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
Oct 6, 2026 • 31min
398. 4 Ways Your Short-Term Rental Occupancy Tax Can Go Wrong with Serena Verma
Serena Verma, a real estate investor, private lender, and founder of HostVisors and Monterra Tax, reveals how an audit uncovered $250,000 in short-term rental tax exposure. She explores four costly failure points: over-collection, under-collection, over-remittance, and under-remittance. The discussion covers Airbnb and OTA errors, zero-dollar returns, PMS setup problems, years of booking reviews, and tax due diligence before portfolio sales.
12 snips
Oct 1, 2026 • 46min
Investing in the “Infrastructure of Daily Life”: Express Car Washes, Oil Changes, Healthcare, & More with Chris Salerno
Chris Salerno, founder and CEO of QC Capital Group, is a private equity investor focused on real estate and everyday-service businesses. He discusses moving beyond multifamily into express car washes, oil changes, flex industrial, healthcare, and data centers. The conversation also explores tax advantages, operating-business underwriting, AI as a decision-making tool, and emerging opportunities in telehealth and prescription delivery.
14 snips
Sep 29, 2026 • 35min
397. How a Pharmacist Built a 14-Property Student Housing Portfolio with Ryan Chaw
Ryan Chaw, a pharmacist turned real estate investor, built 14 student rentals housing 90 tenants. He discusses choosing graduate-student markets, evaluating university neighborhoods, and the rent-by-the-room model. Ryan also shares costly lessons from his first property, creative tenant-management systems, scaling beyond California, and using rental income and tax strategies to leave pharmacy behind.
16 snips
Sep 24, 2026 • 39min
Why This $100M+ Investor Traded Apartments for Manufactured Homes With John Cohen
John Cohen, co-founder of Toro Real Estate Partners and JC Property Group, built a portfolio spanning multifamily, land, and development. He shares why he sold nearly all his apartments before rates surged, why manufactured homes became his new focus, and how land deals target strong unlevered returns. The conversation also explores data-center opportunities, development timelines, and lessons from market cycles.
11 snips
Sep 22, 2026 • 35min
396. 60 Days Left To Buy A Short-Term Rental For 2026 Tax Savings
Justin Shore, a real estate investor and tax professional, returns to explore the 60-day race to launch a short-term rental before year-end. They cover guest-stay requirements, booking strategies, personal-use pitfalls, influencer barter arrangements, material participation hours, spouse involvement, travel-time gray areas, cost segregation timing, excess business loss limits, and backup plans for investors who miss the deadline.
8 snips
Sep 17, 2026 • 19min
Your Real Estate Is Insured. But Are You Actually Covered?
Insurance may satisfy a lender while leaving your real estate equity dangerously exposed. Explore the gaps between market value, loan balances, coverage limits, and rebuilding costs, plus umbrella coverage, coinsurance, and entity-specific policies. The discussion also examines how excess insurance proceeds can trigger taxable gain and when Section 1033 may help defer it.
10 snips
Sep 15, 2026 • 28min
395. Debunking 5 Material Participation Myths Real Estate Investors Keep Getting Wrong
Five material participation myths come under scrutiny, from property managers and short-term rentals to equipment leases and partnerships. Learn how grouping elections, documentation, management contracts, and spouse participation factor into real estate tax strategies. The discussion also examines Deferred Sales Trust risks and how to evaluate real estate alongside stocks and other investments.
14 snips
Sep 10, 2026 • 35min
Why Mobile Home Parks Might Be the Best Tax Play in 2026 with Michael Pansolini
Michael Pansolini, a New York CPA, investor, and MHP Pros co-founder, shares his journey from PwC and Brookfield to acquiring smaller mobile home parks. They explore why these properties offer affordable housing, lower CapEx, resident-owned homes, accelerated depreciation, and potential seller financing. The conversation also covers smarter bookkeeping, underwriting tools, and building a scalable investment operation.
12 snips
Sep 8, 2026 • 40min
394. 10 Years of Hall CPA: From Startup to a $17M Real Estate CPA Firm with Brandon Hall
Brandon Hall, founder and CEO of Hall CPA, celebrates the firm’s 10-year journey from online tax answers to a $17 million real estate powerhouse. He reflects on rapid growth, COVID, team-building, and the curiosity that drives better decisions. Brandon also reveals why Hall CPA acquired dental firm Tooth & Coin and how niche expansion is shaping the company’s future.
10 snips
Sep 3, 2026 • 32min
The 1031 Exchange Holding Period Myth with Matthew Rappaport (Part 2)
Matthew Rappaport, a tax attorney focused on partnership taxation, real estate transactions, and Section 1031 exchanges, tackles the myths and risks surrounding drop-and-swaps. He explores how transaction timing and sequencing differ across California, New York, and federal rules. The conversation also covers partnership divisions, special allocations, Section 761(a), and what Revenue Procedure 2002-22 really means for tenancy-in-common structures.
