The CPA Zone: Tax Strategies for Small Businesses

In this episode of The CPA Zone, Ryan Pulice and guest Matt Williams dive into retirement planning strategies for entrepreneurs and small business owners, covering key account types, tax rules, and tips to maximize long-term savings.

Get in touch with Matt:

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.

Today on The CPA Zone, we examine how using the wrong qualified intermediary and miscalculating property basis led to a failed 1031 exchange—and the critical lessons every real estate investor needs to know.

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.

This episode of The CPA Zone features Ryan Pulice and returning guest Michael Uadiale as they break down the latest tax bill—covering permanent 100% bonus depreciation, opportunity zone enhancements, and Michael’s 10-step wealth-building process—while stressing the importance of professional guidance in navigating complex tax laws

Get in touch with Michael:

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 Pulice explains how cost segregation studies can significantly accelerate depreciation deductions and boost tax savings for real estate investors.

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, serial entrepreneur and founder of the Cash-Flow Breakfast Club, Omni Casey shares how he achieved financial freedom through real estate by prioritizing cash flow, leveraging powerful tax strategies, and building wealth with his innovative "Portfolio BRRRR" approach.

Get in touch with Omni

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 a real tax court case where renting to a family member below market value led to disallowed deductions, penalties, and a costly IRS lesson for real estate investors.

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 interviews Jeff and Bill Horan of Realty Exchange Corporation to explore 1031 exchanges, covering key rules, tax deferral benefits, advanced strategies like drop-and-swap and reverse exchanges, and the critical importance of proper planning for real estate investors.

Get in touch with Jeff and Bill:

Would you like to become a client? Complete one of our client intake forms here: 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 interviews Zack Driscoll of SegPro Solutions to explore how cost segregation studies help real estate investors and small business owners accelerate depreciation, minimize taxes, navigate evolving tax laws, and leverage strategies like the “lazy 1031 exchange."

Get in touch with Zack:

Would you like to become a client? Complete one of our client intake forms here: 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, Jack Martin of 52TEN shares how mobile home parks offer unmatched stability, recession resistance, and powerful tax benefits through long-term hold strategies and bonus depreciation.

Get in touch with Jack:

Would you like to become a client? Complete one of our client intake forms here : 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, Ryan dives into how real estate investors can unlock massive tax savings in 2025—thanks to the big beautiful bill that brings 100% bonus depreciation back and enhances the short-term rental loophole.

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

Free e-Book Download : https://mailchi.mp/thepulicegroup/98czg7iooi

Join Our Real Estate Investor Mailing List : https://mailchi.mp/c33bb198a61c/rei-email-sign-up

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.