Shows / Tax Smart Real Estate Investors Podcast
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…
Episodes
Tax Smart Real Estate Investors Podcast256. Rethinking Industrial Investments: The Surprising Case for Small Bay - A MLRE Crossover
In this crossover episode, Brandon Hall and Dylan Brown of the Major League Real Estate podcast explore investing in small bay industrial assets with Daniel…
Tax Smart Real Estate Investors Podcast255. From Dead Broke to Millions, Investing in STRs, and Land Development Deals with @BowTiedBroke
In this episode, Brandon, Ryan, and Thomas are joined by @BowTiedBroke (X), Entomologist turned Land Developer, to discuss: - His journey from millions to dead…
Tax Smart Real Estate Investors Podcast254. The Real Estate Investor's Guide to the 2024 Tax Terrain: Crucial Details
In this episode, Thomas Castelli and Ryan Carriere break down everything you need to know about 2024 taxes as a real estate investor, including: - The 2024…
Tax Smart Real Estate Investors Podcast253. Navigating the 2024 Short-Term Rental Landscape with Expert Airbnb Insights from James Svetec
In this episode, Thomas Castelli and Ryan Carriere are joined by James Svetec, founder of BNB Inner Circle, co-author of Airbnb for Dummies, and one of the…
Tax Smart Real Estate Investors Podcast252. Energize Your Portfolio: Navigating the Oil & Gas Investment Landscape with Troy Eckard
In this episode, Ryan Carriere and Thomas Castelli are joined by Troy Eckard, a tangible asset expert with nearly 40 years of experience investing in Oil &…
Tax Smart Real Estate Investors Podcast251. Why You Can't Afford to Neglect THIS Critical Aspect of Your Business with Taylor Brugna, CPA
In this episode, Ryan Carriere and Thomas Castelli are joined by accounting expert and real estate investor Taylor Brugna to discuss a critical component of…
Tax Smart Real Estate Investors Podcast250. How Can You Prepare for the Future of the Multifamily Market According to Rod Khleif?
In this episode, Ryan Carriere and Thomas Castelli are joined by Rod Khleif to discuss what he believes 2024 has in store for the real estate market…
Tax Smart Real Estate Investors Podcast249. Major News & Your Most Pressing Real Estate Tax Questions Answered
In this episode, Brandon Hall, Ryan Carriere, and Thomas Castelli make a major announcement and answer your most pressing real estate tax questions including…
Tax Smart Real Estate Investors Podcast248. Unlocking Year-End Tax Secrets: Essential Strategies for Real Estate Investors
In this episode, Brandon Hall and Thomas Castelli discuss hard-hitting year-end tax strategies that save real estate investors thousands each year, including…
Tax Smart Real Estate Investors Podcast247. Proven Strategies Every Business Owner & Real Estate Investor Needs to Know To Reduce Taxes
In this episode, Brandon Hall and Thomas Castelli discuss proven tax strategies that real estate investors and business owners can use to reduce taxes…
Tax Smart Real Estate Investors Podcast246. How To Legally Reduce Taxes on W-2 & Other Active Income
In this episode, Brandon Hall and Thomas Castelli discuss how to reduce the tax you pay on W-2 and other active income, including: - Real estate and general…
Tax Smart Real Estate Investors Podcast245. Mastering LLCs - The Tax Smart Investor's Guide to Efficient Real Estate Entity Structuring
In this episode, Brandon Hall and Thomas Castelli discuss LLCs and entity structures for real estate investors, including: - Why you shouldn't use an S-Corp…
Tax Smart Real Estate Investors Podcast244. What Real Estate Investors Need to Know About the 2024 Corporate Transparency Act (CTA)
In this episode, Brandon and Thomas discuss the 2024 Corporate Transparency Act (CTA) and what you need to know, including: - An overview of the Corporate…
Tax Smart Real Estate Investors Podcast243. The Tax Implications Behind 'Subject-To' Financing & Similar Strategies
In this episode, Brandon and Thomas are discussing the tax implications of "subject-to" financing, a strategy that has regained popularity in recent months as…
Tax Smart Real Estate Investors Podcast242. The Power of The Small and Mighty Approach to Real Estate Investing vs. Going Big
In this episode, Brandon and Thomas are joined by Coach Carson to discuss how you don't have to "go big" in real estate to reap life-changing benefits. They…
Tax Smart Real Estate Investors Podcast241. How High-Income Earners Reduce Taxes Using Real Estate Without REPS or STRs and Tax Smart Q&A
In this episode, Brandon and Thomas discuss how high-income earners use real estate to reduce tax even without the real estate professional status (REPS), or…
Tax Smart Real Estate Investors Podcast240. The Top 5 Things Limited Partners Should Know Before Investing in Syndications & Funds
In this episode, Brandon is joined by Kaylyn Deaver, Partnership Tax Expert, to discuss the five crucial things that limited partners should know before…
Tax Smart Real Estate Investors Podcast239. Short-Term Rental Hours Don't Count Toward The Real Estate Professional Status... Or Do They?
