Commission Keeper Podcast

Tax Tips Every Real Estate Agent Should Know: From Home Sales to 1031 Exchanges


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Episode Summary

In this episode, Cameron breaks down the essential tax knowledge every real estate agent should understand — not to become an accountant, but to become a better advisor to clients. From the home-sale exclusion and short-sale forgiveness to 1031 exchanges and depreciation rules, Cameron explains what every agent should know before closing deals, buying rentals, or advising clients with complex tax questions.

He also dives into new 2025 updates, including the raised SALT deduction limits, clean-energy credits, and how smart retirement and HSA contributions can save both agents and clients money. Whether you’re a brand-new agent or a seasoned broker working with investors, this episode gives you the foundation to talk taxes with confidence and connect your clients with the right professionals.

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Key Takeaways

• Why real-estate agents should understand taxes — even if they’re not tax pros

• How the home-sale exclusion really works ($250K / $500K rule)

• What to do when clients face short sales or loan forgiveness in 2025

• The basics of mortgage-interest deductions and who qualifies

• Understanding depreciation and what makes someone a real estate professional

• How 1031 exchanges defer capital gains and build long-term wealth

• The new SALT deduction increase for 2025 — from $10K to $40K

• Why agents should track mileage, closing docs, and renovation records year-round

• Simple ways to educate clients on retirement and HSA contributions

• How to become the connector clients trust for all things real estate + tax

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Connect with Cameron

• 📧 Email: [email protected]

• 🌐 Visit: SuperDadTax.com

• 📰 Join the Commission Keeper Newsletter for more tax tips & real-estate insights



This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit www.thecommissionkeeper.com
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Commission Keeper PodcastBy By Cameron Hodge, Realtor® & Tax Advisor for Agents