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

May 16, 2023 222. What Most Doctors Get Wrong About Financial Freedom & The 4 Types of Investors w/ Dr Param Bala
In this episode, Brandon and Thomas are joined by Param Bala, a Radiologist in Southern California who reached financial independence at 41 by building a multi-million dollar real estate portfolio while working full-time and raising two young kids.
We discuss her journey to financial independence, what most physicians get wrong about financial freedom, the four types of real estate investors, her take on the current market, and more.
Learn more about Dr. Param Bala here: https://www.generationalwealthmd.com/
Learn more about Dual City Investments: www.dualcityinvestments.com/ or call 864-757-2429
Enroll in The Real Estate Professional Status (REPS) Tax Course today and learn how to save 5-6 figures in taxes: www.taxsmartinvestors.com/reps
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.
34 min
May 09, 2023 221. The Art of Wealth Creation: Taylor Brugna's Path to a $30 Million Portfolio in Under a Decade
In this episode, Brandon and Thomas are joined by Taylor Brugna, a Partner at the firm, to discuss how he built a $30 million portfolio in less than 10 years. Plus his take on the current market.
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/
Join the waitlist for Taylor's Real Estate Investing Crash Course here: https://www.taxsmartinvestors.com/crash-course
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.
26 min
May 02, 2023 220. Do Mid-Term Rentals Qualify for The STR Loophole? Plus, The Role of Rounding with Justin Shore
In this episode, Brandon and Thomas are joined by Senior Tax Advisor Justin Shore to discuss whether or not MTRs qualify for the STR Loophole.
We also discuss the role of rounding numbers in determining the average period of customer use and material participation and how to determine the average period on duplexes and other multifamily properties.
Learn more about Dual City Investments: www.dualcityinvestments.com/ or call 864-757-2429
Enroll in The Real Estate Professional Status (REPS) Tax Course today and learn how to save 5-6 figures in taxes: www.taxsmartinvestors.com/reps
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.
23 min
April 25, 2023 219. How Maximizing Your Depreciation Expense is the Key to Long-Term Tax Savings & Wealth Creation
In this episode, Brandon and Thomas discuss how maximizing your depreciation expense is the key to reducing taxes and building long-term wealth...
Plus, the strategies the wealthiest investors use to never pay depreciation recapture taxes.
If you're concerned about depreciation recapture taxes, this is an episode you won't want to miss!
Learn more about Crystal View Capital: rb.gy/4boh8
Schedule a free consultation with Thrasher Law Offices at https://thrasherpllc.com/
Enroll in The Real Estate Professional Status (REPS) Tax Course today and learn how to save 5-6 figures in taxes: www.taxsmartinvestors.com/reps
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.
27 min
April 18, 2023 218. What You Need to Know About The Real Estate Professional Status (REPS) vs. The STR Loophole
In this episode, Brandon and Thomas discuss the difference between the REPS and The STR Loophole, how to qualify, and when it makes sense to use each strategy.
If you want to maximize the tax benefits of investing in real estate, this is an episode you won't want to miss!
Learn more about Crystal View Capital: rb.gy/4boh8
Enroll in The Real Estate Professional Status (REPS) Tax Course today and learn how to save 5-6 figures in taxes: www.taxsmartinvestors.com/reps
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.
16 min
April 11, 2023 217. Understanding the Unexpected Impact on REPS When Married Filing Separately
In this episode, we break down how married couples filing separate tax returns impact your ability to qualify as a real estate professional (REPS) and the STR Loophole.
If you file married filing separately or are considering it, don't miss this episode.
Learn more about Crystal View Capital: rb.gy/4boh8
Schedule a free consultation with Thrasher Law Offices at https://thrasherpllc.com/
Enroll in The Real Estate Professional Status (REPS) Tax Course today and learn how to save 5-6 figures in taxes: http://www.taxsmartinvestors.com/reps
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.
16 min
April 04, 2023 216. How Does Personal Use Impact Your Ability to Use the STR Loophole & Other Tax Deductions?
In this episode, Brandon is joined with Justin Shore, Senior Advisor at the firm to discuss the limitations on deductions and tax losses for short-term rental properties (STRs) when the property is used personally for an extended period. As well as the tax treatment of recreational vehicles(RVs)and related topics.
Learn more about Crystal View Capital: https://rb.gy/4boh8
Become a Tax Smart Insider today and claim your free welcome gift and bonuses today at www.taxsmartinvestors.com/freegift
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
Enroll in the STR Tax Course today and learn how to save 5-6 figures in taxes using the STR Loophole: courses.taxsmartinvestors.com/
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
March 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, KPIs to make sure growth objectives are achieved, how to increase NOI, and more.
Learn more about Driftwood Capital: driftwoodcapital.com/cpa
Claim your amazing free gift and become a Tax Smart Insider today at www.taxsmartinvestors.com/freegift
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
Enroll in the STR Tax Course today and learn how to save 5-6 figures in taxes using the STR Loophole: courses.taxsmartinvestors.com/
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.
37 min
March 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
Claim your amazing free gift and become a Tax Smart Insider today at www.taxsmartinvestors.com/freegift
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
For an initial consultation from Hall CPA, PLLC visit www.therealestatecpa.com/become-client
Enroll in the STR Tax Course today and learn how to save 5-6 figures in taxes using the STR Loophole: courses.taxsmartinvestors.com/
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
March 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 Tax Smart way, this is an episode you won't want to miss!
Learn more about Dave at https://www.therealassetinvestor.com/
Learn more about Driftwood Capital: driftwoodcapital.com/cpa
Claim your amazing free gift and become a Tax Smart Insider today at www.taxsmartinvestors.com/freegift
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
For an initial consultation from Hall CPA, PLLC visit www.therealestatecpa.com/become-client
Enroll in the STR Tax Course today and learn how to save 5-6 figures in taxes using the STR Loophole: courses.taxsmartinvestors.com/
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

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.