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 Podcast106. Secrets to Successful Multifamily Value-Add Investing in the COVID-19 Era with Ellie Perlman
In this episode, we're joined by Ellie Perlman, founder and CEO of Blue Lake Capital. Blue Lake Capital specializes in multifamily value-add investing. On…
Tax Smart Real Estate Investors Podcast105. Why UDFI Isn't a Big Deal, a Strange Investment in a SDIRA, and More with Nate Hare
In this episode, we're joined by Nate Hare. Nate is the Executive Vice President at Quest Trust Company, a company that serves self-directed IRAs, 401(k)s, and…
Tax Smart Real Estate Investors Podcast104. How Property Management Software Can Help Grow Your Business & Buildium's Brand New Features
In this episode, we're joined by Gregg and Alexis from Buildium. Buildium is a cloud-based property management platform that gives landlords and property…
Tax Smart Real Estate Investors Podcast102. Achieving Financial Freedom Through Real Estate Investing with Leti & Kenji of Semi-Retired MD
In this episode, we're joined by Leti & Kenji of Semi-Retired MD, where they help liberate physicians from the clinical grind one real estate property at a…
Tax Smart Real Estate Investors Podcast101. Using 1031 Exchanges and 721 Exchanges (UPREITs) to Acquire Shares of a REIT with Warren Thomas
In this episode, we're joined by Warren Thomas, a CPA and professional with extensive experience in estate planning, financial planning, and real estate…
Tax Smart Real Estate Investors Podcast100. How Reverse and Improvement 1031 Exchanges Can Offer Flexibility with Tom and Andrew Gustafson
In this episode, we're joined by Tom and Andrew Gustafson of Atlas 1031 Exchange. Atlas 1031 provides qualified intermediary services to accommodate and…
Tax Smart Real Estate Investors Podcast99. Keys to Sound Lease Agreements and the Impact of the Coronavirus Crisis on Leases with Ron Rohde
In this episode, we're joined by Ron Rohde. Ron is a Dallas-based real estate attorney who specializes in all aspects of transactional residential real estate…
Tax Smart Real Estate Investors Podcast98. From Single Asset Syndications to a Blind Pool Fund with Dual City Investments
In this episode, we're joined by Keith Nelson and Michael Migliaccio, co-founders of Dual City Investments, a real estate investment company. In today's…
Tax Smart Real Estate Investors Podcast97. From Stock Adviser to Real Estate Mogul and the State of Financial Markets w/ Matt Argersinger
In this episode, we're joined by Matt Argersinger. Matt is a former stock adviser who is now the lead adviser for The Motley Fool's Mogul and Millionacres…
Tax Smart Real Estate Investors Podcast96. Live Panel Discussion on COVID-19's Impact on Real Estate & Business w/ J Scott & Matt Rappaport
Today's episode is a replay of a webinar we did last week on Thursday, April 16th. Brandon Hall and Thomas Castelli are joined by J Scott and Matt Rappaport…
Tax Smart Real Estate Investors Podcast95. Recession-Proof Real Estate Investing and the COVID-19 Crisis with J Scott
In this episode, we're joined by J Scott, entrepreneur, real estate investor, and co-host of the BiggerPockets Business Podcast. He has also written several…
Tax Smart Real Estate Investors Podcast94. Scaling Marketing and Real Estate Companies, Planning for the Worst, and Mindset w/ Taylor Welch
In this episode, we're joined by Taylor Welch, co-founder of trafficandfunnels.com and founder of WealthCap, a real estate investment company. He also hosts…
Tax Smart Real Estate Investors Podcast93. What Real Estate Investors Need to Know About the CARES Act: New COVID-19 Legislation
In this episode, we focus on the CARES Act, a stimulus package recently passed by Congress to address the COVID-19 crisis. This recording is from a webinar we…
Tax Smart Real Estate Investors Podcast92. How The Rent Roll Triangle Helps Determine Strengths and Weaknesses and COVID-19 w/ John Wilhoit
In this episode, we're joined by John Wilhoit, a real estate professional specializing in residential asset management and property management. Throughout his…
Tax Smart Real Estate Investors Podcast91. How To Read a Rent Roll: The Cornerstone of Analysis for a Multifamily Property w/ John Wilhoit
In this episode, we're joined by John Wilhoit, a real estate professional specializing in residential asset management and property management. Throughout his…
Tax Smart Real Estate Investors Podcast90. The Benefits of Real Estate Development, Market Cycles, & Competitive Advantages w Scott Choppin
