Tax Smart Real Estate Investors Podcast

In this episode, Brandon and Thomas are joined by Emir Dukic, Founder & CEO of Rabbu, a tool to find, analyze, and acquire short-term rental investments. During the conversation, they discussed how Rabbu went from a property management company to a data and software company, how Rabbu helps STR investors find, analyze, and acquire STRs, and the trends Emir is seeing in the STR marketplace. Learn m...

In this episode, Brandon and Thomas are joined by Ryan Carriere, Senior Tax Advisor and STR Tax Expert at our firm. During the conversation, they discuss the hot topic of short-term rental bans and restrictions, exploring the latest developments, such as Dallas becoming the newest city to enforce regulations - and what Tax Smart Investors are doing to mitigate regulatory risk. We also discuss rece...

In this episode, Brandon and Thomas are joined by Jim Pfeifer, a full-time real estate investor and CEO & Founder of Left Field Investors — a community of like-minded individuals passively investing in real assets that generate real cash flow. During the conversation, they discuss evaluating real estate syndications, including understanding your personal investment criteria, assessing sponsors, an...

In this episode, Brandon and Thomas are joined by Robert Nordlander, who has over 20 years of experience with the IRS-Criminal Investigation as a special agent. They discuss how real estate investors might find themselves in criminal investigations with the IRS and how they, and their advisors, can stay clear of tax trouble. Learn more about Robert: https://www.nordlandercpa.com/ Learn more about...

In this episode, Brandon and Thomas discuss Section 121, also known as the home sale exclusion and the different ways you use it to minimize or even eliminate taxes on the sale of your primary residence. We also discuss some of its many nuances, such as partial exclusions, how it works with rental properties, combining it with 1031 exchanges, and more. If you're a homeowner, this is an episode you...

In this episode, Brandon and Thomas answer questions from the Tax Smart Investors community, including: - How depreciation recapture works - Do we believe bonus depreciation will be extended? - How installment sales are taxed - When to contact a CPA - What to do if you're still waiting on your refund from the IRS - And more! Learn more about Dual City Investments: www.dualcityinvestments.com/ or c...

In this episode, Brandon and I discuss how investing in rental real estate reduces your taxes even without using the real estate professional status (REPS) or the STR Loophole. We cover the power of using depreciation to shelter rental income from tax, strategies for mitigating depreciation recapture, using buy, borrow, die, and more! Learn more about Dual City Investments: www.dualcityinvestments...

In this episode, Brandon and Thomas are joined by Param Bala, a Radiologist in Southern California who reached financial independence at 41 by building a multi-million dollar real estate portfolio while working full-time and raising two young kids. We discuss her journey to financial independence, what most physicians get wrong about financial freedom, the four types of real estate investors, her...

In this episode, Brandon and Thomas are joined by Taylor Brugna, a Partner at the firm, to discuss how he built a $30 million portfolio in less than 10 years. Plus his take on the current market. Learn more about Dual City Investments: www.dualcityinvestments.com/ or call 864-757-2429 Schedule a free consultation with Thrasher Law Offices at www.thrasherpllc.com/ Join the waitlist for Taylor's Rea...

In this episode, Brandon and Thomas are joined by Senior Tax Advisor Justin Shore to discuss whether or not MTRs qualify for the STR Loophole. We also discuss the role of rounding numbers in determining the average period of customer use and material participation and how to determine the average period on duplexes and other multifamily properties. Learn more about Dual City Investments: www.dualc...

In this episode, Brandon and Thomas discuss how maximizing your depreciation expense is the key to reducing taxes and building long-term wealth... Plus, the strategies the wealthiest investors use to never pay depreciation recapture taxes. If you're concerned about depreciation recapture taxes, this is an episode you won't want to miss! Learn more about Crystal View Capital: rb.gy/4boh8 Schedule a...

In this episode, Brandon and Thomas discuss the difference between the REPS and The STR Loophole, how to qualify, and when it makes sense to use each strategy. If you want to maximize the tax benefits of investing in real estate, this is an episode you won't want to miss! Learn more about Crystal View Capital: rb.gy/4boh8 Enroll in The Real Estate Professional Status (REPS) Tax Course today and le...

In this episode, we break down how married couples filing separate tax returns impact your ability to qualify as a real estate professional (REPS) and the STR Loophole. If you file married filing separately or are considering it, don't miss this episode. Learn more about Crystal View Capital: rb.gy/4boh8 Schedule a free consultation with Thrasher Law Offices at https://thrasherpllc.com/ Enroll in...

