Tax Smart Real Estate Investors Podcast

By Hall CPABusiness

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Typical duration
35 min
per episode

Based on Podcast App listening data

Tax Smart Real Estate Investors Podcast episodes

February 27, 2024 262. A Deep Dive Into Investing In Oil & Gas for Real Estate Investors with Troy Eckard
In this episode, Ryan and Thomas are joined again by Troy Eckard from Eckard Enterprises for a deep dive into investing in oil & gas.
In this episode, we discuss:
- Expected returns, cash flow, and why it's critical to have a long-term view when investing in oil & gas.
- Capital requirements and alternative options to gain oil & gas exposure.
- Stages of the oil & gas pipeline, supply/demand, and other key factors!
- Follow-up questions from Troy's first appearance on episode 252
- And much more!
If you ever considered investing in oil & gas or are just curious about the asset class, this is an episode you won't want to miss.
More from Troy Eckard: eckardenterprises.com/taxsmartrei/
Register for the Tax, Legal, and Wealth Summit:
www.taxandlegalsummit.com
Join Tax Smart Insiders Today:
www.taxsmartinvestors.com/insiders
To become a client, request a consultation from Hall CPA, PLLC at www.therealestatecpa.com/podcast
Apply to join the Hall CPA team at www.therealestatecpa.com/careers
Follow Us On Social Media
Subscribe to our YouTube channel: www.youtube.com/c/therealestatecpa
Join our Facebook group: www.taxsmartinvestors.com/facebook
Subscribe to or weekly newsletter for more tax tips: newsletter.taxsmartinvestors.com/podcast
Follow Thomas: twitter.com/thomascastelli_
Follow Ryan: www.linkedin.com/in/ryancarriere/
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.
47 min
February 20, 2024 261. Can Real Estate Investors & Influencers Deduct Rolexes and Lamborghinis?
Join Ryan and Thomas as they demystify common myths and misconceptions about deducting luxury items, including:
- Can investors & influencers write off Rolexes and designer threads?
- Are luxury cars like Lamborghinis and G Wagons tax-deductible?
We also explore why TikTok isn't the best source for tax advice and highlight the advantages of a one-stop shop that handles tax planning, preparation, and accounting.
Join Tax Smart Insiders Today:
www.taxsmartinvestors.com/insiders
To become a client, request a consultation from Hall CPA, PLLC at www.therealestatecpa.com/podcast
Apply to join the Hall CPA team at www.therealestatecpa.com/careers
Follow Us On Social Media
Subscribe to our YouTube channel: www.youtube.com/c/therealestatecpa
Join our Facebook group: www.taxsmartinvestors.com/facebook
Subscribe to or weekly newsletter for more tax tips: newsletter.taxsmartinvestors.com/podcast
Follow Thomas: twitter.com/thomascastelli_
Follow Ryan: www.linkedin.com/in/ryancarriere/
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.
35 min
February 13, 2024 260. Tax Structuring Considerations for Transferring Real Estate Wealth to the Next Generation
In this episode, Ryan and Thomas welcome Tim Wallen, CPA and CEO, along with Rick Reuter, CPA, CGMA, and Controller of MLG Capital, for a deep dive into:
- Tim's journey into real estate with MLG and why now is a pivotal time to invest.
- The challenges investors face when transferring real estate to the next generation and strategies to minimize taxes in the process.
-How funds like MLG's Legacy Fund can minimize income and estate taxes and offer practical solutions to common challenges in tax-deferred investments.
If you liked our previous episodes on 721 exchanges, you'll like this one too!
More from MLG Capital: https://mlgcapital.com/
To become a client, request a consultation from Hall CPA, PLLC at www.therealestatecpa.com/podcast
Apply to join the Hall CPA team at www.therealestatecpa.com/careers
Follow Us On Social Media
Subscribe to our YouTube channel: www.youtube.com/c/therealestatecpa
Join our Facebook group: www.taxsmartinvestors.com/facebook
Subscribe to or weekly newsletter for more tax tips: newsletter.taxsmartinvestors.com/podcast
Follow Thomas: twitter.com/thomascastelli_
Follow Ryan: www.linkedin.com/in/ryancarriere/
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.
52 min
