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 and www.TaxSmartInvestors.com/Insiders for more free content and information.
Enjoy!
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 and www.TaxSmartInvestors.com/Insiders for more free content and information.
Enjoy!
Episodes
Mentioned books
5 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.
14 snips
Jul 23, 2025 • 34min
337. Cost Segregation, REPS, and the $280K Wake-Up Call with Lauren Kraus
Lauren Kraus, a real estate investor and developer with a background in corporate retail, shares her transformative journey into real estate after uncovering $280K in tax savings. She discusses the pitfalls of ignoring cost segregation and how achieving real estate professional status reshaped her tax strategy. Kraus reveals the impact of Form 3115 in retroactively unlocking depreciation and how aligning financial goals helped her husband embrace real estate investing. Her insights highlight the importance of specialized tax advice for maximizing benefits.
41 snips
Jul 16, 2025 • 39min
336. The One Big Beautiful Bill Is Law: What You Need to Know Now
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.
Jul 7, 2025 • 35min
335. Syndication Legal 101: What Every First-Time Sponsor Must Know with Tilden Moschetti
Tilden Moschetti, a knowledgeable real estate attorney and seasoned syndicator, shares invaluable insights for first-time sponsors diving into syndication. He outlines when a deal is classified as a syndication by the SEC and the importance of a two-entity structure for protection. Moschetti explains critical documents like PPMs and operating agreements, emphasizing why relying on capital raisers is risky. His real-world advice empowers listeners to navigate the complexities of legal compliance and fundraising strategies, making the journey smoother and more confident.
16 snips
Jul 2, 2025 • 19min
334. Grouping Elections: Why Your STR Doesn’t Belong with Your LTRs
This discussion dives into the complexities of moving short-term rentals into LLCs while ensuring personal ownership. It sheds light on why short-term rentals shouldn’t be mixed with long-term ones for tax purposes. The hosts tackle what counts as 'placed in service' when tenants aren't paying rent and clarify how to maximize bonus depreciation on recent purchases. With practical insights, they help demystify essential tax strategies for savvy real estate investors.
7 snips
Jun 25, 2025 • 30min
333. The Senate’s version: Permanent 100% Bonus Depreciation
Discover the implications of the Senate's draft tax bill for real estate investors, including the permanence of 100% bonus depreciation. Dive into major shifts in Qualified Opportunity Zones and updates to business loss deductions. Explore the fate of the SALT cap and how it might affect your investments. Learn about the expanded QSBS exclusion for startups and the continued QBI benefit. The hosts also tackle community questions on managing complex tax returns and strategies for selling properties at a loss.
19 snips
Jun 18, 2025 • 31min
332. Can AI Replace Your Tax Advisor?
The discussion dives into whether AI, like ChatGPT, could replace tax advisors for real estate investors. Key findings reveal where AI excels and where it stumbles, particularly with complex tax rules. Listeners hear real-time tests revealing AI's pitfalls, including inaccuracies with depreciation and passive loss regulations. The panel emphasizes the need for human expertise, particularly in nuanced tax strategies and regulations that could lead to audit risks. Personal anecdotes discuss the limitations of AI, reminding investors to consult qualified professionals.
14 snips
Jun 11, 2025 • 19min
331. The Overlooked Tax Move that Could Save You Tens of Thousands
Discover the powerful tax strategy of Partial Asset Dispositions (PADs) that can lead to significant savings for real estate investors. Learn when and how to claim PADs on your tax return and use cost segregation studies to maximize benefits. Real-life case studies showcase potential savings, including a remarkable $2 million example. Understand the difference between passive and non-passive losses, and uncover missed opportunities in your depreciation schedule to ensure you’re not leaving money on the table.
15 snips
Jun 4, 2025 • 43min
330. What Your CPA Isn't Telling You (And It's Costing You Thousands) with Justin Shore
Justin Shore, an advisory manager at Hall CPA, specializes in tax strategies for real estate investors. In this discussion, he reveals costly CPA mistakes, such as misclassifying repairs that could trigger audits and the dangers of opting out of bonus depreciation. Shore also shares a grouping strategy that saved a client over $150K, and explains the nuances of the Augusta Rule. This enlightening conversation underscores the importance of a CPA who understands real estate to avoid financial pitfalls and maximize tax savings.
20 snips
May 28, 2025 • 44min
329. What Really Happens During an IRS Audit (and How to Win One) with Troy Silfies, CPA
Troy Silfies, VP of Tax at Hall CPA, specializes in IRS audit representation for real estate investors. In this engaging discussion, he reveals what triggers IRS audits and shares strategies to avoid them. Troy explains how one client transformed a daunting $209K tax bill into just $296 through meticulous documentation. He emphasizes the necessity of being 'audit-ready' post-TCJA and outlines crucial steps to take when receiving an IRS notice, ensuring listeners are well-prepared for any tax scrutiny.
