Tax Smart Real Estate Investors Podcast

Matthew Sullivan is the CEO and Founder of QuantmRE, a company that solves a real problem for homeowners by helping them access a portion of their home equity without taking on more debt. Matthew has a proven track record in real estate innovation. In today’s episode we discuss home equity agreements, a tax free way to tap in to the equity in a property without a loan. We also discuss why hedge funds want to get in on the single family space, how blockchain with change the future of real estate transactions, and more! Learn more about Matthew and his work: https://www.quantmre.com/ 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.

Bill Ham is Chief Operating Officer and the driving force behind Broadwell Property Group. He has upwards of 20 years of experience in Real Estate with a proven track record of identifying, acquiring, operating, and divesting of large footprint Multifamily Housing as well as SFRs. He is also a coach and mentor to the future titans of multifamily real estate investing. In today’s episode we discuss a creative financing strategy known as Master Lease Options and when to use them, we answer the question should you use third party property management or build you own company, where Bill believes we are in the market cycle, and much more! Learn more about Bill and his work: https://broadwellpropertygroup.com/ and find his new book, Creative Financing: https://creativeapartmentdeals.com 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.

Herschell Hamilton is the co-founder and Chief Strategic Officer of BLOC Global Group. The company manages and develops complex real estate and building projects; provides commercial real estate transaction, advisory, and investment services. In today’s episode we discuss “outsourced”, or fee development services, revitalization and economic development including tax incentives such as Opportunity Zone and Funds, energy tax credits, historic tax credits, how understanding the dynamics your market is key to being a successful real estate investor, and more! Learn more about Herschell and his work: https://www.blocglobal.com/ 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.

We receive hundreds of inquiries about our tax preparation and tax planning services. Some investors group these services together, and some understand there is a difference. Today, Brandon and Thomas discuss getting a tax plan in place. Register for the Tax-Smart Course: https://courses.therealestatecpa.com/ 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.

Mark Ritter is the CEO of MBFS and Nu Direction Lending. Mark is an expert in all things credit union and small business lending, and the organizations he leads are designed to help credit unions fund more loans to real estate investors and small business owners in their communities. In today’s episode, we discuss the benefits of having a relationship and working with credit unions compared to banks when financing real estate transactions.  We also discuss Mark’s insights into the current lending environment for real estate investors including interest rate and market trends, as well as the current state of the PPP loan forgiveness program and the new PPP loan program in 2021. Learn more about Mark and his work on LinkedIn or at  https://mbfs.org/  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.

Anton Mattli is the CEO of Peak Financing. Over the last 15 years, Anton has been advising family offices, high net worth individuals, as well as private investment funds, and facilitating their direct investments in commercial real estate across Europe and the United States, including several hundred million dollars in multifamily developments and acquisitions. In today’s episode, we discuss the commercial financing process for commercial and multifamily real estate, the impacts of COVID-19 on financing including interest rates, underwriting, which markets are suffering, tax strategies, and more. Learn more about Anton and his work: https://peakfinancing.com/ 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.

Johnny Merritt is a partner at Hajjar Peters LLP and an attorney with over three decades of experience in complex corporate and real estate matters. He has been a transactional attorney for more than 20 years, concentrating in ongoing business operations, organizational structuring, mergers and acquisitions as well as real estate purchases, sales and development. In today’s episode, we discuss Series LLCs in the State of Texas, why you should work with an attorney for entity structuring rather than doing it yourself, how the Texas real estate market was impacted by COVID-19, lease agreements, and more! Learn more about Johnny and his work: https://johnnymerritt.com/ and https://legalstrategy.com/ 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.

Mike Fried is a public insurance adjuster in Austin, Texas. Mike has over 17 years of experience with insurance claims and is the incoming president of the Texas Association of Public Insurance. Today we discuss all things insurance, including what to look out for when obtaining insurance policies on your properties, why you should reach out to a public adjuster instead of relying on the valuation from the insurance company valuation, how casualty losses impact your taxes, and much more. Learn more about Mike and his work with his email and phone number included at the end of the episode or visit his website: https://strategicclaimconsultants.com/ 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.

Charlie Ansanelli is a real estate investor and angel investor at RockStack Capital, where he and his team manage a portfolio of multifamily apartments, manufactured housing communities, and business commercial units across the United States. Today we discuss how Charlie went from entrepreneur to real estate investor, why he chose to focus on mobile homes, tips, angel investing, and tax savings. Learn more about Charlie and his work by connecting with him on LinkedIn or by visiting his website: https://www.rockstackcapital.com/ 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.

Derren Joseph is a Partner at Advanced American Tax, part of an international tax team that works with 6, 7, and 8-figure international entrepreneurs and expats to legally minimize their global tax burden and protect their wealth. Today we discuss international tax and asset protection implications of investing in foreign real estate, the challenges of investing in foreign real estate, why the United States is highly sought after by foreign investors, and much 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 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.