September 15th isn’t just another date—it’s the real tax deadline that can save (or cost) business owners thousands. In this episode of The Wealth Planning Podcast, Anthony Brister, founder of The Brister Law Firm, reveals the 5 critical tax strategies you need to implement before the deadline. From cleaning up messy books to optimizing S-Corp salaries, adjusting estimated payments, and leveraging retirement contributions, this is your step-by-step playbook to legally keep more money in your pocket. Don’t let procrastination turn into regret—the IRS doesn’t wait.

Timestamps:

0:00 – The September 16th nightmare: unexpected tax bill

1:19 – Why September 15th is more important than April 15th

2:05 – Mistake #1: Messy or incomplete books

3:59 – Strategic buying vs. panic spending for deductions

5:33 – Mistake #2: Wrong S-Corp salaries (and how to fix them)

6:12 – Mistake #3: Ignoring estimated tax payments

6:43 – Mistake #4: Filing without a pro review (hidden savings missed)

7:13 – The QBI deduction and payroll/retirement strategies

7:39 – Why September 15th is a tax guillotine

8:36 – Recap: The 5 moves to lock in before the deadline

8:58 – Call to action: Fix it now before regret sets in

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#TaxStrategies #September15Deadline #BusinessTaxes #WealthPlanning #TaxSavings #EntrepreneurTips #TaxPlanning #FinancialFreedom #SoleProprietor #SmallBusinessTax

In this episode of The Wealth Planning Podcast with Brister Law, Anthony Brister breaks down two powerful tax strategies—Real Estate Professional Status (REPS) and the Short-Term Rental (STR) Loophole. He explains how each works, who qualifies, common pitfalls, and real client case studies where one strategy saved over $92,000 in taxes. Whether you’re a full-time real estate investor or a W-2 employee exploring short-term rentals, this episode will help you determine which approach best fits your situation and how to maximize tax savings without falling into IRS traps.

Timestamps:

0:00 – REPS vs. STR loophole: which is better?

0:22 – Introduction to Anthony Brister and the Wealth Planning Podcast

0:39 – Real Estate Professional Status explained

1:01 – Case study: client saves $92K in taxes without quitting their job

2:10 – Why most W-2 employees struggle with REPS

2:42 – Introduction to the Short-Term Rental loophole

3:16 – How STRs allow W-2 earners to use depreciation write-offs

4:49 – Choosing the right strategy: REPS vs. STR loophole

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Whether you’re facing a legal challenge or need guidance with tax and estate planning, we’re here to help.

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#RealEstateProfessionalStatus #ShortTermRentalLoophole #TaxStrategy #BonusDepreciation #RealEstateInvesting #PassiveIncome #TaxPlanning #WealthBuilding

Discover the Short-Term Rental Loophole — a powerful, IRS-backed tax strategy that can save high-income earners tens of thousands in taxes without quitting your job or owning dozens of properties. Tax attorney Anthony Brister breaks down exactly how it works, real client success stories, and step-by-step instructions so you can implement it before the year ends. Learn the rules, the timing, and the pitfalls to avoid so you can keep more of your hard-earned money and invest in your future.

Timestamps:

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#ShortTermRentalLoophole #TaxStrategy #RealEstateInvesting #BonusDepreciation #AirbnbTaxTips #RealEstateTaxStrategy #WealthBuilding #PassiveIncome #TaxSavings #HighIncomeEarner

Real Estate Professional Status (REPS) is one of the most misunderstood yet powerful tax-saving strategies available to real estate investors. In this episode of the Wealth Planning Podcast, tax attorney and strategist Anthony Brister breaks down how REPS works, who qualifies, common mistakes that lead to audits, and how one couple legally saved $92,000 in federal taxes in a single year.

Whether you're just starting or actively managing a portfolio, this episode is packed with critical insights. Want to see if you qualify? Schedule a free discovery call at bristertaxlaw.com and make the IRS work for you—not against you.

Timestamps:

0:00 – Why Real Estate Professional Status is a game-changer

1:11 – Meet your host, Anthony Brister

1:47 – Client case study: How a couple saved $92K in taxes

3:09 – What REPS actually allows and why it matters for high earners

4:01 – REPS qualification requirements explained

4:39 – Top mistakes that disqualify you or lead to audits

6:13 – Pros and cons of REPS status

7:01 – 5 critical mistakes that get people audited

8:18 – Why REPS could be your next financial move

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Whether you’re facing a legal challenge or need guidance with tax and estate planning, we’re here to help.

