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 PodcastEXIT 02: How to Build Your Wealth Faster by Deferring Capital Gains Taxes with 1031 Exchanges & QOFs
In this episode, Brandon Hall and Thomas Castelli discuss 1031 exchanges and qualified opportunity funds and how they can help you reduce taxes when you are…
Tax Smart Real Estate Investors PodcastEXIT 01: How to Reduce Capital Gains Taxes on Real Estate with Passive Losses & Tax Loss Harvesting
In this episode, Brandon Hall and Thomas Castelli discuss how to use capital losses (tax loss harvesting) and passive losses to reduce capital gains taxes from…
Tax Smart Real Estate Investors Podcast151. How to Deduct Your Vacations as Business Travel Expenses
In this episode, Thomas Castelli explains how you can deduct your vacations as business travel expenses! Join our Facebook group, the one-stop-shop for real…
Tax Smart Real Estate Investors PodcastFLIP 03: Key Tax Strategies and Tips to Minimize Tax on Your Property Flips & Developments
In this episode, Brandon Hall & Thomas Castelli discuss key strategies and tips property flippers and developers can consider to minimize taxes on their…
Tax Smart Real Estate Investors PodcastFLIP 02: Key Tax Court Cases on Dealer Status for Flippers & Developers
In this episode, Brandon Hall & Thomas Castelli discuss key tax court cases on the dealer status for real estate flippers and developers. Next week on FLIP 03…
Tax Smart Real Estate Investors PodcastFLIP 01: What You Need to Know About Paying Taxes on Flipping Houses & Real Estate Dealer Status
In this episode, Brandon Hall & Thomas Castelli discuss how the tax treatment of flipping properties differ from the more favorable tax treatment of rental…
Tax Smart Real Estate Investors Podcast150. How You Can Become an Accredited Investor Without The Income or Net Worth Requirements
In this episode, Thomas Castelli explains an alternative way to become an accredited investor without the income or net worth requirements. Join our Facebook…
Tax Smart Real Estate Investors Podcast149. How You Can Build Wealth via Health Savings Accounts (HSAs) & SD Retirement Accts w Nathan Long
In this episode, Thomas Castelli here is joined with Nathan Long, Certified IRA Services Professional (CISP) and President of Quest Trust Company. Today we…
Tax Smart Real Estate Investors Podcast148. Why Rental Real Estate Investing Won't Make You Rich and State of the Market with Mark McMahon
In this episode, we're joined by Mark McMahon. Mark has spent over 25 years as a contractor and the last 12 years as a realtor, flipper, and landlord in…
Tax Smart Real Estate Investors PodcastOA 03: Frequently Asked Operating Agreement Tax Questions by GPs & LPs with Kaylyn Deaver, CPA
In this third episode of our series on operating agreements, Thomas is again joined by Kaylyn Deaver, CPA, a Tax Manager here at The Real Estate CPA! Thomas…
Tax Smart Real Estate Investors Podcast147. From SFRs to Multifamily Investing & Development + Tax Tips for Developers w/ Roy Koppelmann
In this episode, we're joined by Roy Koppelmann to discuss his real estate journey from SFR investor to multifamily investor and developer, his tax success…
Tax Smart Real Estate Investors PodcastOA 02: How Understanding Preferred Returns Can Help You Avoid Unfavorable Tax Consequences
In this second episode of our series on operating agreements, Thomas is again joined by Kaylyn Deaver, CPA, a Tax Manager here at The Real Estate CPA! Thomas…
Tax Smart Real Estate Investors PodcastOA 01: Aligning the Tax Sections of Operating Agreements with Your Intentions with Kaylyn Deaver CPA
In this episode, Thomas is joined by Kaylyn Deaver, CPA, a Tax Manager here at The Real Estate CPA! We will discuss operating agreements, specifically the tax…
Tax Smart Real Estate Investors Podcast146. How Business Owners Can Avoid the Self-Rental Rules & Use Rental Losses Against Active Income
In today's episode, Thomas discusses how the self-rental rules impact business owners and self-employed professionals and how to avoid them in order to use…
Tax Smart Real Estate Investors Podcast145. Biden's Proposed Tax Changes and How They Might Cause Real Estate Investors to Pay More Taxes
Brandon and Thomas recorded this episode together live in Denver as we have been receiving many questions from clients about the proposed Biden tax changes…
