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 PodcastTAX 02: If You Invest in Real Estate Its Critical to Understand These Key Tax Forms
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…
Tax Smart Real Estate Investors PodcastTAX 01: Understanding The Lingo In This Crazy World of Tax
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 Smart Real Estate Investors Podcast196. Don't Miss Out on These Tax Strategies & Tips As We Head Toward Year-End
In today's episode, Brandon Hall & Thomas Castelli discuss year-end tax strategies and considerations including, the STR Loophole, best practices for tracking…
Tax Smart Real Estate Investors Podcast195. Are We Headed Toward a Housing Crash?... Making Sense of The Current Market with Jason Hartman
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…
Tax Smart Real Estate Investors Podcast194. How To Rent Your Residence Tax-Free Using The Augusta Rule... And Is it Worth it?
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…
Tax Smart Real Estate Investors Podcast193. When is the Depreciation Recapture Tax Due When Selling a Property Using an Installment Sale?
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…
Tax Smart Real Estate Investors Podcast192. Tax Smart Investors Q&A - REPS, STRs, Cost Segregation, 1031 Exchanges, and More!
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…
Tax Smart Real Estate Investors Podcast191. A Contrarian View on Real Estate Financing & Why Interest Rates Arent The End All w/ Karl Baker
Today Thomas Castelli and Senior Advisor Justin Shore are joined by Karl Baker, owner of Infinity Commercial Capital, a commercial financing advisory firm that…
Tax Smart Real Estate Investors Podcast190. A Masterclass in Building a Short-Term Rental Business with James Svetec & Riley Oickle
In this episode, Ryan Carriere and I are joined by James Svetec & Riley Oickle, two of the world's foremost Airbnb experts, co-author of Airbnb for Dummies…
Tax Smart Real Estate Investors Podcast189. The Critical Role Bookkeeping Systems Play in Real Estate Businesses w/ Kristina Mueller
In this episode, Thomas Castelli is joined by Kristina Mueller, Senior Accounting & QBO Pro Advisor here at Hall CPA. She works with our clients to build and…
Tax Smart Real Estate Investors Podcast188. Why Less is More with High Cashflowing Luxury Short-Term Rentals & More w/ Rachel Gainsbrugh
In this episode, Brandon and Thomas are joined by Rachel Gainsbrugh, a full-time health care professional by day and STR investor by night. She is the owner…
Tax Smart Real Estate Investors Podcast187. Why it's Mission Critical to Get Short-Term Rental Marketing Right & More with Avery Carl
In this episode, Brandon and Thomas are joined by Avery Carl, CEO, and founder of The Short Term Shop, a real estate sales team that specializes in helping…
Tax Smart Real Estate Investors Podcast186. Building a Geographically Diversified Short-Term Rental Business w/ Robert Abasolo of Robuilt
In this episode, Thomas and Brandon are joined by Rob Abasolo, an Airbnb Superhost with over $1,500,000 in booked reservations and a growing portfolio of…
Tax Smart Real Estate Investors Podcast185. The State of the Economy & Housing Market with Jim Glassman, Head Economist at JP Morgan Chase
In this week's episode, Thomas and Brandon are joined by Jim Glassman, Managing Director and Head Economist for Commercial Banking at JPMorgan Chase to discuss…
Tax Smart Real Estate Investors Podcast184. Introducing The State of The Real Estate Market YouTube Show with Special Guest, J Scott
In this week's episode, Thomas and Brandon are joined by J. Scott, author of Recession-Proof Real Estate Investing, and they will discuss the current state of…
Tax Smart Real Estate Investors Podcast183. How Bill Faeth Built His Multi-Million Dollar Short-Term Rental Business & More!
