251 episodes
Tax Smart Real Estate Investors Podcast Hall CPA, PLLC
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- Business
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4.8 • 333 Ratings
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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 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!
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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. -
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. -
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. -
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. -
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. -
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.
Customer Reviews
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. 🍸
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 🤣🤣🤣
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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