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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 ...
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Tax Smart Real Estate Investors Podcast
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214. Don't Let The Tax Tail Wag The Dog
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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/cpaClaim your amazing free gift and become a Tax Smart Insider toda…
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Tax Smart Real Estate Investors Podcast
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213. Dave Zook Sheds Light on Alternative Investments for Tax Smart Investors Including ATMs & More
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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/Lea…
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Tax Smart Real Estate Investors Podcast
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212. The Cold Hard Truth About LLCs for Real Estate Investors from a Tax Perspective
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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/cpaClaim your…
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Tax Smart Real Estate Investors Podcast
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211. When Are Real Estate Investors Subject to The 15.3% Self-Employment Tax?
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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/cpaClaim your amazing free gift …
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Tax Smart Real Estate Investors Podcast
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210. Self-Storage Owners Qualify for The Real Estate Professional Status (REPS)?
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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/cpaClaim your amazing free gift and become a Tax Smart Insider today at www.taxsmartinvestors.com/freegiftSubscribe to our YouTube channel: www.yo…
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Tax Smart Real Estate Investors Podcast
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209. Does Travel Time Count As Material Participation for REPS and the STR Loophole?
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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 D…
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Tax Smart Real Estate Investors Podcast
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208. Do Car Wash Owners Qualify for The Real Estate Professional Status (REPS)?
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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/cpaClaim your amazing free gift and become a Tax Smart Insider to…
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Tax Smart Real Estate Investors Podcast
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207. Does the $10k Property Tax Cap Apply to Rentals? and Other Questions from Tax Smart Investors
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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 estat…
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Tax Smart Real Estate Investors Podcast
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206. Can You Use the STR Loophole Without Any Guest Stays? & More with Justin Shore, EA
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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,…
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Tax Smart Real Estate Investors Podcast
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A Physician's Expert Advice on Investing in Real Estate + A Multifamily Market Update w/ Vikram Raya
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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 …
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Tax Smart Real Estate Investors Podcast
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204. Maximizing Returns with QOZ Funds: Insights from Expert Investor Barrett Linburg
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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 rea…
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Tax Smart Real Estate Investors Podcast
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203. Its Time to Discuss the Top 2023 & Post-Year End Tax Strategies for Real Estate Investors
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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/therealestatecpaJoin our F…
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Tax Smart Real Estate Investors Podcast
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202. Will Qualifying as a Real Estate Professional Help If You Have Passive Income (vs. Losses)?
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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 ep…
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Tax Smart Real Estate Investors Podcast
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201. Making The Case to Diversify Your Portfolio with Index Funds, Plus Retirement Account Deadlines
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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/therealestatecpaJoin our Facebook group, the one-stop-shop for real estate investors to learn about…
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Tax Smart Real Estate Investors Podcast
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200. Navigating the Current Multifamily Market for Active & Passive Investors with Michael Blank
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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 inve…
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Tax Smart Real Estate Investors Podcast
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199. Partial Asset Dispositions: How This Little Known Part of The Tax Code Can Save You Thousands
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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/therealestatecpaJoin our Facebook group, the one-stop-shop for real estate investors to learn about tax strategy and stay up to…
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Tax Smart Real Estate Investors Podcast
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198. 3 More Last-Minute Year-End Tax Tips for Real Estate Investors
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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/therealestatecpaJoin our Facebook group, the one-stop…
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Tax Smart Real Estate Investors Podcast
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197. How Knowing These Factors Can Help You Avoid The Costly Real Estate Dealer Status
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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…
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Tax Smart Real Estate Investors Podcast
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TAX 03: Are You Getting the Right Set of Accounting & Tax Services For Your Real Estate Venture?
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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/realestatecpaSubscr…
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Tax Smart Real Estate Investors Podcast
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TAX 02: If You Invest in Real Estate Its Critical to Understand These Key Tax Forms
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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/realestatecpaSubscribe to our YouTube channel: www.youtube.com/c/thereale…
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Tax Smart Real Estate Investors Podcast
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TAX 01: Understanding The Lingo In This Crazy World of Tax
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In today's episode, Brandon Hall & Thomas Castelli discuss the definitions of key tax terms including, tax liability, effective tax rate, marginal tax rate, tax estimates, and much more!Get a 14-day free Landlord Studio trial by visiting www.landlordstudio.com/realestatecpaEnroll in the Year-End Tax Bootcamp for 60% with the code TAXSMART using thi…
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Tax Smart Real Estate Investors Podcast
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196. Don't Miss Out on These Tax Strategies & Tips As We Head Toward Year-End
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In today's episode, Brandon Hall & Thomas Castelli discuss year-end tax strategies and considerations including, the STR Loophole, best practices for tracking time, S-Corp reasonable salaries, timing cost segregation studies, and more!Get a 14-day free Landlord Studio trial by visiting www.landlordstudio.com/realestatecpaEnroll in the Year-End Tax …
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Tax Smart Real Estate Investors Podcast
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195. Are We Headed Toward a Housing Crash?... Making Sense of The Current Market with Jason Hartman
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In today's episode, Brandon Hall & Ryan Carriere are joined by Jason Hartman to discuss how to view and navigate the current market conditions, how the federal reserve impacts your wealth, and more.Get a 14-day free Landlord Studio trial by visiting www.landlordstudio.com/realestatecpaEnroll in the Tax Strategy Foundation Course for 50% with the co…
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Tax Smart Real Estate Investors Podcast
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194. How To Rent Your Residence Tax-Free Using The Augusta Rule... And Is it Worth it?
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In today's episode, Thomas Castelli discusses how you can use the Augusta Rule (aka Masters Rule) to rent your residence tax-free, relevant compliance considerations, and asks the question, is it worth the hassle?Get a 14-day free Landlord Studio trial by visiting www.landlordstudio.com/realestatecpaSubscribe to our YouTube channel: www.youtube.com…
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Tax Smart Real Estate Investors Podcast
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193. When is the Depreciation Recapture Tax Due When Selling a Property Using an Installment Sale?
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In today's episode, we have a clip from our YouTube channel where Brandon discusses depreciation recapture taxes and installment sales with an emphasis on the timing of depreciation recapture taxes.Get a 14-day free Landlord Studio trial by visiting www.landlordstudio.com/realestatecpaSubscribe to our YouTube channel: www.youtube.com/c/therealestat…
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Tax Smart Real Estate Investors Podcast
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192. Tax Smart Investors Q&A - REPS, STRs, Cost Segregation, 1031 Exchanges, and More!
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In today's episode, Brandon Hall and Thomas Castelli celebrate the 4th anniversary of the podcast becoming a weekly show by answering questions from Tax Smart Investors. Questions range from REPS, STRs, cost segregation, 1031 exchanges, and more.Get a 14-day free Landlord Studio trial by visiting www.landlordstudio.com/realestatecpaJoin our Faceboo…
