147 episodes

Thanks for tuning in to The Real Estate CPA Podcast, a show that focuses on tax, accounting, and finance tips for real estate investors and business owners.

Our episodes generally run 10-20 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.

Your host, Brandon Hall, runs a CPA firm that exclusively serves real estate investors and real estate business owners. He works 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 for more free content and information.

Enjoy!

The Real Estate CPA Podcast The Real Estate CPA

    • Business
    • 4.8 • 215 Ratings

Thanks for tuning in to The Real Estate CPA Podcast, a show that focuses on tax, accounting, and finance tips for real estate investors and business owners.

Our episodes generally run 10-20 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.

Your host, Brandon Hall, runs a CPA firm that exclusively serves real estate investors and real estate business owners. He works 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 for more free content and information.

Enjoy!

    STR 02: The Details on Using Short-Term Rentals Losses to Reduce Active Income & Technical Details

    STR 02: The Details on Using Short-Term Rentals Losses to Reduce Active Income & Technical Details

    This is the second episode in our series of episodes to unpack and clarify the tax loophole of short-term rentals. In this episode, Brandon and Thomas discuss the technical aspects of what you need to understand including the code sections, material participation, where this activity falls on your tax return, and several other things.

    Short-term rentals are important because many taxpayers want to offset their W2/active/ordinary/nonpassive income with real estate losses. If done properly, short-term rentals can offset directly against this ordinary income without the real estate professional status.

    To grab the recordings from the 2021 Tax and Legal Summit visit: https://recordings.taxandlegalsummit.com/ today!

    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

    For a free consultation from The Real Estate CPA visit www.therealestatecpa.com/become-client

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

    Like us on Facebook
    www.facebook.com/realestatecpa

    • 30 min
    STR 01: How The Short-Term Rental Loophole Can Save You Thousands in Taxes

    STR 01: How The Short-Term Rental Loophole Can Save You Thousands in Taxes

    This is the first episode in our series of episodes to unpack and clarify the tax loophole of short-term rentals. Brandon Hall and Thomas Castelli will walk through all aspects of investing in short-term rentals to reduce your tax liability.

    Short-term rentals are important because many taxpayers want to offset their W2/active/ordinary/nonpassive income with real estate losses. If done properly, short-term rentals can offset directly against this ordinary income without the real estate professional status.

    To grab the recordings from the 2021 Tax and Legal Summit visit: https://recordings.taxandlegalsummit.com/ today!

    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

    For a free consultation from The Real Estate CPA visit www.therealestatecpa.com/become-client

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

    Like us on Facebook
    www.facebook.com/realestatecpa

    • 20 min
    144. Why Operational Excellence Will Be Crucial Over the Next Cycle with JC Castillo & Paul Peebles

    144. Why Operational Excellence Will Be Crucial Over the Next Cycle with JC Castillo & Paul Peebles

    Brandon and Thomas are joined by JC Castillo of Velo Residential and Paul Peebles of Old Capital Lending. We discuss the current state of the multifamily market, the lending environment, and why operational excellence will be key to success for multifamily owners and operators over the next 10 years.

    Learn more about JC and his work: https://www.veloresidential.com/

    Learn more about Paul and his work: https://oldcapitallending.com/ 

    Make sure you check out the Operate for Profit Podcast and the Old Capital Podcast to hear more from JC and Paul!

    To grab the recordings from the 2021 Tax and Legal Summit visit: https://recordings.taxandlegalsummit.com/ today!

    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

    For a free consultation from The Real Estate CPA visit www.therealestatecpa.com/become-client

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

    Like us on Facebook
    www.facebook.com/realestatecpa

    • 40 min
    REPS 04: How the IRS Audits the Real Estate Professional Status & What to Do to Protect Yourself

    REPS 04: How the IRS Audits the Real Estate Professional Status & What to Do to Protect Yourself

    By default, rental losses are passive. They can only offset other passive income. Qualifying as a real estate professional allows you to take rental losses against W2 or active business income.

    This episode is about IRS Audits of REPS. What is their perspective and lens they're looking through? What are they looking to see? How do you protect yourself?

    If you haven't already listened to REPS 03, check it out first. This is the final episode in this series.

    Get the REPS Time Log here: docs.google.com/spreadsheets/d/1c…/edit?usp=sharing

    To grab the recordings from the 2021 Tax and Legal Summit visit: recordings.taxandlegalsummit.com/ today!

    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

    For a free consultation from The Real Estate CPA visit www.therealestatecpa.com/become-client

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

    Like us on Facebook
    www.facebook.com/realestatecpa

    • 25 min
    REPS 03: Strategies to Qualify as a Real Estate Professional & Busting the Myths of the Internet

    REPS 03: Strategies to Qualify as a Real Estate Professional & Busting the Myths of the Internet

    By default, rental losses are passive. They can only offset other passive income. Qualifying as a real estate professional allows you to take rental losses against W2 or active business income.

    Brandon and Thomas want to set the record straight and tell people what they need to hear to win IRS audits. Some of the myths we discuss are things that we've heard other practitioners or educators tell their clients.

    If you haven't already listened to REPS 02, check it out first. This is the third episode in a four-part series.

    Get the REPS Time Log here: docs.google.com/spreadsheets/d/1c…/edit?usp=sharing

    To grab the recordings from the 2021 Tax and Legal Summit visit: https://recordings.taxandlegalsummit.com/ today!

    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

    For a free consultation from The Real Estate CPA visit www.therealestatecpa.com/become-client

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

    Like us on Facebook
    www.facebook.com/realestatecpa

    • 43 min
    REPS 02: How You Can Offset W-2 & Active Business Income by Qualifying as a Real Estate Professional

    REPS 02: How You Can Offset W-2 & Active Business Income by Qualifying as a Real Estate Professional

    By default, rental losses are passive. They can only offset other passive income. Qualifying as a real estate professional allows you to take rental losses against W2 or active business income.

    Brandon and Thomas discuss how to qualify for the real estate professional status as well as material participation, two very important concepts to turn your losses nonpassive to offset your W2 or other active business income.

    If you haven't already listened to REPS 01, check it out first. This is the second episode in a four-part series.

    Get the REPS Time Log here: https://share.hsforms.com/1pk5H4vCmR5SjV2KpBck2_g311bf

    To grab the recordings from the 2021 Tax and Legal Summit visit: https://recordings.taxandlegalsummit.com/ today!

    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

    For a free consultation from The Real Estate CPA visit www.therealestatecpa.com/become-client

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

    Like us on Facebook
    www.facebook.com/realestatecpa

    • 1 hr 7 min

Customer Reviews

4.8 out of 5
215 Ratings

215 Ratings

Nana KOP ,

Amazing Podcast

10/10. Thanks for providing free professional advice on such a murky area. Absolutely love it!

Josh Plave ,

Helpful overview on RE taxes

Taxes come with the territory of RE investing, and this podcast dives into what to expect so you can arm yourself with knowledge. The hosts do an excellent job at tackling tough topics, and there's a ton of useful information in each episode. Would definitely recommend!

NH F1 Fan ,

great stuff

I’m a new, small-time, property manager and have found so much useful (and valuable!) information here. Some of the episodes are pretty esoteric and meant for high-net-worth folks, so not so applicable to me, but still very interesting. Highly recommended.

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