150 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 • 225 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!

    OA 02: How Understanding Preferred Returns Can Help You Avoid Unfavorable Tax Consequences

    OA 02: How Understanding Preferred Returns Can Help You Avoid Unfavorable Tax Consequences

    In this second episode of our series on operating agreements, Thomas is again joined by Kaylyn Deaver, CPA, a Tax Manager here at The Real Estate CPA! Thomas and Kaylyn discuss the ins and outs of preferred returns. If you haven't listened to OA 01, you should check that out first!

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

    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

    The Real Estate CPA 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.

    Always consult your own tax, legal, and accounting advisors before engaging in any transaction.

    • 17 min
    OA 01: Aligning the Tax Sections of Operating Agreements with Your Intentions with Kaylyn Deaver CPA

    OA 01: Aligning the Tax Sections of Operating Agreements with Your Intentions with Kaylyn Deaver CPA

    In this episode, Thomas is joined by Kaylyn Deaver, CPA, a Tax Manager here at The Real Estate CPA! We will discuss operating agreements, specifically the tax components of operating agreements and why it's important that you have your CPA involved in the creation and review of the agreement.

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

    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

    The Real Estate CPA 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.

    Always consult your own tax, legal, and accounting advisors before engaging in any transaction.

    • 24 min
    146. How Business Owners Can Avoid the Self-Rental Rules & Use Rental Losses Against Active Income

    146. How Business Owners Can Avoid the Self-Rental Rules & Use Rental Losses Against Active Income

    In today's episode, Thomas discusses how the self-rental rules impact business owners and self-employed professionals and how to avoid them in order to use rental losses against non-passive income

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

    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

    The Real Estate CPA 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.

    Always consult your own tax, legal, and accounting advisors before engaging in any transaction.

    • 8 min
    145. Biden's Proposed Tax Changes and How They Might Cause Real Estate Investors to Pay More Taxes

    145. Biden's Proposed Tax Changes and How They Might Cause Real Estate Investors to Pay More Taxes

    Brandon and Thomas recorded this episode together live in Denver as we have been receiving many questions from clients about the proposed Biden tax changes.

    It's important to note that these changes are currently being negotiated in Congress - we don't have a formal bill yet, but we're expecting one in June/July 2021. We will keep you updated on the proposed changes and new updates!

    To grab the recordings from the 2021 Tax and Legal Summit visit: https://www.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

    The Real Estate CPA 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.

    Always consult your own tax, legal, and accounting advisors before engaging in any transaction.

    • 18 min
    STR 03: How to Stay Clear of Uncle Sam with Must-Know Tax Court Cases for Short-Term Rentals

    STR 03: How to Stay Clear of Uncle Sam with Must-Know Tax Court Cases for Short-Term Rentals

    The Real Estate CPA 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 dvice 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.

    Always consult your own tax, legal, and accounting advisors before engaging in any transaction.
    --
    In this episode, Brandon and Thomas explore various tax court cases that involve short-term rental properties and their key the take aways,

    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: 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

    • 37 min
    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

    The Real Estate CPA 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 dvice 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.

    Always consult your own tax, legal, and accounting advisors before engaging in any transaction.
    --
    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

Customer Reviews

4.8 out of 5
225 Ratings

225 Ratings

Bender CPA ,

Tax Law In Plain English

These guys have a heart of a teacher and explain tax laws as simply as they could be explained. Thank you!

Nerd-ish ,

Midwest Tax Pro

I can’t say enough great things about this podcast. I have been investing in real estate for about 7 years and practicing tax for 9 years and I love listening to these guys. The topics are excellent and the manner in which they’re presented is great for green investors all the way to tax professionals like myself.

I’m so glad there’s over 100 episodes before I discovered it because I am binging through them quickly!

Nana KOP ,

Amazing Podcast

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

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