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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:

REPS 03: Strategies to Qualify as a Real Estate Professional & Busting the Myths of the Internet Apr 13, 2021

Show notes

By default, rental losses are passive. They can only offset other passive income. Qualifying as a real estate professional allows you to take rental losses against W2 or active business income. Brandon and Thomas want to set the record straight and tell people what they need to hear to win IRS audits. Some of the myths we discuss are things that we've heard other practitioners or educators tell their clients. If you haven't already listened to REPS 02, check it out first. This is the third episode in a four-part series. Get the REPS Time Log here: docs.google.com/spreadsheets/d/1c…/edit?usp=sharing 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 For an initial consultation from Hall CPA, PLLC visit www.therealestatecpa.com/become-client Subscribe to our YouTube channel: www.youtube.com/c/therealestatecpa 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. Always consult your own tax, legal, and accounting advisors before engaging in any transaction.

REPS 02: How You Can Offset W-2 & Active Business Income by Qualifying as a Real Estate Professional Apr 06, 2021

Show notes

By default, rental losses are passive. They can only offset other passive income. Qualifying as a real estate professional allows you to take rental losses against W2 or active business income. Brandon and Thomas discuss how to qualify for the real estate professional status as well as material participation, two very important concepts to turn your losses nonpassive to offset your W2 or other active business income. If you haven't already listened to REPS 01, check it out first. This is the second episode in a four-part series. Get the REPS Time Log here: https://share.hsforms.com/1pk5H4vCmR5SjV2KpBck2_g311bf 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 For an initial consultation from Hall CPA, PLLC visit www.therealestatecpa.com/become-client Subscribe to our YouTube channel: www.youtube.com/c/therealestatecpa 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. Always consult your own tax, legal, and accounting advisors before engaging in any transaction.

REPS 01: The History of Passive Losses & the Real Estate Professional Status (Section 469) Mar 30, 2021

Show notes

Brandon Hall and Thomas Castelli break down Section 469 (the real estate professional status), the history of Section 469, and why it matters to real estate investors. This is the first episode in a series of episodes designed to set the record straight and demystify some of the complexities of this area of the tax code and address misinformation and misconceptions. 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 For an initial consultation from Hall CPA, PLLC visit www.therealestatecpa.com/become-client Subscribe to our YouTube channel: www.youtube.com/c/therealestatecpa 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. Always consult your own tax, legal, and accounting advisors before engaging in any transaction.

143. Are You Ready to Get Fired Up by the Psychology and Secret Mindset of Success? with Rod Khleif Mar 23, 2021

Show notes

Rod Khleif is a serial entrepreneur and philanthropist who is passionate about real estate, business, and giving back. Rod has owned over 2,000 apartment homes and apartment buildings and has built over 22 businesses in his 40 year business career which have been worth tens of millions of dollars. In today’s episode, we put the numbers and analysis aside and Rod takes us through an exercise on the importance of mindset and psychology when it comes to success in real estate or really any endeavor in life. Be forewarned, you may be extremely motivated after listening to this episode! Learn more about Rod and his work: https://rodkhleif.com/ 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 For an initial consultation from Hall CPA, PLLC visit www.therealestatecpa.com/become-client Subscribe to our YouTube channel: www.youtube.com/c/therealestatecpa 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. Always consult your own tax, legal, and accounting advisors before engaging in any transaction.

142. Investing in Triple Net (NNN) Leases and Current Trends in Commercial Real Estate w/ Joel Owens Mar 16, 2021

Show notes

Joel Owens is an entrepreneur, investor, triple net lease expert, and broker. In this episode, we discuss NNN leases, which type of commercial property makes sense for your investment strategy, current trends in the real estate market, and so much more. Joel specializes in triple net leases, both single-tenant and multi-tenant. He has experience in commercial land development and large multifamily. Learn more about Joel and his work: https://nnninvest.com/ 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 For an initial consultation from Hall CPA, PLLC visit www.therealestatecpa.com/become-client Subscribe to our YouTube channel: www.youtube.com/c/therealestatecpa 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. Always consult your own tax, legal, and accounting advisors before engaging in any transaction.

