The CPA Zone: Tax Strategies for Small Businesses

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.

Ryan wraps up the CPAZone short-term rental tax series by comparing the tax treatment of short-term and long-term rentals, explaining how each strategy impacts deductions, passive losses, and overall tax savings so investors can make more informed real estate 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.

In this CPAZone episode, Ryan walks through a real-world short-term rental tax strategy example, explaining how cost segregation, bonus depreciation, and material participation can create significant tax-saving opportunities for real estate investors while highlighting the key steps to implement the strategy correctly.

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 Podcast, Ryan reveals the 7 most common tax mistakes short-term rental investors make and explains how to avoid them so you can protect your tax benefits, stay compliant, and keep more money in your pocket.

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 breaks down how short-term rental investors can legally use the “7-day rule” and material participation under the tax code to offset W2 income with rental losses, potentially saving tens of thousands in taxes through strategic planning and depreciation.

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 breaks down how the 2025 Qualified Production Property (QPP) rules can help business owners and real estate investors maximize tax savings through immediate depreciation on eligible production facilities.

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 sits down with Mark Myers, Founder of TaxWise Partners and former Marine Corps Sergeant, to discuss how entrepreneurs and real estate investors can turn tax liability into investment capital using strategic tax planning, solar tax credits, depreciation, and other wealth-building tax strategies.

Get in touch with Mark:

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 explains the 1033 exchange and how real estate investors can defer taxes after involuntary property losses like condemnation or disasters.

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 breaks down material participation and passive loss rules to help entrepreneurs and real estate investors unlock smarter tax strategies.

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.