Tax Smart Real Estate Investors Podcast

Anton Mattli is the CEO of Peak Financing. Over the last 15 years, Anton has been advising family offices, high net worth individuals, as well as private investment funds, and facilitating their direct investments in commercial real estate across Europe and the United States, including several hundred million dollars in multifamily developments and acquisitions. In today’s episode, we discuss the...

Johnny Merritt is a partner at Hajjar Peters LLP and an attorney with over three decades of experience in complex corporate and real estate matters. He has been a transactional attorney for more than 20 years, concentrating in ongoing business operations, organizational structuring, mergers and acquisitions as well as real estate purchases, sales and development. In today’s episode, we discuss Ser...

Mike Fried is a public insurance adjuster in Austin, Texas. Mike has over 17 years of experience with insurance claims and is the incoming president of the Texas Association of Public Insurance. Today we discuss all things insurance, including what to look out for when obtaining insurance policies on your properties, why you should reach out to a public adjuster instead of relying on the valuation...

Charlie Ansanelli is a real estate investor and angel investor at RockStack Capital, where he and his team manage a portfolio of multifamily apartments, manufactured housing communities, and business commercial units across the United States. Today we discuss how Charlie went from entrepreneur to real estate investor, why he chose to focus on mobile homes, tips, angel investing, and tax savings. L...

Derren Joseph is a Partner at Advanced American Tax, part of an international tax team that works with 6, 7, and 8-figure international entrepreneurs and expats to legally minimize their global tax burden and protect their wealth. Today we discuss international tax and asset protection implications of investing in foreign real estate, the challenges of investing in foreign real estate, why the Uni...

We're joined by David Greene, co-host of the BiggerPockets podcast, author, California real estate agent, and investor. Today we discuss executing the BRRRR strategy from long-distance, COVID-19 and 2020, planning for 2021, tax strategies, and more. David has written these books: - Buy, Rehab, Rent, Refinance, Repeat - Long-Distance Real Estate Investing Learn more about David and his work by conn...

We're joined by Bill Smith and Steve Scheussler from ELB Consulting, a company that provides cost segregation studies, R&D tax credits, 179D, and 45L energy tax certifications and other engineered solutions to improve the ROI of a commercial property. Today we discuss the new tax law changes to Qualified Improvement Property that can save commercial investors thousands in taxes, the Section 179D d...

Nick and Elaine Stageberg are the founders of Black Swan Real Estate, a family-owned and operated real estate investment company with over 10 years of experience owning and managing a rapidly growing portfolio of homes in Oklahoma City, Oklahoma and Rochester, Minnesota. Today we discuss scaling a single family rental business, the benefits of vertical integration, building a competitive advantage...

Brian Chou, Esq. is a partner at Barth Calderon, LLP, a California-based law firm where he focuses on asset protection, estate planning, and business succession planning. Today we discuss entity structuring for California-based real estate investors including the truth about the $800 minimum California franchise tax, the potential risks of using a Delaware Statutory Trust (DST) as an alternative t...

Peter Kim is an anesthesiologist, active real estate investor, and founder of Passive Income M.D., where he shows physicians why they need to and how they can take control of their finances and time. Today we discuss how and why Peter got started in real estate, the real estate professional status, and how he helps physicians achieve financial freedom through Passive Income MD. Learn more about Pe...

Taylor Brugna is a CPA advisory manager at The Real Estate CPA and an active real estate investor. Today we speak about managing a large portfolio during COVID, the real estate professional status, and suspended passive losses. 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/taxsmarti...

Reed Goossens is a real estate syndicator, investor, bestselling author, and public speaker. Today we discuss Reed's story of moving from Australia to becoming a US real estate investor, why foreign investors love US real estate, tax tips for foreign investors investing in the US, San Antonio, and much more! Learn more about Reed and his work: https://www.reedgoossens.com/ Join our Facebook group,...

Brian Mittendorf is a designed professor of accounting at the Fisher School of Business at Ohio State University and former associate accounting professor at Yale School of Management. Today we discuss donor advised funds and charitable giving. Connect with Brian on Twitter @CountingCharity Join our Facebook group, the one-stop-shop for real estate investors to learn about tax strategy and stay up...

