Nathan Sosa

In this insightful discussion, seasoned tax experts Matt Hamilton and Nathan Sosa from Hall CPA delve into the intricacies of real estate syndications and funds. They highlight critical differences between syndications and funds, stressing the importance of selecting the right structure. The duo reveals common tax traps, such as K-1 timing issues and the significance of aligning operating agreements with tax economics. Additionally, they share what syndicators should seek in a CPA to safeguard both their reputation and investor returns.

Nathan Sosa, an expert at Hall CPA, PLLC, shares his insights on the freshly passed 'Big Beautiful Bill.' He discusses the return of 100% bonus depreciation and expanded SALT caps, highlighting their impact on real estate investors. Key updates on QBI deductions and Section 179 expensing are also covered, alongside strategies for utilizing Qualified Opportunity Zones by 2027. Sosa emphasizes proactive planning before 2025 to maximize tax benefits, ensuring that investors are well-prepared to take advantage of these significant law changes.

Nathan Sosa, Head of National Tax at Hall CPA, brings his expertise to the table, discussing crucial 2025 tax updates for real estate investors. They dive into the uncertain future of bonus depreciation and the implications of possible tax rate changes. The conversation highlights the SALT deduction and its potential reforms, as well as survival strategies to navigate the shifting landscape. Sosa emphasizes the importance of preparation and tracking legislative developments to optimize tax savings, ensuring listeners stay informed and ready.

In this engaging discussion, Nathan Sosa, Head of the national tax department at Hall CPA, uncovers the intricacies of the upcoming 2025 tax bill, aptly nicknamed the “One Big, Beautiful Bill.” He explains the potential return of 100% bonus depreciation and its qualifications. The conversation dives into SALT cap challenges, adjustments to Qualified Opportunity Zones, and enhanced Section 179 expensing for short-term rentals. Listeners are urged to align with savvy tax advisors to navigate these evolving tax landscapes effectively.

Nathan Sosa, the Head of the National Tax Department at Hall CPA, joins to shed light on solar tax credits for real estate investors. He explains the ins and outs of the 30% investment tax credit, highlighting eligibility for residential and rental properties. The crucial role of material participation in accessing these credits is made clear, and Sosa discusses the legitimacy of syndicated solar investments. He emphasizes the need for due diligence while laying out actionable tips for investors looking to capitalize on solar tax benefits.