Tax Smart Real Estate Investors Podcast

The hosts answer pressing real estate tax questions such as when not to do a cost segregation study and grouping short-term rentals. They also discuss bonus depreciation for cars and make a major announcement. The podcast covers real estate taxation, considerations for lending, and concludes with gratitude and a call to action.

Year-end tax strategies for real estate investors discussed include the lazy 1031 exchange, maximizing vehicle deductions, year-end STR issues, cost segregation timing, and more. Other topics covered include short-term rental loophole, job openings, due diligence, deducting vehicles and equipment for tax savings.

This podcast discusses proven tax strategies for real estate investors and business owners, including home office and vehicle deductions, employing children in businesses for tax benefits, and strategies to reduce taxes such as self-directed IRAs and contribution limits for retirement accounts.

Learn about effective strategies to reduce taxes on W-2 and other active income through real estate. Understand the risks of relying solely on tax benefits from short-term rentals. Discover how solar credits can offset tax liability on rental properties. Explore major income offset strategies and the benefits of becoming a private client for tax advice.

In this episode, Brandon Hall and Thomas Castelli discuss LLCs and entity structures for real estate investors, including: - Why you shouldn't use an S-Corp for rental real estate. - When S-Corps do make sense for real estate investors. - What types of LLCs make sense for real estate from a tax perspective. Getting your entity structure right from the beginning might just save you a bundle in taxes... Apply today: www.therealestatecpa.com/careers Email suggestions to: hello@taxsmartinvestors.com Become a Tax Smart Insider today and claim your free bonuses today at www.taxsmartinvestors.com/insiders Enroll in our Tax Strategy Foundation for Limited Partners course: www.taxsmartinvestors.com/limitedpartners 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.

Learn about the 2024 Corporate Transparency Act (CTA) and its impact on real estate investors. Discover the filing requirements and penalties for non-compliance. Explore the exemptions and criteria outlined in the CTA, as well as reporting requirements. Understand the importance of filing for beneficial ownership interest and the need for collaboration between attorneys and accountants.

In this episode, Brandon and Thomas are discussing the tax implications of "subject-to" financing, a strategy that has regained popularity in recent months as interest rates have risen to levels not seen in decades. If you're considering using "subject-to" to acquire real estate, this is an episode you don't want to miss. Become a Tax Smart Insider today and claim your free bonuses today at www.taxsmartinvestors.com/insiders Enroll in our Tax Strategy Foundation for Limited Partners course: www.taxsmartinvestors.com/limitedpartners 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.

Learn how real estate investing can give you back time and optimize for low hassle and low risk. Discover how to achieve financial freedom with fewer rental properties. Explore strategies for assessing property performance and setting cash reserves. Find out how to maximize returns with treasury bonds. Hear about building a real estate portfolio and leveraging other people's money. Get information and resources for real estate investing from the guest speaker.

This episode explores how high-income earners reduce taxes using real estate without REPS or STRs. Additionally, they answer questions from the Tax Smart Investors Facebook Group. Topics include tax advantages of real estate for high-income earners, seeking second opinions as landlords, qualifying as a real estate professional, and syndication investment limitations.

Guest: Kaylyn Deaver, Partnership Tax Expert. They explore the topics of depreciation, LLC investments, taxable distributions, deducting losses, and 1031 exchanges in real estate syndications and funds. If you're a limited partner, this episode provides valuable insights.