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 and www.TaxSmartInvestors.com/Insiders for more free content and information. Enjoy!
Episodes
July 23, 2024 • 35 mins
In this episode, Thomas & Ryan are joined by Dr Jeff Anzalone, the Debt-Free Doctor, to discuss how doctors and professionals can achieve financial freedom and buy back their time by investing in real estate.
They cover:
- Jeff's journey from a full-time dentist to achieving financial freedom through real estate investing.
- What types of investments to consider and how to get started?
- What investments Jeff is focusing on in 20...
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July 16, 2024 • 41 mins
In this episode, Thomas and Ryan sit down with Kriss Berg, a seasoned entrepreneur and car wash investment guru, to delve into the lucrative world of car wash investments. Chris shares his journey from e-commerce to car washes, revealing why he chose this unique industry and how it offers significant tax benefits.
Here’s what to expect:
- Why Invest in Car Washes?
- The Car Wash Business Model and Financing
- Using Car Washes to ...
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July 9, 2024 • 49 mins
In this episode, Ryan and Thomas answer the frequently asked questions about the short-term rental loophole, a popular strategy among real estate investors.
They address common queries from Tax Smart insiders and clients about how to effectively use this strategy and avoid potential pitfalls.
They cover:
- Can you use the STR loophole if you take a second home loan from the bank?
- Using the STR loophole with partners
- The bi...
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July 2, 2024 • 27 mins
In this episode, Ryan and Thomas answer the frequently asked question, “Should I reduce my taxes to zero?”. Answering this question starts with understanding how the US tax system works.
Here’s what to expect:
- Progressive taxation and tax brackets
- Why taxpayers might want to reduce their taxes to zero & when it might be beneficial
- The role of Modified Adjusted Gross Income (MAGI) in tax planning
- Common misconceptions and t...
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June 25, 2024 • 23 mins
In this episode, Ryan and Thomas dive into the BRRRR strategy—Buy, Renovate, Rent, Refinance, Repeat. They discuss how this approach serves as a formidable tool for wealth-building and optimizing tax efficiencies in real estate investments.
Key Points Covered:
- The fundamentals of BRRR & its application in both residential and commercial real estate
- An example of the significant financial benefits, including the potential for n...
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June 18, 2024 • 20 mins
The ever-popular STR Loophole has been used by countless investors and helped them save tens if not hundreds of thousands of dollars in taxes.
In this episode, Ryan and Thomas are deep-diving into STR Loophole audits.
They cover:
- What to do if you receive an audit notice
- The top three arguments the IRS is making
- How to counter effectively & document properly
If you're a STR investor, this is a valuable episode you don...
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June 11, 2024 • 47 mins
In this week's episode, Ryan and Brandon are joined by Sam Parr, a serial entrepreneur who has built and sold several multimillion-dollar companies, to discuss how real estate and taxes play into his businesses and wealth creation for his family.
They breakdown:
- Sam's creation of "The Hustle" & The Evolution of His Ventures
- The approach to incorporating real estate into business models
- The specific tax strategies Sam implem...
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June 4, 2024 • 46 mins
In this episode, Ryan is joined by Nathan Sosa, CPA to discuss what it means to have dealer status when selling a property.
They cover:
- Dealer Status Importance
- Real Estate Investment Strategies for Seller Status
- The Winthrop Factors & the Legal and Tax Framework
- Practical Advice and Planning for Preferred Tax Status
This is a heavily audited topic in recent years.
So if you're curious about what factors the IRS will co...
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May 28, 2024 • 45 mins
In this episode, Brandon jumps in as guest host and welcomes Troy Eckard back to the Tax Smart REI podcast to dive deeper into the world of oil & gas investing.
They cover:
- The Technological Transformations
- Investment Strategy Insights
- Financial Mechanics and Returns
- And, Regulatory and Tax Advantages
If you want to discover how advanced technologies and strategic asset management are reshaping the future of energy inve...
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May 21, 2024 • 42 mins
In this week's episode, Ryan and Justin Shore, EA are joined by Barrett Linburg as he reveals the transformative potential of investing in Opportunity Zones.
They discuss:
- An Introduction to Opportunity Zones
- Strategic Investment Growth and Tax Benefits
- The Future of Opportunity Zones
- Strategies and Misconceptions
This episode is a must-listen for investors looking to expand their portfolios while benefiting from unique...
