Nathan Sosa

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.

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, 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.

Nathan Sosa, a Senior Tax Advisor at Hall CPA, shares his expertise on real estate tax strategies and IRS scrutiny. He delves into a recent court case highlighting the complexities of obtaining real estate professional status, especially when balancing a W-2 job. Key takeaways include the importance of documentation and education to avoid costly mistakes during audits. Sosa also discusses strategies for short-term rental investments and the critical need for professional guidance in navigating evolving tax laws.

In this episode, tax strategist Nathan Sosa shares his expertise on maximizing tax benefits for short-term rental investors. He explains crucial strategies like material participation and real estate professional status that help optimize deductions. Listeners will learn about cost segregation, bonus depreciation, and the powerful 1031 exchange. Nathan’s insights are designed to guide both novice and seasoned investors in legally minimizing their tax burdens and ensuring they make the most of their investments. Don’t miss these wealth-building tips!