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    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

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    Copyright: © All rights reserved

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    Latest Episodes:
    A Physician's Expert Advice on Investing in Real Estate + A Multifamily Market Update w/ Vikram Raya Jan 17, 2023
    Show notes

    In this episode, Brandon and I are joined by Vikram Raya, CEO of Viking Capital, an investment company on a mission to help other hard-working physicians achieve the freedom they deserve and create the life they’ve always dreamed of. We discuss real estate investing from the perspective of a physician turned multifamily syndicator, what's currently going on in the multifamily market, and more! Learn more about Vikram & Viking Capital here: https://www.vikingcapllc.com/ 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 Enroll in the STR Tax Course today and learn how to save 5-6 figures in taxes using the STR Loophole: courses.taxsmartinvestors.com/ For an initial consultation from Hall CPA, PLLC visit 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.


    204. Maximizing Returns with QOZ Funds: Insights from Expert Investor Barrett Linburg Jan 10, 2023
    Show notes

    In this episode, Brandon and Thomas are joined by Barrett Linburg, Co-Founder of Savoy Equity, an investment group that invests heavily in Qualified Opportunity Zones (QOZs). We discuss the QOZ Fund program from the perspective of an experienced operator and why investing your capital gains in QOZ Funds is way more lucrative than most investors realize. This is a must-listen! Learn more about Barrett here: https://savoyequity.com/ 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 Enroll in the STR Tax Course today and learn how to save 5-6 figures in taxes using the STR Loophole: courses.taxsmartinvestors.com/ For an initial consultation from Hall CPA, PLLC visit 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.


    203. Its Time to Discuss the Top 2023 & Post-Year End Tax Strategies for Real Estate Investors Jan 03, 2023
    Show notes

    In the first episode of the year, Brandon and I discuss the top tax strategies for 2023 and what you can still do for the 2022 tax year. We discuss cost segregation studies, 80% bonus depreciation, S-Corp elections, meal deductions, making estimated tax payments, and more! 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 Enroll in the STR Tax Course today and learn how to save 5-6 figures in taxes using the STR Loophole: courses.taxsmartinvestors.com/ For an initial consultation from Hall CPA, PLLC visit 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.


    202. Will Qualifying as a Real Estate Professional Help If You Have Passive Income (vs. Losses)? Dec 20, 2022
    Show notes

    If a rental activity is passive and you qualify as a real estate professional and materially participate in the rental activity, then the rental loss will be considered non-passive. You will be able to claim the tax losses that your rental is producing every single year. But what happens if you don't have rental losses? Let's find out in today's episode! 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 Enroll in the STR Tax Course today and learn how to save 5-6 figures in taxes using the STR Loophole: courses.taxsmartinvestors.com/ For an initial consultation from Hall CPA, PLLC visit 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.


    201. Making The Case to Diversify Your Portfolio with Index Funds, Plus Retirement Account Deadlines Dec 13, 2022
    Show notes

    In this episode, Brandon Hall & Thomas Castelli discuss investment philosophy and strategy, does it make sense to diversify with index funds? and retirement account contribution limits and deadlines. 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 Enroll in the STR Tax Course today and learn how to save 5-6 figures in taxes using the STR Loophole: courses.taxsmartinvestors.com/ For an initial consultation from Hall CPA, PLLC visit 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.


    200. Navigating the Current Multifamily Market for Active & Passive Investors with Michael Blank Dec 06, 2022
    Show notes

    In this episode, Brandon and Thomas Castelli are joined by Michael Blank who controls over $266 million in performing multifamily assets through his company Nighthawk Equity and coaches other investors on how to acquire their own multifamily properties. We discuss what is going on in the current multifamily market including interest rates, what investors need to be aware of, and what can be done to protect against downside risk. Download Michael's Freedom Vault for FREE at https://thefreedompodcast.com/tax 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 Enroll in the STR Tax Course today and learn how to save 5-6 figures in taxes using the STR Loophole: courses.taxsmartinvestors.com/ For an initial consultation from Hall CPA, PLLC visit 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.


    199. Partial Asset Dispositions: How This Little Known Part of The Tax Code Can Save You Thousands Nov 29, 2022
    Show notes

    In this episode, Brandon and Thomas discuss how this little known part of the tax code called partial asset dispositions can save real estate investors thousands in taxes! 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 Enroll in the STR Tax Course today and learn how to save 5-6 figures in taxes using the STR Loophole: courses.taxsmartinvestors.com/ For an initial consultation from Hall CPA, PLLC visit 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.


    198. 3 More Last-Minute Year-End Tax Tips for Real Estate Investors Nov 22, 2022
    Show notes

    In this episode, Brandon and Thomas discuss a few last-minute year-end tax tips including, the timing of cost segregation studies, investing in syndicates to help mitigate the impact of the sale of rental properties, and year-end STR guidelines! 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 Enroll in the STR Tax Course today and learn how to save 5-6 figures in taxes using the STR Loophole: courses.taxsmartinvestors.com/ For an initial consultation from Hall CPA, PLLC visit 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.


    197. How Knowing These Factors Can Help You Avoid The Costly Real Estate Dealer Status Nov 15, 2022
    Show notes

    In this episode, Brandon breaks down the differences between the tax treatment of real estate investors and real estate dealers - and how knowing these key factors can help you avoid the costly dealer status. If you own rentals and flip properties, this is an episode you'll want to pay attention to. 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 Enroll in the STR Tax Course today and learn how to save 5-6 figures in taxes using the STR Loophole: courses.taxsmartinvestors.com/ For an initial consultation from Hall CPA, PLLC visit 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.


    TAX 03: Are You Getting the Right Set of Accounting & Tax Services For Your Real Estate Venture? Nov 08, 2022
    Show notes

    In part three of our latest series, Brandon Hall and Thomas Castelli break down the tax and accounting services that are available to real estate investors and business owners, and how to make sure you're getting the right set of services for your venture. Get a 14-day free Landlord Studio trial by visiting www.landlordstudio.com/realestatecpa 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 Enroll in the STR Tax Course today and learn how to save 5-6 figures in taxes using the STR Loophole: courses.taxsmartinvestors.com/ For an initial consultation from Hall CPA, PLLC visit 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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