Tax Smart Real Estate Investors Podcast

By Hall CPABusiness

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Typical duration
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per episode

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Tax Smart Real Estate Investors Podcast episodes

October 10, 2023 242. The Power of The Small and Mighty Approach to Real Estate Investing vs. Going Big
In this episode, Brandon and Thomas are joined by Coach Carson to discuss how you don't have to "go big" in real estate to reap life-changing benefits.
They explore:
- How to use real estate to give you back time
- How to optimize for low hassle and low risk vs. growth
- How many properties have to be acquired to gain freedom
- And more!
If you are interested in how real estate could help you build the life you want, this is an episode you don't want to miss.
Learn more about Coach Carson:
www.coachcarson.com
Buy his book - Small and Mighty Real Estate Investor: How to Reach Financial Freedom with Fewer Rental Properties:
www.amazon.com/Small-Mighty-Real-Estate-Investor/dp/1960178008
Become a Tax Smart Insider today and claim your free bonuses today at www.taxsmartinvestors.com/insiders
Subscribe to our YouTube channel: www.youtube.com/c/therealestatecpa
Join our Facebook group, the one-stop-shop for real estate investors to learn about tax strategy and stay up to date on changing tax laws:
www.facebook.com/groups/taxsmartinvestors
To become a client, request an initial consultation from Hall CPA, PLLC at www.therealestatecpa.com/become-client
Follow Brandon on Twitter: @bhallcpa
Follow Thomas on Twitter: @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
October 03, 2023 241. How High-Income Earners Reduce Taxes Using Real Estate Without REPS or STRs and Tax Smart Q&A
In this episode, Brandon and Thomas discuss how high-income earners use real estate to reduce tax even without the real estate professional status (REPS), or the STR Loophole.
Plus, we answer questions from the Tax Smart Investors Facebook Group.
Become a Tax Smart Insider today and claim your free bonuses today at www.taxsmartinvestors.com/insiders
Enroll in our Tax Strategy Foundation for Limited Partners course:
www.taxsmartinvestors.com/limitedpartners
Subscribe to our YouTube channel: www.youtube.com/c/therealestatecpa
Join our Facebook group, the one-stop-shop for real estate investors to learn about tax strategy and stay up to date on changing tax laws:
www.facebook.com/groups/taxsmartinvestors
To become a client, request an initial consultation from Hall CPA, PLLC at www.therealestatecpa.com/become-client
Follow Brandon on Twitter: @bhallcpa
Follow Thomas on Twitter: @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
September 26, 2023 240. The Top 5 Things Limited Partners Should Know Before Investing in Syndications & Funds
In this episode, Brandon is joined by Kaylyn Deaver, Partnership Tax Expert, to discuss the five crucial things that limited partners should know before investing in a real estate syndication or fund.
They explore:
- What is depreciation and how does it affect my personal taxes?
- Should I invest in a syndication personally or through an LLC, a retirement account, or a trust?
- Are the distributions I received from the partnership taxable?
- Can I deduct losses against my W-2 income?
- Can I 1031 exchange into a partnership?
If you are a limited partner looking for clarity on syndication and fund tax issues, this is an episode you don’t want to miss.
Enroll in our Tax Strategy Foundation for Limited Partners course:
www.taxsmartinvestors.com/limitedpartners
Become a Tax Smart Insider today and claim your free bonuses today at www.taxsmartinvestors.com/insiders
Subscribe to our YouTube channel: www.youtube.com/c/therealestatecpa
Join our Facebook group, the one-stop-shop for real estate investors to learn about tax strategy and stay up to date on changing tax laws:
www.facebook.com/groups/taxsmartinvestors
To become a client, request an initial consultation from Hall CPA, PLLC at www.therealestatecpa.com/become-client
Follow Brandon on Twitter: @bhallcpa
Follow Thomas on Twitter: @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.
18 min
September 19, 2023 239. Short-Term Rental Hours Don't Count Toward The Real Estate Professional Status... Or Do They?
