192. Tax Smart Investors Q&A - REPS, STRs, Cost Segregation, 1031 Exchanges, and More! In today's episode, Brandon Hall and Thomas Castelli celebrate the 4th anniversary of the podcast becoming a weekly show by answering questions from Tax Smart Investors. Questions range from REPS, STRs, cost segregation, 1031 exchanges, and more. Get a 14-day ...
09.13.2022 191. A Contrarian View on Real Estate Financing & Why Interest Rates Arent The End All w/ Karl Baker Today Thomas Castelli and Senior Advisor Justin Shore are joined by Karl Baker, owner of Infinity Commercial Capital, a commercial financing advisory firm that provides customized funding options to real estate investors and business owners. In this episode, we discuss ...
09.08.2022 190. A Masterclass in Building a Short-Term Rental Business with James Svetec & Riley Oickle In this episode, Ryan Carriere and I are joined by James Svetec & Riley Oickle, two of the world's foremost Airbnb experts, co-author of Airbnb for Dummies, and founders of BNB Inner Circle. When it comes to mastering performance and ...
08.30.2022 189. The Critical Role Bookkeeping Systems Play in Real Estate Businesses w/ Kristina Mueller In this episode, Thomas Castelli is joined by Kristina Mueller, Senior Accounting & QBO Pro Advisor here at Hall CPA. She works with our clients to build and maintain their accounting systems and oversees a team of bookkeepers at the ...
08.23.2022 188. Why Less is More with High Cashflowing Luxury Short-Term Rentals & More w/ Rachel Gainsbrugh In this episode, Brandon and Thomas are joined by Rachel Gainsbrugh, a full-time health care professional by day and STR investor by night. She is the owner and manager of 16 luxury STRs across multiple markets in the US. In ...
08.16.2022 187. Why it's Mission Critical to Get Short-Term Rental Marketing Right & More with Avery Carl In this episode, Brandon and Thomas are joined by Avery Carl, CEO, and founder of The Short Term Shop, a real estate sales team that specializes in helping investors locate, analyze, and acquire profitable short-term rentals in the most stable ...
08.09.2022 186. Building a Geographically Diversified Short-Term Rental Business w/ Robert Abasolo of Robuilt In this episode, Thomas and Brandon are joined by Rob Abasolo, an Airbnb Superhost with over $1,500,000 in booked reservations and a growing portfolio of short-term rentals all across the United States. His YouTube channel Robuilt has over 197k subscribers ...
08.02.2022 185. The State of the Economy & Housing Market with Jim Glassman, Head Economist at JP Morgan Chase In this week's episode, Thomas and Brandon are joined by Jim Glassman, Managing Director and Head Economist for Commercial Banking at JPMorgan Chase to discuss the state of the economy and housing market, and much more! More details on his ...
07.26.2022 184. Introducing The State of The Real Estate Market YouTube Show with Special Guest, J Scott In this week's episode, Thomas and Brandon are joined by J. Scott, author of Recession-Proof Real Estate Investing, and they will discuss the current state of the real estate market. Learn more about J Scott, here: https://www.jscott.com/ Get a 14-day ...
07.19.2022 183. How Bill Faeth Built His Multi-Million Dollar Short-Term Rental Business & More! In this week's episode, Thomas and Brandon are joined by Bill Faeth, creator of Build Short-Term Rental Wealth, and they will discuss how to build a massive short term rental business. Learn more about Bill Faeth, creator of Build Short ...
07.12.2022 182. How to Build a 6-Figure Short-Term Rental Business with Kyle Stanley aka Fearless Kyle In this week's episode, Thomas and Ryan are joined by Kyle Stanley, creator of the Fearless Investor, and they will discuss how to build a 6-figure short term rental business. Learn more about Kyle and the Fearless Investor here: www.fearlesskyle.com ...
07.05.2022 181. The Powerful Combination of the STR Loophole & Cost Segregation Studies with Terry Judge In this week's episode, Thomas is joined by Terry Judge, CEO of CORE Solutions Group to discuss the powerful STR Loophole & cost segregation studies, FAQs, and more! Learn more about Terry and CORE Solutions here: https://coresolutionsgroup.net/ Enroll in the ...
