The CPA Zone: Tax Strategies for Small Businesses

The Pulice Group
  • 4.8 (10)
  • Entrepreneurship
  • Updated Weekly

Tax strategy and accounting advice for small business owners and real estate investors.

  1. 5d ago

    The Real Estate Life Cycle & Tax Strategies

    In this episode of The CPA Zone, Ryan shares educational tax strategies and real estate insights covering acquisition, operations, depreciation, and exit planning to help investors make more informed financial decisions.   New Client Intake Form: https://www.thepulicegroup.com/contact STR Free Discovery Meeting: https://mailchi.mp/2e695f433691/str-free-discovery-meeting Join Our Real Estate Investor Mailing List: https://mailchi.mp/c33bb198a61c/rei-email-sign-up   The CPA Zone 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.

  2. Aug 11

    Exit Planning for Business Owners - Interview with Mark Hartmann

    Join Ryan on the CPAZone as he interviews Mark Hartmann, founder of HartmannRhodes Advisory, to discuss how business owners can maximize their company's value, prepare for a successful exit, and avoid costly mistakes when selling their business.   Get in touch with Mark: Email: mark@hartmannrhodes.com  LinkedIn: https://www.linkedin.com/in/markhartmann/  Website: https://www.hartmannrhodes.com/  Author: https://www.hartmannrhodes.com/sweat-equity-payday   TPG New Client Intake Form: https://www.thepulicegroup.com/contact STR Free Discovery Meeting: https://mailchi.mp/thepulicegroup.com/3kadt9kur1 STR Lead Magnet Free Download: https://mailchi.mp/thepulicegroup.com/stop-overpaying-taxes-on-your-short-term-rentals-10347484 Join Our Real Estate Investor Mailing List: https://mailchi.mp/c33bb198a61c/rei-email-sign-up   The CPA Zone 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.

  3. Aug 4

    The Cost Segregation Advantage: Unlock Bigger Tax Savings - Interview with Tom Brodie

    Ryan sits down with cost segregation expert Tom Brodie of Cost Segregation Services, Inc. (CSSI) on The CPAZone to share how real estate investors can maximize tax savings, recover missed depreciation, and use cost segregation to unlock significant tax benefits.   Get in touch with Tom: Email: tom.brodie@cssiservices.com  Phone: (713) 906-3710  Website: https://cssiservices.com/sales/tom-brodie/    TPG New Client Intake Form: https://www.thepulicegroup.com/contact STR Free Discovery Meeting: https://mailchi.mp/thepulicegroup.com/3kadt9kur1 STR Lead Magnet Free Download: https://mailchi.mp/thepulicegroup.com/stop-overpaying-taxes-on-your-short-term-rentals-10347484 Join Our Real Estate Investor Mailing List: https://mailchi.mp/c33bb198a61c/rei-email-sign-up   The CPA Zone 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.

  4. Jul 28

    Tax Planning and Tax Preparation in the Age of A.I. - Interview with Ricky Lavina

    Ryan sits down with Ricky Lavina, co-founder and CEO of TaxFyle, on the CPAZone podcast to discuss how AI is transforming the accounting industry, why tax planning and human relationships matter more than ever, and how technology can empower—not replace—trusted CPAs.   Get in touch with Ricky: Phone: 1-855-829-3953 Website: https://www.taxfyle.com/   TPG New Client Intake Form: https://www.thepulicegroup.com/contact STR Free Discovery Meeting: https://mailchi.mp/thepulicegroup.com/3kadt9kur1 STR Lead Magnet Free Download: https://mailchi.mp/thepulicegroup.com/stop-overpaying-taxes-on-your-short-term-rentals-10347484 Join Our Real Estate Investor Mailing List: https://mailchi.mp/c33bb198a61c/rei-email-sign-up   The CPA Zone 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.

  5. Jul 21

    The Cash Flow Clock: Why Timing Beats Returns - Interview with Gary Preisser

    Ryan is joined by Gary Preisser of Stonebriar Wealth Advisors on The CPAZone to explore the Cash Flow Clock, revealing how intentional tax planning, cash flow timing, Roth conversions, and strategic wealth management can help entrepreneurs and real estate investors build long-term financial success.   Get in touch with Gary: Email: gary@stonebriarwa.com  LinkedIn: https://www.linkedin.com/in/garypreisser/  Website: https://www.stonebriarwealthadvisors.com/    TPG New Client Intake Form: https://www.thepulicegroup.com/contact STR Free Discovery Meeting: https://mailchi.mp/thepulicegroup.com/3kadt9kur1 STR Lead Magnet Free Download: https://mailchi.mp/thepulicegroup.com/stop-overpaying-taxes-on-your-short-term-rentals-10347484 Join Our Real Estate Investor Mailing List: https://mailchi.mp/c33bb198a61c/rei-email-sign-up   The CPA Zone 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.

  6. Jul 14

    STR Series Episode #4

    Ryan wraps up the CPAZone short-term rental tax series by comparing the tax treatment of short-term and long-term rentals, explaining how each strategy impacts deductions, passive losses, and overall tax savings so investors can make more informed real estate decisions.   New Client Intake Form: https://www.thepulicegroup.com/contact STR Free Discovery Meeting: https://mailchi.mp/thepulicegroup.com/3kadt9kur1 STR Lead Magnet Free Download: https://mailchi.mp/thepulicegroup.com/stop-overpaying-taxes-on-your-short-term-rentals-10347484 Join Our Real Estate Investor Mailing List: https://mailchi.mp/c33bb198a61c/rei-email-sign-up   The CPA Zone 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.

  7. Jul 7

    STR Series Episode #3

    In this CPAZone episode, Ryan walks through a real-world short-term rental tax strategy example, explaining how cost segregation, bonus depreciation, and material participation can create significant tax-saving opportunities for real estate investors while highlighting the key steps to implement the strategy correctly.   New Client Intake Form: https://www.thepulicegroup.com/contact STR Free Discovery Meeting: https://mailchi.mp/thepulicegroup.com/3kadt9kur1 STR Lead Magnet Free Download: https://mailchi.mp/thepulicegroup.com/stop-overpaying-taxes-on-your-short-term-rentals-10347484 Join Our Real Estate Investor Mailing List: https://mailchi.mp/c33bb198a61c/rei-email-sign-up   The CPA Zone 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.

  8. Jun 30

    STR Series Episode #2

    In this episode of the CPAZone Podcast, Ryan reveals the 7 most common tax mistakes short-term rental investors make and explains how to avoid them so you can protect your tax benefits, stay compliant, and keep more money in your pocket.   New Client Intake Form: https://www.thepulicegroup.com/contact STR Free Discovery Meeting: https://mailchi.mp/thepulicegroup.com/3kadt9kur1 STR Lead Magnet Free Download: https://mailchi.mp/thepulicegroup.com/stop-overpaying-taxes-on-your-short-term-rentals-10347484 Join Our Real Estate Investor Mailing List: https://mailchi.mp/c33bb198a61c/rei-email-sign-up   The CPA Zone 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.

See All (100)

4.8
out of 5
10 Ratings

About

Tax strategy and accounting advice for small business owners and real estate investors.

Information

You Might Also Like