Hall CPA

Tax Smart Real Estate Investors Podcast

Business EN ↓ 428 episodes

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 c...

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Hall CPA

Episodes

181. The Powerful Combination of the STR Loophole & Cost Segregation Studies with Terry Judge 05.07.2022 29:34

In this week's episode, Thomas is joined by Terry Judge, CEO of CORE Solutions Group to discuss the powerful STR Loophole & cost segregation studies, FAQs, and more! Learn more about Terry and CORE Solutions here: https://coresolutionsgroup.net/ Enroll in the STR Tax Course today and learn how to save 5-6 figures in taxes using the STR Loophole: courses.taxsmartinvestors.com/ Join our Facebook gro...

180. Answering Frequently Asked Questions About the Short-Term Rental (STR) Loophole 28.06.2022 19:02

In this week's episode, Brandon & Thomas discuss frequently asked questions(FAQ)we get from Tax Smart Investors and clients regarding the short-term rental loophole. Enroll in the STR Tax Course today and learn how to save 5-6 figures in taxes using the STR Loophole: https://courses.taxsmartinvestors.com/ Join our Facebook group, the one-stop-shop for real estate investors to learn about tax strat...

179. The Psychology of Success & State of the Market with Rod Khleif 21.06.2022 41:43

In this week's episode, Thomas and Rod will discuss the mindset needed for success and the current real estate market. 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 Subscri...

178. A Review of Landlord Studio, a Property Management Software That Makes Accounting A Breeze 14.06.2022 20:00

In this week's episode, Thomas Castelli gives a candid and objective review of Landlord Studio, a property management software designed to make accounting and tax filing a breeze. Get a 14-day free trial by visiting www.landlordstudio.com/realestatecpa 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.face...

177. A Simple Strategy To Building Long-Term Wealth Through Rental Real Estate 07.06.2022 32:33

In this episode, Brandon and Thomas will discuss a way to build long-term wealth with real estate. And as always, please consult your CPA before implementing any strategies heard on this podcast. 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 consulta...

176. The Tax Benefits of Paying Your Children Through Your Business & Critical Mistakes to Avoid 31.05.2022 18:56

In this week's episode, Brandon and Thomas discuss the benefits of paying your children through your business and critical mistakes to avoid. Also, do not miss out on our upcoming bootcamp. You can register at courses.taxsmartinvestors.com and use code "EARLY" for 60% off. Join our Facebook group, the one-stop-shop for real estate investors to learn about tax strategy and stay up to date on changi...

175. Short Term Rentals and Real Estate Professional Status Myths 24.05.2022 15:57

In this week's episode, Brandon and Thomas discuss the myths surrounding short term rentals and the real estate professional status, and more. Also, do not miss out on our upcoming bootcamp! 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...

174. Listen to This Before Investing in Real Estate through a Self-Directed IRA (SDIRA) 17.05.2022 22:08

In this week's episode, Brandon and Thomas discuss the pros and cons of using self-directed IRAs to invest in real estate, when they make sense, and more. 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.therea...

REPS06: The Difference Between a Passive Loss & Net Operating Loss + How NOLs Generated by REPS Work 10.05.2022 14:39

In this episode, Brandon and Thomas discuss the difference between passive losses and net operating losses (NOLs). We also discuss excess business loss limits, and if NOLs generated by REPS can offset non-passive income in future years, even when you're not a REP. 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 la...

173. Is Your Home an Asset that Builds Your Wealth or A Liability that Drains Your Resources? 03.05.2022 23:27

In this episode, Brandon and Thomas discuss whether or not your primary residence is a wealth-building asset or liability. 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 Sub...

172. Why it Crucial for Real Estate Investors to Review These 3 Forms Each Year After Filing Taxes 26.04.2022 23:05

In this episode, Brandon and Thomas discuss three critical tax forms real estate investors need to review after filing their tax returns each year. 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.therealestate...

171. What Every Real Estate Investor Needs to Know About The End of 100% Bonus Depreciation 19.04.2022 12:24

In this episode, Brandon and Thomas discuss the potential tax implications of bonus depreciation phasing out over the next few years and what it means for real estate investors. 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...

STR 07: Renting Out a Room or Part of Your Home as an STR & Do STR Hours Count Towards REPS? 12.04.2022 24:34

In this episode, Brandon and Thomas discuss whether or not you could rent out a portion of your home as a short-term rental, and if the hours you spend on short-term rentals count towards the real estate professional status. 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/taxsmartinve...

