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
Jan 5, 2026 • 27min
360. Why Short-Term Rentals Are Still the #1 Tax Strategy for 2026 ( + New Tax Court Case)
In this episode of the Tax Smart REI Podcast, Thomas Castelli discusses the #1 tax strategy for 2026, plus a new tax court case involving the real estate professional status (REPS) and a short-term rental.
If you're a high-income earner, this is for you.
To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6
Subscribe to REI Daily & Enter to Win a FREE Strategy Call:
go.therealestatecpa.com/41JuQBX
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.
32 snips
Dec 30, 2025 • 24min
359. 2026 Tax Strategies You Can’t Ignore (And What You Can Still Do for 2025)
Dive into essential tax strategies for 2026 and what you can still do for 2025. Discover the perks of cost segregation and learn how short-term rentals can benefit high W-2 earners. Explore the differences between traditional and 'lazy' 1031 exchanges, along with updates on Qualified Opportunity Zones. Plus, find out about the new charitable deduction rules and the impending solar credit sunset. Plan ahead for 2026 with insights that can give you an advantage in real estate investing!
10 snips
Dec 16, 2025 • 29min
358. 2025 Tax Strategy Buzzer Beaters & Last Minute Q&A
Discover crucial 2025 tax strategies before it's too late! Learn about the impact of the One Big Beautiful Bill, including bonus depreciation and SALT changes. Explore short-term rental qualification rules and the importance of keeping participation logs to avoid audits. Find out how to tackle reporting obligations like W-9s and 1099s, and understand the nuances of married filing separate in relation to REP status. Plus, get pro tips on year-end planning and the potential for Opportunity Zone deferrals!
32 snips
Dec 8, 2025 • 25min
357. Cost Segregation Done Right - How In-Person Engineering Maximizes ROI with Edward Griffith
Edward Griffith, a cost segregation expert with over 15 years of experience, shares his insights on maximizing ROI through in-person engineering studies. He explains how these detailed studies outperform software-only reports, potentially saving investors tens of thousands. Edward outlines properties that yield the highest ROI, the impact of study timing on tax strategy, and the intricacies of depreciable land improvements. He also discusses the comprehensive cost seg process and offers strategic advice for navigating bonus depreciation.
9 snips
Dec 3, 2025 • 24min
356. The Missing Step in Cost Segregation Putting Real Estate Investors at Audit Risk
Join tax and audit expert Justin Shore, who defends clients in IRS challenges, and Nathan Sosa, a real estate tax pro, as they delve into the intricate world of cost segregation audits. They discuss alarming trends in IRS scrutiny, particularly highlighting the risks associated with software-only studies lacking real site evidence. Listeners will learn the crucial role of material participation logs, why recent IRS guidelines signal increased challenges, and how to enhance study defensibility to protect deductions and avoid audits.
31 snips
Nov 26, 2025 • 35min
355. Tax Strategies No One’s Talking About (That Save Real Estate Investors a Fortune)
Nathan Sosa, a tax advisor and expert for real estate investors, shares groundbreaking tax strategies that can save you a fortune. Discover how land banking can be a powerful long-term play, along with advanced 1031 options like reverse exchanges. Sosa highlights niche deductions including solar credits and casualty losses, while also warning about pitfalls like the 3.8% Net Investment Income Tax. The discussion wraps up with practical year-end action items to optimize your tax strategy for 2025 and avoid expensive mistakes.
22 snips
Nov 19, 2025 • 35min
354. Can Property Management Kill Your STR Loophole? (And Other Costly Mistakes)
Explore why depreciation is crucial for rental properties and how property management can sabotage your short-term rental strategy. Discover the complexities of bonus depreciation cuts and what documents you need for tax strategies. Learn how to classify short-term rental hours toward professional status and avoid costly mistakes with syndication losses. Get valuable year-end action items, from time logs to charitable contributions, to position yourself for success before the deadline.
32 snips
Nov 12, 2025 • 28min
353. The Mega Backdoor Roth 401(k): What High-Income Earners Should Know with Alex Savage
In this discussion, Alex Savage, a seasoned CPA and CFP, dives into the Mega Backdoor Roth 401(k), a powerful strategy for high-income earners. He explains how this method allows individuals to contribute over $70,000 in after-tax dollars, contrasting it with traditional accounts. Alex also highlights who can benefit, including solopreneurs, and the importance of understanding regular versus after-tax contributions. The conversation touches on tax management in retirement, the strategy's role alongside real estate investments, and the need for expert advice when navigating these waters.
10 snips
Nov 4, 2025 • 36min
352. Solar Tax Credits for Real Estate Investors: What's Legit (And What's Not) With Nathan Sosa
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.
25 snips
Oct 29, 2025 • 33min
351. Year-End Tax Planning 2025: What Every Investor Should Be Doing Now with Justin Shore, EA
Justin Shore, EA, a specialist in tax planning for real estate investors, shares invaluable insights on year-end tax strategies. He discusses how to qualify for 100% bonus depreciation on vehicles and real estate and the nuances of short-term rental timing. Justin highlights the challenges of qualifying for Real Estate Professional Status late in the year and emphasizes key deadlines for retirement accounts. Listeners will learn practical tips to maximize deductions and avoid common pitfalls, ensuring a smoother tax season ahead.
