Tax Smart Real Estate Investors Podcast

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.

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.

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.

In this engaging discussion, Nathan Sosa, Head of the national tax department at Hall CPA, uncovers the intricacies of the upcoming 2025 tax bill, aptly nicknamed the “One Big, Beautiful Bill.” He explains the potential return of 100% bonus depreciation and its qualifications. The conversation dives into SALT cap challenges, adjustments to Qualified Opportunity Zones, and enhanced Section 179 expensing for short-term rentals. Listeners are urged to align with savvy tax advisors to navigate these evolving tax landscapes effectively.

Get ready for a deep dive into the future of real estate tax planning! Discover the possible return of 100% bonus depreciation and the potential shifts in SALT deduction caps. Learn how to effectively log hours for Real Estate Professional Status and leverage the STR loophole for boutique hotels. Explore clustering losses from active rentals and the depreciation of furnished rental furniture. Plus, find out why good tax planning is crucial for everyone, and whether a property management company is right for you. Don't miss these insightful tips!

Dive into the latest tax updates for real estate investors! Discover insights on the upcoming 2025 tax bill and how SALT cap changes may impact you. Unearth the ins and outs of bonus depreciation for short-term rentals and learn how to make your REP logs audit-proof. Delve into strategies for grouping LP losses and navigate the complexities of real estate professional status. Plus, get expert answers to pressing listener questions that can enhance your investment approach!

Michael Blank, a multifamily syndication expert with a $300M portfolio, shares invaluable insights on why 2025 might be a game-changing year for multifamily real estate. He discusses how current market conditions offer lower risk and the potential for higher returns. Michael recounts his journey from losing millions to thriving in this space and addresses common investor hesitations. He also explores the benefits of syndication over traditional strategies, highlighting how the evolving economic landscape creates unique opportunities for new investors.

In this episode of the Tax Smart REI Podcast, Thomas and Ryan sit down with seasoned real estate investor and author Henry Washington to discuss why he’s not chasing creative finance trends, and why his “boring” strategy continues to deliver results in 2025’s unpredictable market. Tune in to learn: - Why Henry sticks with off-market deals and direct mail (even in the age of AI). - How he adjusts his strategy based on market cycles—without overreacting to headlines. - Why he believes helping sellers matters more than squeezing every dollar. - How to find pain points in the market—and actually solve them. - What newer investors get wrong by chasing the “next big thing.” If you’re looking for a grounded, proven approach to real estate investing, even in times of rising rates and economic uncertainty, this episode will give you clarity and confidence. 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 Join the Tax Smart Insiders Community: go.therealestatecpa.com/3Xx1Cpd Connect with Henry on Instagram: @thehenrywashington Check out Thomas's new YouTube channel: www.youtube.com/@thomascastelli 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.

Join wealth manager Connor Low, founder of Iarann Wealth, as he unpacks the tumultuous 2025 market landscape. Connor discusses how emotional reactions drive stock market volatility more than data. He offers insights on capitalizing on discounted equities while keeping a real estate focus. The conversation highlights the right times to rebalance investments and Connor's skepticism towards infinite banking. Listen in for his goal-based planning model that empowers intelligent investment decisions amidst uncertainty!

Dive into real-world tax savings stories from savvy real estate investors! Discover how one couple slashed their tax bill by $285K in just a year using strategic planning. Timing emerges as crucial for leveraging the short-term rental loophole. Learn about the pitfalls of a CPA mistakenly opting out of bonus depreciation and hear how a non-REPS investor saved $40K annually without job changes. The episode is packed with cautionary tales about costly mistakes and the importance of expert guidance in real estate taxation.