Tax Smart Real Estate Investors Podcast

In this episode, we're joined by Taylor Welch, co-founder of trafficandfunnels.com and founder of WealthCap, a real estate investment company. He also hosts the Traffic and Funnels show and Daily Mind Medicine podcasts. On today's show, we discuss why Taylor decided to create WealthCap after building a successful sales and marketing company, WealthCap's unique turnkey investment strategy, COVID-19, and so much more. Learn more about Taylor and his work: www.trafficandfunnels.com/ and www.wealthcapholdings.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.

In this episode, we focus on the CARES Act, a stimulus package recently passed by Congress to address the COVID-19 crisis. This recording is from a webinar we held for members of our email list and the Cash Flow Community. This $2T stimulus package was passed into law just last week with a bill over 800 pages. We have not extensively gone through the entire bill yet, we're just covering topics specific to real estate investors and small business. We will continue to provide updates as more information becomes available. 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.

In this episode, we're joined by John Wilhoit, a real estate professional specializing in residential asset management and property management. Throughout his career, John has focused on high-volume large multifamily communities including market rate and fixed financed developments. He has also authored two books on real estate analysis: How To Read a Rent Roll and The Rent Roll Triangle. If you haven't listened to the episode from last week, Part 1 with John Wilhoit, we highly recommend checking it out first as it's a precursor to today's show. On today's show, we discuss The Rent Roll Triangle book, the three variables taken into account when making the rent roll triangle calculation, how the calculation can help you make a decision on how to cure deficiencies with your property to increase the income and collection, and two case studies on how to apply the rent roll triangle calculation(duplex and multifamily). We also discuss the potential impact of COVID-19 on real estate investing and tactics that can be used to mitigate vacancy. Learn more about John and his work: www.johnwilhoit.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.

In this episode, we're joined by John Wilhoit, a real estate professional specializing in residential asset management and property management. Throughout his career, John has focused on high-volume large multifamily communities including market rate and fixed financed developments. He has also authored two books on real estate analysis: How To Read a Rent Roll and The Rent Roll Triangle. On today's show, we discuss How To Read a Rent Roll, including what a rent roll is, why it's important when analyzing an investment property, and the various aspects you need to consider when determining the strength of a rent roll. Tune in next week to hear us speak with John again about his second book and the calculations involved: The Rent Roll Triangle. Learn more about John and his work: www.win-rei.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.

In this episode, we speak with Scott Choppin to discuss several topics including why Urban Pacific focuses on developing workforce housing, the benefits of developing vs. the value-add strategy, what makes Urban Pacific's development process unique, recognizing competitive advantages, low-income housing tax credits, and much more. Learn more about Scott and Urban Pacific: www.urbanpacific.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.

On today's show, we're giving listeners a behind the scenes look into the first-ever Tax and Legal Summit for Real Estate Investors. This episode is uncut, unedited, and pulled right from FaceBook live! Peek behind the curtain a bit into the recording of the podcast every week and the ins and outs of the Virtual Summit. We're very grateful to all speakers and attendees! 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.

In this episode, we're joined by Amy Wan, founder and CEO of Bootstrap Legal, a company that automates real estate syndication legal documents. She's also co-founder and CEO of Sagewise, a legal blockchain company, and co-host of The Law and Blockchain Podcast. Today we discuss how Bootstrap Legal automates and streamlines the creation of PPMs, subscription agreements, and other documents involved in the syndication process, when to get your CPA involved to review docs, the legalities of raising capital as a business, how setting expectations is a key to success, and much more. Learn more about Amy and her work: https://www.bootstraplegal.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.

In this episode, we're joined by Timothy J. Wallen, CEO of MLG Capital. MLG is a real estate investment company diversified across many markets and asset classes including multifamily, office, retail, and industrial properties. Today we discuss with Tim his journey from a Tax Manager at a Big 4 to CEO of MLG Capital, his thoughts on office and retail spaces, where we are in the current market cycle, the future, tax strategies, the two ways to invest with MLG, and much more. Learn more about Timothy and MLG Capital: https://mlgcapital.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.

On today's show, we're joined by Anton Ivanov, a U.S. veteran, entrepreneur, and real estate investor with a portfolio of over 40 rental units that can be managed in less than an hour a week. Anton is also the founder of DealCheck, the leading real estate analysis platform for quickly analyzing rental properties, flips, and commercial buildings. In this episode, we discuss how he built his portfolio and how he works with property managers to reduce the time he spends directly managing. We also discuss DealCheck and how it helps investors analyze properties. Stick around until the end of the episode for Anton's promo information! Learn more about Anton and his work: https://dealcheck.io/ 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.

In this episode, we're joined by Alina Trigub, a real estate syndicator who helps her investors navigate the world of passive real estate investing. Today we will discuss the benefits of real estate syndication, important factors to consider when doing due diligence on a sponsor, market, and property, plus much more. Learn more about Alina and her work: samofinancial.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.