251 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 synidcators and developers closing multi-million dollar deals, as well as small investors building a portfolio from scratch.

Check us out at www.TheRealEstateCPA.com and www.TaxSmartInvestors.com for more free content and information.

Enjoy!

Tax Smart Real Estate Investors Podcast Hall CPA, PLLC

    • Business
    • 4.8 • 333 Ratings

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 synidcators and developers closing multi-million dollar deals, as well as small investors building a portfolio from scratch.

Check us out at www.TheRealEstateCPA.com and www.TaxSmartInvestors.com for more free content and information.

Enjoy!

    225. The Home Sale Exclusion: How To Minimize or Eliminate Taxes on The Sale of Your Home

    225. The Home Sale Exclusion: How To Minimize or Eliminate Taxes on The Sale of Your Home

    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 won't want to miss!

    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/

    Become a Tax Smart Insider today and claim your free bonuses today at www.taxsmartinvestors.com/insiders

    Subscribe to our YouTube channel: www.youtube.com/c/therealestatecpa

    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

    To become a client, request an initial consultation from Hall CPA, PLLC at www.therealestatecpa.com/become-client

    Follow Brandon on Twitter: @bhallcpa
    Follow Thomas on Twitter: @thomascastelli_

    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.

    • 27 min
    224. Recent Questions From The Tax Smart Investors Community

    224. Recent Questions From The Tax Smart Investors Community

    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 call 864-757-2429

    Schedule a free consultation with Thrasher Law Offices at www.thrasherpllc.com/

    Become a Tax Smart Insider today and claim your free bonuses today at www.taxsmartinvestors.com/freetrial

    Subscribe to our YouTube channel: www.youtube.com/c/therealestatecpa

    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

    To become a client, request an initial consultation from Hall CPA, PLLC at www.therealestatecpa.com/become-client

    Follow Brandon on Twitter: @bhallcpa
    Follow Thomas on Twitter: @thomascastelli_

    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.

    • 20 min
    223. How Investing In Real Estate Reduces Your Taxes Even Without Using REPS or the STR Loophole

    223. How Investing In Real Estate Reduces Your Taxes Even Without Using REPS or the STR Loophole

    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.com/ or call 864-757-2429

    Schedule a free consultation with Thrasher Law Offices at www.thrasherpllc.com/

    Become a Tax Smart Insider today and claim your free bonuses today at www.taxsmartinvestors.com/freetrial

    Subscribe to our YouTube channel: www.youtube.com/c/therealestatecpa

    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

    To become a client, request an initial consultation from Hall CPA, PLLC at www.therealestatecpa.com/become-client

    Follow Brandon on Twitter: @bhallcpa
    Follow Thomas on Twitter: @thomascastelli_

    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.

    • 30 min
    222. What Most Doctors Get Wrong About Financial Freedom & The 4 Types of Investors w/ Dr Param Bala

    222. What Most Doctors Get Wrong About Financial Freedom & The 4 Types of Investors w/ Dr Param Bala

    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 take on the current market, and more.

    Learn more about Dr. Param Bala here: https://www.generationalwealthmd.com/

    Learn more about Dual City Investments: www.dualcityinvestments.com/ or call 864-757-2429

    Enroll in The Real Estate Professional Status (REPS) Tax Course today and learn how to save 5-6 figures in taxes: www.taxsmartinvestors.com/reps

    Become a Tax Smart Insider today and claim your free bonuses today at www.taxsmartinvestors.com/freetrial

    Subscribe to our YouTube channel: www.youtube.com/c/therealestatecpa

    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

    To become a client, request an initial consultation from Hall CPA, PLLC at www.therealestatecpa.com/become-client

    Follow Brandon on Twitter: @bhallcpa
    Follow Thomas on Twitter: @thomascastelli_

    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.

    • 33 min
    221. The Art of Wealth Creation: Taylor Brugna's Path to a $30 Million Portfolio in Under a Decade

    221. The Art of Wealth Creation: Taylor Brugna's Path to a $30 Million Portfolio in Under a Decade

    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 Real Estate Investing Crash Course here: https://www.taxsmartinvestors.com/crash-course

    Become a Tax Smart Insider today and claim your free bonuses today at www.taxsmartinvestors.com/freetrial

    Subscribe to our YouTube channel: www.youtube.com/c/therealestatecpa

    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

    To become a client, request an initial consultation from Hall CPA, PLLC at www.therealestatecpa.com/become-client

    Follow Brandon on Twitter: @bhallcpa
    Follow Thomas on Twitter: @thomascastelli_

    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.

    • 25 min
    220. Do Mid-Term Rentals Qualify for The STR Loophole? Plus, The Role of Rounding with Justin Shore

    220. Do Mid-Term Rentals Qualify for The STR Loophole? Plus, The Role of Rounding with Justin Shore

    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.dualcityinvestments.com/ or call 864-757-2429

    Enroll in The Real Estate Professional Status (REPS) Tax Course today and learn how to save 5-6 figures in taxes: www.taxsmartinvestors.com/reps

    Become a Tax Smart Insider today and claim your free bonuses today at www.taxsmartinvestors.com/freetrial

    Subscribe to our YouTube channel: www.youtube.com/c/therealestatecpa

    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

    To become a client, request an initial consultation from Hall CPA, PLLC at www.therealestatecpa.com/become-client

    Follow Brandon on Twitter: @bhallcpa
    Follow Thomas on Twitter: @thomascastelli_

    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.

    • 23 min

Customer Reviews

4.8 out of 5
333 Ratings

333 Ratings

Franimal House ,

An essential resource for real estate investors

The Tax Smart Real Estate Investors Podcast is an essential resource for any investor interested in maximizing their after tax returns from real estate investments. Brandon Hall and Thomas Castelli specialize in the subject and cover everything from the STR loophole to 1031 exchanges.

They making even the most daunting and mundane topics accessible and way more interesting than you’d expect, given the subject matter. Brandon and Thomas take the mystifying world of real estate and taxes, shake it up, and pour out a delicious cocktail of knowledge that's both entertaining and enlightening. 🍸

Dinero007 ,

Amazing minds!!!

I discovered them today 4/18/23 on Bigger Pockets On The Market Podcast, and I was thoroughly impressed!!! I’m now a die hard listener before I listened to my first episode of this podcast 🤣🤣🤣

wfreedomnexus ,

Know your facts to LOWER your tax!

These guys are brilliant! If you are a real estate investor and your CPA isn’t familiar with all the nuances (ask if they know the Augusta rule) the IRS tax code has, connect with them!

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