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Tax Smart Real Estate Investors Podcast — Business
Tax Smart Real Estate Investors Podcast

The Tax Smart Real Estate Investors Podcast is a show that focuses on tax, accounting, and finance tips for real estate investors and business owners. We bring on guests to talk through complex topics and we break it down into bite-sized chunks of knowledge for our listeners.

Our episodes generally run 30-60 minutes of no-nonsense, hard-hitting information. We know your time is valuable so our goal is to save you thousands of dollars per episode.

Hall CPA, PLLC is a CPA firm that exclusively serves real estate investors and real estate business owners. We work with syndicators and developers closing multi-million dollar deals, as well as small investors building a portfolio from scratch.

Check us out at www.TheRealEstateCPA.com/Podcast for more free content and information.

Enjoy!

The Tax Smart Real Estate Investors 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. Any mention of third-party vendors, products, or services does not constitute an endorsement or recommendation. You should conduct your own due diligence before engaging with any vendor

Copyright: © All rights reserved

Latest Episodes:

226. From Civil to Criminal: Ensuring Real Estate Investors Stay Clear of Tax Troubles Jun 20, 2023

Show notes

In this episode, Brandon and Thomas are joined by Robert Nordlander, who has over 20 years of experience with the IRS-Criminal Investigation as a special agent. They discuss how real estate investors might find themselves in criminal investigations with the IRS and how they, and their advisors, can stay clear of tax trouble. Learn more about Robert: https://www.nordlandercpa.com/ Learn more about Dual City Investments: www.dualcityinvestments.com/ or call 864-757-2429 Schedule a free consultation with Thrasher Law Offices at www.thrasherpllc.com/ Become a Tax Smart Insider today and claim your free bonuses today at www.taxsmartinvestors.com/insiders Subscribe to our YouTube channel: www.youtube.com/c/therealestatecpa Join our Facebook group, the one-stop-shop for real estate investors to learn about tax strategy and stay up to date on changing tax laws: www.facebook.com/groups/taxsmartinvestors To become a client, request an initial consultation from Hall CPA, PLLC at www.therealestatecpa.com/become-client Follow Brandon on Twitter: @bhallcpa Follow Thomas on Twitter: @thomascastelli_ The Tax Smart Real Estate Investors 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.

225. The Home Sale Exclusion: How To Minimize or Eliminate Taxes on The Sale of Your Home Jun 06, 2023

Show notes

In this episode, Brandon and Thomas discuss Section 121, also known as the home sale exclusion and the different ways you use it to minimize or even eliminate taxes on the sale of your primary residence. We also discuss some of its many nuances, such as partial exclusions, how it works with rental properties, combining it with 1031 exchanges, and more. If you're a homeowner, this is an episode you won't want to miss! Learn more about Dual City Investments: www.dualcityinvestments.com/ or call 864-757-2429 Schedule a free consultation with Thrasher Law Offices at www.thrasherpllc.com/ Become a Tax Smart Insider today and claim your free bonuses today at www.taxsmartinvestors.com/insiders Subscribe to our YouTube channel: www.youtube.com/c/therealestatecpa Join our Facebook group, the one-stop-shop for real estate investors to learn about tax strategy and stay up to date on changing tax laws: www.facebook.com/groups/taxsmartinvestors To become a client, request an initial consultation from Hall CPA, PLLC at www.therealestatecpa.com/become-client Follow Brandon on Twitter: @bhallcpa Follow Thomas on Twitter: @thomascastelli_ The Tax Smart Real Estate Investors 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.

224. Recent Questions From The Tax Smart Investors Community May 30, 2023

Show notes

In this episode, Brandon and Thomas answer questions from the Tax Smart Investors community, including: - How depreciation recapture works - Do we believe bonus depreciation will be extended? - How installment sales are taxed - When to contact a CPA - What to do if you're still waiting on your refund from the IRS - And more! Learn more about Dual City Investments: www.dualcityinvestments.com/ or call 864-757-2429 Schedule a free consultation with Thrasher Law Offices at www.thrasherpllc.com/ Become a Tax Smart Insider today and claim your free bonuses today at www.taxsmartinvestors.com/freetrial Subscribe to our YouTube channel: www.youtube.com/c/therealestatecpa Join our Facebook group, the one-stop-shop for real estate investors to learn about tax strategy and stay up to date on changing tax laws: www.facebook.com/groups/taxsmartinvestors To become a client, request an initial consultation from Hall CPA, PLLC at www.therealestatecpa.com/become-client Follow Brandon on Twitter: @bhallcpa Follow Thomas on Twitter: @thomascastelli_ The Tax Smart Real Estate Investors 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.