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#RealEstateProfessionalStatus #TaxStrategy #RealEstateInvesting #REPSExplained #BonusDepreciation #PassiveIncome #TaxPlanning #WealthBuilding

In this episode of The Wealth Planning Podcast with Brister Law, host Anthony Brister invites guest Casey Franchini, a real estate investor and educator, she shares her signature C.A.K.E. method, a four-step system for starting and scaling a profitable rental portfolio without the stress and overwhelm. Learn how to choose quality markets, add value, keep properties long-term, and earn consistent income. Casey busts common myths and shows that rental investing is achievable for everyday people.

Timestamps:

0:08 Introduction to Casey Franchini and the C.A.K.E. Method

1:39 Casey's Background: From Real Estate Broker to Rental Investor

3:46 Discovering the Power of Quality Over Quantity

5:26 The Birth of the C.A.K.E. Method

5:49 Tenant Horror Story

9:51 Breaking the Lease

12:03 Returning to a Disaster

15:35 Number one person on your team as a real estate investor is your tenant

19:41 Diving Deep into the C.A.K.E. Method

25:40 Contrasting the C.A.K.E. Method with the BRRRR Method

33:07 Who is the C.A.K.E. Method Ideal For?

39:51 How to Connect with Casey and Learn More

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Cake Method Masterclass: 👉 https://brickbybrickwealth.com/cake-masterclass-signup/

#PassiveIncome#RentalInvesting#RealEstateInvesting#WealthBuilding#FinancialFreedom#CAKEMethod#BrickByBrickWealth#RealEstateEducation#propertymanagement #InvestmentStrategy#TenantTips#RentalPortfolio

100% Bonus Depreciation is BACK! In this episode of The Wealth Planning Podcast with Birster Law, learn how to legally save thousands on your 2025 tax return by combining bonus depreciation with a cost segregation study. Discover real-life examples, strategies for W2 earners & real estate investors, and advanced techniques like partial asset disposition. Don't overpay on taxes – plan like a wealthy investor!

0:00 - Intro: Bonus Depreciation is Back!

0:28 - Bonus Depreciation & Cost Segregation Explained

1:10 - The Basics of Depreciation

1:43 - 100% Bonus Depreciation Reinstated

2:52 - The Power of Cost Segregation Studies

3:41 - How Cost Segregation Works

4:27 - Real Client Example: W2 Earner & Short-Term Rental

5:34 - Real Client Example: Dentist Turned Investor

6:24 - Why Your CPA Might Be Missing This

7:23 - Advanced Strategy: Partial Asset Disposition

8:37 - Short-Term Rental Loophole + Bonus Depreciation = Tax Savings

10:01 - How to Get Started: Book a Call & Subscribe!

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Whether you’re facing a legal challenge or need guidance with tax and estate planning, we’re here to help.

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#BonusDepreciation #CostSegregation #RealEstateInvesting #TaxSavings #TaxStrategy #W2Income #ShortTermRentals #TaxTips #WealthBuilding #TaxPlanning #BristerLaw #RealEstateTax

In this episode of The Wealth Planning Podcast with Brister Law, discover how the newly reinstated 100% bonus depreciation can supercharge your real estate investments, particularly short-term rentals. Learn how to leverage cost segregation studies and the short-term rental loophole to significantly reduce your tax burden and build lasting wealth. Avoid common mistakes and maximize your savings!

Timestamps:

0:00 - Introduction: The Power of Bonus Depreciation

0:19 - Why Your Accountant Might Be Costing You Money

0:40 - Who Should Pay Attention

1:27 - Client Story: Michelle's Tax Savings

2:28 - Understanding the Short-Term Rental Loophole

2:51 - Cost Segregation Studies Explained

3:36 - 100% Bonus Depreciation in Action

3:43 - $137,000 Tax Savings

4:20 - Short-Term Rentals: An Exception to the Rules

4:39 - Avoiding Common Mistakes in Material Participation

5:38 - Real Client Example: Turning a $30k Refund into $95k

6:56 - Take Control of Your Financial Future

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Whether you’re facing a legal challenge or need guidance with tax and estate planning, we’re here to help.

