Tax Smart Real Estate Investors Podcast

In this episode, Ryan and Thomas are joined by Kenny Simpson, an independent residential mortgage broker and podcast host, to discuss: - Key Elements Lenders Evaluate in Your Tax Documents: Insight into how depreciation affects your borrowing power. - Understanding 'Subject-To' Financing: FAQs addressing the due-on-sale clause. - Future of Interest Rates: Kenny's predictions and insights into popular loan products and more. More from Kenny: https://getinthecashflowgame.com/ Register for the March QBO Bootcamp : www.taxsmartinvestors.com/bookkeeping 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.

Discover the intricacies of investing in oil & gas with Troy Eckard, exploring expected returns, cash flow, and long-term views. Learn about capital requirements, pipeline stages, and key factors in this insightful episode. Get valuable insights on mineral rights, 1031 exchanges, and maximizing returns through ownership. Dive into the world of oil & gas investments, minimize risks, and align with experts for successful ventures.

Join Ryan and Thomas as they demystify common myths and misconceptions about deducting luxury items, including: - Can investors & influencers write off Rolexes and designer threads? - Are luxury cars like Lamborghinis and G Wagons tax-deductible? We also explore why TikTok isn't the best source for tax advice and highlight the advantages of a one-stop shop that handles tax planning, preparation, and accounting. Join Tax Smart Insiders Today: www.taxsmartinvestors.com/insiders 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.

Tim Wallen, a real estate CPA and CEO, along with Rick Reuter, a CPA and Controller of MLG Capital, discuss tax structuring considerations for transferring real estate wealth to the next generation. They talk about strategies to minimize taxes in the process, the challenges faced by investors, and the benefits of funds like MLG's Legacy Fund in reducing tax bills.

An active real estate investor, Rich Somers, discusses why he transitioned from multifamily value-add and STRs to boutique hotels, STR regulations, tax strategies, and the power of personal branding for real estate investors. If you're considering starting a personal brand, this episode has some great tips!

Real estate investor and best-selling author, Dave Meyer, joins the podcast to share his expert outlook on the 2024 real estate market. He emphasizes the importance of starting with strategy and provides tips for developing a strategy that aligns with long-term goals. They also discuss investment trends, the outlook for short-term rentals, and the power of clarity in achieving financial freedom. Don't miss this episode!

In this episode, Thomas & Ryan are joined by Gino Barbaro, multifamily investor, business owner, author and entrepreneur, to discuss: - How Gino's team avoided disaster and thrived in multifamily during 2023. - 2024 multifamily investing + tips for getting started and navigating the landscape. - How Gino looks at the tax benefits of real estate investing, plus a 100% bonus depreciation update. More from Gino: https://jakeandgino.com/ Enroll in The Tax Extension Masterclass: 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.

Explore investing in small bay industrial assets with Daniel Kurkowski of Obsidian Group. Learn about the speaker's unconventional journey from poker player to ballroom dancer to real estate investor. Discover the challenges in identifying unlevered yield in the industrial space. Get insights into investing in small bay industrial properties and the integration of Onyx into the company. Learn about the advantages of small bay investing and the use of technology in their business.

Guest @BowTiedBroke, an entomologist turned land developer, discusses his journey from millions to broke and back, investing in short-term rentals, land development deals, and offers tips for the next generation.

Tax expert for real estate investors, Thomas Castelli, joins the podcast to discuss crucial details about the 2024 tax terrain. Topics covered include the 2024 Corporate Transparency Act, the bonus depreciation adjustment, and the viability of various tax reduction strategies. Learn about upcoming tax deadlines, the importance of accurate bookkeeping, and how maintaining financial records can help investors make informed decisions.