141. Planning for the Future in Multifamily and Portfolio Allocation with Park Capital Partners Mar 09, 2021

Show notes

Richard Coyne and Bill Zahller are managing partners of Park Capital Partners. Park Capital Partners brings together investors to acquire apartment complexes. In today’s episode we discuss Bill and Rich's investment strategy and why they’re in the markets they’re in, how the price of construction materials are impacting supply, portfolio allocation, crypto, and more! Learn more about Bill, Richard, and their work: https://parkcapitalpartnersllc.com/ 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 For an initial consultation from Hall CPA, PLLC visit www.therealestatecpa.com/become-client Subscribe to our YouTube channel: www.youtube.com/c/therealestatecpa 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. Always consult your own tax, legal, and accounting advisors before engaging in any transaction.

140. Building a 7-Figure Real Estate Business in Under 2 Years & the Current Market w/ Chris Cammack Mar 02, 2021

Show notes

Chris Cammack is a self-made 7 figure real estate investor, serial entrepreneur, corporate America side hustler, public speaker, and real estate business coach. In today’s episode, we discuss how Chris Cammack built his 7 figure real estate business, his investment strategy, current market conditions, systems, and more! Learn more about Chris and his work: https://www.cammackestates.com/ 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 For an initial consultation from Hall CPA, PLLC visit www.therealestatecpa.com/become-client Subscribe to our YouTube channel: www.youtube.com/c/therealestatecpa 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. Always consult your own tax, legal, and accounting advisors before engaging in any transaction.

139. A Tax-Free Way to Tap Into the Equity of a Property Without a HELOC & More w/ Matthew Sullivan Feb 23, 2021

Show notes

Matthew Sullivan is the CEO and Founder of QuantmRE, a company that solves a real problem for homeowners by helping them access a portion of their home equity without taking on more debt. Matthew has a proven track record in real estate innovation. In today’s episode we discuss home equity agreements, a tax free way to tap in to the equity in a property without a loan. We also discuss why hedge funds want to get in on the single family space, how blockchain with change the future of real estate transactions, and more! Learn more about Matthew and his work: https://www.quantmre.com/ 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 For an initial consultation from Hall CPA, PLLC visit www.therealestatecpa.com/become-client Subscribe to our YouTube channel: www.youtube.com/c/therealestatecpa 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. Always consult your own tax, legal, and accounting advisors before engaging in any transaction.

138. Using Master Leases to Acquire Assets, Should You Own a PM Company? & Market Cycles w/ Bill Ham Feb 16, 2021

Show notes

Bill Ham is Chief Operating Officer and the driving force behind Broadwell Property Group. He has upwards of 20 years of experience in Real Estate with a proven track record of identifying, acquiring, operating, and divesting of large footprint Multifamily Housing as well as SFRs. He is also a coach and mentor to the future titans of multifamily real estate investing. In today’s episode we discuss a creative financing strategy known as Master Lease Options and when to use them, we answer the question should you use third party property management or build you own company, where Bill believes we are in the market cycle, and much more! Learn more about Bill and his work: https://broadwellpropertygroup.com/ and find his new book, Creative Financing: https://creativeapartmentdeals.com 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 For an initial consultation from Hall CPA, PLLC visit www.therealestatecpa.com/become-client Subscribe to our YouTube channel: www.youtube.com/c/therealestatecpa 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. Always consult your own tax, legal, and accounting advisors before engaging in any transaction.

137. Tax Incentives for Revitalization/Economic Development & Fee Development w/ Herschell Hamilton Feb 09, 2021

Show notes

Herschell Hamilton is the co-founder and Chief Strategic Officer of BLOC Global Group. The company manages and develops complex real estate and building projects; provides commercial real estate transaction, advisory, and investment services. In today’s episode we discuss “outsourced”, or fee development services, revitalization and economic development including tax incentives such as Opportunity Zone and Funds, energy tax credits, historic tax credits, how understanding the dynamics your market is key to being a successful real estate investor, and more! Learn more about Herschell and his work: https://www.blocglobal.com/ 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 For an initial consultation from Hall CPA, PLLC visit www.therealestatecpa.com/become-client Subscribe to our YouTube channel: www.youtube.com/c/therealestatecpa 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. Always consult your own tax, legal, and accounting advisors before engaging in any transaction.

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