Today we're joined by Dave Van Horn, CEO and President of PPR Note Co., veteran real estate investor, and author of Real Estate Note Investing. PPR Note Co. focuses on distressed, non-performing notes. The company has done over 9,000 acquisitions and dispositions of these notes. Learn more about Dave and his work: https://pprnoteco.com/ Join our Facebook group, the one-stop-shop for real estate in...

Neal Bawa is the founder and CEO of Grocapitus Investments, a real estate investment company that sources, negotiates, and acquires commercial properties across the United States. Grocpaitus has a remote component with heavy reliance on virtual assistants. Neal has a background in mathematics and computer science and he applies this knowledge to real estate investing. Learn more about Neal and his...

Paul Moore is a founding member of Wellings Capital and is an experienced investor and syndicator. Paul's investment philosophy points investors toward long-term stable investments that yield satisfying multi-generational outcomes. Learn more about Paul and his work: https://www.wellingscapital.com/ Join our Facebook group, the one-stop-shop for real estate investors to learn about tax strategy an...

Today Brandon Hall and Thomas Castelli are joined by Bill Allen, CEO of 7 Figure Flipping. Bill and his team currently flip over 200 deals per year in Tennessee and northern Florida. Bill helps lead top flipping and wholesaling coaching programs around the country. Check out Bill's upcoming event, Flip Hacking Live, where you'll learn from top flippers and wholesalers about their strategies and sy...

Today Brandon Hall and Thomas Castelli are joined with M.C. Laubscher, host of the Cash Flow Ninja podcast, cash flow specialist, and real estate investor and educator with Producers Wealth and Producers Capital Partners. In this episode we speak with M.C. about IBC, the current state of the economy, and what's ahead, where MC is keeping his money, captive insurance, and much more! To learn more a...

In this episode, Brandon Hall and Thomas Castelli walk-through The Real Estate CPA's latest in-depth guide to qualifying as a real estate professional, including a brief history of Section 469 (i.e. passive losses), what it takes it to qualify for REPS, tax court cases, common misconceptions, and more! Join our Facebook group, the one-stop-shop for real estate investors to learn about tax strategy...

Today we're joined with Sarry Ibrahim, Financial Consultant, Health and Life Agent who helps high net worth individuals, real estate investors, business owners, and retirees grow and protect their wealth predictably and safely by Banking on Yourself. In this episode, we talk about the ins and outs of Banking on Yourself aka the Infinite Banking Concept including investment and tax benefits, asset...

Today we’re joined with Vince Gethings, Founder of Villanautics, LLC and co-owner of Tri-City Equity Group, LLC to discuss the challenges he had to overcome closing on a 48-unit apartment syndication at the height of the COVID-19 shut down. To learn more about Vince visit https://tricityequity.com/ Join our Facebook group, the one-stop-shop for real estate investors to learn about tax strategy and...

Today we’re joined with Brock Holliman, Founder of Holliman Capital Group to discuss discuss how Brock got started in real estate at the bottom of the market in 2011, his Build 2 Rent business model that is attracting investment capital with no end in sight, the current state of the rental market in Florida, the real estate professional status and more! To learn more about Brock visit https://holl...

Today we’re joined with Gary Beasley, Founder and CEO of Roofstock Capital to discuss how Roofstock helps single-family real estate investors buy and sell their properties, and how you can buy fractional shares of single-family rentals via Roofstock One. To learn more about Roofstock and Roofstock One visit: https://www.roofstock.com/ Join our Facebook group, the one-stop-shop for real estate inve...

This week we're releasing a recording of Kim Lisa Taylor, Esq., founder of The Syndication Attorneys and Thomas Castelli, CPA discussing the tax treatment of carried interest and other fees that General Partners (GPs) of real estate syndicates and funds receive. This recording includes important information about taxes as they relate to the structure of a deal, K-1s and 1099s, and a Q&A session wi...

In this episode, we're joined by Kevin McGrath, principal at Cardinal Industrial, a leading buyer, seller, and operator of both warehousing and distribution assets. Kevin is also an official member of the Forbes Real Estate Council. Today we discuss various aspects of investing in industrial real estate for active and passive investors as well as tax strategies for real estate brokers, agents, and...