Tax Smart Real Estate Investors PodcastSTR 03: How to Stay Clear of Uncle Sam with Must-Know Tax Court Cases for Short-Term Rentals
In this episode, Brandon and Thomas explore various tax court cases that involve short-term rental properties and their key the take aways, Short-term rentals…
Tax Smart Real Estate Investors PodcastSTR 02: The Details on Using Short-Term Rentals Losses to Reduce Active Income & Technical Details
This is the second episode in our series of episodes to unpack and clarify the tax loophole of short-term rentals. In this episode, Brandon and Thomas discuss…
Tax Smart Real Estate Investors PodcastSTR 01: How The Short-Term Rental Loophole Can Save You Thousands in Taxes
This is the first episode in our series of episodes to unpack and clarify the tax loophole of short-term rentals. Brandon Hall and Thomas Castelli will walk…
Tax Smart Real Estate Investors Podcast144. Why Operational Excellence Will Be Crucial Over the Next Cycle with JC Castillo & Paul Peebles
Brandon and Thomas are joined by JC Castillo of Velo Residential and Paul Peebles of Old Capital Lending. We discuss the current state of the multifamily…
Tax Smart Real Estate Investors PodcastREPS 04: How the IRS Audits the Real Estate Professional Status & What to Do to Protect Yourself
By default, rental losses are passive. They can only offset other passive income. Qualifying as a real estate professional allows you to take rental losses…
Tax Smart Real Estate Investors PodcastREPS 03: Strategies to Qualify as a Real Estate Professional & Busting the Myths of the Internet
By default, rental losses are passive. They can only offset other passive income. Qualifying as a real estate professional allows you to take rental losses…
Tax Smart Real Estate Investors PodcastREPS 02: How You Can Offset W-2 & Active Business Income by Qualifying as a Real Estate Professional
By default, rental losses are passive. They can only offset other passive income. Qualifying as a real estate professional allows you to take rental losses…
Tax Smart Real Estate Investors PodcastREPS 01: The History of Passive Losses & the Real Estate Professional Status (Section 469)
Brandon Hall and Thomas Castelli break down Section 469 (the real estate professional status), the history of Section 469, and why it matters to real estate…
Tax Smart Real Estate Investors Podcast143. Are You Ready to Get Fired Up by the Psychology and Secret Mindset of Success? with Rod Khleif
Rod Khleif is a serial entrepreneur and philanthropist who is passionate about real estate, business, and giving back. Rod has owned over 2,000 apartment homes…
Tax Smart Real Estate Investors Podcast142. Investing in Triple Net (NNN) Leases and Current Trends in Commercial Real Estate w/ Joel Owens
Joel Owens is an entrepreneur, investor, triple net lease expert, and broker. In this episode, we discuss NNN leases, which type of commercial property makes…
Tax Smart Real Estate Investors Podcast141. Planning for the Future in Multifamily and Portfolio Allocation with Park Capital Partners
Richard Coyne and Bill Zahller are managing partners of Park Capital Partners. Park Capital Partners brings together investors to acquire apartment complexes…
Tax Smart Real Estate Investors Podcast140. Building a 7-Figure Real Estate Business in Under 2 Years & the Current Market w/ Chris Cammack
Chris Cammack is a self-made 7 figure real estate investor, serial entrepreneur, corporate America side hustler, public speaker, and real estate business…
Tax Smart Real Estate Investors Podcast139. A Tax-Free Way to Tap Into the Equity of a Property Without a HELOC & More w/ Matthew Sullivan
Matthew Sullivan is the CEO and Founder of QuantmRE, a company that solves a real problem for homeowners by helping them access a portion of their home equity…
Tax Smart Real Estate Investors Podcast138. Using Master Leases to Acquire Assets, Should You Own a PM Company? & Market Cycles w/ Bill Ham
Bill Ham is Chief Operating Officer and the driving force behind Broadwell Property Group. He has upwards of 20 years of experience in Real Estate with a…
Tax Smart Real Estate Investors Podcast137. Tax Incentives for Revitalization/Economic Development & Fee Development w/ Herschell Hamilton
Herschell Hamilton is the co-founder and Chief Strategic Officer of BLOC Global Group. The company manages and develops complex real estate and building…
