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
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.
7 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.
26 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.