In this episode, Brandon & Thomas make the case that short-term rentals do indeed count toward the real estate professional status, despite tax court cases indicating otherwise.
They explore:
- Why it's believed that STRs don't count toward REPS.
- The regulations indicate that they do count toward REPS.
- While there is a strong case, it doesn't mean it's a sure thing.
If you've been following along regarding the STR Loophole or REPS, this is an episode you won't want to miss.
Become a Tax Smart Insider today and claim your free bonuses today at www.taxsmartinvestors.com/insiders
Subscribe to our YouTube channel: www.youtube.com/c/therealestatecpa
Join our Facebook group, the one-stop-shop for real estate investors to learn about tax strategy and stay up to date on changing tax laws:
www.facebook.com/groups/taxsmartinvestors
To become a client, request an initial consultation from Hall CPA, PLLC at www.therealestatecpa.com/become-client
Follow Brandon on Twitter: @bhallcpa
Follow Thomas on Twitter: @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.
27 min
September 12, 2023 238. How to Bulletproof Your Investments as a Passive Investor with Whitney Elkins-Hutten
In this episode, Brandon and Thomas are joined by Whitney Elkins-Hutten to discuss how to not lose money as a passive investor and how to align your personal goals to achieve greater success in investing.
They explore:
- How to analyze the property, operator, and market
- How to determine your personal goals for the investment
- How to establish what freedom you want to achieve through investing
If you are a passive investor or want to get started investing passively, this is an episode you don't want to miss.
Learn more about Whitney:
www.passiveinvestingwithwhitney.com
Become a Tax Smart Insider today and claim your free bonuses today at www.taxsmartinvestors.com/insiders
Subscribe to our YouTube channel: www.youtube.com/c/therealestatecpa
Join our Facebook group, the one-stop-shop for real estate investors to learn about tax strategy and stay up to date on changing tax laws:
www.facebook.com/groups/taxsmartinvestors
To become a client, request an initial consultation from Hall CPA, PLLC at www.therealestatecpa.com/become-client
Follow Brandon on Twitter: @bhallcpa
Follow Thomas on Twitter: @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.
40 min
September 05, 2023 237. Don't Forget About These Powerful Tax Benefits of Investing in Rental Real Estate.
In this episode, Brandon and Thomas discuss the often overlooked, yet powerful benefits of real estate investing.
They explore:
- The challenges of operating short-term rentals and qualifying for the real estate professional status (REPS)
- How investing in rental real estate reduces your effective tax rate, even without the STR Loophole or REPS
- The long-term tax and wealth-building benefits of rental real estate
When you take a long-term view, rental real estate is one of the best ways to build long-term wealth.
Become a Tax Smart Insider today and claim your free bonuses today at www.taxsmartinvestors.com/insiders
Subscribe to our YouTube channel: www.youtube.com/c/therealestatecpa
Join our Facebook group, the one-stop-shop for real estate investors to learn about tax strategy and stay up to date on changing tax laws:
www.facebook.com/groups/taxsmartinvestors
To become a client, request an initial consultation from Hall CPA, PLLC at www.therealestatecpa.com/become-client
Follow Brandon on Twitter: @bhallcpa
Follow Thomas on Twitter: @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.
38 min
August 29, 2023 236. Did You Miss The STR Boom? Discover Current Trends in the STR Market with Jamie Lane of AirDNA
In this episode, Brandon and Thomas team up with Jamie Lane, the SVP of Analytics at AirDNA, to discuss current trends in the short-term rental market.
They explore the current state of the market, how we got here, and what to expect in the coming years.
Plus, they shine a spotlight on essential STR metrics every investor should know.
If you're investing in STRs or considering jumping into the game, this episode was made for you.