170. Building a Rental Portfolio with Partners, Tax Smart Investor Q&A, + More w/ Ryan Carriere, CPA 05.04.2022 25:37

In this episode, Thomas is joined by Ryan Carriere and they talk about Ryan's real estate journey and answer questions from the Tax Smart Real Estate Investors Facebook Group. 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,...

169. Tax Q&A from the Tax Smart Investor Facebook Group - REPS, STRs, and More! 29.03.2022 44:03

In this episode, Thomas answers questions from the members of the Tax Smart Real Estate Investors Facebook Group. 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...

Repairs vs. Capital Improvements & Safe Harbors That Can Save You Thousands with Billy Withers, MST 22.03.2022 43:26

In this episode, Brandon and Thomas are joined by Billy Withers, MST, and he talks about deducting expenses as repairs and capitalizing and depreciating expenses over time. 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, PLL...

167. The Current State & Future of the Real Estate Market with Marco Santarelli 15.03.2022 33:46

In this episode, Brandon and Thomas are joined by Marco Santarelli, a real estate investor and entrepreneur, as they discuss the current situation of the real estate market as well as its possibilities. Learn more about Landlord Studio: www.landlordstudio.com/cpa 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 law...

166. Back to the Basics of Tax Deductions for Real Estate Investors with Troy Silfies, CPA 08.03.2022 41:38

In this episode, Brandon and Thomas are joined by Troy Silfies, CPA, and they talk about the tax-saving opportunities in real estate investing. Learn more about Landlord Studio: www.landlordstudio.com/cpa 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...

165. Brandon Hall's Discussion on The Real Estate Professional Status at the 2022 Tax & Legal Summit 01.03.2022 37:41

Check out Brandon Hall's discussion on The Real Estate Professional Status (REPS) from the 2022 Tax & Legal Summit! Learn more about Landlord Studio: www.landlordstudio.com/cpa 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,...

STR 06: Can you use the Short-Term Rental Loophole in California? 22.02.2022 21:07

In this episode, Brandon and Thomas discuss how California, the state with the highest tax rate in the United States, views the real estate professional status and the short-term rental loophole. Learn more about Landlord Studio: www.landlordstudio.com/cpa 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....

REPS 05: What is the Real Downside to Grouping All of Your Rentals as One Activity for REPS? 15.02.2022 19:24

In this episode, Brandon and Thomas clarify the potential downsides of making the -9 grouping election to treat all your rental activities as one for real estate professionals - and why it might not be as bad as you think. Learn more about Landlord Studio: www.landlordstudio.com/cpa Join our Facebook group, the one-stop-shop for real estate investors to learn about tax strategy and stay up to date...

STR 05: For the 100 Hour Material Participation Test, Does an Individual Mean a Person or a Company? 08.02.2022 14:12

In this episode, Brandon and Thomas discuss the definition of "individual" for the purposes of qualifying for one of the material participation tests. Learn more about Landlord Studio: www.landlordstudio.com/cpa 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...

PAL 03: How to Determine Bonus Depreciation Allocated to Limited Partners Using Operating Agreements 31.01.2022 33:37

In this episode, Brandon and Thomas are joined by Kaylyn Deaver, CPA, a partnership expert, and they discuss what limited partners or passive investors need to understand about operating agreements. Learn more about Landlord Studio: www.landlordstudio.com/cpa 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: w...

PAL 02: How to Estimate Bonus Depreciation on Direct Acquisitions and Syndicate & Fund Investments 25.01.2022 35:33

In this episode, Brandon and Thomas discuss how to estimate the bonus depreciation you can receive on properties you either acquire directly or with partners or bonus depreciation you may receive by investing in a syndicate or fund. Learn more about Landlord Studio: www.landlordstudio.com/cpa Join our Facebook group, the one-stop-shop for real estate investors to learn about tax strategy and stay...

PAL 01: An Overview of Passive Activity Rules for Real Estate Investors 18.01.2022 25:22

In this episode, Brandon and Thomas discuss the passive activity rules and how real estate investors can take advantage of them to minimize, and even eliminate taxes on their rentals and passive business activities. Learn more about Landlord Studio: www.landlordstudio.com/cpa Join our Facebook group, the one-stop-shop for real estate investors to learn about tax strategy and stay up to date on cha...