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
24 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.
8 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.
47 snips
Oct 22, 2025 • 32min
350. What Every Syndicator Gets Wrong About Taxes, Funds, and Their CPA with MLRE
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.
46 snips
Oct 15, 2025 • 37min
349. How to Scale, Profit, and Survive in Today’s STR Market with Thanks for Visiting
In this insightful discussion, Annette Grant and Sarah Karakaian, co-founders of Thanks for Visiting, share their journey into the world of short-term rentals. They reveal the critical factors for profitability, emphasizing effective pricing strategies and essential KPIs like ADR and RevPAR. The duo highlights the importance of clean bookkeeping, stressing that running an STR is a business, not just a property investment. With a focus on the right mindset and long-term strategy, they offer invaluable advice for hosts looking to scale their operations successfully.
15 snips
Oct 7, 2025 • 38min
348. How to Turn ANY Airbnb into a Money Machine with Taylor Jones
Taylor Jones, a short-term rental entrepreneur and founder of STR Search, shares his expertise on turning ordinary Airbnbs into profitable ventures. He emphasizes the importance of data-driven decisions over emotional investing. Listeners learn to identify high-demand markets and discover valuable amenities like pools and pickleball courts that can significantly boost revenue. Jones also discusses strategic timelines for launching STRs, the critical ROI levers for long-term wealth, and how to navigate the evolving rental landscape.
42 snips
Sep 30, 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.
