
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

12 snips
May 14, 2024 • 46min
273. The Great ROE Debate in Real Estate Investing with Chris Lopez
Real estate entrepreneur and investor, Chris Lopez, debates the topic of ROE in real estate investing with Brandon. They discuss shifting from cash input to property equity, perspectives on extracting equity, ROE from a market perspective, and more. Learn how to maximize ROE for real estate investments.

May 7, 2024 • 38min
272. Home Advantage: Mastering Tax Deductions Through House Hacking
Tax Advisor, Alex Savage, shares insights on house hacking tax deductions including common misconceptions, selling property tax savings, and optimal strategy combinations. Learn to maximize tax benefits and join the Tax Smart Real Estate Investors community for more tax tips.

14 snips
Apr 30, 2024 • 30min
271. IRS Secrets: How Safe Harbors & BAR Tests Maximize Tax Savings & Boost Real Estate Profits
Discover how to maximize tax savings in real estate investments by understanding the differences between repair expenses and capital improvements. Learn about IRS Safe Harbors and BAR Tests, and how to navigate them to boost profits. This episode is a must-listen for investors looking to maximize tax deductions on repair and renovation costs.

6 snips
Apr 23, 2024 • 34min
270. How Investing in Real Estate Reduces Your Effective Tax Rate — Even Without REPS or STRs
Explore how investing in rental real estate can lower your effective tax rate through strategies like depreciation and creating tax-free income. Learn about backdoor REPS concepts, Lazy 1031 Exchange, tax treatment comparisons, and maximizing tax benefits through real estate investments. Discover wealth-building strategies like 1031 exchanges for tax efficiency and leaving a tax-advantaged inheritance.

17 snips
Apr 16, 2024 • 44min
269. The Cold Hard Truth About LLCs for Real Estate Investors with Ron Rohde, Esq.
Ron Rohde, Esq, an experienced attorney specializing in real estate law, discusses LLCs for real estate investors in the podcast. Topics include common LLC structures, how to protect the corporate veil, the role of umbrella insurance, avoiding LLC mistakes, and transitioning from residential to industrial real estate investing.

22 snips
Apr 9, 2024 • 38min
268. How To Turn Rental Losses Non-Passive Without Material Participation with Justin Shore, EA
Tax expert Justin Shore joins the podcast to discuss the backdoor REPS strategy for real estate investors, allowing the transformation of rental losses into non-passive income. They explore maximizing tax benefits, utilizing passive income against losses, and navigating the complexities of the passive activity rules. The episode highlights innovative strategies for offsetting W2 income with real estate losses and introduces the backdoor REPS tactic in real estate investing.

Apr 2, 2024 • 40min
267. The Essential Do's & Don'ts of S-Corps for Real Estate Investors with Nathan Sosa, CPA
In this episode, Ryan and Thomas are joined by tax expert Nathan Sosa, CPA to discuss:
- What are S-Corps?
- Why you shouldn't put rentals in S-Corps
- When S-Corps do make sense for real estate investors
- Establishing reasonable salaries for S-Corp Owners
- The Bramblett Structure for real estate flippers and developers
- And more!
To become a client, request a consultation from Hall CPA, PLLC at www.therealestatecpa.com/podcast
Reserve your Free Ticket to the 2024 Tax, Legal, and Wealth Summit at
www.taxandlegalsummit.com
Apply to join the Hall CPA team at www.therealestatecpa.com/careers
Follow Us On Social Media
Subscribe to our YouTube channel: www.youtube.com/c/therealestatecpa
Join our Facebook group: www.taxsmartinvestors.com/facebook
Subscribe to or weekly newsletter for more tax tips: newsletter.taxsmartinvestors.com/podcast
Follow Thomas: twitter.com/thomascastelli_
Follow Ryan: www.linkedin.com/in/ryancarriere/
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.

30 snips
Mar 26, 2024 • 40min
266. 7 Exit Strategies To Destroy Capital Gains Taxes When You Sell Your Next Property
Discover 7 exit strategies to reduce capital gains taxes when selling a property, including 1031 Exchange options, Qualified Opportunity Funds, and seller financing. Learn about alternative methods like Delaware Statutory Trusts and Mineral Rights. Tune in for valuable insights on tax-smart real estate investing!

Mar 19, 2024 • 25min
265. Breaking Down The Tax Benefits of Oil & Gas Investments for Real Estate Investors
Learn about the tax implications of oil & gas investments, how 1031 exchanges can benefit real estate investors, and the advantages of diversifying with oil & gas assets. Explore the potential for offsetting active income, navigating mineral rights and royalties for tax benefits, and maximizing tax advantages through passive losses and strategic investments.

Mar 12, 2024 • 49min
264. The Secrets to Investing in Parking Lots & Mobile Home Parks with Kevin Bupp
In this episode, Ryan and Thomas are joined by Kevin Bupp, an experienced commercial real estate investor, podcast host, and best-selling author of “The Cashflow Investor,” to discuss:
- Why Kevin transitioned from residential real estate to mobile homes and parking lots.
- The investment dynamics of parking lots and mobile home parks.
- The powerful tax benefits of these asset classes, and more!
More from Kevin: https://kevinbupp.com/
Register for the BOI Reports Masterclass:
https://www.taxsmartinvestors.com/masterclass
To become a client, request a consultation from Hall CPA, PLLC at www.therealestatecpa.com/podcast
Apply to join the Hall CPA team at www.therealestatecpa.com/careers
Follow Us On Social Media
Subscribe to our YouTube channel: www.youtube.com/c/therealestatecpa
Join our Facebook group: www.taxsmartinvestors.com/facebook
Subscribe to or weekly newsletter for more tax tips: newsletter.taxsmartinvestors.com/podcast
Follow Thomas: twitter.com/thomascastelli_
Follow Ryan: www.linkedin.com/in/ryancarriere/
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.
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