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 synidcators and developers closing multi-million dollar deals, as well as small investors building a portfolio from scratch. Check us out at www.TheRealEstateCPA.com and www.TaxSmartInvestors.com for more free content and information. Enjoy!
Episodes
March 21, 2023 • 27 min
In this episode, Brandon and Thomas break down why investors shouldn't let the tax tail wag the dog when making investment decisions, including when choosing an overarching investment strategy, or making a specific investment.
Learn more about Driftwood Capital: driftwoodcapital.com/cpa
Claim your amazing free gift and become a Tax Smart Insider today at www.taxsmartinvestors.com/freegift
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In this episode, Ryan Carriere and I are joined by The Real Asset Investor to discuss alternative investments for Tax Smart Investors.
If you're looking to diversify your portfolio outside of real estate, and want to do it in a Tax Smart way, this is an episode you won't want to miss!
Learn more about Dave at https://www.therealassetinvestor.com/
Learn more about Driftwood Capital: driftwoodcapital.com/cpa
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March 7, 2023 • 26 min
In this episode, Brandon and Thomas discuss what types LLCs are most appropriate for different types of real estate investors.
This is important because if you choose the wrong LLC for your real estate venture it just might end up costing you tens of thousands of dollars.
Learn more about Driftwood Capital: https://driftwoodcapital.com/cpa
Claim your amazing free gift and become a Tax Smart Insider today at www.taxsmartinvestor...
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February 28, 2023 • 12 min
In this episode, Brandon and I discuss under what circumstances real estate investors are subject to the 15.3% self-employment (SE) taxes?
Are STR owners subject to the SE taxes? What about flippers? Self-Storage Owners? If so, under what circumstances?
Learn more about Driftwood Capital: https://driftwoodcapital.com/cpa
Claim your amazing free gift and become a Tax Smart Insider today at www.taxsmartinvestors.com/freegift
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February 21, 2023 • 20 min
In this episode, Brandon and Thomas discuss whether or not self-storage owners can qualify for the real estate professional status (REPS).
Learn more about Driftwood Capital: https://driftwoodcapital.com/cpa
Claim your amazing free gift and become a Tax Smart Insider today at www.taxsmartinvestors.com/freegift
Subscribe to our YouTube channel: www.youtube.com/c/therealestatecpa
Join our Facebook group, the one-stop-shop for re...
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February 14, 2023 • 17 min
In this episode, Brandon and Thomas discuss the much-debated question: does travel time count as material participation for the real estate professional status and STR Loophole?
If you're using or planning to use either strategy, its critical to understand whether or not travel time counts, and if it does, under what circumstances.
Learn more about Driftwood Capital: https://driftwoodcapital.com/cpa
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February 7, 2023 • 25 min
In this episode, Brandon and Thomas discuss whether or not car washes are real property trades or businesses for REPS and the various strategies car wash owners can use to turn losses non-passive to offset active income.
Learn more about Driftwood Capital: https://driftwoodcapital.com/cpa
Claim your amazing free gift and become a Tax Smart Insider today at www.taxsmartinvestors.com/freegift
Subscribe to our YouTube channel: www....
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January 31, 2023 • 32 min
In this episode, Brandon and Thomas answer questions from the Tax Smart Investors Facebook group and Tax Smart Insiders private community, including:
- Are dividends non-passive?
- Does the $10k property tax cap apply to rental properties?
- Is commercial property management a real property trade or business?
- Do STR hours count towards the real estate professional status (REPS)?
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January 24, 2023 • 28 min
In this episode, Brandon and I are joined by Justin Shore, EA, Tax Advisory Manager at the firm to discuss a pivotal tax court case in the STR saga and answer the question, can you use the STR Loophole without any guest stays?
We also discuss the often ignored 5/10 year material participation test and why business owners need to pay attention to it, and more!
Claim your amazing free gift and become a Tax Smart Insider today at ww...
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A Physician's Expert Advice on Investing in Real Estate + A Multifamily Market Update w/ Vikram Raya
January 17, 2023 • 22 min
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 Cap...
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January 10, 2023 • 43 min
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.c...
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January 3, 2023 • 28 min
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 s...
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December 20, 2022 • 10 min
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 ou...
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201. Making The Case to Diversify Your Portfolio with Index Funds, Plus Retirement Account Deadlines
December 13, 2022 • 32 min
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/t...
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December 6, 2022 • 26 min
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.
...
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November 29, 2022 • 21 min
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
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November 22, 2022 • 15 min
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 o...
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November 15, 2022 • 6 min
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 i...
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November 8, 2022 • 31 min
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...
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November 1, 2022 • 29 min
In part two of our latest series, Brandon Hall and Thomas Castelli break down the key tax forms real estate investors need to understand including Form 1040, Schedule E, Form 8582, 1065, and a lot more!
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...
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