Learn more about AirDNA:
www.airdna.co
Follow Jamie on Twitter: @Jamie_Lane
Become a Tax Smart Insider today and claim your free bonuses today at www.taxsmartinvestors.com/insiders
Subscribe to our YouTube channel: www.youtube.com/c/therealestatecpa
Join our Facebook group, the one-stop-shop for real estate investors to learn about tax strategy and stay up to date on changing tax laws:
www.facebook.com/groups/taxsmartinvestors
To become a client, request an initial consultation from Hall CPA, PLLC at www.therealestatecpa.com/become-client
Follow Brandon on Twitter: @bhallcpa
Follow Thomas on Twitter: @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.
40 min
August 22, 2023 235. Unlocking the Secrets of the "721 Exchange": An Overlooked Real Estate Exit Strategy
In this two-segment episode, Brandon and Thomas bring on Partnership Tax Expert, Kaylyn Deaver, and Managing Partner of Dual City Investments, Keith Nelson, to discuss the powerful tax benefits of the overlooked exit strategy known as the "721 Exchange" and how investors facilitate such transactions.
If you're looking to build long-term tax-advantaged wealth, this is an episode you won't want to miss.
Learn more about Dual City Investments here: www.dualcityinvestments.com
Become a Tax Smart Insider today and claim your free bonuses today at www.taxsmartinvestors.com/insiders
Subscribe to our YouTube channel: www.youtube.com/c/therealestatecpa
Join our Facebook group, the one-stop-shop for real estate investors to learn about tax strategy and stay up to date on changing tax laws:
www.facebook.com/groups/taxsmartinvestors
To become a client, request an initial consultation from Hall CPA, PLLC at www.therealestatecpa.com/become-client
Follow Brandon on Twitter: @bhallcpa
Follow Thomas on Twitter: @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.
29 min
August 15, 2023 234. The Power of Passive Real Estate Investing for Doctors & High-Income Earners
In this episode, Brandon and Thomas are joined by Dr. Jeff Anzalone, Founder of The Debt-Free Doctor, to discuss how doctors and high-income earners can generate passive income, build wealth, and minimize taxes by passively investing in real estate.
During the conversation, they discuss:
- Active vs. passive investing
- Navigating the current market
- The benefits of passive investing
- Getting started in passive real estate investing
Learn more about Dr. Jeff Anzalone: www.debtfreedr.com
Become a Tax Smart Insider today and claim your free bonuses today at www.taxsmartinvestors.com/insiders
Subscribe to our YouTube channel: www.youtube.com/c/therealestatecpa
Join our Facebook group, the one-stop-shop for real estate investors to learn about tax strategy and stay up to date on changing tax laws:
www.facebook.com/groups/taxsmartinvestors
To become a client, request an initial consultation from Hall CPA, PLLC at www.therealestatecpa.com/become-client
Follow Brandon on Twitter: @bhallcpa
Follow Thomas on Twitter: @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.
31 min
August 08, 2023 233. The State of The Multifamily Market & How We Got Here with JC Castillo & James Eng
In this episode, Brandon and Thomas are joined by multifamily investing experts JC Castillo & James Eng to discuss the current state of the multifamily market.
During the conversation, they discuss:
- The current state of the multifamily market
- How the rapid rise in interest rates contributed to how we got here
- Bridge loans and the role they played in investor decision-making
- What to expect and be on the lookout for moving forward
If you invest in multifamily real estate, this is an episode you don't want to miss.
Learn more about JC Castillo:
www.linkedin.com/in/jccastillo123
www.veloresidential.com
Learn more about James Eng:
www.linkedin.com/in/jameseng
www.oldcapitallending.com
Become a Tax Smart Insider today and claim your free bonuses today at www.taxsmartinvestors.com/insiders
Subscribe to our YouTube channel: www.youtube.com/c/therealestatecpa
Join our Facebook group, the one-stop-shop for real estate investors to learn about tax strategy and stay up to date on changing tax laws:
www.facebook.com/groups/taxsmartinvestors
To become a client, request an initial consultation from Hall CPA, PLLC at www.therealestatecpa.com/become-client
Follow Brandon on Twitter: @bhallcpa
Follow Thomas on Twitter: @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.
48 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.