In this episode, we speak with Scott Choppin to discuss several topics including why Urban Pacific focuses on developing workforce housing, the benefits of…
Tax Smart Real Estate Investors Podcast89. Behind The Scenes At The First-Ever Tax And Legal Summit For Real Estate Investors (Uncut)
On today's show, we're giving listeners a behind the scenes look into the first-ever Tax and Legal Summit for Real Estate Investors. This episode is uncut…
Tax Smart Real Estate Investors Podcast88. Automating Syndication Legal Docs & the Legalities of Raising Capital as a Business with Amy Wan
In this episode, we're joined by Amy Wan, founder and CEO of Bootstrap Legal, a company that automates real estate syndication legal documents. She's also…
Tax Smart Real Estate Investors Podcast87. Investing Across Asset Classes and The Current and Future Markets with Timothy J. Wallen
In this episode, we're joined by Timothy J. Wallen, CEO of MLG Capital. MLG is a real estate investment company diversified across many markets and asset…
Tax Smart Real Estate Investors Podcast86. How to Build a Portfolio of Rentals That Takes Less Than 1-Hour to Manage + More w/ Anton Ivanov
On today's show, we're joined by Anton Ivanov, a U.S. veteran, entrepreneur, and real estate investor with a portfolio of over 40 rental units that can be…
Tax Smart Real Estate Investors Podcast85. What to Consider When Doing Due Diligence on Syndications for Passive Investors w/ Alina Trigub
In this episode, we're joined by Alina Trigub, a real estate syndicator who helps her investors navigate the world of passive real estate investing. Today we…
Tax Smart Real Estate Investors Podcast84. Achieving Financial Independence by Building a Portfolio of Single-Family Houses with Alik Levin
In this episode, we're joined by Alik Levin, principal technical manager at Oracle and a client of The Real Estate CPA to discuss why he chose real estate, how…
Tax Smart Real Estate Investors Podcast83. Investing in Commercial, Office, and Retail Real Estate with Tyler Cauble
In this episode, we're joined by Tyler Cauble, president of The Cauble Group, to discuss office and retail real estate, the current state of the market, and…
Tax Smart Real Estate Investors Podcast82. Multifamily Value-Add, Tax Strategies, and the Current Market with Josh Eitingon
In this episode, we're joined by Josh Etington, co-founder of DXE Properties and experienced multifamily syndicator. We will discuss Josh's take on the…
Tax Smart Real Estate Investors Podcast81. Investment Analysis and Key Metrics Every Real Estate Investor Should Know with Frank Gallinelli
On today's show, we're joined by Frank Gallinelli, author of the bestselling book "What Every Real Estate Investor Needs To Know About Cash Flow and 36 Other…
Tax Smart Real Estate Investors Podcast80. Year-End Accounting Tips for Real Estate Investors and More with Taylor Brugna, CPA
Happy Holidays! Today we're joined by Taylor Brugna, a CPA and Advisory Manager here at The Real Estate CPA. Today we will discuss his journey from 50 units to…
Tax Smart Real Estate Investors Podcast79. The Tax Impacts of UDFI and UBTI on Self-Directed IRA and Solo 401k Investments w/ Brian Eastman
Today we're joined by Brian Eastman, principal and Sr. Consultant at Safeguard Advisors. Safeguard Advisors is an innovative provider of Self-Directed…
Tax Smart Real Estate Investors Podcast78. Tax Implications and Factors of Qualifying as a Real Estate Dealer with Brandon Hall
On today's show, The Real Estate CPA CEO Brandon Hall goes solo on this episode to speak about qualified real estate dealers vs. investors. This status can…
Tax Smart Real Estate Investors Podcast77. Leaving a Full-Time Job to Build a Multifamily Portfolio with David Dawkins
Today we're joined by David Dawkins, a client of TRECPA, to discuss his journey from full-time finance manager in the corporate world to a full-time…
Tax Smart Real Estate Investors Podcast76. How The Residential Cost Segregator Can Save Small Property Owners Thousands w/ John W. Hanning
Today we're joined by John W. Hanning, principal at KBKG, a company that specializes in cost segregation. In this episode, we will discuss KBKG's cost…
Tax Smart Real Estate Investors Podcast75. Everything You Need to Know About Drop and Swaps, a 1031 Exchange Strategy with Matt Rappaport
Today we are joined by Matt Rappaport, Esq., an attorney who specializes in taxation as it relates to real estate corporations, partnerships, trusts, and…
