Tax Smart Real Estate Investors Podcast

Hall CPA
  • 4.8 (424)
  • Business
  • Updated Weekly

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 closing multi-million dollar deals, as well as small investors building a portfolio from scratch. Check us out at www.TheRealEstateCPA.com/Podcast for more free content and information. Enjoy! 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. Any mention of third-party vendors, products, or services does not constitute an endorsement or recommendation. You should conduct your own due diligence before engaging with any vendor

  1. 3d ago

    The New Housing Bill and the Future of Institutional Investors with Troy Silfies

    Update: The 21st Century ROAD to Housing Act became law on July 11, 2026, after President Trump neither signed nor vetoed the bill within the constitutional deadline. In this episode, Nathan sits down with Troy Silfies, VP of Tax at Hall CPA, to discuss the new 21st Century Housing Bill and what it could mean for investors, builders, landlords, lenders, and prospective homebuyers. Together, they examine the proposed 350-home threshold for large institutional investors, the bill's key exceptions, build-to-rent developments, rent-to-own programs, manufactured housing, and other provisions that could influence housing supply and real estate investment. If you invest in real estate, this conversation will help you understand what's changing, what could happen next, and how the legislation may affect the market. Request a free discovery meeting: go.therealestatecpa.com/mlre Register for FREE access to the 2026 Hall CPA Tax Strategy Summit: www.taxandlegalsummit.com/2026signup Join the Hall CPA Team: www.therealestatecpa.com/careers/ Get the Ultimate Guide for Real Estate Syndications: go.therealestatecpa.com/mlreultimateguide Submit your questions to: go.therealestatecpa.com/question The Major League Real Estate podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, investing, financial, 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. Any mention of third-party vendors, products, or services does not constitute an endorsement or recommendation. You should conduct your own due diligence before engaging with any vendor.

    The New Housing Bill and the Future of Institutional Investors with Troy Silfies

  2. 5d ago

    386. 5 Tax Scams That Could Get You Audited in 2026

    Every year, real estate investors are pitched "exclusive" tax strategies that promise massive deductions, tax-free sales, or unbelievable savings. The problem? Many of these strategies collapse under IRS scrutiny and taxpayers are left paying the price. In this episode, Nate Sosa and Justin Shore break down some of the most heavily promoted tax strategies that they do not recommend, including: - Syndicated Conservation Easements - Monetized Installment Sales - Deferred Sales Trusts - Discounted IRA Rollovers - Equipment Leasing Schemes They explain how these strategies work, why promoters continue selling them, what the IRS has already said about them, and the penalties investors could face if they participate. Most importantly, they discuss why legitimate tax planning almost always beats chasing "secret" tax loopholes. Request a consultation from Hall CPA at go.therealestatecpa.com/3KSEev6 Register for FREE access to the 2026 Hall CPA Tax Strategy Summit: www.taxandlegalsummit.com/2026signup Join the Hall CPA Team: www.therealestatecpa.com/careers/ Connect with Eckard Enterprises: eckardenterprises.com/taxsmartrei/?u…copy_hyperlink Submit your question for Tom & Nathan: go.therealestatecpa.com/question 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. Any mention of third-party vendors, products, or services does not constitute an endorsement or recommendation. You should conduct your own due diligence before engaging with any vendor.

    386. 5 Tax Scams That Could Get You Audited in 2026

  3. Jul 9

    Opportunity Zones 2.0: The Biggest Changes Coming in 2027

    Qualified Opportunity Zones are back, and they're better than ever. With Opportunity Zones 2.0 becoming permanent under the new tax law, investors and real estate operators have a rare opportunity to reduce capital gains taxes while building long-term wealth. But the rules have changed. In this episode, Nate Sosa and Tom break down: - What Opportunity Zones actually are - The biggest changes in Opportunity Zones 2.0 - The new rolling 5-year tax benefit - Rural Opportunity Zones and the new 30% tax reduction - The upcoming Opportunity Zone maps - Why 2026 and 2027 are critical planning years - Opportunity Zones vs. 1031 Exchanges - Common mistakes investors make If you're selling a business, real estate, stocks, cryptocurrency, or have large capital gains, this episode could save you significant taxes. Request a free discovery meeting: go.therealestatecpa.com/mlre Register for FREE access to the 2026 Hall CPA Tax Strategy Summit: www.taxandlegalsummit.com/2026signup Join the Hall CPA Team: www.therealestatecpa.com/careers/ Get the Ultimate Guide for Real Estate Syndications: go.therealestatecpa.com/mlreultimateguide Submit your questions to: go.therealestatecpa.com/question The Major League Real Estate podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, investing, financial, 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. Any mention of third-party vendors, products, or services does not constitute an endorsement or recommendation. You should conduct your own due diligence before engaging with any vendor.

