In this episode, Thomas is joined by financial advisor Nathan Cook to discuss a powerful strategy for real estate investors: using equity losses from the stock market to offset real estate capital gains through a process called active indexing.

They cover key topics such as:

- The fundamentals of tax loss harvesting and how it benefits real estate investors.

- Active (or direct) indexing and how it differs from traditional ETFs.

- How to use equity losses to reduce or eliminate capital gains on your real estate sales.

- The role of technology in simplifying direct indexing and maximizing returns.

- Who should and shouldn’t consider this strategy based on portfolio size and investment goals.

Whether you're a real estate purist or an investor with a diversified portfolio, this episode will provide you with another tax-saving strategy to enhance your wealth-building journey.

To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6

Get the Top 8 Mistakes Real Estate Investors Make:

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Connect with Nathan: [email protected]

https://x.com/Nathan_C_Cook

Learn more about Property Llama: www.propertyllama.com/taxsmart

Checkout Thomas's new YouTube channel: https://www.youtube.com/@thomascastelli

Any opinions are those of Nathan Cook and not necessarily those of Raymond James. The information has been obtained from sources considered to be reliable, but we do not guarantee that the foregoing material is accurate or complete. Any information is not a complete summary or statement of all available data necessary for making an investment decision and does not constitute a recommendation. Expressions of opinion are as of this date and are subject to change without notice. This information is not intended as a solicitation or an offer to buy or sell any security referred to herein. Investments mentioned may not be suitable for all investors. There is no guarantee that these statements, opinions or forecasts provided herein will prove to be correct. Past performance may not be indicative of future results. Investing involves risk and you may incur a profit or loss regardless of strategy selected..Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.

The S&P 500 is an unmanaged index of 500 widely held stocks that is generally considered representative of the U.S. stock market. Keep in mind that individuals cannot invest directly in any index, and index performance does not include transaction costs or other fees, which will affect actual investment performance. Individual investor's results will vary.

Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.

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.

In this episode, Thomas is joined by Scott Morse, founder of Lamassu Leads and host of the "Leads 2 Deals" podcast.

Scott specializes in helping real estate investors find motivated sellers and acquire properties through innovative lead generation strategies. Together, Thomas and Scott dive deep into the art of dominating any market by leveraging cold outbound marketing and multiple sales channels to reach motivated sellers directly.

They cover:

- How to use multiple marketing channels to dominate the real estate investment space.

- The benefits and challenges of cutting out wholesalers and going direct to sellers.

- Key strategies for identifying and targeting motivated sellers in any market.

- Tips for building a high-performing sales team and training them to close more deals.

- Why understanding and improving sales skills is crucial for every real estate investor.

Whether you're an experienced investor looking to scale your business or just starting out, this episode is packed with actionable insights to help you grow your portfolio and improve your sales strategy.

To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6

Get the Top 8 Mistakes Real Estate Investors Make:

go.therealestatecpa.com/3ygHVrJ

Join the Tax Smart Insiders Community:

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Connect with Scott: https://lamassuleads.com/

https://www.instagram.com/lamassuleads/

Learn more about Property Llama: www.propertyllama.com/taxsmart

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.

In this episode, Thomas and Ryan are joined by Chris Lopez from Property Llama.

Chris and his team have analyzed over 7,000 properties using Property Llama data. Chris, Thomas, and Ryan explore trends of the current marketplace and strategies to implement.

They cover:

- A deep dive into cash flow by property type, with a focus on multifamily properties.

- Current trends and strategies to boost cash flow in today's market.

- The potential pitfalls of holding onto low-interest rate properties without exploring other opportunities.

- How to use data-driven decisions to optimize your real estate investments.

Whether you're a seasoned investor or just starting, this episode will help you adjust your real estate strategy to boost cash flow.

To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6

Get the Top 8 Mistakes Real Estate Investors Make:

go.therealestatecpa.com/3ygHVrJ

Join the Tax Smart Insiders Community:

go.therealestatecpa.com/3Xx1Cpd

Learn more about Property Llama: www.propertyllama.com/taxsmart

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.

In this episode, Thomas and Ryan sit down with tax attorney Matthew Rappaport to dive into some of the most sophisticated tax strategies available to real estate investors.

Here’s what they cover:

- Partnership divisions and how they can offer a strategic advantage in 1031 exchanges.

- The nuances of combining Section 121 and 1031 exchanges for optimal tax benefits.

- The challenges and opportunities of real estate holdings within S-Corporations.

