The CPA Zone: Tax Strategies for Small Businesses

Ryan sits down with Ryan Chaw of Newbie Real Estate Investing on the CPAZone to explore rent-by-the-room and student housing strategies, including how to maximize rental income, find quality tenants, and scale a real estate portfolio.

Get in touch with Ryan Chaw:

TPG New Client Intake Form: https://www.thepulicegroup.com/contact

The CPA Zone 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 of the CPAZone, Ryan sits down with Jay Conner of The Private Money Authority to explore private lending, self-directed IRAs, creative real estate financing, finding private lenders, and strategies for funding real estate deals without relying on traditional banks.

Get in touch with Jay:

TPG New Client Intake Form: https://www.thepulicegroup.com/contact

The CPA Zone 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.

Ryan interviews Curtis May of Practical Wealth Solutions on the Infinite Banking Concept, exploring how becoming your own banker with properly structured whole life insurance can help entrepreneurs and real estate investors improve cash flow, access capital, and take greater control of their money.

Get in touch with Curtis:

TPG New Client Intake Form: https://www.thepulicegroup.com/contact

The CPA Zone 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 of the CPA Zone with Ryan, we unpack Section 1061 carried interest rules and explain how real estate sponsors can navigate promotes, capital gains, and 3-year holding period requirements.

New Client Intake Form: https://www.thepulicegroup.com/contact

The CPA Zone 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.

Join Ryan on the CPA Zone as he breaks down how Delaware Statutory Trusts (DSTs) can help real estate investors defer taxes through 1031 exchanges while creating a more passive and diversified investment strategy.

New Client Intake Form: https://www.thepulicegroup.com/contact

The CPA Zone 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 of The CPA Zone, Ryan shares educational tax strategies and real estate insights covering acquisition, operations, depreciation, and exit planning to help investors make more informed financial decisions.

New Client Intake Form: https://www.thepulicegroup.com/contact

The CPA Zone 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.

Join Ryan on the CPAZone as he interviews Mark Hartmann, founder of HartmannRhodes Advisory, to discuss how business owners can maximize their company's value, prepare for a successful exit, and avoid costly mistakes when selling their business.

Get in touch with Mark:

TPG New Client Intake Form: https://www.thepulicegroup.com/contact

The CPA Zone 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.

Ryan sits down with cost segregation expert Tom Brodie of Cost Segregation Services, Inc. (CSSI) on The CPAZone to share how real estate investors can maximize tax savings, recover missed depreciation, and use cost segregation to unlock significant tax benefits.

Get in touch with Tom:

TPG New Client Intake Form: https://www.thepulicegroup.com/contact

The CPA Zone 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.

Ryan sits down with Ricky Lavina, co-founder and CEO of TaxFyle, on the CPAZone podcast to discuss how AI is transforming the accounting industry, why tax planning and human relationships matter more than ever, and how technology can empower—not replace—trusted CPAs.

Get in touch with Ricky:

TPG New Client Intake Form: https://www.thepulicegroup.com/contact

The CPA Zone 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.

Ryan is joined by Gary Preisser of Stonebriar Wealth Advisors on The CPAZone to explore the Cash Flow Clock, revealing how intentional tax planning, cash flow timing, Roth conversions, and strategic wealth management can help entrepreneurs and real estate investors build long-term financial success.

Get in touch with Gary:

TPG New Client Intake Form: https://www.thepulicegroup.com/contact

The CPA Zone 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.