In this week's episode, Thomas and Brandon are joined by Bill Faeth, creator of Build Short-Term Rental Wealth, and they will discuss how to build a massive…
Tax Smart Real Estate Investors Podcast182. How to Build a 6-Figure Short-Term Rental Business with Kyle Stanley aka Fearless Kyle
In this week's episode, Thomas and Ryan are joined by Kyle Stanley, creator of the Fearless Investor, and they will discuss how to build a 6-figure short term…
Tax Smart Real Estate Investors Podcast181. The Powerful Combination of the STR Loophole & Cost Segregation Studies with Terry Judge
In this week's episode, Thomas is joined by Terry Judge, CEO of CORE Solutions Group to discuss the powerful STR Loophole & cost segregation studies, FAQs, and…
Tax Smart Real Estate Investors Podcast180. Answering Frequently Asked Questions About the Short-Term Rental (STR) Loophole
In this week's episode, Brandon & Thomas discuss frequently asked questions(FAQ)we get from Tax Smart Investors and clients regarding the short-term rental…
Tax Smart Real Estate Investors Podcast179. The Psychology of Success & State of the Market with Rod Khleif
In this week's episode, Thomas and Rod will discuss the mindset needed for success and the current real estate market. Join our Facebook group, the…
Tax Smart Real Estate Investors Podcast178. A Review of Landlord Studio, a Property Management Software That Makes Accounting A Breeze
In this week's episode, Thomas Castelli gives a candid and objective review of Landlord Studio, a property management software designed to make accounting and…
Tax Smart Real Estate Investors Podcast177. A Simple Strategy To Building Long-Term Wealth Through Rental Real Estate
In this episode, Brandon and Thomas will discuss a way to build long-term wealth with real estate. And as always, please consult your CPA before implementing…
Tax Smart Real Estate Investors Podcast176. The Tax Benefits of Paying Your Children Through Your Business & Critical Mistakes to Avoid
In this week's episode, Brandon and Thomas discuss the benefits of paying your children through your business and critical mistakes to avoid. Also, do not miss…
Tax Smart Real Estate Investors Podcast175. Short Term Rentals and Real Estate Professional Status Myths
In this week's episode, Brandon and Thomas discuss the myths surrounding short term rentals and the real estate professional status, and more. Also, do not…
Tax Smart Real Estate Investors Podcast174. Listen to This Before Investing in Real Estate through a Self-Directed IRA (SDIRA)
In this week's episode, Brandon and Thomas discuss the pros and cons of using self-directed IRAs to invest in real estate, when they make sense, and more. Join…
Tax Smart Real Estate Investors PodcastREPS06: The Difference Between a Passive Loss & Net Operating Loss + How NOLs Generated by REPS Work
In this episode, Brandon and Thomas discuss the difference between passive losses and net operating losses (NOLs). We also discuss excess business loss limits…
Tax Smart Real Estate Investors Podcast173. Is Your Home an Asset that Builds Your Wealth or A Liability that Drains Your Resources?
In this episode, Brandon and Thomas discuss whether or not your primary residence is a wealth-building asset or liability. Join our Facebook group, the…
Tax Smart Real Estate Investors Podcast172. Why it Crucial for Real Estate Investors to Review These 3 Forms Each Year After Filing Taxes
In this episode, Brandon and Thomas discuss three critical tax forms real estate investors need to review after filing their tax returns each year. Join our…
Tax Smart Real Estate Investors Podcast171. What Every Real Estate Investor Needs to Know About The End of 100% Bonus Depreciation
In this episode, Brandon and Thomas discuss the potential tax implications of bonus depreciation phasing out over the next few years and what it means for real…
Tax Smart Real Estate Investors PodcastSTR 07: Renting Out a Room or Part of Your Home as an STR & Do STR Hours Count Towards REPS?
In this episode, Brandon and Thomas discuss whether or not you could rent out a portion of your home as a short-term rental, and if the hours you spend on…
Tax Smart Real Estate Investors Podcast170. Building a Rental Portfolio with Partners, Tax Smart Investor Q&A, + More w/ Ryan Carriere, CPA
In this episode, Thomas is joined by Ryan Carriere and they talk about Ryan's real estate journey and answer questions from the Tax Smart Real Estate Investors…
Tax Smart Real Estate Investors Podcast169. Tax Q&A from the Tax Smart Investor Facebook Group - REPS, STRs, and More!