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#BonusDepreciation#RealEstateInvesting#TaxSavings#ShortTermRentals#CostSegregation#TaxStrategy#WealthBuilding#RealEstateTaxes#PassiveIncome#TaxPlanning#RentalProperty#FinancialFreedom

Frustrated that your rental property losses are suspended due to your income? In this episode of The Wealth Planning Podcast with Brister Law, host Anthony Brister breaks down the IRS rules, income thresholds, and strategies high-income earners can use to still maximize tax benefits from long-term rentals. Learn how to leverage suspended losses, 1031 exchanges, and more to build wealth.

Timestamps:

0:00 - Introduction: Suspended Losses Explained

0:25 - Turning Frustration into Strategy

1:25 - Megan's Story: A Real-World Example

2:12 - Breaking Down the IRS Rules

3:19 - What Happens to Suspended Losses?

3:48 - Massive Upside for High Earners

4:48 - Utilizing 1031 Exchanges

5:01 - The Inheritance Reset

5:24 - How to Unlock Write-Offs Now

6:30 - The Real Estate Professional Status

6:56 - Harvesting Suspended Losses

7:51 - Long-Term Rentals Work if You Know the Rules

Book a 15-Minute Discovery Call with Our Team: https://calendly.com/admin-jhf8/15min Whether you’re facing a legal challenge or need guidance with tax and estate planning, we’re here to help.

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#realestateinvesting#taxstrategy#passiveincome#rentalproperty#highincome#taxdeductions#wealthbuilding#1031exchange#taxplanning#bristertaxlaw#taxloopholes#shorttermrentals

Discover how everyday Americans are building wealth with rental real estate! The Wealth Planning Podcast with Brister Law, host Anthony Bister breaks down the four key pillars of rental real estate investing: appreciation, debt paydown, tax advantages, and cash flow. Learn how to leverage these pillars to build equity, reduce your tax burden, and create passive income, regardless of your income level. Inspired by a real-life example, this episode reveals why rental real estate remains a powerful wealth-building tool.

Timestamps:

0:13 Introduction to Wealth Planning Podcast and Topic

0:47 Meeting Joe: An Inspiring Example

1:36 The Four Pillars of Real Estate Investing

1:41 Pillar 1: Appreciation Explained

2:37 Pillar 2: Debt Paydown Explained

3:47 Pillar 3: Tax Advantages Explained

4:52 Pillar 4: Cash Flow Explained

5:37 Why Most People Miss Out on Real Estate Investing

6:56 Recap of the Four Pillars

7:44 Call to action and closing

Book a 15-Minute Discovery Call with Our Team: https://calendly.com/admin-jhf8/15min Whether you’re facing a legal challenge or need guidance with tax and estate planning, we’re here to help.

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#RealEstate #RentalProperty #Investing #WealthBuilding #PassiveIncome #TaxAdvantage #DebtPaydown #FinancialPlanning #RealEstateInvesting #BristerLaw #WealthPlanningPodcast

Is your trust actually protecting your family and legacy, or is it just a fancy document gathering dust? In this episode of the Wealth Planning Podcast with Brister Law, host Anthony Brister reveals the shocking truth about why most trusts fail and how to ensure yours works when it matters most. Learn how to avoid the "paper trap" by properly funding and maintaining your trust, aligning your business structure, and communicating your wishes to your loved ones. Discover the critical steps to rescue a broken trust and build a legacy based on intention, not assumption.

Timestamps:

0:00 - Introduction: The risk of a failed trust

0:37 - Why having a trust might not be enough

0:50 - The real reason most trusts fail

1:10 - Case study

2:14 - How life changes impact your trust

2:36 - The danger of silence and lack of communication

3:06 - Trusts are about peace of mind

3:44 - How to rescue a broken trust

4:24 - Aligning your business structure with your trust

4:50 - The importance of communicating your trust

5:22 - Would your trust actually work?

If you already have a trust, let's audit it to ensure it truly protects you. If you don't have a trust, let's build one that lives, breathes, and safeguards you and your loved ones. Book a trust review call at bristertaxlaw.com

#TrustPlanning #EstatePlanning #WealthManagement #LegacyPlanning #BristolLaw #AnthonyBruster #TaxStrategy #LegalStrategies #Podcast #FinancialPlanning