In this episode, Brandon & Thomas make the case that short-term rentals do indeed count toward the real estate professional status, despite tax court cases…
Tax Smart Real Estate Investors Podcast238. How to Bulletproof Your Investments as a Passive Investor with Whitney Elkins-Hutten
In this episode, Brandon and Thomas are joined by Whitney Elkins-Hutten to discuss how to not lose money as a passive investor and how to align your personal…
Tax Smart Real Estate Investors Podcast237. Don't Forget About These Powerful Tax Benefits of Investing in Rental Real Estate.
In this episode, Brandon and Thomas discuss the often overlooked, yet powerful benefits of real estate investing. They explore: - The challenges of operating…
Tax Smart Real Estate Investors Podcast236. Did You Miss The STR Boom? Discover Current Trends in the STR Market with Jamie Lane of AirDNA
In this episode, Brandon and Thomas team up with Jamie Lane, the SVP of Analytics at AirDNA, to discuss current trends in the short-term rental market. They…
Tax Smart Real Estate Investors Podcast235. Unlocking the Secrets of the "721 Exchange": An Overlooked Real Estate Exit Strategy
In this two-segment episode, Brandon and Thomas bring on Partnership Tax Expert, Kaylyn Deaver, and Managing Partner of Dual City Investments, Keith Nelson, to…
Tax Smart Real Estate Investors Podcast234. The Power of Passive Real Estate Investing for Doctors & High-Income Earners
In this episode, Brandon and Thomas are joined by Dr. Jeff Anzalone, Founder of The Debt-Free Doctor, to discuss how doctors and high-income earners can…
Tax Smart Real Estate Investors Podcast233. The State of The Multifamily Market & How We Got Here with JC Castillo & James Eng
In this episode, Brandon and Thomas are joined by multifamily investing experts JC Castillo & James Eng to discuss the current state of the multifamily market…
Tax Smart Real Estate Investors Podcast232. How to Determine The Average Period of Customer Use on Multi-Unit Properties
In this episode, Thomas is joined by Justin Shore and Ryan Carriere to discuss the nuances of calculating the average period of customer use when using the STR…
Tax Smart Real Estate Investors Podcast231. The Inside Scoop: A General & Limited Partner's Guide to Syndication & Fund Taxes
In this episode, Thomas is joined by Dylan Brown, Senior Tax Associate on our private equity team, to discuss syndication and fund tax issues for general &…
Tax Smart Real Estate Investors Podcast230. What You Need to Know About Claiming Bonus Depreciation In Subsequent Years
In this episode, Brandon and Thomas are joined by Justin Shore, Senior Tax Advisor, to discuss what you need to know about claiming bonus depreciation in the…
Tax Smart Real Estate Investors Podcast229. Revolutionize Your STR Investments: Insider Tips, Tools, and Market Updates
In this episode, Brandon and Thomas are joined by Emir Dukic, Founder & CEO of Rabbu, a tool to find, analyze, and acquire short-term rental investments…
Tax Smart Real Estate Investors Podcast228. Short-Term Rental Insights: Navigating Regulatory Risk and Other Industry Updates
In this episode, Brandon and Thomas are joined by Ryan Carriere, Senior Tax Advisor and STR Tax Expert at our firm. During the conversation, they discuss the…
Tax Smart Real Estate Investors Podcast227. The Ultimate Guide to Evaluating Real Estate Syndication with Jim Pfeifer
In this episode, Brandon and Thomas are joined by Jim Pfeifer, a full-time real estate investor and CEO & Founder of Left Field Investors — a community of…
Tax Smart Real Estate Investors Podcast226. From Civil to Criminal: Ensuring Real Estate Investors Stay Clear of Tax Troubles
In this episode, Brandon and Thomas are joined by Robert Nordlander, who has over 20 years of experience with the IRS-Criminal Investigation as a special…
Tax Smart Real Estate Investors Podcast225. The Home Sale Exclusion: How To Minimize or Eliminate Taxes on The Sale of Your Home
In this episode, Brandon and Thomas discuss Section 121, also known as the home sale exclusion and the different ways you use it to minimize or even eliminate…
Tax Smart Real Estate Investors Podcast224. Recent Questions From The Tax Smart Investors Community
In this episode, Brandon and Thomas answer questions from the Tax Smart Investors community, including: - How depreciation recapture works - Do we believe…
Tax Smart Real Estate Investors Podcast223. How Investing In Real Estate Reduces Your Taxes Even Without Using REPS or the STR Loophole
In this episode, Brandon and I discuss how investing in rental real estate reduces your taxes even without using the real estate professional status (REPS) or…
Tax Smart Real Estate Investors Podcast222. What Most Doctors Get Wrong About Financial Freedom & The 4 Types of Investors w/ Dr Param Bala
In this episode, Brandon and Thomas are joined by Param Bala, a Radiologist in Southern California who reached financial independence at 41 by building a…
Tax Smart Real Estate Investors Podcast221. The Art of Wealth Creation: Taylor Brugna's Path to a $30 Million Portfolio in Under a Decade
In this episode, Brandon and Thomas are joined by Taylor Brugna, a Partner at the firm, to discuss how he built a $30 million portfolio in less than 10 years…
Tax Smart Real Estate Investors Podcast220. Do Mid-Term Rentals Qualify for The STR Loophole? Plus, The Role of Rounding with Justin Shore
In this episode, Brandon and Thomas are joined by Senior Tax Advisor Justin Shore to discuss whether or not MTRs qualify for the STR Loophole. We also discuss…
Tax Smart Real Estate Investors Podcast219. How Maximizing Your Depreciation Expense is the Key to Long-Term Tax Savings & Wealth Creation
In this episode, Brandon and Thomas discuss how maximizing your depreciation expense is the key to reducing taxes and building long-term wealth... Plus, the…
Tax Smart Real Estate Investors Podcast218. What You Need to Know About The Real Estate Professional Status (REPS) vs. The STR Loophole
In this episode, Brandon and Thomas discuss the difference between the REPS and The STR Loophole, how to qualify, and when it makes sense to use each strategy…
Tax Smart Real Estate Investors Podcast217. Understanding the Unexpected Impact on REPS When Married Filing Separately
In this episode, we break down how married couples filing separate tax returns impact your ability to qualify as a real estate professional (REPS) and the STR…
Tax Smart Real Estate Investors Podcast216. How Does Personal Use Impact Your Ability to Use the STR Loophole & Other Tax Deductions?