In this episode, Thomas answers questions from the members of the Tax Smart Real Estate Investors Facebook Group. Join our Facebook group, the one-stop-shop…
Tax Smart Real Estate Investors PodcastRepairs vs. Capital Improvements & Safe Harbors That Can Save You Thousands with Billy Withers, MST
In this episode, Brandon and Thomas are joined by Billy Withers, MST, and he talks about deducting expenses as repairs and capitalizing and depreciating…
Tax Smart Real Estate Investors Podcast167. The Current State & Future of the Real Estate Market with Marco Santarelli
In this episode, Brandon and Thomas are joined by Marco Santarelli, a real estate investor and entrepreneur, as they discuss the current situation of the real…
Tax Smart Real Estate Investors Podcast166. Back to the Basics of Tax Deductions for Real Estate Investors with Troy Silfies, CPA
In this episode, Brandon and Thomas are joined by Troy Silfies, CPA, and they talk about the tax-saving opportunities in real estate investing. Learn more…
Tax Smart Real Estate Investors Podcast165. Brandon Hall's Discussion on The Real Estate Professional Status at the 2022 Tax & Legal Summit
Check out Brandon Hall's discussion on The Real Estate Professional Status (REPS) from the 2022 Tax & Legal Summit! Learn more about Landlord Studio…
Tax Smart Real Estate Investors PodcastSTR 06: Can you use the Short-Term Rental Loophole in California?
In this episode, Brandon and Thomas discuss how California, the state with the highest tax rate in the United States, views the real estate professional status…
Tax Smart Real Estate Investors PodcastREPS 05: What is the Real Downside to Grouping All of Your Rentals as One Activity for REPS?
In this episode, Brandon and Thomas clarify the potential downsides of making the -9 grouping election to treat all your rental activities as one for real…
Tax Smart Real Estate Investors PodcastSTR 05: For the 100 Hour Material Participation Test, Does an Individual Mean a Person or a Company?
In this episode, Brandon and Thomas discuss the definition of "individual" for the purposes of qualifying for one of the material participation tests. Learn…
Tax Smart Real Estate Investors PodcastPAL 03: How to Determine Bonus Depreciation Allocated to Limited Partners Using Operating Agreements
In this episode, Brandon and Thomas are joined by Kaylyn Deaver, CPA, a partnership expert, and they discuss what limited partners or passive investors need to…
Tax Smart Real Estate Investors PodcastPAL 02: How to Estimate Bonus Depreciation on Direct Acquisitions and Syndicate & Fund Investments
In this episode, Brandon and Thomas discuss how to estimate the bonus depreciation you can receive on properties you either acquire directly or with partners…
Tax Smart Real Estate Investors PodcastPAL 01: An Overview of Passive Activity Rules for Real Estate Investors
In this episode, Brandon and Thomas discuss the passive activity rules and how real estate investors can take advantage of them to minimize, and even eliminate…
Tax Smart Real Estate Investors Podcast164. Post-Year-End Tax Planning Tips for Investors and Business Owners
In this episode, Brandon and Thomas talk about post-year-end tax planning. Learn more about Landlord Studio: www.landlordstudio.com/cpa Join our Facebook…
Tax Smart Real Estate Investors Podcast163. Do Landlords Qualify For The Home Office Deduction? & Why You'd Want To Take It W. Justin Shore
In this episode, we discuss the controversial topic of whether or not landlords qualify for the home office deduction and the not so obvious, but potentially…
Tax Smart Real Estate Investors Podcast162. Top Moves You Can Make Before Year - End To Reduce Your 2021 Taxes
In this episode, Thomas discusses year-end tax strategies that will help you reduce your tax liability. Learn more about Landlord Studio…
Tax Smart Real Estate Investors Podcast161. Taking Over the Family Hotel Business, Why STRs are Awesome, & Crypto with Naitik Patel, CPA
In this episode, Thomas is joined by fellow Senior Advisor, Naitik Patel, CPA to discuss his experience taking over his family's hotel business, why the…
Tax Smart Real Estate Investors PodcastCrypto 02: Answering Crypto Tax Questions from Tax Smart Investors
In this episode, Brandon and Thomas answer questions that are frequently asked by clients and members of the Tax Smart Crypto Investors Facebook group. Learn…
Tax Smart Real Estate Investors PodcastCrypto 01: A Crash Course in the Taxation of Cryptocurrencies & NFTs, and How Real Estate Can Help!