06.28.2022 180. Answering Frequently Asked Questions About the Short-Term Rental (STR) Loophole In this week's episode, Brandon & Thomas discuss frequently asked questions(FAQ)we get from Tax Smart Investors and clients regarding the short-term rental loophole. Enroll in the STR Tax Course today and learn how to save 5-6 figures in taxes using ...
06.21.2022 179. The Psychology of Success & State of the Market with Rod Khleif In this week's episode, Thomas and Rod will discuss the mindset needed for success and the current real estate market. Join our Facebook group, the one-stop-shop for real estate investors to learn about tax strategy and stay up to date ...
06.14.2022 178. A Review of Landlord Studio, a Property Management Software That Makes Accounting A Breeze In this week's episode, Thomas Castelli gives a candid and objective review of Landlord Studio, a property management software designed to make accounting and tax filing a breeze. Get a 14-day free trial by visiting www.landlordstudio.com/realestatecpa Join our Facebook group, ...
06.07.2022 177. A Simple Strategy To Building Long-Term Wealth Through Rental Real Estate In this episode, Brandon and Thomas will discuss a way to build long-term wealth with real estate. And as always, please consult your CPA before implementing any strategies heard on this podcast. Join our Facebook group, the one-stop-shop for real ...
05.31.2022 176. The Tax Benefits of Paying Your Children Through Your Business & Critical Mistakes to Avoid In this week's episode, Brandon and Thomas discuss the benefits of paying your children through your business and critical mistakes to avoid. Also, do not miss out on our upcoming bootcamp. You can register at courses.taxsmartinvestors.com and use code "EARLY" ...
05.24.2022 175. Short Term Rentals and Real Estate Professional Status Myths In this week's episode, Brandon and Thomas discuss the myths surrounding short term rentals and the real estate professional status, and more. Also, do not miss out on our upcoming bootcamp! Join our Facebook group, the one-stop-shop for real estate ...
05.17.2022 174. Listen to This Before Investing in Real Estate through a Self-Directed IRA (SDIRA) In this week's episode, Brandon and Thomas discuss the pros and cons of using self-directed IRAs to invest in real estate, when they make sense, and more. Join our Facebook group, the one-stop-shop for real estate investors to learn about ...
05.10.2022 REPS06: The Difference Between a Passive Loss & Net Operating Loss + How NOLs Generated by REPS Work In this episode, Brandon and Thomas discuss the difference between passive losses and net operating losses (NOLs). We also discuss excess business loss limits, and if NOLs generated by REPS can offset non-passive income in future years, even when you're ...
05.03.2022 173. Is Your Home an Asset that Builds Your Wealth or A Liability that Drains Your Resources? In this episode, Brandon and Thomas discuss whether or not your primary residence is a wealth-building asset or liability. Join our Facebook group, the one-stop-shop for real estate investors to learn about tax strategy and stay up to date on ...
04.26.2022 172. Why it Crucial for Real Estate Investors to Review These 3 Forms Each Year After Filing Taxes In this episode, Brandon and Thomas discuss three critical tax forms real estate investors need to review after filing their tax returns each year. Join our Facebook group, the one-stop-shop for real estate investors to learn about tax strategy and ...
04.19.2022 171. What Every Real Estate Investor Needs to Know About The End of 100% Bonus Depreciation In this episode, Brandon and Thomas discuss the potential tax implications of bonus depreciation phasing out over the next few years and what it means for real estate investors. Join our Facebook group, the one-stop-shop for real estate investors to ...
04.12.2022 STR 07: Renting Out a Room or Part of Your Home as an STR & Do STR Hours Count Towards REPS? In this episode, Brandon and Thomas discuss whether or not you could rent out a portion of your home as a short-term rental, and if the hours you spend on short-term rentals count towards the real estate professional status. Join ...

Older episodes