Tax Smart Real Estate Investors Podcast

By Hall CPABusiness

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Tax Smart Real Estate Investors Podcast episodes

February 12, 2025 313. Do I Need To Do A Cost Segregation Study?
In our first monthly Q&A episode, Ryan and Thomas answer the most pressing tax questions from listeners. They tackle a variety of hot-button topics, including when flipping property income is considered “active” (and why that matters if you have a W-2), how partial asset dispositions really work, and whether or not a cost segregation study has to be performed in the first year.
They discuss:
- Flips & W-2 Incomes – Why these profits generally count as active, even if you’re not a real estate professional.
- Partial Asset Dispositions – Deducting the cost of replaced components (like an old roof) to save on taxes.
- Cost Seg Timing – Is it necessary to perform a cost segregation study in Year 1, or can you do it later?
- Short-Term Rentals vs. REPS – Understanding when you do (and don’t) need real estate professional status.
- Bonus Depreciation Updates – What investors need to know about the potential return of 100% bonus depreciation.
Remember to submit your questions at [email protected] or the Tax Smart Investors Facebook group.
To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6
Are You Ready for the 2025 Tax Changes?
Click HERE to Access the FREE Tracker:
go.therealestatecpa.com/4gDayj7
Join the Tax Smart Insiders Community:
go.therealestatecpa.com/3Xx1Cpd
Check out Thomas's new YouTube channel: www.youtube.com/@thomascastelli
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.
23 min
February 07, 2025 311. LLC Myth-Busters: Is Your Real Estate Really Protected?
In this episode, Ryan and Thomas pull back the curtain on LLCs, busting the biggest myths that trip up real estate investors—and revealing how to truly protect your rental portfolio.
They discuss:
- Asset Protection vs. Tax Savings—understanding what LLCs really do (and don’t do).
- The Right Structure—single-member, multi-member, or holding company?
- Pitfalls to Avoid—from the “due on sale” clause to S corp mix-ups.
- And more!
If you’re eager to make sure your LLC is set up the right way—or wondering if you even need one—this episode is for you. Tune in and discover how to keep your real estate assets safe and sound.
To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6
Are You Ready for the 2025 Tax Changes?
Click HERE to Access the FREE Tracker:
go.therealestatecpa.com/4gDayj7
Join the Tax Smart Insiders Community:
go.therealestatecpa.com/3Xx1Cpd
Check out Thomas's new YouTube channel: www.youtube.com/@thomascastelli
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.
24 min
January 30, 2025 310. 2025 Real Estate Market Outlook with Dave Meyer from BiggerPockets
In this episode of the TaxSmart REI Podcast, Thomas and Ryan sit down with Dave Meyer, Head of Real Estate Investing at BiggerPockets, to discuss the 2025 real estate market outlook and what investors need to know.
Tune in to learn:
- Where we are in the current real estate market cycle and what’s next for home prices and sales volume.
- How interest rates and affordability will impact investors in 2025.
- The state of commercial real estate, including potential opportunities in multifamily investing.
- The latest on bonus depreciation and how potential tax legislation changes could influence investor strategies.
- Key migration and demographic trends shaping the future of real estate investment.
Whether you're an active investor or considering your next move, this episode is packed with valuable insights to help you navigate the 2025 real estate market with confidence.
To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6
Are You Ready for the 2025 Tax Changes?
Click HERE to Access the FREE Tracker:
https://go.therealestatecpa.com/4gDayj7
Join the Tax Smart Insiders Community:
go.therealestatecpa.com/3Xx1Cpd
Check out Thomas's new YouTube channel: www.youtube.com/@thomascastelli
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.
44 min
January 26, 2025 309. What’s the 20% Rule and How Can It Make Your STR Profitable? with John Bianchi
In this episode of the Tax Smart REI Podcast, Thomas and Ryan sit down with John Bianchi, founder of STR Search and an expert in short-term rental data and investment strategies.
With a 100% track record in helping investors identify and acquire over 200 profitable short-term rental properties, John shares his insider knowledge on leveraging Airbnb data to find winning deals.
Tune in to learn:
- How to use the “20% Rule” to evaluate short-term rental markets for cash flow.
- The importance of regulations and avoiding common mistakes in oversaturated markets.
- Strategies for creating guest experiences that stand out, including must-have amenities.
- How to recession-proof your short-term rental investments for long-term success.
To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6
🗞️ Did you know IRS audits are on the rise?
Click HERE to Access the FREE IRS Checklist:
go.therealestatecpa.com/3PvEna9
Join the Tax Smart Insiders Community:
go.therealestatecpa.com/3Xx1Cpd
Connect with John: https://strsearch.com/home-1974
Check out Thomas's new YouTube channel: www.youtube.com/@thomascastelli
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.
51 min
January 19, 2025 308. How to Leverage Insurance and Investments for Real Estate Growth with Austin Dean
In this episode of the Tax Smart REI Podcast, Thomas, Ryan, and Justin sit down with Austin Dean, a financial planner at Waystone Advisors specializing in real estate-focused financial planning.
With over 13 years of experience, Austin offers valuable insights into creating financial independence through strategic investments tailored to real estate investors.
Tune in to learn:
- Why real estate is a powerful tool for building wealth and achieving financial independence.
- How to use tools like securities-backed lines of credit and life insurance to leverage investments.
- The importance of diversification and creating a financial plan that aligns with your goals.
- How CPAs and financial planners can work together to maximize tax savings and investment strategies.
