Tax Smart Real Estate Investors Podcast

In this episode, Brandon Hall and Thomas Castelli discuss LLCs and entity structures for real estate investors, including: - Why you shouldn't use an S-Corp for rental real estate. - When S-Corps do make sense for real estate investors. - What types of LLCs make sense for real estate from a tax perspective. Getting your entity structure right from the beginning might just save you a bundle in taxes... Apply today: www.therealestatecpa.com/careers Email suggestions to: hello@taxsmartinvestors.com Become a Tax Smart Insider today and claim your free bonuses today at www.taxsmartinvestors.com/insiders Enroll in our Tax Strategy Foundation for Limited Partners course: www.taxsmartinvestors.com/limitedpartners Subscribe to our YouTube channel: www.youtube.com/c/therealestatecpa 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 To become a client, request an initial consultation from Hall CPA, PLLC at www.therealestatecpa.com/become-client Follow Brandon on Twitter: @bhallcpa Follow Thomas on Twitter: @thomascastelli_ 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.

Learn about the 2024 Corporate Transparency Act (CTA) and its impact on real estate investors. Discover the filing requirements and penalties for non-compliance. Explore the exemptions and criteria outlined in the CTA, as well as reporting requirements. Understand the importance of filing for beneficial ownership interest and the need for collaboration between attorneys and accountants.

In this episode, Brandon and Thomas are discussing the tax implications of "subject-to" financing, a strategy that has regained popularity in recent months as interest rates have risen to levels not seen in decades. If you're considering using "subject-to" to acquire real estate, this is an episode you don't want to miss. Become a Tax Smart Insider today and claim your free bonuses today at www.taxsmartinvestors.com/insiders Enroll in our Tax Strategy Foundation for Limited Partners course: www.taxsmartinvestors.com/limitedpartners Subscribe to our YouTube channel: www.youtube.com/c/therealestatecpa 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 To become a client, request an initial consultation from Hall CPA, PLLC at www.therealestatecpa.com/become-client Follow Brandon on Twitter: @bhallcpa Follow Thomas on Twitter: @thomascastelli_ 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.

Learn how real estate investing can give you back time and optimize for low hassle and low risk. Discover how to achieve financial freedom with fewer rental properties. Explore strategies for assessing property performance and setting cash reserves. Find out how to maximize returns with treasury bonds. Hear about building a real estate portfolio and leveraging other people's money. Get information and resources for real estate investing from the guest speaker.

This episode explores how high-income earners reduce taxes using real estate without REPS or STRs. Additionally, they answer questions from the Tax Smart Investors Facebook Group. Topics include tax advantages of real estate for high-income earners, seeking second opinions as landlords, qualifying as a real estate professional, and syndication investment limitations.

Guest: Kaylyn Deaver, Partnership Tax Expert. They explore the topics of depreciation, LLC investments, taxable distributions, deducting losses, and 1031 exchanges in real estate syndications and funds. If you're a limited partner, this episode provides valuable insights.

This podcast explores whether short-term rentals count towards the real estate professional status for tax purposes. The hosts discuss the regulations indicating that they do count, but also highlight the uncertainties and risks involved. They delve into the implications of short-term rentals on real estate professional status and caution against claiming these hours due to ambiguity. The chapter descriptions cover the history, requirements, recent tax court cases, and the definition of buildings and real property in relation to short-term rentals.

Whitney Elkins-Hutten, a passive investing expert, joins Brandon and Thomas to discuss how to avoid losses as a passive investor. They explore analyzing properties, operators, and markets, determining personal goals for investments, and achieving freedom through investing. Don't miss this episode if you're a passive investor or want to get started in passive investing.

Podcast discusses overlooked tax benefits of investing in rental real estate, challenges of operating short-term rentals, importance of understanding return on equity, power of long-term thinking in real estate, and long-term tax benefits of investing in real estate for tax efficiency and wealth building.

This episode features Jamie Lane, the SVP of Analytics at AirDNA, discussing current trends in the short-term rental market. They delve into the state of the market, key metrics for investors, and what to expect in the future. They also touch on the impact of the pandemic, supply and demand dynamics, and debunking claims of a housing collapse. Plus, they explore opportunities in different markets and the trends in local regulation of short-term rentals. If you're investing in or considering STRs, this episode is a must-listen.