
Tax Smart Real Estate Investors Podcast
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!
Latest episodes

19 snips
Aug 22, 2023 • 28min
235. Unlocking the Secrets of the "721 Exchange": An Overlooked Real Estate Exit Strategy
Partnership Tax Expert, Kaylyn Deaver, and Keith Nelson, Managing Partner of Dual City Investments, discuss the "721 Exchange" as a powerful real estate exit strategy. They explain the concept, benefits, and mechanics of contributing properties to a partnership fund. The speakers compare it to the popular 1031 exchange and emphasize the advantage of recognizing capital gains over a longer period. Learn more at dualcityinvestments.com.

Aug 15, 2023 • 31min
234. The Power of Passive Real Estate Investing for Doctors & High-Income Earners
Dr. Jeff Anzalone, Founder of The Debt-Free Doctor, joins Brandon and Thomas to discuss passive real estate investing for doctors and high-income earners. They cover active vs. passive investing, navigating the current market, the benefits of passive investing, and getting started in passive real estate investing. They also explore challenges with short term rentals, the importance of diversification, and recommend a book for passive investing.

Aug 8, 2023 • 47min
233. The State of The Multifamily Market & How We Got Here with JC Castillo & James Eng
In this episode, Brandon and Thomas are joined by multifamily investing experts JC Castillo & James Eng to discuss the current state of the multifamily market.
During the conversation, they discuss:
- The current state of the multifamily market
- How the rapid rise in interest rates contributed to how we got here
- Bridge loans and the role they played in investor decision-making
- What to expect and be on the lookout for moving forward
If you invest in multifamily real estate, this is an episode you don't want to miss.
Learn more about JC Castillo:
www.linkedin.com/in/jccastillo123
www.veloresidential.com
Learn more about James Eng:
www.linkedin.com/in/jameseng
www.oldcapitallending.com
Become a Tax Smart Insider today and claim your free bonuses today at www.taxsmartinvestors.com/insiders
Subscribe to our YouTube channel: www.youtube.com/c/therealestatecpa
Join our Facebook group, the one-stop-shop for real estate investors to learn about tax strategy and stay up to date on changing tax laws:
www.facebook.com/groups/taxsmartinvestors
To become a client, request an initial consultation from Hall CPA, PLLC at www.therealestatecpa.com/become-client
Follow Brandon on Twitter: @bhallcpa
Follow Thomas on Twitter: @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.

Aug 1, 2023 • 31min
232. How to Determine The Average Period of Customer Use on Multi-Unit Properties
In this episode, Thomas is joined by Justin Shore and Ryan Carriere to discuss the nuances of calculating the average period of customer use when using the STR Loophole.
During the conversation, they discuss:
- How to calculate the average period of customer use on a single-unit property
- How to calculate the average period of customer use on a multi-unit property
- How periods of customer use spanning multiple years impact the calculation
If you own short-term rentals, this is an episode you don't want to miss.
Follow Ryan Carriere on LinkedIn:
www.linkedin.com/in/ryancarriere/
Follow Justin Shore on LinkedIn:
www.linkedin.com/in/justin-shore-ea-ba3b1bab/
Become a Tax Smart Insider today and claim your free bonuses today at www.taxsmartinvestors.com/insiders
Subscribe to our YouTube channel: www.youtube.com/c/therealestatecpa
Join our Facebook group, the one-stop-shop for real estate investors to learn about tax strategy and stay up to date on changing tax laws:
www.facebook.com/groups/taxsmartinvestors
To become a client, request an initial consultation from Hall CPA, PLLC at www.therealestatecpa.com/become-client
Follow Brandon on Twitter: @bhallcpa
Follow Thomas on Twitter: @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.

Jul 25, 2023 • 52min
231. The Inside Scoop: A General & Limited Partner's Guide to Syndication & Fund Taxes
In this episode, Thomas is joined by Dylan Brown, Senior Tax Associate on our private equity team, to discuss syndication and fund tax issues for general & limited partners.
During the conversation, they discuss:
- How general partners are taxed on fees and promotes - plus strategies to minimize taxes on these sources.
- Does it make sense to take on 1031 exchange capital as a syndicator?
- Allocating depreciation to partners in other ways other than a percentage of ownership
- Can LP losses offset active income?, investing via SDIRAs, and more!
Follow Dylan Brown on LinkedIn:
https://www.linkedin.com/in/dylanbrowncpa/
Become a Tax Smart Insider today and claim your free bonuses today at www.taxsmartinvestors.com/insiders
Subscribe to our YouTube channel: www.youtube.com/c/therealestatecpa
Join our Facebook group, the one-stop-shop for real estate investors to learn about tax strategy and stay up to date on changing tax laws:
www.facebook.com/groups/taxsmartinvestors
To become a client, request an initial consultation from Hall CPA, PLLC at www.therealestatecpa.com/become-client
Follow Brandon on Twitter: @bhallcpa
Follow Thomas on Twitter: @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.