223. How Investing In Real Estate Reduces Your Taxes Even Without Using REPS or the STR Loophole May 23, 2023

Show notes

In this episode, Brandon and I discuss how investing in rental real estate reduces your taxes even without using the real estate professional status (REPS) or the STR Loophole. We cover the power of using depreciation to shelter rental income from tax, strategies for mitigating depreciation recapture, using buy, borrow, die, and more! Learn more about Dual City Investments: www.dualcityinvestments.com/ or call 864-757-2429 Schedule a free consultation with Thrasher Law Offices at www.thrasherpllc.com/ Become a Tax Smart Insider today and claim your free bonuses today at www.taxsmartinvestors.com/freetrial Subscribe to our YouTube channel: www.youtube.com/c/therealestatecpa Join our Facebook group, the one-stop-shop for real estate investors to learn about tax strategy and stay up to date on changing tax laws: www.facebook.com/groups/taxsmartinvestors To become a client, request an initial consultation from Hall CPA, PLLC at www.therealestatecpa.com/become-client Follow Brandon on Twitter: @bhallcpa Follow Thomas on Twitter: @thomascastelli_ The Tax Smart Real Estate Investors 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.

222. What Most Doctors Get Wrong About Financial Freedom & The 4 Types of Investors w/ Dr Param Bala May 16, 2023

Show notes

In this episode, Brandon and Thomas are joined by Param Bala, a Radiologist in Southern California who reached financial independence at 41 by building a multi-million dollar real estate portfolio while working full-time and raising two young kids. We discuss her journey to financial independence, what most physicians get wrong about financial freedom, the four types of real estate investors, her take on the current market, and more. Learn more about Dr. Param Bala here: https://www.generationalwealthmd.com/ Learn more about Dual City Investments: www.dualcityinvestments.com/ or call 864-757-2429 Enroll in The Real Estate Professional Status (REPS) Tax Course today and learn how to save 5-6 figures in taxes: www.taxsmartinvestors.com/reps Become a Tax Smart Insider today and claim your free bonuses today at www.taxsmartinvestors.com/freetrial Subscribe to our YouTube channel: www.youtube.com/c/therealestatecpa Join our Facebook group, the one-stop-shop for real estate investors to learn about tax strategy and stay up to date on changing tax laws: www.facebook.com/groups/taxsmartinvestors To become a client, request an initial consultation from Hall CPA, PLLC at www.therealestatecpa.com/become-client Follow Brandon on Twitter: @bhallcpa Follow Thomas on Twitter: @thomascastelli_ The Tax Smart Real Estate Investors 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.

221. The Art of Wealth Creation: Taylor Brugna's Path to a $30 Million Portfolio in Under a Decade May 09, 2023

Show notes

In this episode, Brandon and Thomas are joined by Taylor Brugna, a Partner at the firm, to discuss how he built a $30 million portfolio in less than 10 years. Plus his take on the current market. Learn more about Dual City Investments: www.dualcityinvestments.com/ or call 864-757-2429 Schedule a free consultation with Thrasher Law Offices at www.thrasherpllc.com/ Join the waitlist for Taylor's Real Estate Investing Crash Course here: https://www.taxsmartinvestors.com/crash-course Become a Tax Smart Insider today and claim your free bonuses today at www.taxsmartinvestors.com/freetrial Subscribe to our YouTube channel: www.youtube.com/c/therealestatecpa Join our Facebook group, the one-stop-shop for real estate investors to learn about tax strategy and stay up to date on changing tax laws: www.facebook.com/groups/taxsmartinvestors To become a client, request an initial consultation from Hall CPA, PLLC at www.therealestatecpa.com/become-client Follow Brandon on Twitter: @bhallcpa Follow Thomas on Twitter: @thomascastelli_ The Tax Smart Real Estate Investors 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.