    Opportunity Zones 2.0: The Biggest Changes Coming in 2027

  4. Jul 7

    385. How To 1031 Exchange Into Oil & Gas (Instead of Another Rental Property) with Khris Allen

    Most investors think a 1031 exchange only means selling one property to buy another. But what if there was another option? In this episode, we're joined by Khris Allen, Director of 1031 Exchange Services at Eckard Enterprises, to discuss how investors can use a 1031 exchange to acquire oil, gas, and mineral rights instead of another rental property. We cover how mineral rights qualify as like-kind property, how royalty income works, the potential tax advantages, and why some investors are using this strategy to reduce landlord responsibilities while continuing to defer capital gains taxes. You'll also learn: - How mineral rights qualify for a 1031 exchange - The difference between mineral rights and working interests - Why some investors view royalty income as a passive alternative to rentals - Common mistakes investors make when considering oil & gas investments - How the 45-day identification period works when exchanging into mineral rights - Who this strategy may (and may not) be right for - Tax planning considerations every investor should understand Request a consultation from Hall CPA at go.therealestatecpa.com/3KSEev6 Register for FREE access to the 2026 Hall CPA Tax Strategy Summit: www.taxandlegalsummit.com/2026signup Join the Hall CPA Team: www.therealestatecpa.com/careers/ Connect with Eckard Enterprises: https://eckardenterprises.com/taxsmartrei/?utm_source=taxsmartrei&utm_medium=podcast_ad&utm_campaign=taxsmartrei_podcast_2026&utm_content=podcast_ad_copy_hyperlink Submit your question for Tom & Nathan: go.therealestatecpa.com/question 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. Any mention of third-party vendors, products, or services does not constitute an endorsement or recommendation. You should conduct your own due diligence before engaging with any vendor.

    385. How To 1031 Exchange Into Oil & Gas (Instead of Another Rental Property) with Khris Allen

  5. Jul 2

    The Case for Manufactured Housing: America's Most Durable Real Estate Asset with "Ali" Nasir Ali

    Today's manufactured housing communities are becoming one of the strongest-performing real estate asset classes available. In this episode of the Major League Real Estate Podcast, Nate Sosa and Thomas Castelli sit down with Ali, Managing Director and Co-Founder of Rise360 Ventures, whose family has spent more than 44 years investing in manufactured housing. Ali shares how growing up in the business shaped his investing philosophy, why manufactured housing consistently outperforms many traditional real estate asset classes, and how investors can benefit from stable cash flow, lower operating costs, tenant-owned homes, and powerful tax advantages. They also discuss: - Why tenant-owned homes create a better business model - How manufactured housing compares to multifamily investing - The tax benefits of cost segregation and bonus depreciation - Building generational wealth through 1031 exchanges - Why manufactured housing may help solve America's housing shortage - How AI is changing real estate investing and operations Request a free discovery meeting: go.therealestatecpa.com/mlre Register for FREE access to the 2026 Hall CPA Tax Strategy Summit: www.taxandlegalsummit.com/2026signup Join the Hall CPA Team: www.therealestatecpa.com/careers/ Get the Ultimate Guide for Real Estate Syndications: go.therealestatecpa.com/mlreultimateguide Submit your questions to: go.therealestatecpa.com/question Connect with Ali: rise360ventures.com The Major League Real Estate podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, investing, financial, 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. Any mention of third-party vendors, products, or services does not constitute an endorsement or recommendation. You should conduct your own due diligence before engaging with any vendor.

