295 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 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 and www.TaxSmartInvestors.com/Insiders for more free content and information.

Enjoy!

Tax Smart Real Estate Investors Podcast Hall CPA

    • Business
    • 4.8 • 374 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 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 and www.TaxSmartInvestors.com/Insiders for more free content and information.

Enjoy!

    269. The Cold Hard Truth About LLCs for Real Estate Investors with Ron Rohde, Esq.

    269. The Cold Hard Truth About LLCs for Real Estate Investors with Ron Rohde, Esq.

    In this episode, Ryan and Thomas are joined by Ron Rohde, Esq, to discuss what real estate investors really need to know about LLCs, including:

    - What are LLCs?
    - Common LLC Structures Explained
    - How To Avoid Piercing the Corporate Veil
    - Is Umbrella Insurance a Replacement for LLCs?
    - LLC Mistakes and more!

    We also discuss why Ron transitioned from residential to industrial real estate investing!

    Whether you already have LLCs or plan to create one, this is a must-listen episode.

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

    More from Ron: https://ronaldrohdelaw.com/

    Reserve your Free Ticket to the 2024 Tax, Legal, and Wealth Summit at
    www.taxandlegalsummit.com

    Apply to join the Hall CPA team at www.therealestatecpa.com/careers

    Follow Us On Social Media

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

    Join our Facebook group: www.taxsmartinvestors.com/facebook

    Subscribe to or weekly newsletter for more tax tips: newsletter.taxsmartinvestors.com/podcast

    Follow Thomas: twitter.com/thomascastelli_
    Follow Ryan: www.linkedin.com/in/ryancarriere/

    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.

    • 43 min
    268. How To Turn Rental Losses Non-Passive Without Material Participation with Justin Shore, EA

    268. How To Turn Rental Losses Non-Passive Without Material Participation with Justin Shore, EA

    In this episode, Ryan and Thomas are joined by tax expert Justin Shore, EA, to discuss how you can turn losses non-passive without material participation or the real estate professional status (REPS).

    This is an episode you don't want to miss!

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

    Reserve your Free Ticket to the 2024 Tax, Legal, and Wealth Summit at
    www.taxandlegalsummit.com

    Apply to join the Hall CPA team at www.therealestatecpa.com/careers

    Follow Us On Social Media

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

    Join our Facebook group: www.taxsmartinvestors.com/facebook

    Subscribe to or weekly newsletter for more tax tips: newsletter.taxsmartinvestors.com/podcast

    Follow Thomas: twitter.com/thomascastelli_
    Follow Ryan: www.linkedin.com/in/ryancarriere/

    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.

    • 38 min
    267. The Essential Do's & Don'ts of S-Corps for Real Estate Investors with Nathan Sosa, CPA

    267. The Essential Do's & Don'ts of S-Corps for Real Estate Investors with Nathan Sosa, CPA

    In this episode, Ryan and Thomas are joined by tax expert Nathan Sosa, CPA to discuss:

    - What are S-Corps?
    - Why you shouldn't put rentals in S-Corps
    - When S-Corps do make sense for real estate investors
    - Establishing reasonable salaries for S-Corp Owners
    - The Bramblett Structure for real estate flippers and developers
    - And more!

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

    Reserve your Free Ticket to the 2024 Tax, Legal, and Wealth Summit at
    www.taxandlegalsummit.com

    Apply to join the Hall CPA team at www.therealestatecpa.com/careers

    Follow Us On Social Media

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

    Join our Facebook group: www.taxsmartinvestors.com/facebook

    Subscribe to or weekly newsletter for more tax tips: newsletter.taxsmartinvestors.com/podcast

    Follow Thomas: twitter.com/thomascastelli_
    Follow Ryan: www.linkedin.com/in/ryancarriere/

    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.

    • 40 min
    266. 7 Exit Strategies To Destroy Capital Gains Taxes When You Sell Your Next Property

    266. 7 Exit Strategies To Destroy Capital Gains Taxes When You Sell Your Next Property

    In this episode, Ryan and Thomas discuss 7 exit strategies to minimize the tax hit when you sell your next property:

    - The 1031 Exchange
    - The “Lazy 1031 Exchange”
    - 1031 Exchange into a Delaware Statutory Trust (DST)
    - 1031 Exchange into Mineral Rights
    - Qualified Opportunity Funds (QOFs)
    - Seller Financing (installment sales)
    - The 721 Exchange

    We also discuss two additional strategies we don't recommend. Tune in to find out what they are!