Jul 18, 2023 • 23min
230. What You Need to Know About Claiming Bonus Depreciation In Subsequent Years
In this episode, Brandon and Thomas are joined by Justin Shore, Senior Tax Advisor, to discuss what you need to know about claiming bonus depreciation in the years following the property's placed-in-service date.
During the conversation, they discuss the strategic benefits of delaying bonus depreciation, reporting issues and costs, and what happens to depreciation when you convert a short-term rental to a long-term rental.
Become a Tax Smart Insider today and claim your free bonuses today at www.taxsmartinvestors.com/insiders
Subscribe to our YouTube channel: www.youtube.com/c/therealestatecpa
Join our Facebook group, the one-stop-shop for real estate investors to learn about tax strategy and stay up to date on changing tax laws:
www.facebook.com/groups/taxsmartinvestors
To become a client, request an initial consultation from Hall CPA, PLLC at www.therealestatecpa.com/become-client
Follow Brandon on Twitter: @bhallcpa
Follow Thomas on Twitter: @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.

Jul 11, 2023 • 35min
229. Revolutionize Your STR Investments: Insider Tips, Tools, and Market Updates
Emir Dukic, Founder & CEO of Rabbu, discusses how Rabbu went from property management to a data and software company. They explore trends in the short-term rental market and emphasize the importance of optimization and historical data for property operators. They also discuss trust, AI, and the strategies behind providing valuable content for free to attract clients.

Jul 4, 2023 • 31min
228. Short-Term Rental Insights: Navigating Regulatory Risk and Other Industry Updates
In this episode, Brandon and Thomas are joined by Ryan Carriere, Senior Tax Advisor and STR Tax Expert at our firm.
During the conversation, they discuss the hot topic of short-term rental bans and restrictions, exploring the latest developments, such as Dallas becoming the newest city to enforce regulations - and what Tax Smart Investors are doing to mitigate regulatory risk.
We also discuss recent news, including the possible extension of 100% bonus depreciation, upcoming changes to the definition of an accredited investor, and new clean vehicle tax credits.
Follow Ryan Carriere on LinkedIn:
www.linkedin.com/in/ryancarriere/
Become a Tax Smart Insider today and claim your free bonuses today at www.taxsmartinvestors.com/insiders
Subscribe to our YouTube channel: www.youtube.com/c/therealestatecpa
Join our Facebook group, the one-stop-shop for real estate investors to learn about tax strategy and stay up to date on changing tax laws:
www.facebook.com/groups/taxsmartinvestors
To become a client, request an initial consultation from Hall CPA, PLLC at www.therealestatecpa.com/become-client
Follow Brandon on Twitter: @bhallcpa
Follow Thomas on Twitter: @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.

Jun 27, 2023 • 47min
227. The Ultimate Guide to Evaluating Real Estate Syndication with Jim Pfeifer
In this episode, Brandon and Thomas are joined by Jim Pfeifer, a full-time real estate investor and CEO & Founder of Left Field Investors — a community of like-minded individuals passively investing in real assets that generate real cash flow.
During the conversation, they discuss evaluating real estate syndications, including understanding your personal investment criteria, assessing sponsors, analyzing individual investment opportunities, considering tax implications, and much more.
Learn more about Left Field Investors: https://www.leftfieldinvestors.com/
Learn more about Dual City Investments: www.dualcityinvestments.com/ or call 864-757-2429
Schedule a free consultation with Thrasher Law Offices at www.thrasherpllc.com/
Become a Tax Smart Insider today and claim your free bonuses today at www.taxsmartinvestors.com/insiders
Subscribe to our YouTube channel: www.youtube.com/c/therealestatecpa
Join our Facebook group, the one-stop-shop for real estate investors to learn about tax strategy and stay up to date on changing tax laws:
www.facebook.com/groups/taxsmartinvestors
To become a client, request an initial consultation from Hall CPA, PLLC at www.therealestatecpa.com/become-client
Follow Brandon on Twitter: @bhallcpa
Follow Thomas on Twitter: @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.

Jun 20, 2023 • 48min
226. From Civil to Criminal: Ensuring Real Estate Investors Stay Clear of Tax Troubles
In this episode, Brandon and Thomas are joined by Robert Nordlander, who has over 20 years of experience with the IRS-Criminal Investigation as a special agent.
They discuss how real estate investors might find themselves in criminal investigations with the IRS and how they, and their advisors, can stay clear of tax trouble.
Learn more about Robert: https://www.nordlandercpa.com/
Learn more about Dual City Investments: www.dualcityinvestments.com/ or call 864-757-2429
Schedule a free consultation with Thrasher Law Offices at www.thrasherpllc.com/
Become a Tax Smart Insider today and claim your free bonuses today at www.taxsmartinvestors.com/insiders
Subscribe to our YouTube channel: www.youtube.com/c/therealestatecpa
Join our Facebook group, the one-stop-shop for real estate investors to learn about tax strategy and stay up to date on changing tax laws:
www.facebook.com/groups/taxsmartinvestors
To become a client, request an initial consultation from Hall CPA, PLLC at www.therealestatecpa.com/become-client
Follow Brandon on Twitter: @bhallcpa
Follow Thomas on Twitter: @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.