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

Jun 25, 2024 • 24min
279. Leveraging BRRRR for Optimal Wealth Growth & Tax Efficiency
Discover how the BRRRR strategy can optimize tax efficiencies and wealth growth in real estate investments. Learn about no-money-down deals, tax benefits, and integrating BRRRR with 1031 exchanges. Explore the long-term wealth-building potential of real estate and participate in naming a new real estate concept.

Jun 18, 2024 • 21min
278. The STR Loophole Audit Playbook: Protecting Your Profits & Countering Claims
The ever-popular STR Loophole has been used by countless investors and helped them save tens if not hundreds of thousands of dollars in taxes.
In this episode, Ryan and Thomas are deep-diving into STR Loophole audits.
They cover:
- What to do if you receive an audit notice
- The top three arguments the IRS is making
- How to counter effectively & document properly
If you're a STR investor, this is a valuable episode you don't want to miss.
To become a client, request a consultation from Hall CPA, PLLC at https://go.therealestatecpa.com/3KSEev6
Subscribe to our weekly newsletter for more tax tips:
https://go.therealestatecpa.com/3xhK71N
Join the Tax Smart Insiders Community:
https://go.therealestatecpa.com/3Xx1Cpd
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.

Jun 11, 2024 • 47min
277. Growing A Multi-Million Dollar Empire & Real Estate's Role with Sam Parr
In this week's episode, Ryan and Brandon are joined by Sam Parr, a serial entrepreneur who has built and sold several multimillion-dollar companies, to discuss how real estate and taxes play into his businesses and wealth creation for his family.
They breakdown:
- Sam's creation of "The Hustle" & The Evolution of His Ventures
- The approach to incorporating real estate into business models
- The specific tax strategies Sam implemented for optimization
- The predictions for future real estate and tax regulation trends
If you're a business owner and curious about how other successful business owners think about taxes and real estate, don't miss this episode.
More from Sam: https://joinhampton.com/ | https://samslist.co/ | https://x.com/thesamparr
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.

Jun 4, 2024 • 46min
276. Dealer Status and the IRS: What Real Estate Investors Need to Know
Join Nathan Sosa, CPA as he discusses dealer status importance, real estate investment strategies, and the Winthrop Factors with Ryan. Learn how to ensure you pay capital gains taxes and not ordinary income taxes when selling a property.

6 snips
May 28, 2024 • 46min
275. The Revolutionary World of Oil & Gas Investing with Troy Eckard
Expert in oil & gas investing, Troy Eckard, discusses technological transformations, investment strategy insights, financial mechanics, regulatory advantages, and the future of energy investments. Delve into the world of oil & gas investing with advanced technologies and strategic asset management reshaping the industry.

24 snips
May 21, 2024 • 42min
274. Exploring the Power of Opportunity Zones: A Deep Dive with Barrett Linburg
Barrett Linburg discusses the transformative potential of investing in Opportunity Zones, detailing tax benefits, legislative changes, and misconceptions. Topics include strategic growth, bipartisan support for program extension, dynamics of investments, and leveraging energy-efficient credits. A must-listen for investors seeking tax incentives.

8 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.

7 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.

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.