February 06, 2024 259. Why Invest in Boutique Hotels Instead of STRs & The Power of Personal Branding with Rich Somers
In this week's episode, Ryan and Thomas are joined by Rich Somers, an active real estate investor and entrepreneur with a portfolio valued at $70M+, to discuss:
- Rich's journey and why he transitioned from multifamily value-add and STRs to boutique hotels.
- STR regulations, tax strategies, and more.
- Personal branding tips for real estate investors
If you're considering starting a personal brand, this episode has some great tips!
Connect with Rich: www.instagram.com/rich_somers | www.somerscapital.com/mastermind | https://podcasts.apple.com/us/podcast/the-rich-somers-report/id1659337579
Enroll in the TurboTax Tax Prep Bootcamp
www.taxsmartinvestors.com/tax-prep-bootcamp
To become a client, request a consultation from Hall CPA, PLLC at www.therealestatecpa.com/podcast
Apply to join the Hall CPA team at www.therealestatecpa.com/careers
Follow Us On Social Media
Subscribe to our YouTube channel: www.youtube.com/c/therealestatecpa
Join our Facebook group: www.taxsmartinvestors.com/facebook
Subscribe to or weekly newsletter for more tax tips: newsletter.taxsmartinvestors.com/podcast
Follow Thomas: twitter.com/thomascastelli_
Follow Ryan: www.linkedin.com/in/ryancarriere/
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.
40 min
January 30, 2024 258. 2024 REI Forecast: Key Trends You Can't Afford to Miss & Why Start with Strategy w/ Dave Meyer
In this episode, Ryan and Thomas are joined by the host of BiggerPocket's On The Market Podcast, real estate investor, and best-selling author, Dave Meyer, to discuss:
- Dave's expert outlook on the 2024 single-family, multifamily, and short-term rental markets.
- Why it's critical to start with strategy and tips for developing a strategy that aligns with your long-term goals.
- And more!
This is likely the last market-oriented episode we'll do for a while, so don't miss it!
Find Dave's Book: biggerpockets.com/strategybook/
Enroll in The Tax Extension Masterclass:
www.taxsmartinvestors.com/masterclass
To become a client, request a consultation from Hall CPA, PLLC at www.therealestatecpa.com/podcast
Apply to join the Hall CPA team at www.therealestatecpa.com/careers
Follow Us On Social Media
Subscribe to our YouTube channel: www.youtube.com/c/therealestatecpa
Join our Facebook group: www.taxsmartinvestors.com/facebook
Subscribe to or weekly newsletter for more tax tips: newsletter.taxsmartinvestors.com/podcast
Follow Thomas: twitter.com/thomascastelli_
Follow Ryan: www.linkedin.com/in/ryancarriere/
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.
35 min
January 23, 2024 257. How To Thrive in the 2024 Multifamily Investing Market & Tax Tips with Gino Barbaro
In this episode, Thomas & Ryan are joined by Gino Barbaro, multifamily investor, business owner, author and entrepreneur, to discuss:
- How Gino's team avoided disaster and thrived in multifamily during 2023.
- 2024 multifamily investing + tips for getting started and navigating the landscape.
- How Gino looks at the tax benefits of real estate investing, plus a 100% bonus depreciation update.
More from Gino: https://jakeandgino.com/
Enroll in The Tax Extension Masterclass:
www.taxsmartinvestors.com/masterclass
To become a client, request a consultation from Hall CPA, PLLC at www.therealestatecpa.com/podcast
Apply to join the Hall CPA team at www.therealestatecpa.com/careers
Follow Us On Social Media
Subscribe to our YouTube channel: www.youtube.com/c/therealestatecpa
Join our Facebook group: www.taxsmartinvestors.com/facebook
Subscribe to or weekly newsletter for more tax tips: newsletter.taxsmartinvestors.com/podcast
Follow Thomas: twitter.com/thomascastelli_
Follow Ryan: www.linkedin.com/in/ryancarriere/
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.
47 min
January 16, 2024 256. Rethinking Industrial Investments: The Surprising Case for Small Bay - A MLRE Crossover
In this crossover episode, Brandon Hall and Dylan Brown of the Major League Real Estate podcast explore investing in small bay industrial assets with Daniel Kurkowski of Obsidian Group.
Daniel leverages his extensive knowledge of small bay industrial to present a strong case to:
- Why this asset class is positioned well for future success
- Why do most investors overlook it
Subscribe to the MLRE Podcast on Apple: https://podcasts.apple.com/us/podcast/major-league-real-estate-podcast/id1721986296
Or Spotify: https://open.spotify.com/show/6zipvMPOT7UYDDWsrVVOnC?si=94be3bac893d4e4a
More from Daniel: https://www.obsidiangroup.com/
To become a client, request a consultation from Hall CPA, PLLC at www.therealestatecpa.com/podcast
Apply to join the Hall CPA team at www.therealestatecpa.com/careers
Follow Us On Social Media
Subscribe to our YouTube channel: www.youtube.com/c/therealestatecpa
Join our Facebook group: www.taxsmartinvestors.com/facebook
Subscribe to or weekly newsletter for more tax tips: newsletter.taxsmartinvestors.com/podcast
Follow Thomas: twitter.com/thomascastelli_
Follow Ryan: www.linkedin.com/in/ryancarriere/
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.
58 min
January 09, 2024 255. From Dead Broke to Millions, Investing in STRs, and Land Development Deals with @BowTiedBroke
In this episode, Brandon, Ryan, and Thomas are joined by @BowTiedBroke (X), Entomologist turned Land Developer, to discuss:
- His journey from millions to dead broke back to millions.
- His experience investing in short-term rentals (STRs).
- Investing in land development deals.
- Tips for the next generation and more!
More from @BowTiedBroke: https://twitter.com/BowTiedBroke
Enroll in The Filing 1099-NEC Masterclass:
www.TaxSmartInvestors.com/Masterclass
To become a client, request a consultation from Hall CPA, PLLC at www.therealestatecpa.com/podcast
Apply to join the Hall CPA team at www.therealestatecpa.com/careers
Follow Us On Social Media
Subscribe to our YouTube channel: www.youtube.com/c/therealestatecpa
Join our Facebook group: www.taxsmartinvestors.com/facebook
Subscribe to or weekly newsletter for more tax tips: newsletter.taxsmartinvestors.com/podcast
Follow Thomas: twitter.com/thomascastelli_
Follow Ryan: www.linkedin.com/in/ryancarriere/
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.
55 min
January 02, 2024 254. The Real Estate Investor's Guide to the 2024 Tax Terrain: Crucial Details
In this episode, Thomas Castelli and Ryan Carriere break down everything you need to know about 2024 taxes as a real estate investor, including:
- The 2024 Corporate Transparency Act
- The bonus depreciation adjustment
- The viability of various strategies
Join the January QBO Bootcamp: www.TaxSmartInvestors.com/Bookkeeping
To become a client, request a consultation from Hall CPA, PLLC at www.therealestatecpa.com/podcast
Follow Us On Social Media
Subscribe to our YouTube channel: www.youtube.com/c/therealestatecpa
Join our Facebook group: www.taxsmartinvestors.com/facebook
Subscribe to or weekly newsletter for more tax tips: newsletter.taxsmartinvestors.com/podcast
Follow Thomas: twitter.com/thomascastelli_
Follow Ryan: www.linkedin.com/in/ryancarriere/
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
December 27, 2023 253. Navigating the 2024 Short-Term Rental Landscape with Expert Airbnb Insights from James Svetec
In this episode, Thomas Castelli and Ryan Carriere are joined by James Svetec, founder of BNB Inner Circle, co-author of Airbnb for Dummies, and one of the world’s leading STR experts, to discuss
- The current state of the short-term rental (STR) market.
- What you need to know when acquiring STRs in 2024.
- Practical tips for optimizing your property and listings to stand out in a crowded marketplace.
Ryan and I also discussed whether or not the STR Loophole is still a viable tax strategy in 2024.
More from James: https://bnbinnercircle.com/
Join the January QBO Bootcamp: www.TaxSmartInvestors.com/Bookkeeping
To become a client, request a consultation from Hall CPA, PLLC at www.therealestatecpa.com/podcast
Follow Us On Social Media
Subscribe to our YouTube channel: www.youtube.com/c/therealestatecpa
Join our Facebook group: www.taxsmartinvestors.com/facebook
Subscribe to or weekly newsletter for more tax tips: https://newsletter.taxsmartinvestors.com/podcast
Follow Thomas: twitter.com/thomascastelli_
Follow Ryan: www.linkedin.com/in/ryancarriere/
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.
33 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.