Tax Smart Real Estate Investors Podcast136. How the Lack of Tax Planning Could be Costing You Thousands in Taxes Per Year
We receive hundreds of inquiries about our tax preparation and tax planning services. Some investors group these services together, and some understand there…
Tax Smart Real Estate Investors Podcast135. Benefits of Credit Union Relationships & Current State of the PPP Loan Program w/ Mark Ritter
Mark Ritter is the CEO of MBFS and Nu Direction Lending. Mark is an expert in all things credit union and small business lending, and the organizations he…
Tax Smart Real Estate Investors Podcast134. What You Need to Know About Commercial & Multifamily Financing in the COVID Era w/ Anton Mattli
Anton Mattli is the CEO of Peak Financing. Over the last 15 years, Anton has been advising family offices, high net worth individuals, as well as private…
Tax Smart Real Estate Investors Podcast133. Why You Should Consult an Attorney Before Using a Series LLC, COVID-19 & More w/ Johnny Merritt
Johnny Merritt is a partner at Hajjar Peters LLP and an attorney with over three decades of experience in complex corporate and real estate matters. He has…
Tax Smart Real Estate Investors Podcast132. Why Speak to an Insurance Adjuster Before Dealing w/ Your Next Insurance Claim w/ Michael Fried
Mike Fried is a public insurance adjuster in Austin, Texas. Mike has over 17 years of experience with insurance claims and is the incoming president of the…
Tax Smart Real Estate Investors Podcast131. Mobile Home Parks, Angel Investing, and How to Make Sound Decisions with Charlie Ansanelli
Charlie Ansanelli is a real estate investor and angel investor at RockStack Capital, where he and his team manage a portfolio of multifamily apartments…
Tax Smart Real Estate Investors Podcast130. International Tax Implications of Investing in Foreign Real Estate and More with Derren Joseph
Derren Joseph is a Partner at Advanced American Tax, part of an international tax team that works with 6, 7, and 8-figure international entrepreneurs and…
Tax Smart Real Estate Investors Podcast129. How to Execute The BRRRR Strategy From Long Distance and Strategizing for 2021 w/ David Greene
We're joined by David Greene, co-host of the BiggerPockets podcast, author, California real estate agent, and investor. Today we discuss executing the BRRRR…
Tax Smart Real Estate Investors Podcast128. How to Save Thousands in Taxes with QIP, 179D, and the 45L Energy Tax Credit w/ ELB Consulting
We're joined by Bill Smith and Steve Scheussler from ELB Consulting, a company that provides cost segregation studies, R&D tax credits, 179D, and 45L energy…
Tax Smart Real Estate Investors Podcast127. Applying Warren Buffet Principles to Single-Family Investing at Scale w/Nick & Elaine Stageberg
Nick and Elaine Stageberg are the founders of Black Swan Real Estate, a family-owned and operated real estate investment company with over 10 years of…
Tax Smart Real Estate Investors Podcast126. The Cold Hard Truth About DSTs & the $800 California Franchise Tax on LLCs w/ Brian Chou, Esq.
Brian Chou, Esq. is a partner at Barth Calderon, LLP, a California-based law firm where he focuses on asset protection, estate planning, and business…
Tax Smart Real Estate Investors Podcast125. How Real Estate Investing Can Help You Achieve Financial Freedom and Balance with Peter Kim, MD
Peter Kim is an anesthesiologist, active real estate investor, and founder of Passive Income M.D., where he shows physicians why they need to and how they can…
Tax Smart Real Estate Investors Podcast124. How to Maintain 100+ Units in the COVID-19 Era & Use Suspended Passive Losses w/ Taylor Brugna
Taylor Brugna is a CPA advisory manager at The Real Estate CPA and an active real estate investor. Today we speak about managing a large portfolio during…
Tax Smart Real Estate Investors Podcast123. Why Foreign Investors Flock to US Real Estate & Tips for Investing in the US w/ Reed Goossens
Reed Goossens is a real estate syndicator, investor, bestselling author, and public speaker. Today we discuss Reed's story of moving from Australia to becoming…
Tax Smart Real Estate Investors Podcast122. A Crash Course in Donor Advised Funds and the Pros/Cons of Donating to One w/ Brian Mittendorf
Brian Mittendorf is a designed professor of accounting at the Fisher School of Business at Ohio State University and former associate accounting professor at…
