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

August 01, 2023 232. How to Determine The Average Period of Customer Use on Multi-Unit Properties
In this episode, Thomas is joined by Justin Shore and Ryan Carriere to discuss the nuances of calculating the average period of customer use when using the STR Loophole.
During the conversation, they discuss:
- How to calculate the average period of customer use on a single-unit property
- How to calculate the average period of customer use on a multi-unit property
- How periods of customer use spanning multiple years impact the calculation
If you own short-term rentals, this is an episode you don't want to miss.
Follow Ryan Carriere on LinkedIn:
www.linkedin.com/in/ryancarriere/
Follow Justin Shore on LinkedIn:
www.linkedin.com/in/justin-shore-ea-ba3b1bab/
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
July 25, 2023 231. The Inside Scoop: A General & Limited Partner's Guide to Syndication & Fund Taxes
In this episode, Thomas is joined by Dylan Brown, Senior Tax Associate on our private equity team, to discuss syndication and fund tax issues for general & limited partners.
During the conversation, they discuss:
- How general partners are taxed on fees and promotes - plus strategies to minimize taxes on these sources.
- Does it make sense to take on 1031 exchange capital as a syndicator?
- Allocating depreciation to partners in other ways other than a percentage of ownership
- Can LP losses offset active income?, investing via SDIRAs, and more!
Follow Dylan Brown on LinkedIn:
https://www.linkedin.com/in/dylanbrowncpa/
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.
52 min
July 18, 2023 230. What You Need to Know About Claiming Bonus Depreciation In Subsequent Years
In this episode, Brandon and Thomas are joined by Justin Shore, Senior Tax Advisor, to discuss what you need to know about claiming bonus depreciation in the years following the property's placed-in-service date.
During the conversation, they discuss the strategic benefits of delaying bonus depreciation, reporting issues and costs, and what happens to depreciation when you convert a short-term rental to a long-term rental.
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.
24 min
July 11, 2023 229. Revolutionize Your STR Investments: Insider Tips, Tools, and Market Updates
In this episode, Brandon and Thomas are joined by Emir Dukic, Founder & CEO of Rabbu, a tool to find, analyze, and acquire short-term rental investments.
During the conversation, they discussed how Rabbu went from a property management company to a data and software company, how Rabbu helps STR investors find, analyze, and acquire STRs, and the trends Emir is seeing in the STR marketplace.
Learn more about Rabbu: www.rabbu.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.
35 min
July 04, 2023 228. Short-Term Rental Insights: Navigating Regulatory Risk and Other Industry Updates
In this episode, Brandon and Thomas are joined by Ryan Carriere, Senior Tax Advisor and STR Tax Expert at our firm.
During the conversation, they discuss the hot topic of short-term rental bans and restrictions, exploring the latest developments, such as Dallas becoming the newest city to enforce regulations - and what Tax Smart Investors are doing to mitigate regulatory risk.
We also discuss recent news, including the possible extension of 100% bonus depreciation, upcoming changes to the definition of an accredited investor, and new clean vehicle tax credits.
Follow Ryan Carriere on LinkedIn:
www.linkedin.com/in/ryancarriere/
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.
32 min
June 27, 2023 227. The Ultimate Guide to Evaluating Real Estate Syndication with Jim Pfeifer
In this episode, Brandon and Thomas are joined by Jim Pfeifer, a full-time real estate investor and CEO & Founder of Left Field Investors — a community of like-minded individuals passively investing in real assets that generate real cash flow.
During the conversation, they discuss evaluating real estate syndications, including understanding your personal investment criteria, assessing sponsors, analyzing individual investment opportunities, considering tax implications, and much more.
Learn more about Left Field Investors: https://www.leftfieldinvestors.com/
Learn more about Dual City Investments: www.dualcityinvestments.com/ or call 864-757-2429
Schedule a free consultation with Thrasher Law Offices at www.thrasherpllc.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
June 20, 2023 226. From Civil to Criminal: Ensuring Real Estate Investors Stay Clear of Tax Troubles
In this episode, Brandon and Thomas are joined by Robert Nordlander, who has over 20 years of experience with the IRS-Criminal Investigation as a special agent.
They discuss how real estate investors might find themselves in criminal investigations with the IRS and how they, and their advisors, can stay clear of tax trouble.
Learn more about Robert: https://www.nordlandercpa.com/
Learn more about Dual City Investments: www.dualcityinvestments.com/ or call 864-757-2429
Schedule a free consultation with Thrasher Law Offices at www.thrasherpllc.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
June 06, 2023 225. The Home Sale Exclusion: How To Minimize or Eliminate Taxes on The Sale of Your Home
In this episode, Brandon and Thomas discuss Section 121, also known as the home sale exclusion and the different ways you use it to minimize or even eliminate taxes on the sale of your primary residence.
We also discuss some of its many nuances, such as partial exclusions, how it works with rental properties, combining it with 1031 exchanges, and more.
If you're a homeowner, this is an episode you won't want to miss!
Learn more about Dual City Investments: www.dualcityinvestments.com/ or call 864-757-2429
Schedule a free consultation with Thrasher Law Offices at www.thrasherpllc.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.
28 min
May 30, 2023 224. Recent Questions From The Tax Smart Investors Community
In this episode, Brandon and Thomas answer questions from the Tax Smart Investors community, including:
- How depreciation recapture works
- Do we believe bonus depreciation will be extended?
- How installment sales are taxed
- When to contact a CPA
- What to do if you're still waiting on your refund from the IRS
- And more!
Learn more about Dual City Investments: www.dualcityinvestments.com/ or call 864-757-2429
Schedule a free consultation with Thrasher Law Offices at www.thrasherpllc.com/
Become a Tax Smart Insider today and claim your free bonuses today at www.taxsmartinvestors.com/freetrial
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.
21 min
May 23, 2023 223. How Investing In Real Estate Reduces Your Taxes Even Without Using REPS or the STR Loophole
In this episode, Brandon and I discuss how investing in rental real estate reduces your taxes even without using the real estate professional status (REPS) or the STR Loophole.
We cover the power of using depreciation to shelter rental income from tax, strategies for mitigating depreciation recapture, using buy, borrow, die, and more!
Learn more about Dual City Investments: www.dualcityinvestments.com/ or call 864-757-2429
Schedule a free consultation with Thrasher Law Offices at www.thrasherpllc.com/
Become a Tax Smart Insider today and claim your free bonuses today at www.taxsmartinvestors.com/freetrial
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

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.