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
May 17, 2022 • 22min
174. Listen to This Before Investing in Real Estate through a Self-Directed IRA (SDIRA)
In this week's episode, Brandon and Thomas discuss the pros and cons of using self-directed IRAs to invest in real estate, when they make sense, and more.
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
For an initial consultation from Hall CPA, PLLC visit www.therealestatecpa.com/become-client
Subscribe to our YouTube channel: www.youtube.com/c/therealestatecpa
Follow Brandon on Twitter:
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.
Always consult your own tax, legal, and accounting advisors before engaging in any transaction.
May 10, 2022 • 15min
REPS06: The Difference Between a Passive Loss & Net Operating Loss + How NOLs Generated by REPS Work
In this episode, Brandon and Thomas discuss the difference between passive losses and net operating losses (NOLs).
We also discuss excess business loss limits, and if NOLs generated by REPS can offset non-passive income in future years, even when you're not a REP.
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
For an initial consultation from Hall CPA, PLLC visit www.therealestatecpa.com/become-client
Subscribe to our YouTube channel: www.youtube.com/c/therealestatecpa
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.
Always consult your own tax, legal, and accounting advisors before engaging in any transaction.
May 3, 2022 • 23min
173. Is Your Home an Asset that Builds Your Wealth or A Liability that Drains Your Resources?
In this episode, Brandon and Thomas discuss whether or not your primary residence is a wealth-building asset or liability.
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
For an initial consultation from Hall CPA, PLLC visit www.therealestatecpa.com/become-client
Subscribe to our YouTube channel: www.youtube.com/c/therealestatecpa
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.
Always consult your own tax, legal, and accounting advisors before engaging in any transaction.
Apr 26, 2022 • 23min
172. Why it Crucial for Real Estate Investors to Review These 3 Forms Each Year After Filing Taxes
In this episode, Brandon and Thomas discuss three critical tax forms real estate investors need to review after filing their tax returns each year.
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
For an initial consultation from Hall CPA, PLLC visit www.therealestatecpa.com/become-client
Subscribe to our YouTube channel: www.youtube.com/c/therealestatecpa
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.
Always consult your own tax, legal, and accounting advisors before engaging in any transaction.
Apr 19, 2022 • 12min
171. What Every Real Estate Investor Needs to Know About The End of 100% Bonus Depreciation
In this episode, Brandon and Thomas discuss the potential tax implications of bonus depreciation phasing out over the next few years and what it means for real estate investors.
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
For an initial consultation from Hall CPA, PLLC visit www.therealestatecpa.com/become-client
Subscribe to our YouTube channel: www.youtube.com/c/therealestatecpa
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.
Always consult your own tax, legal, and accounting advisors before engaging in any transaction.
Apr 12, 2022 • 25min
STR 07: Renting Out a Room or Part of Your Home as an STR & Do STR Hours Count Towards REPS?
In this episode, Brandon and Thomas discuss whether or not you could rent out a portion of your home as a short-term rental, and if the hours you spend on short-term rentals count towards the real estate professional status.
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
For an initial consultation from Hall CPA, PLLC visit www.therealestatecpa.com/become-client
Subscribe to our YouTube channel: www.youtube.com/c/therealestatecpa
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.
Always consult your own tax, legal, and accounting advisors before engaging in any transaction.
Apr 5, 2022 • 26min
170. Building a Rental Portfolio with Partners, Tax Smart Investor Q&A, + More w/ Ryan Carriere, CPA
In this episode, Thomas is joined by Ryan Carriere and they talk about Ryan's real estate journey and answer questions from the Tax Smart Real Estate Investors Facebook Group.
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
For an initial consultation from Hall CPA, PLLC visit www.therealestatecpa.com/become-client
Subscribe to our YouTube channel: www.youtube.com/c/therealestatecpa
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.
Always consult your own tax, legal, and accounting advisors before engaging in any transaction.
Mar 29, 2022 • 44min
169. Tax Q&A from the Tax Smart Investor Facebook Group - REPS, STRs, and More!
In this episode, Thomas answers questions from the members of the Tax Smart Real Estate Investors Facebook Group.
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
For an initial consultation from Hall CPA, PLLC visit www.therealestatecpa.com/become-client
Subscribe to our YouTube channel: www.youtube.com/c/therealestatecpa
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.
Always consult your own tax, legal, and accounting advisors before engaging in any transaction.
Mar 22, 2022 • 43min
Repairs vs. Capital Improvements & Safe Harbors That Can Save You Thousands with Billy Withers, MST
In this episode, Brandon and Thomas are joined by Billy Withers, MST, and he talks about deducting expenses as repairs and capitalizing and depreciating expenses over time.
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
For an initial consultation from Hall CPA, PLLC visit www.therealestatecpa.com/become-client
Subscribe to our YouTube channel: www.youtube.com/c/therealestatecpa
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.
Always consult your own tax, legal, and accounting advisors before engaging in any transaction.
Mar 15, 2022 • 34min
167. The Current State & Future of the Real Estate Market with Marco Santarelli
In this episode, Brandon and Thomas are joined by Marco Santarelli, a real estate investor and entrepreneur, as they discuss the current situation of the real estate market as well as its possibilities.
Learn more about Landlord Studio: www.landlordstudio.com/cpa
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
For an initial consultation from Hall CPA, PLLC visit www.therealestatecpa.com/become-client
Subscribe to our YouTube channel: www.youtube.com/c/therealestatecpa
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.
Always consult your own tax, legal, and accounting advisors before engaging in any transaction.