Tax Smart Real Estate Investors Podcast121. Discussing How the Current State of the Economy Impacts Note Investors & More w/ Dave Van Horn
Today we're joined by Dave Van Horn, CEO and President of PPR Note Co., veteran real estate investor, and author of Real Estate Note Investing. PPR Note Co…
Tax Smart Real Estate Investors Podcast120. How to Source, Hire and Manage a Team of Virtual Assistants the Right Way and More w/ Neal Bawa
Neal Bawa is the founder and CEO of Grocapitus Investments, a real estate investment company that sources, negotiates, and acquires commercial properties…
Tax Smart Real Estate Investors Podcast119. Types of Economic Recoveries & the Pros/Cons of Investing 1031 Proceeds in DSTs w/ Paul Moore
Paul Moore is a founding member of Wellings Capital and is an experienced investor and syndicator. Paul's investment philosophy points investors toward…
Tax Smart Real Estate Investors Podcast118. Why Success in Wholesaling or Flipping Doesn't Always Mean Success In The Other w/ Bill Allen
Today Brandon Hall and Thomas Castelli are joined by Bill Allen, CEO of 7 Figure Flipping. Bill and his team currently flip over 200 deals per year in…
Tax Smart Real Estate Investors Podcast117. Where to Store Your Capital in the COVID-19 Era, IBC, Captive Insurance, & More w/ MC Laubscher
Today Brandon Hall and Thomas Castelli are joined with M.C. Laubscher, host of the Cash Flow Ninja podcast, cash flow specialist, and real estate investor and…
Tax Smart Real Estate Investors Podcast116. How to Qualify for the Real Estate Professional Status (REPS) and Still Sleep Well at Night
In this episode, Brandon Hall and Thomas Castelli walk-through The Real Estate CPA's latest in-depth guide to qualifying as a real estate professional…
Tax Smart Real Estate Investors Podcast115. The Ins And Outs Of Banking On Yourself (aka The Infinite Banking Concept) With Sarry Ibrahim
Today we're joined with Sarry Ibrahim, Financial Consultant, Health and Life Agent who helps high net worth individuals, real estate investors, business…
Tax Smart Real Estate Investors Podcast114. Closing on a 48-Unit Apartment Syndication During the Peak of COVID-19 & More w/ Vince Gethings
Today we’re joined with Vince Gethings, Founder of Villanautics, LLC and co-owner of Tri-City Equity Group, LLC to discuss the challenges he had to overcome…
Tax Smart Real Estate Investors Podcast113. Build 2 Rent Construction & Why Florida is One of the Hottest Rental Markets w/ Brock Holliman
Today we’re joined with Brock Holliman, Founder of Holliman Capital Group to discuss discuss how Brock got started in real estate at the bottom of the market…
Tax Smart Real Estate Investors Podcast112. An MLS for Single-Family Investors and How to Buy Fractional Shares of SFRs with Gary Beasley
Today we’re joined with Gary Beasley, Founder and CEO of Roofstock Capital to discuss how Roofstock helps single-family real estate investors buy and sell…
Tax Smart Real Estate Investors Podcast111. Carried Interest and Management Fee Tax Issues for Sponsors (GPs) Explained w/ Kim Lisa Taylor
This week we're releasing a recording of Kim Lisa Taylor, Esq., founder of The Syndication Attorneys and Thomas Castelli, CPA discussing the tax treatment of…
Tax Smart Real Estate Investors Podcast110. Investing in Industrial Real Estate and Tax Strategies for Real Estate Pros with Kevin McGrath
In this episode, we're joined by Kevin McGrath, principal at Cardinal Industrial, a leading buyer, seller, and operator of both warehousing and distribution…
Tax Smart Real Estate Investors Podcast109. Breaking Down the Tangible Property Regulations, Cost Segregation Studies & REPS w/ Kevin Jerry
In this episode, we're joined by Kevin Jerry, EVP at Cost Segregation Services Inc to discuss the Tangible Property Regulations including safe harbors, partial…
Tax Smart Real Estate Investors Podcast108. Raise More Capital & Transform Your Business by Automating Investor Relations w/ Ground Breaker
In this episode, we're joined by Jake Marmulstein, co-founder and CEO of Groundbreaker, an investment management platform that helps real estate syndicators…
Tax Smart Real Estate Investors Podcast107. Green Initiatives, 1031 Exchanges for Syndicates, & Integrating Property Mgmt w/ Hamilton Zanze
In this episode, we're joined by CEO Mark Hamilton and CFO Ashlee Cabeal of Hamilton Zanze, a company that specializes in the pursuit, acquisition, and…