    The Case for Manufactured Housing: America's Most Durable Real Estate Asset with "Ali" Nasir Ali

  6. Jun 30

    384. From $2.5M to $350K in Tax Savings: The RV Park Strategy

    RV parks have become one of the fastest-growing alternative real estate investments, but are the tax benefits really as good as people claim? In this episode, Thomas Castelli, CPA and Nate Sosa break down exactly how RV parks are taxed, why investors can often get significantly more bonus depreciation than traditional multifamily properties, and when RV parks may qualify for the same tax advantages as short-term rentals. In this episode you'll learn: - Why RV parks can generate exceptionally high bonus depreciation - How the 7-day average stay rule affects tax treatment - When RV parks qualify for short-term rental tax benefits - Material participation requirements investors often overlook - Purchase price allocations and why they matter - Depreciation recapture and 1031 exchange considerations - Whether RV park investing is the right fit for your goals Request a consultation from Hall CPA at go.therealestatecpa.com/3KSEev6 Register for FREE access to the 2026 Hall CPA Tax Strategy Summit: www.taxandlegalsummit.com/2026signup Join the Hall CPA Team: www.therealestatecpa.com/careers/ Connect with Eckard Enterprises: https://eckardenterprises.com/taxsmartrei/?utm_source=taxsmartrei&utm_medium=podcast_ad&utm_campaign=taxsmartrei_podcast_2026&utm_content=podcast_ad_copy_hyperlink Submit your question for Tom & Nathan: go.therealestatecpa.com/question 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. Any mention of third-party vendors, products, or services does not constitute an endorsement or recommendation. You should conduct your own due diligence before engaging with any vendor.

    384. From $2.5M to $350K in Tax Savings: The RV Park Strategy

  7. Jun 22

    383. The $60,000 Tax Question: Expense It or Depreciate It?

    Should you expense a rental property cost immediately or capitalize and depreciate it over time? It's one of the most misunderstood areas of real estate investing and getting it wrong can cost you thousands in missed deductions or IRS headaches. In this episode, Thomas Castelli and Nate Sosa break down the decision framework every real estate investor needs to understand when dealing with repairs, renovations, improvements, appliances, HVAC systems, roofs, and other property expenses. You'll learn: - When an expense can be deducted immediately - How the De Minimis Safe Harbor works - The difference between repairs and capital improvements - When the BAR Test applies (Betterment, Adaptation, Restoration) - How cost segregation impacts your deductions - Bonus depreciation vs. Section 179 and when each makes sense - Common tax myths that trip up landlords and short-term rental owners Request a consultation from Hall CPA at go.therealestatecpa.com/3KSEev6 Get the FREE Ultimate STR Tax Strategy Bundle: go.therealestatecpa.com/strbundle Register for the FREE Investing Debate: go.therealestatecpa.com/debate Submit your question for Tom & Nathan: go.therealestatecpa.com/question 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. Any mention of third-party vendors, products, or services does not constitute an endorsement or recommendation. You should conduct your own due diligence before engaging with any vendor.

    383. The $60,000 Tax Question: Expense It or Depreciate It?

  8. Jun 18

    Why This Airline Pilot Chose Passive Investing (Oil & Gas, Senior Living, & More) with Tait Duryea

    In this episode, Nathan Sosa sits down with Tait Duryea, Founder and CEO of Turbine Capital, for part one of the active vs. passive investing debate. Tait shares how he went from airline pilot to building an investment firm and explains why many high-income professionals are turning to passive investing opportunities in real estate and energy. The conversation breaks down today's most attractive asset classes, including multifamily, senior living, industrial real estate, and oil & gas. Tait also explains how passive investors can benefit from depreciation, K-1 losses, and unique tax incentives available through oil and gas investments. Topics Discussed: - The biggest misconception about passive investing - How to evaluate fund managers and syndicators - Senior living and industrial real estate opportunities - Oil & gas investing and tax benefits Request a free discovery meeting: go.therealestatecpa.com/mlre Get the Ultimate Guide for Real Estate Syndications: go.therealestatecpa.com/mlreultimateguide Submit your questions to: go.therealestatecpa.com/question Connect with Tait: https://www.turbinecap.com/ The Major League Real Estate podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, investing, financial, 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. Any mention of third-party vendors, products, or services does not constitute an endorsement or recommendation. You should conduct your own due diligence before engaging with any vendor.

    Why This Airline Pilot Chose Passive Investing (Oil & Gas, Senior Living, & More) with Tait Duryea
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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 closing multi-million dollar deals, as well as small investors building a portfolio from scratch. Check us out at www.TheRealEstateCPA.com/Podcast for more free content and information. Enjoy! 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. Any mention of third-party vendors, products, or services does not constitute an endorsement or recommendation. You should conduct your own due diligence before engaging with any vendor

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