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May 14, 2024 • 45 mins
In this week's episode, Brandon is joined by real estate entrepreneur and investor, Chris Lopez, to explore the heavily debated topic of ROE.
They cover:
- An Introduction to ROE
- The Shift from Initial Cash Input to Current Property Equity
- Perspectives Around Extracting Equity
- ROE from a Market Perspective
- And More!
If you're curious about what factors to consider when maximizing your ROE and why this is such an import...
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May 7, 2024 • 37 mins
In this week's episode, Ryan is joined by Tax Advisor, Alex Savage, to break down the best practices of house hacking.
They cover:
- Common Misconceptions about House Hacking
- How to Maximize Tax Savings when Selling the Property
- What Combination of Strategies to Use
- And More!
If you're currently house hacking or interested in house hacking and want to maximize your tax deductions, this is an episode you do not want to mis...
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April 30, 2024 • 30 mins
In this episode, Ryan and Thomas break down the tax treatment of repairs & maintenance expenses vs. capital improvements and how to maximize tax savings, including:
- Tax differences between repairs expenses vs. capital improvements
- How to maximize tax savings with three must-know IRS Safe Harbors
- How to navigate capital improvements with the BAR Tests
- And more!
This is a must-listen if you want to maximize your tax deducti...
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April 23, 2024 • 33 mins
In this episode, Ryan and Thomas explain how simply investing in rental real estate reduces your effective tax rate and puts you in a favorable position even without offsetting non-passive income (e.g., W-2 and active business income), including:
- A snapshot of the US Tax System.
- The critical role of depreciation in shielding income from tax.
- What is the effective tax rate calculated?
- How passive investors build "tax-free" ...
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April 16, 2024 • 43 mins
In this episode, Ryan and Thomas are joined by Ron Rohde, Esq, to discuss what real estate investors really need to know about LLCs, including:
- What are LLCs?
- Common LLC Structures Explained
- How To Avoid Piercing the Corporate Veil
- Is Umbrella Insurance a Replacement for LLCs?
- LLC Mistakes and more!
We also discuss why Ron transitioned from residential to industrial real estate investing!
Whether you already have LLCs ...
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In this episode, Ryan and Thomas are joined by tax expert Justin Shore, EA, to discuss how you can turn losses non-passive without material participation or the real estate professional status (REPS).
This is an episode you don't want to miss!
To become a client, request a consultation from Hall CPA, PLLC at www.therealestatecpa.com/podcast
Reserve your Free Ticket to the 2024 Tax, Legal, and Wealth Summit at
www.taxandlegalsum...
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April 2, 2024 • 40 mins
In this episode, Ryan and Thomas are joined by tax expert Nathan Sosa, CPA to discuss:
- What are S-Corps?
- Why you shouldn't put rentals in S-Corps
- When S-Corps do make sense for real estate investors
- Establishing reasonable salaries for S-Corp Owners
- The Bramblett Structure for real estate flippers and developers
- And more!
To become a client, request a consultation from Hall CPA, PLLC at www.therealestatecpa.com/podcas...
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March 26, 2024 • 40 mins
In this episode, Ryan and Thomas discuss 7 exit strategies to minimize the tax hit when you sell your next property:
- The 1031 Exchange
- The “Lazy 1031 Exchange”
- 1031 Exchange into a Delaware Statutory Trust (DST)
- 1031 Exchange into Mineral Rights
- Qualified Opportunity Funds (QOFs)
- Seller Financing (installment sales)
- The 721 Exchange
We also discuss two additional strategies we don't recommend. Tune in to find out wh...
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March 19, 2024 • 24 mins
In this episode, Ryan and Thomas discuss:
- The Tax Implications for Oil & Gas Investments: Ryan and Thomas delve into the tax nuances of oil and gas working interests, highlighting the potential for offsetting active income without materially participating.
- Navigating Mineral Rights and Royalties: We unravel the tax considerations for investing in mineral rights and royalties, emphasizing how these investments generate ordinar...
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March 12, 2024 • 49 mins
In this episode, Ryan and Thomas are joined by Kevin Bupp, an experienced commercial real estate investor, podcast host, and best-selling author of “The Cashflow Investor,” to discuss:
- Why Kevin transitioned from residential real estate to mobile homes and parking lots.
- The investment dynamics of parking lots and mobile home parks.
- The powerful tax benefits of these asset classes, and more!
More from Kevin: https://kevinbup...
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