    Reserve your Free Ticket to the 2024 Tax, Legal, and Wealth Summit at
    www.taxandlegalsummit.com

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

    Apply to join the Hall CPA team at www.therealestatecpa.com/careers

    Follow Us On Social Media

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

    Join our Facebook group: www.taxsmartinvestors.com/facebook

    Subscribe to or weekly newsletter for more tax tips: newsletter.taxsmartinvestors.com/podcast

    Follow Thomas: twitter.com/thomascastelli_
    Follow Ryan: www.linkedin.com/in/ryancarriere/

    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.

    • 40 min
    265. Breaking Down The Tax Benefits of Oil & Gas Investments for Real Estate Investors

    265. Breaking Down The Tax Benefits of Oil & Gas Investments for Real Estate Investors

    In this episode, Ryan and Thomas discuss:

    - The Tax Implications for Oil & Gas Investments: Ryan and Thomas delve into the tax nuances of oil and gas working interests, highlighting the potential for offsetting active income without materially participating.

    - Navigating Mineral Rights and Royalties: We unravel the tax considerations for investing in mineral rights and royalties, emphasizing how these investments generate ordinary income and how you may be able to use passive losses to offset such income.

    - Leveraging 1031 Exchanges for Oil & Gas Investments: Our discussion covers how real estate investors can use 1031 exchanges to transition from property investments to oil and gas ventures, exploring the tax advantages and strategic benefits of such moves.

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

    Join Tax Smart Insiders Today:
    www.taxsmartinvestors.com/insiders

    Apply to join the Hall CPA team at www.therealestatecpa.com/careers

    Follow Us On Social Media

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

    Join our Facebook group: www.taxsmartinvestors.com/facebook

    Subscribe to or weekly newsletter for more tax tips: newsletter.taxsmartinvestors.com/podcast

    Follow Thomas: https://twitter.com/thomascastelli_
    Follow Ryan: www.linkedin.com/in/ryancarriere/

    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.

    • 24 min
    264. The Secrets to Investing in Parking Lots & Mobile Home Parks with Kevin Bupp

    264. The Secrets to Investing in Parking Lots & Mobile Home Parks with Kevin Bupp

    In this episode, Ryan and Thomas are joined by Kevin Bupp, an experienced commercial real estate investor, podcast host, and best-selling author of “The Cashflow Investor,” to discuss:

    - Why Kevin transitioned from residential real estate to mobile homes and parking lots.
    - The investment dynamics of parking lots and mobile home parks.
    - The powerful tax benefits of these asset classes, and more!

    More from Kevin: https://kevinbupp.com/

    Register for the BOI Reports Masterclass:
    https://www.taxsmartinvestors.com/masterclass

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

    Apply to join the Hall CPA team at www.therealestatecpa.com/careers

    Follow Us On Social Media

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

    Join our Facebook group: www.taxsmartinvestors.com/facebook

    Subscribe to or weekly newsletter for more tax tips: newsletter.taxsmartinvestors.com/podcast

    Follow Thomas: twitter.com/thomascastelli_
    Follow Ryan: www.linkedin.com/in/ryancarriere/

    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.

    • 49 min

Customer Reviews

4.8 out of 5
374 Ratings

374 Ratings

Alan Brott Jr ,

Not an investor…. Yet

I first heard Brandon on the Big 4 Transparency podcast. I am an accounting student and actually had a preconceived notion that that I would find real estate uninteresting or boring. After the interview with Brandon I knew I had to listen to his podcast. I listened to the latest episode and then began at the very beginning. I have learned so much and had so many concepts from my classes begin to connect in new ways. The podcast is fantastic and I recommend it for anyone with even a small interest in accounting, tax, or real estate I think you’d find it very intriguing.

Trevor Oldham ,

Awesome podcast!

If you’re a real estate investor - you need to be listening to this podcast.

JigglesV ,

Even more strategies to pay less taxes

Thanks for covering oil & gas investments. More on this please. Love the STR series too.

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