Tax Smart Real Estate Investors Podcast
Hall CPA
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 serves real estate investors and real estate business owners. We work with syndicators and developers closing multi-million dollar deals, as well as small investors building a portfolio from scratch.
Check us out at www.TheRealEstateCPA.com/Podcast for more free content and information.
Enjoy!
The Tax Smart Real Estate Investors podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests. Any mention of third-party vendors, products, or services does not constitute an endorsement or recommendation. You should conduct your own due diligence before engaging with any vendor
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 serves real estate investors and real estate business owners. We work with syndicators and developers closing multi-million dollar deals, as well as small investors building a portfolio from scratch.
Check us out at www.TheRealEstateCPA.com/Podcast for more free content and information.
Enjoy!
The Tax Smart Real Estate Investors podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests. Any mention of third-party vendors, products, or services does not constitute an endorsement or recommendation. You should conduct your own due diligence before engaging with any vendor
Episodes
Mentioned books
14 snips
Oct 1, 2025 • 39min
347. W-2 Tax Strategies in 2025: What's Actually Working
Dive into the complexities of W-2 taxation and discover why it's challenging to offset high-income earnings. Explore Section 469 passive activity rules and how achieving real estate professional status can benefit you. Learn about the $626,000 Excess Business Loss limit and how to generate non-passive losses from active businesses and oil & gas investments. Uncover strategies to stack charitable deductions with business losses and avoid dubious tax schemes for a smarter financial future.
14 snips
Sep 23, 2025 • 56min
346. From Cockpit to Capital: Tax Strategies High W-2 Earners Need to Know with Tait Duryea
In this engaging discussion, Tait Duryea, Founder and CEO of Turbine Capital and an accomplished airline captain, shares invaluable insights on transitioning from W-2 income to real estate wealth. He highlights his journey through various property types, emphasizing the importance of learning from early mistakes. Tait explains essential vetting techniques for syndicators and reveals tax-saving strategies tailored for high earners using oil & gas and short-term rentals. Discover how access to alternative investments can reshape retirement plans for professionals.
12 snips
Sep 16, 2025 • 32min
345. Estate Planning for Real Estate Investors (Trusts vs. Wills) with Attorney Diana Khan
In this engaging discussion, attorney Diana Khan, a Maryland-based expert in estate planning and real estate, shares vital insights for investors. She emphasizes the critical need for wills and powers of attorney, even for young adults. With her memorable "backpack" analogy, she clarifies the differences between wills and trusts. Topics like revocable vs. irrevocable trusts, the role of life insurance in estate planning, and asset protection strategies using LLCs are explored, empowering listeners to safeguard their investments for the future.
13 snips
Sep 10, 2025 • 28min
344. Is a Condo or Single-Family Home Better for Maximizing Bonus Depreciation? (And More FAQ)
The discussion dives into the nuances of bonus depreciation for condos versus single-family homes. Learn how renovations on older properties can still qualify for 100% bonus depreciation. Explore the complexities of converting personal residences into short-term rentals and when only partial benefits apply. The hosts also discuss the pros and cons of Form 3115, cautioning against DIY approaches. Additionally, they highlight the importance of professional tax assistance in navigating real estate investments.
26 snips
Sep 3, 2025 • 39min
343. 100% Bonus Is Back: Is Now the Time for a Short-Term Rental?
This discussion delves into the return of 100% bonus depreciation and its impact on real estate investors. Discover why tax planning is crucial for existing landlords to avoid missing out on savings. Learn how to evaluate if short-term rentals align with your lifestyle and financial goals. They provide a framework for estimating first-year tax savings and stress the importance of timing in tax strategy engagement. With deadlines approaching in 2025, there's urgency for new investors to act swiftly and consult financial advisors to maximize their opportunities.
11 snips
Aug 27, 2025 • 39min
342. This Mistake Could Sink You in an IRS Audit with Justin Shore, EA
Justin Shore, Advisory Manager at Hall CPA, sheds light on the significance of rigorous bookkeeping for real estate investors. He reveals how sloppy records can attract IRS scrutiny, and explains critical distinctions between tax forms like Schedule E and C. Proper categorization of expenses can be a game changer in audit defense. Shore emphasizes that mere bank statements won’t suffice and advocates for meticulous documentation to bolster deductions. Discover practical strategies to safeguard yourself from costly penalties and enhance your financial credibility.
10 snips
Aug 20, 2025 • 39min
341. From One Rental to $943K in Depreciation and Almost Zero Taxes with Zack Mattos
Zack Mattos, a savvy financial planner and short-term rental investor, shares his remarkable journey of transforming his Austin dream home into a lucrative high-income rental. He reveals how cost segregation allowed him to generate nearly $1 million in depreciation, drastically reducing his tax bill. Zack discusses the strategic decision to focus on luxury rentals in one high-demand neighborhood, using family payroll strategies to save tens of thousands annually. His insights offer valuable lessons for maximizing property value and tax efficiency.
29 snips
Aug 13, 2025 • 38min
340. From Chickens to Cashflow: Inside a $3.5M Lending Portfolio and 100+ Door Empire
Join entrepreneur and investor John Paul Houston, who boasts a $3.5M lending portfolio and oversees a 100+ door real estate empire. He shares his incredible journey from backyard chickens to scaling multiple businesses, emphasizing the benefits of active investing and Real Estate Professional strategies. Discover why West Virginia is a treasure trove for high-yield multifamily deals, learn about innovative equity incentives for talent retention, and explore how private lending diversifies his investment approach—all while keeping tax bills low.
Aug 6, 2025 • 50min
339. Multiple Businesses, Major Write-Offs: Marty Geier’s Path to a $40K Taxable Income
Join entrepreneur and investor Marty Geier, who slashed his taxable income from $1.4 million to just $40K, as he shares his dynamic approach to tax optimization. Discover how he leverages the 500-hour rule for short-term rental losses and why he starts a new business each year to offset active income. Marty details his strategies for maximizing deductions through Section 179 and bonus depreciation, while also emphasizing the real-time commitment involved in managing multiple ventures and the significance of diversification for financial success.
6 snips
Jul 30, 2025 • 47min
338. The Truth About Infinite Banking: What You’re Not Being Told with Alex Savage CPA, CFP
Join financial planner Alex Savage, a CPA and CFP with a rich background in insurance, as he unravels the truth behind infinite banking. He dives into what whole life insurance truly entails, dispelling myths about policy loans and their costs. Alex explains how infinite banking stacks up against traditional investments like real estate and ETFs. He emphasizes the importance of consulting unbiased financial advice tailored to personal goals, ensuring that listeners make informed decisions about their financial strategies.