In this episode, Brandon is joined with Justin Shore, Senior Advisor at the firm to discuss the limitations on deductions and tax losses for short-term rental properties (STRs) when the property is used personally for an extended period. As well as the tax treatment of recreational vehicles(RVs)and related topics. Learn more about Crystal View Capital: https://rb.gy/4boh8 Become a Tax Smart Inside...

In this episode, Brandon and I are joined by Jason Yarusi, an active Real Estate Syndicator and Real Estate Investor and Coach at 7F Multifamily. We discuss the difference between asset management and property management, how to manage property managers, KPIs to make sure growth objectives are achieved, how to increase NOI, and more. Learn more about Driftwood Capital: driftwoodcapital.com/cpa Cla...

In this episode, Brandon and Thomas break down why investors shouldn't let the tax tail wag the dog when making investment decisions, including when choosing an overarching investment strategy, or making a specific investment. Learn more about Driftwood Capital: driftwoodcapital.com/cpa Claim your amazing free gift and become a Tax Smart Insider today at www.taxsmartinvestors.com/freegift Subscrib...

In this episode, Brandon and Thomas discuss what types LLCs are most appropriate for different types of real estate investors. This is important because if you choose the wrong LLC for your real estate venture it just might end up costing you tens of thousands of dollars. Learn more about Driftwood Capital: https://driftwoodcapital.com/cpa Claim your amazing free gift and become a Tax Smart Inside...

In this episode, Brandon and I discuss under what circumstances real estate investors are subject to the 15.3% self-employment (SE) taxes? Are STR owners subject to the SE taxes? What about flippers? Self-Storage Owners? If so, under what circumstances? Learn more about Driftwood Capital: https://driftwoodcapital.com/cpa Claim your amazing free gift and become a Tax Smart Insider today at www.taxs...

In this episode, Brandon and Thomas discuss whether or not self-storage owners can qualify for the real estate professional status (REPS). Learn more about Driftwood Capital: https://driftwoodcapital.com/cpa Claim your amazing free gift and become a Tax Smart Insider today at www.taxsmartinvestors.com/freegift Subscribe to our YouTube channel: www.youtube.com/c/therealestatecpa Join our Facebook g...

In this episode, Brandon and Thomas discuss the much-debated question: does travel time count as material participation for the real estate professional status and STR Loophole? If you're using or planning to use either strategy, its critical to understand whether or not travel time counts, and if it does, under what circumstances. Learn more about Driftwood Capital: https://driftwoodcapital.com/c...

In this episode, Brandon and Thomas discuss whether or not car washes are real property trades or businesses for REPS and the various strategies car wash owners can use to turn losses non-passive to offset active income. Learn more about Driftwood Capital: https://driftwoodcapital.com/cpa Claim your amazing free gift and become a Tax Smart Insider today at www.taxsmartinvestors.com/freegift Subscr...

In this episode, Brandon and Thomas answer questions from the Tax Smart Investors Facebook group and Tax Smart Insiders private community, including: - Are dividends non-passive? - Does the $10k property tax cap apply to rental properties? - Is commercial property management a real property trade or business? - Do STR hours count towards the real estate professional status (REPS)? Claim your amazi...

In this episode, Brandon and I are joined by Justin Shore, EA, Tax Advisory Manager at the firm to discuss a pivotal tax court case in the STR saga and answer the question, can you use the STR Loophole without any guest stays? We also discuss the often ignored 5/10 year material participation test and why business owners need to pay attention to it, and more! Claim your amazing free gift and becom...

In this episode, Brandon and I are joined by Vikram Raya, CEO of Viking Capital, an investment company on a mission to help other hard-working physicians achieve the freedom they deserve and create the life they’ve always dreamed of. We discuss real estate investing from the perspective of a physician turned multifamily syndicator, what's currently going on in the multifamily market, and more! Lea...

In this episode, Brandon and Thomas are joined by Barrett Linburg, Co-Founder of Savoy Equity, an investment group that invests heavily in Qualified Opportunity Zones (QOZs).  We discuss the QOZ Fund program from the perspective of an experienced operator and why investing your capital gains in QOZ Funds is way more lucrative than most investors realize. This is a must-listen! Learn more about Bar...