220. Do Mid-Term Rentals Qualify for The STR Loophole? Plus, The Role of Rounding with Justin Shore May 02, 2023

Show notes

In this episode, Brandon and Thomas are joined by Senior Tax Advisor Justin Shore to discuss whether or not MTRs qualify for the STR Loophole. We also discuss the role of rounding numbers in determining the average period of customer use and material participation and how to determine the average period on duplexes and other multifamily properties. Learn more about Dual City Investments: www.dualcityinvestments.com/ or call 864-757-2429 Enroll in The Real Estate Professional Status (REPS) Tax Course today and learn how to save 5-6 figures in taxes: www.taxsmartinvestors.com/reps Become a Tax Smart Insider today and claim your free bonuses today at www.taxsmartinvestors.com/freetrial Subscribe to our YouTube channel: www.youtube.com/c/therealestatecpa Join our Facebook group, the one-stop-shop for real estate investors to learn about tax strategy and stay up to date on changing tax laws: www.facebook.com/groups/taxsmartinvestors To become a client, request an initial consultation from Hall CPA, PLLC at www.therealestatecpa.com/become-client Follow Brandon on Twitter: @bhallcpa Follow Thomas on Twitter: @thomascastelli_ The Tax Smart Real Estate Investors 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.

219. How Maximizing Your Depreciation Expense is the Key to Long-Term Tax Savings & Wealth Creation Apr 25, 2023

Show notes

In this episode, Brandon and Thomas discuss how maximizing your depreciation expense is the key to reducing taxes and building long-term wealth... Plus, the strategies the wealthiest investors use to never pay depreciation recapture taxes. If you're concerned about depreciation recapture taxes, this is an episode you won't want to miss! Learn more about Crystal View Capital: rb.gy/4boh8 Schedule a free consultation with Thrasher Law Offices at https://thrasherpllc.com/ Enroll in The Real Estate Professional Status (REPS) Tax Course today and learn how to save 5-6 figures in taxes: www.taxsmartinvestors.com/reps Become a Tax Smart Insider today and claim your free bonuses today at www.taxsmartinvestors.com/freetrial Subscribe to our YouTube channel: www.youtube.com/c/therealestatecpa Join our Facebook group, the one-stop-shop for real estate investors to learn about tax strategy and stay up to date on changing tax laws: www.facebook.com/groups/taxsmartinvestors To become a client, request an initial consultation from Hall CPA, PLLC at www.therealestatecpa.com/become-client Follow Brandon on Twitter: @bhallcpa Follow Thomas on Twitter: @thomascastelli_ The Tax Smart Real Estate Investors 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.

218. What You Need to Know About The Real Estate Professional Status (REPS) vs. The STR Loophole Apr 18, 2023

Show notes

In this episode, Brandon and Thomas discuss the difference between the REPS and The STR Loophole, how to qualify, and when it makes sense to use each strategy. If you want to maximize the tax benefits of investing in real estate, this is an episode you won't want to miss! Learn more about Crystal View Capital: rb.gy/4boh8 Enroll in The Real Estate Professional Status (REPS) Tax Course today and learn how to save 5-6 figures in taxes: www.taxsmartinvestors.com/reps Become a Tax Smart Insider today and claim your free bonuses today at www.taxsmartinvestors.com/freetrial Subscribe to our YouTube channel: www.youtube.com/c/therealestatecpa Join our Facebook group, the one-stop-shop for real estate investors to learn about tax strategy and stay up to date on changing tax laws: www.facebook.com/groups/taxsmartinvestors To become a client, request an initial consultation from Hall CPA, PLLC at www.therealestatecpa.com/become-client Follow Brandon on Twitter: @bhallcpa Follow Thomas on Twitter: @thomascastelli_ The Tax Smart Real Estate Investors 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.

217. Understanding the Unexpected Impact on REPS When Married Filing Separately Apr 11, 2023

Show notes

In this episode, we break down how married couples filing separate tax returns impact your ability to qualify as a real estate professional (REPS) and the STR Loophole. If you file married filing separately or are considering it, don't miss this episode. Learn more about Crystal View Capital: rb.gy/4boh8 Schedule a free consultation with Thrasher Law Offices at https://thrasherpllc.com/ Enroll in The Real Estate Professional Status (REPS) Tax Course today and learn how to save 5-6 figures in taxes: http://www.taxsmartinvestors.com/reps Become a Tax Smart Insider today and claim your free bonuses today at www.taxsmartinvestors.com/freetrial Subscribe to our YouTube channel: www.youtube.com/c/therealestatecpa Join our Facebook group, the one-stop-shop for real estate investors to learn about tax strategy and stay up to date on changing tax laws: www.facebook.com/groups/taxsmartinvestors To become a client, request an initial consultation from Hall CPA, PLLC at www.therealestatecpa.com/become-client Follow Brandon on Twitter: @bhallcpa Follow Thomas on Twitter: @thomascastelli_ The Tax Smart Real Estate Investors 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.

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