In this episode, Brandon and Thomas go through tax issues that crypto investors face along their crypto investing journey. Learn more about Landlord Studio…
Tax Smart Real Estate Investors Podcast160. Update: The House Passes The Build Back Better Act & What to Expect Next
In this episode, Brandon and Thomas talk about another update on the Build Back Better Act. Learn more about Landlord Studio: www.landlordstudio.com/cpa Join…
Tax Smart Real Estate Investors Podcast159. FAQs by Tax Smart Real Estate Investors
In this episode, Thomas goes through questions that are frequently asked by clients and the Tax Smart Real Estate Investors community on Facebook. Learn more…
Tax Smart Real Estate Investors Podcast158. Update on the Build Back Better Act: Vehicle Tax Credits, IRA Provisions, SALT Deduction & More
In this episode, Brandon and Thomas talk about the legislative changes that are occurring right now, specifically with the Build Back Better Act. Learn more…
Tax Smart Real Estate Investors Podcast157. The Latest Tax Proposal Isn't As Bad as Everyone Thought! (Yes...Another Update)
In this episode, Brandon and Thomas talk about the latest on Biden's proposed tax changes. Learn more about Landlord Studio: www.landlordstudio.com/cpa Join…
Tax Smart Real Estate Investors Podcast156. Breaking Down How You Can Raise Capital From Your Network to Buy Your Next Deal w/ David Dubeau
In this episode, Dave breaks down how you can start raising capital from your network to fund your real estate deals and grow your portfolio. Learn more about…
Tax Smart Real Estate Investors Podcast155. What Real Estate Investors Need to Know About the Most Recent Proposed Tax Changes
In this episode, Brandon and Thomas discuss some of the tax proposals that came out last month and what they might mean for real estate investors. Join our…
Tax Smart Real Estate Investors Podcast154. Debating Whether or Not Are Landlords Extortionists & The Economics of Being a Landlord
In this episode, Brandon and Thomas discuss what it is like to be a landlord and the economics of being a landlord. Join our Facebook group, the one-stop-shop…
Tax Smart Real Estate Investors PodcastSTR 04: How a Short-Term Rental Investment Can Result in BIG Tax Savings
In this episode, Brandon gives a detailed explanation of how you can get big tax savings from short-term rental investments. Join our Facebook group, the…
Tax Smart Real Estate Investors Podcast153. A Tax Advisor's Guide to Building & Self-Managing a Rental Portfolio & More w/ Justin Shore, EA
In this episode, we're joined by Justin Shore, EA. Justin is a Senior Advisor here at The Real Estate CPA with over 10 years of accounting and tax experience…
Tax Smart Real Estate Investors Podcast152. An Attorney’s Guide to Successful Private Equity Real Estate Investing with Daniel Cocca, Esq.
In this episode, we're joined by Daniel Cocca, Esq.. Dan is a former corporate attorney at two top law firms and current Managing Director and General Counsel…
Tax Smart Real Estate Investors PodcastSYN 02: How to Minimize Taxes and Interpret Operating Agreements for Limited Partners (LPs)
In this episode, Brandon Hall and Thomas Castelli discuss strategies limited partners can use to minimize taxes, estimate the tax benefits of an investment…
Tax Smart Real Estate Investors PodcastSYN 01: How Real Estate Syndicate & Fund Sponsors (GPs) Can Minimize Taxes & Streamline Tax Filing
In this episode, Brandon Hall and Thomas Castelli discuss how syndicate and fund sponsors are taxed on their various streams of income, how they can streamline…