Are you missing out on thousands in tax savings because your accountant doesn’t speak “real estate”? In this expert-led episode of The Academy Presents: Real Estate Investing Rocks, Angel welcomes CPA and tax strategist Brandon Hall, who specializes in helping real estate investors navigate complex tax rules. Brandon breaks down the passive activity loss rules, explains why depreciation can be a powerful tool for investors, and shares actionable steps to minimize tax burdens legally. Whether you’re investing in short-term rentals, syndications, or large multifamily properties, this episode gives clear, digestible insight into how to use the tax code to your advantage.

 

 [00:01 - 05:00] Setting the Stage: Why Your CPA Might Be Missing the Mark

• Why the right CPA makes a difference for real estate investors
• How Brandon’s firm works with over 800 clients across the U.S
• The importance of asking better questions to your accountant

 

[05:01 - 09:16] Breaking Down the Passive Activity Rules

• What the 1986 tax law changed for high-income earners
• The two tax buckets: passive and non-passive income
• Why most rental income is treated as passive—unless you qualify otherwise.

 

[09:17 - 13:33] Depreciation and the Real Value of Tax Losses

• How depreciation shields cash flow from taxation
• Why a paper loss can mean real money saved
• The time value of money and why deferring taxes isn’t always ideal

 

[13:34 - 18:00] Using Passive Losses

• Three ways to use passive losses now, not later
• Why tracking Form 8582 is non-negotiable
• How a 1031 exchange might not always be the best move

 

[18:01 - 23:16] The Real Estate Professional Loophole

• How high-income earners eliminate taxes legally
• What it takes to qualify as a real estate professional
• Why this strategy is the ultimate move for serious investors

 

 

Connect with Brandon:

 

LinkedIn: https://www.linkedin.com/in/brandonhallcpa/

 

Key Quotes:

 

"My mission in life is to educate all landlords—even if you can't work with us, this information empowers you." — Brandon Hall

 

"Every time that you buy a rental property, you have predefined tax benefits that are baked into that rental property." — Brandon Hall

 

 

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