Tax Smart Real Estate Investors Podcast74. Entity Structuring and Asset Protection with Wyoming LLCs with Mark and Andrew Pierce
Today we are joined by Mark and Andrew Pierce. Mark is an attorney with over 30 years of experience in tax planning and asset protection. Andrew is a paralegal…
Tax Smart Real Estate Investors Podcast73. From Full-Time Pharmacist to Real Estate Professional with Aaron Howell
Today we are joined by Aaron Howell, a current client of The Real Estate CPA who made the move from a full-time pharmacist to an active real estate investor…
Tax Smart Real Estate Investors Podcast72. A Deep Dive into the Current and Future Economy with Douglas G. Duncan
Today we're joined by Senior Vice President and Chief Economist at Fannie Mae, Douglas G. Duncan. Doug is responsible for forecasts for the economy, the…
Tax Smart Real Estate Investors Podcast71. Syndication Entity Structures and Other Legal Issues with Kevin and Trey of Caiaccio Law
In this episode, Brandon and Thomas are joined by Kevin Caiaccio and Trey Chancellor of Caiaccio Law Firm, who specialize in commercial real estate law. Today…
Tax Smart Real Estate Investors Podcast70. Could Investing in Self-Storage Be the Right Move for You? with Scott Meyers
In this episode, Brandon and Thomas are joined by the nation's leading expert in self-storage Scott Meyers. Today Scott gives an overview of the self-storage…
Tax Smart Real Estate Investors Podcast69. The Ins and Outs of Insurance and Selecting a Broker with Shaughn Daugherty
In this episode, Tom and Shaughn will cover all things related to insurance and touch on the importance of selecting the right broker. Learn more about Shaughn…
Tax Smart Real Estate Investors Podcast68. Emerging Markets and the Importance of Systemizing Your Business with Bill Manassero
Today we are joined by multifamily real estate investor and host of the Old Dawgs REI podcast Bill Manassero to discuss Bill's story and how he got started in…
Tax Smart Real Estate Investors Podcast67. Year-End Tax Planning Tips
Today, Brandon and Thomas discuss everything from basic deductions you should be aware of to less-common strategies designed to keep the most income in your…
Tax Smart Real Estate Investors Podcast66. The Tax Impact of Passive Losses for Limited Partners in Syndicates Explained
Are you interested in the tax impact of your passive investing? On today's show, Brandon and Thomas will discuss how passive losses are treated for limited…
Tax Smart Real Estate Investors Podcast65. SFR to Multifamily Investing, Measuring Performance, and Investing in Texas with Juan Vargas
In this episode, we're joined by the multifamily syndicator, entrepreneur, and host of the Commit to Wealth Podcast Juan Vargas. Today we will discuss Juan’s…
Tax Smart Real Estate Investors Podcast64. Building a Portfolio, Cash Flow, and Current Markets with Kathy Fettke
Kathy Fettke is Co-CEO of Real Wealth Network and best selling author of Retire Rich with Rentals. She is an active real estate investor, licensed real estate…
Tax Smart Real Estate Investors Podcast63. Running a Multifamily Business and the Current Market Update with Dan Handford
Today we are joined by Dan Handford, co-founder of passiveinvesting.com and founder of the Multifamily Investor Nation. In this episode, we will discuss how…
Tax Smart Real Estate Investors Podcast61. The Ultimate Guide to Tax Planning for Landlords and Buy and Hold Investors
In this episode, The Real Estate CPA CEO Brandon Hall flies solo to dive into several sections of the recently published Ultimate Guide to Tax Planning for…
Tax Smart Real Estate Investors Podcast60. Choosing and Investment Market and Supply and Demand with John Casmon
In this episode, we’re joined by the host of the Target Market Insights Podcast and co-founder of the Midwest Real Estate Networking Summit, John Casmon. John…
Tax Smart Real Estate Investors Podcast59. Investing in Raw Land, Automating Your Business, and More with Mark Podolsky aka The Land Geek
Today we are joined by Mark Podolsky, The Land Geek. Mark has been investing in raw land since 2001 and has closed over 5,000 transactions in his business…
Tax Smart Real Estate Investors Podcast58. The Different Paths to Wealth in Real Estate Investing
In this episode, Brandon and Thomas analyze the different ways wealth can be stored and grown through real estate investing. From truly passive investing, like…
Tax Smart Real Estate Investors Podcast57. Revocable Living Trusts, Family Limited Partnerships (FLPs), and Much More with Kevin Day, Esq.