Whether you’re a real estate investor seeking to grow your portfolio or someone curious about alternative wealth-building strategies, this episode is for you.
To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6
🗞️ Did you know IRS audits are on the rise?
Click HERE to Access the FREE IRS Checklist:
go.therealestatecpa.com/3PvEna9
Join the Tax Smart Insiders Community:
go.therealestatecpa.com/3Xx1Cpd
Connect with Austin: https://waystoneadvisors.com/about/austin-dean/
Check out Thomas's new YouTube channel: www.youtube.com/@thomascastelli
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.
43 min
January 13, 2025 307. 7 Overlooked Real Estate Deductions That Could Save You Thousands
In this episode, Ryan and Alex break down the top overlooked deductions real estate investors often miss—and how to ensure you’re capturing them all.
This episode explores:
- Why closing costs and loan costs should be included in your depreciable basis.
- The most common insurance mistakes that leave money on the table.
- The importance of taking depreciation (and what happens if you don’t).
- And More!
If maximizing your tax savings is one of your goals, now is the time to dig into these often-missed deductions.
To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6
🗞️ Did you know IRS audits are on the rise?
Click HERE to Access the FREE IRS Checklist:
go.therealestatecpa.com/3PvEna9
Join the Tax Smart Insiders Community:
go.therealestatecpa.com/3Xx1Cpd
Check out Thomas's new YouTube channel: www.youtube.com/@thomascastelli
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.
24 min
January 05, 2025 306. Can You Pull Off REPS in 2025 (And Save BIG)?
In this episode, Thomas and Ryan break down the essentials of real estate professional status (REPS) and how to qualify this year.
This episode explores:
- What REPS is and why it’s one of the top strategies for high-income earners.
- The two key tests to qualify and how to navigate them.
- Activities that count toward REPS—and what doesn’t.
- How grouping elections simplify meeting material participation requirements.
- Using cost segregation and bonus depreciation for maximum tax savings.
If REPS is one of your goals, January is the time to start.
To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6
🗞️ Did you know IRS audits are on the rise?
Click HERE to Access the FREE IRS Checklist:
https://go.therealestatecpa.com/IRSchecklist
Join the Tax Smart Insiders Community:
go.therealestatecpa.com/3Xx1Cpd
Check out Thomas's new YouTube channel: www.youtube.com/@thomascastelli
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.
30 min
December 28, 2024 305. Passive or Non-Passive: What’s New for Short-Term Rentals in 2025
In this episode, Thomas and Ryan walk you through the short-term rental loophole updates to keep an eye on this year.
This episode explores:
- The passive activity rules and why the short-term rental strategy is a game-changer.
- Material participation tests and the most popular ways to qualify.
- How to use cost segregation and bonus depreciation for massive savings.
- Common mistakes to avoid and tips to set your business up for audit-proof success.
- Changes to expect in 2025 and navigating local regulations.
This episode is for any high-income earner or real estate investor looking to save five to six figures in taxes. Plus, learn about resources to ensure you're leveraging every possible strategy to minimize your tax bill.
To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6
Want crucial tax tips? Subscribe to our newsletter:
https://www.therealestatecpa.com/subscribe
Join the Tax Smart Insiders Community:
go.therealestatecpa.com/3Xx1Cpd
Check out Thomas's new YouTube channel: www.youtube.com/@thomascastelli
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.
30 min
December 13, 2024 304. 2025 Tax Changes & The Corporate Transparency Act Update
In this episode of the Tax Smart REI podcast, Thomas and Ryan address pivotal updates as the year draws to a close.
They provide essential insights into the expected 2025 tax changes, the implications of the new administration, and the recent developments regarding the Corporate Transparency Act's enforcement status.
Here's what they discuss:
- The Expiration of the Tax Cuts and Jobs Act
- Corporate Transparency Act Updates
- Tips on Staying Proactive with Voluntary Compliance Measures
- Advice for Real Estate Investors to Prepare for Year-End
To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6
Join the Tax Smart Insiders Community:
go.therealestatecpa.com/3Xx1Cpd
Check out Thomas's new YouTube channel: www.youtube.com/@thomascastelli
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.
23 min
December 06, 2024 303. From Rookie to Mogul: How to Build Rental Real Estate Riches with Travis & Regan Perry
In this episode of the Tax Smart REI Podcast, Thomas and Ryan sit down with Travis and Regan Perry, real estate investors who have crafted a flourishing portfolio of short-term rental properties. With roots in Iowa, the Perrys share their journey from purchasing their first home to managing multiple properties across several states.
Tune in to learn:
- Steps to start investing in short-term rentals and build a substantial property portfolio.
- How to leverage local events and tourism to maximize rental income.
- The importance of tax strategies, including cost segregation, to enhance cash flow.
- Practical tips for managing properties remotely and building a reliable team.
Whether you’re a budding entrepreneur or an experienced investor, this episode is brimming with invaluable insights and inspiring stories to help you expand your real estate ventures.
To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6
Join the Tax Smart Insiders Community:
go.therealestatecpa.com/3Xx1Cpd
Connect with Travis & Regan:
https://shorttermrentaledge.com/
https://perrydisevacationrentals.com/
Check out Thomas's new YouTube channel: www.youtube.com/@thomascastelli
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.
41 min

About Tax Smart Real Estate Investors Podcast

From the publisher's feed

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.