- Creative strategies like construction exchanges and preferred partnership freezes.

If you’re looking to elevate your tax planning game as a real estate investor, this is an episode you don’t want to miss.

To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6

Get the Top 8 Mistakes Real Estate Investors Make:

go.therealestatecpa.com/3ygHVrJ

Join the Tax Smart Insiders Community:

go.therealestatecpa.com/3Xx1Cpd

Connect with Matt: [email protected]

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.

In this episode, Thomas and Ryan review the proposed tax plans of current presidential candidates and how these changes might impact real estate investors.

Here’s what they cover:

- Biden and Kamala Harris’s proposed tax increases and credits for affordable housing.

- Trump's proposed tax cuts and extensions of existing tax laws.

- Common themes of higher taxes on wealthy individuals and corporations.

- The impact of potential tax policy shifts on real estate investors.

If you’re interested in how this election will affect your investments, this is an episode you don’t want to miss.

Stay updated with our live presidential tax plan tracker:

https://go.therealestatecpa.com/46GyIFZ

To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6

Start our free 4-day email series:

go.therealestatecpa.com/3ygHVrJ

Join the Tax Smart Insiders Community:

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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.

In this episode, Thomas & Ryan are joined by Justin Shore, EA to

dive into the impacts of indexing certain tax deductions for inflation.

They cover:

- The 25K Special Loss Allowance and Its Potential Impact

- The Section 121 Exclusion and Other Key Deductions & Credits

- The Dark Side and Bright Side of Indexing for Inflation

If you're interested in the effect of inflation on your real estate investments, this is an episode you don't want to miss.

To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6

Start our free 4-day email series:

go.therealestatecpa.com/3ygHVrJ

Join the Tax Smart Insiders Community:

go.therealestatecpa.com/3Xx1Cpd

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.

In this episode, Thomas & Ryan review the triple tax benefits of paying your children to work in your business and explain how to accomplish this.

Not only will you reap the tax benefits, but your children will learn the value of hard work and build their resume.

This is an incredibly tax-efficient strategy within an episode you won't want to miss.

To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6

Start our free 4-day email series:

go.therealestatecpa.com/3ygHVrJ

Join the Tax Smart Insiders Community:

go.therealestatecpa.com/3Xx1Cpd

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.

In this episode, Thomas & Ryan are joined by Dr Jeff Anzalone, the Debt-Free Doctor, to discuss how doctors and professionals can achieve financial freedom and buy back their time by investing in real estate.

They cover:

- Jeff's journey from a full-time dentist to achieving financial freedom through real estate investing.

- What types of investments to consider and how to get started?

- What investments Jeff is focusing on in 2024

- A future market outlook

- And much more!

Whether you're a doctor, busy professional, or business owner, this is an episode you do not want to miss.

To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6

Subscribe to our weekly newsletter for more tax tips:

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Join the Tax Smart Insiders Community:

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Connect with Jeff: www.debtfreedr.com

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.

In this episode, Thomas and Ryan sit down with Kriss Berg, a seasoned entrepreneur and car wash investment guru, to delve into the lucrative world of car wash investments. Chris shares his journey from e-commerce to car washes, revealing why he chose this unique industry and how it offers significant tax benefits.

Here’s what to expect:

- Why Invest in Car Washes?

- The Car Wash Business Model and Financing

- Using Car Washes to Offset Taxes

- The Future of the Car Wash Industry

- Key Challenges and Solutions in the Car Wash Busines

If you've ever thought about investing in car washes or are looking for new ways to reduce your tax bill, this episode is packed with valuable insights and practical advice.

To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6

Subscribe to our weekly newsletter for more tax tips:

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Join the Tax Smart Insiders Community:

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Follow Kriss, the Car Wash Guy, on Twitter @KrissBergTweets

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.

In this episode, Ryan and Thomas answer the frequently asked questions about the short-term rental loophole, a popular strategy among real estate investors.

They address common queries from Tax Smart insiders and clients about how to effectively use this strategy and avoid potential pitfalls.

They cover:

- Can you use the STR loophole if you take a second home loan from the bank?

- Using the STR loophole with partners

- The biggest mistakes people make with STR loophole

- Personal use considerations and regulations

If you’re investing in short-term rentals or considering it, you'll want to listen to this episode.

To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6

Subscribe to our weekly newsletter for more tax tips:

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Join the Tax Smart Insiders Community:

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Get the STR Tax Course for $1:

www.taxsmartinvestors.com/freestrcourse

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.