Today we are joined by Kevin Day, Esq., one of the leading estate planning and asset protection attorneys in the United States and President of Tresp, Day, and…
Tax Smart Real Estate Investors Podcast56. How Combining 1031 Exchanges with DSTs Helps Defer Taxes and Grow Your Wealth with Jay McPherson
In this episode, we speak with Jay McPherson of Great Point Capital to discuss the various aspects of combining 1031 exchanges with Delaware Statutory Trusts…
Tax Smart Real Estate Investors Podcast55. A Lawyer's Take on the Qualified Opportunity Zone Program, QOZ Updates, & More w/ Mauricio Rauld
In this episode, Brandon Hall and Thomas Castelli are joined by top securities attorney, Mauricio Rauld, Esq., to get a lawyer's take on the Qualified…
Tax Smart Real Estate Investors Podcast54. Investing in Los Angeles, What to Invest in During a Recession, and More with Mark Hentemann
In this episode, Brandon Hall and Thomas Castelli are joined with Mark Hentemann, executive producer and screenwriter for the popular animated series Family…
Tax Smart Real Estate Investors Podcast52. Investing in SFR vs Multifamily, Passive vs Active Investing, and More with Lane Kawaoka
In this episode we're joined by Lane Kawaoka of Simple Passive Cash Flow to discuss investing in single family vs multifamily, what asset class and market…
Tax Smart Real Estate Investors Podcast51. How Stessa Can Help Streamline Your Accounting Process and Track Portfolio Performance w/ Devin
In this episode, we're joined by Devin Redmond, Head of Customer Success at Stessa to discuss how Stessa can help streamline your accounting process and track…
Tax Smart Real Estate Investors Podcast50. Investing in Manufactured Housing & Self-Storage + Why You Need a Tax Strategist w/ Paul Moore
In this episode, we're joined by Paul Moore to discuss the reasons to invest in self-storage and manufactured housing, value-add strategies, why you need a tax…
Tax Smart Real Estate Investors Podcast49. Vertical Integration, Underwriting, and the Importance of an Accounting System with Brian Burke
In this episode, we're joined by Brian Burke, CEO and President of Praxis Capital, to discuss building a vertically integrated real estate investment company…
Tax Smart Real Estate Investors Podcast48. Multifamily and Commercial Financing, Requirements, and More with James Eng of Old Capital
In this episode we're joined by James Eng, Senior Director at Old Capital Lending, to discuss multifamily and commercial loan products, lender requirements…
Tax Smart Real Estate Investors Podcast47. Getting Started As A Wholesaler, Wholesale Markets, and More with Dan Breslin
In this episode, we're joined by Dan Breslin to discuss getting started as a wholesaler, wholesale markets, what wholesalers need to do in a recession, and…
Tax Smart Real Estate Investors Podcast46. How Residential Property Investors Can Increase Their Lendability with Savvy Mortgage Lending
In this episode we're joined by Tina, Tracie, and Eillen from Savvy Mortgage Lending to discuss the different types of debt products available to residential…
Tax Smart Real Estate Investors Podcast45. Why Real Estate Syndication, Finding The Right Coach, and More with Whitney Sewell
In this episode, we're joined by the host of The Real Estate Syndication Show, Whitney Sewell, to discuss real estate syndication, tips on getting started and…
Tax Smart Real Estate Investors Podcast44. The Importance of Getting Your Mind Right with Rock Thomas
They say 80% of success is mindset and only 20% is tactical. In this episode, we're joined by real estate mogul & mastermind expert Rock Thomas to discuss…