In this episode, Brandon is joined with Justin Shore, Senior Advisor at the firm to discuss the limitations on deductions and tax losses for short-term rental…
Tax Smart Real Estate Investors Podcast215. Boost Your Property's NOI Today: Learn Proven Asset Management Strategies with Jason Yarusi
In this episode, Brandon and I are joined by Jason Yarusi, an active Real Estate Syndicator and Real Estate Investor and Coach at 7F Multifamily. We discuss…
Tax Smart Real Estate Investors Podcast214. Don't Let The Tax Tail Wag The Dog
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…
Tax Smart Real Estate Investors Podcast212. The Cold Hard Truth About LLCs for Real Estate Investors from a Tax Perspective
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…
Tax Smart Real Estate Investors Podcast211. When Are Real Estate Investors Subject to The 15.3% Self-Employment Tax?
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…
Tax Smart Real Estate Investors Podcast210. Self-Storage Owners Qualify for The Real Estate Professional Status (REPS)?
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…
Tax Smart Real Estate Investors Podcast209. Does Travel Time Count As Material Participation for REPS and the STR Loophole?
In this episode, Brandon and Thomas discuss the much-debated question: does travel time count as material participation for the real estate professional status…
Tax Smart Real Estate Investors Podcast208. Do Car Wash Owners Qualify for The Real Estate Professional Status (REPS)?
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…
Tax Smart Real Estate Investors Podcast207. Does the $10k Property Tax Cap Apply to Rentals? and Other Questions from Tax Smart Investors
In this episode, Brandon and Thomas answer questions from the Tax Smart Investors Facebook group and Tax Smart Insiders private community, including: - Are…
Tax Smart Real Estate Investors Podcast206. Can You Use the STR Loophole Without Any Guest Stays? & More with Justin Shore, EA
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…
Tax Smart Real Estate Investors PodcastA Physician's Expert Advice on Investing in Real Estate + A Multifamily Market Update w/ Vikram Raya
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…
Tax Smart Real Estate Investors Podcast204. Maximizing Returns with QOZ Funds: Insights from Expert Investor Barrett Linburg
In this episode, Brandon and Thomas are joined by Barrett Linburg, Co-Founder of Savoy Equity, an investment group that invests heavily in Qualified…
Tax Smart Real Estate Investors Podcast203. Its Time to Discuss the Top 2023 & Post-Year End Tax Strategies for Real Estate Investors
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…
Tax Smart Real Estate Investors Podcast202. Will Qualifying as a Real Estate Professional Help If You Have Passive Income (vs. Losses)?
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…
Tax Smart Real Estate Investors Podcast201. Making The Case to Diversify Your Portfolio with Index Funds, Plus Retirement Account Deadlines
In this episode, Brandon Hall & Thomas Castelli discuss investment philosophy and strategy, does it make sense to diversify with index funds? and retirement…
Tax Smart Real Estate Investors Podcast200. Navigating the Current Multifamily Market for Active & Passive Investors with Michael Blank
In this episode, Brandon and Thomas Castelli are joined by Michael Blank who controls over $266 million in performing multifamily assets through his company…
Tax Smart Real Estate Investors Podcast199. Partial Asset Dispositions: How This Little Known Part of The Tax Code Can Save You Thousands
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…
Tax Smart Real Estate Investors Podcast198. 3 More Last-Minute Year-End Tax Tips for Real Estate Investors
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…
Tax Smart Real Estate Investors Podcast197. How Knowing These Factors Can Help You Avoid The Costly Real Estate Dealer Status
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…
Tax Smart Real Estate Investors PodcastTAX 03: Are You Getting the Right Set of Accounting & Tax Services For Your Real Estate Venture?
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…