Tax Smart Real Estate Investors Podcast

In this episode, Thomas & Ryan are joined by Dr Jeff Anzalone, the Debt-Free Doctor, to discuss how doctors and professionals can achieve financial freedom and buy back their time by investing in real estate. They cover: - Jeff's journey from a full-time dentist to achieving financial freedom through real estate investing. - What types of investments to consider and how to get started? - What investments Jeff is focusing on in 2024 - A future market outlook - And much more! Whether you're a doctor, busy professional, or business owner, this is an episode you do not want to miss. To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6 Subscribe to our weekly newsletter for more tax tips: go.therealestatecpa.com/3xhK71N Join the Tax Smart Insiders Community: go.therealestatecpa.com/3Xx1Cpd Connect with Jeff: www.debtfreedr.com 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.

In this episode, Thomas and Ryan sit down with Kriss Berg, a seasoned entrepreneur and car wash investment guru, to delve into the lucrative world of car wash investments. Chris shares his journey from e-commerce to car washes, revealing why he chose this unique industry and how it offers significant tax benefits. Here’s what to expect: - Why Invest in Car Washes? - The Car Wash Business Model and Financing - Using Car Washes to Offset Taxes - The Future of the Car Wash Industry - Key Challenges and Solutions in the Car Wash Busines If you've ever thought about investing in car washes or are looking for new ways to reduce your tax bill, this episode is packed with valuable insights and practical advice. To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6 Subscribe to our weekly newsletter for more tax tips: go.therealestatecpa.com/3xhK71N Join the Tax Smart Insiders Community: go.therealestatecpa.com/3Xx1Cpd Follow Kriss, the Car Wash Guy, on Twitter @KrissBergTweets 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.

In this episode, Ryan and Thomas answer the frequently asked questions about the short-term rental loophole, a popular strategy among real estate investors. They address common queries from Tax Smart insiders and clients about how to effectively use this strategy and avoid potential pitfalls. They cover: - Can you use the STR loophole if you take a second home loan from the bank? - Using the STR loophole with partners - The biggest mistakes people make with STR loophole - Personal use considerations and regulations If you’re investing in short-term rentals or considering it, you'll want to listen to this episode. To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6 Subscribe to our weekly newsletter for more tax tips: go.therealestatecpa.com/3xhK71N Join the Tax Smart Insiders Community: go.therealestatecpa.com/3Xx1Cpd Get the STR Tax Course for $1: www.taxsmartinvestors.com/freestrcourse 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.

In this episode, Ryan and Thomas answer the frequently asked question, “Should I reduce my taxes to zero?”. Answering this question starts with understanding how the US tax system works. Here’s what to expect: - Progressive taxation and tax brackets - Why taxpayers might want to reduce their taxes to zero & when it might be beneficial - The role of Modified Adjusted Gross Income (MAGI) in tax planning - Common misconceptions and the potential pitfalls of such an approach If this question has been on your mind, don’t miss this must-listen episode. To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6 Subscribe to our weekly newsletter for more tax tips: go.therealestatecpa.com/3xhK71N Join the Tax Smart Insiders Community: go.therealestatecpa.com/3Xx1Cpd 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.

In this episode, Ryan and Thomas dive into the BRRRR strategy—Buy, Renovate, Rent, Refinance, Repeat. They discuss how this approach serves as a formidable tool for wealth-building and optimizing tax efficiencies in real estate investments. Key Points Covered: - The fundamentals of BRRR & its application in both residential and commercial real estate - An example of the significant financial benefits, including the potential for no-money-down deals - Why BRRRR is a highly tax-efficient strategy, focusing on aspects of depreciation, capital gains, and cash-out refinancing - - The integration of BRRRR with other real estate strategies like the 1031 exchange To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6 Subscribe to our weekly newsletter for more tax tips: go.therealestatecpa.com/3xhK71N Join the Tax Smart Insiders Community: go.therealestatecpa.com/3Xx1Cpd 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.

The ever-popular STR Loophole has been used by countless investors and helped them save tens if not hundreds of thousands of dollars in taxes. In this episode, Ryan and Thomas are deep-diving into STR Loophole audits. They cover: - What to do if you receive an audit notice - The top three arguments the IRS is making - How to counter effectively & document properly If you're a STR investor, this is a valuable episode you don't want to miss. To become a client, request a consultation from Hall CPA, PLLC at https://go.therealestatecpa.com/3KSEev6 Subscribe to our weekly newsletter for more tax tips: https://go.therealestatecpa.com/3xhK71N Join the Tax Smart Insiders Community: https://go.therealestatecpa.com/3Xx1Cpd 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.

In this week's episode, Ryan and Brandon are joined by Sam Parr, a serial entrepreneur who has built and sold several multimillion-dollar companies, to discuss how real estate and taxes play into his businesses and wealth creation for his family. They breakdown: - Sam's creation of "The Hustle" & The Evolution of His Ventures - The approach to incorporating real estate into business models - The specific tax strategies Sam implemented for optimization - The predictions for future real estate and tax regulation trends If you're a business owner and curious about how other successful business owners think about taxes and real estate, don't miss this episode. More from Sam: https://joinhampton.com/ | https://samslist.co/ | https://x.com/thesamparr 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.

In this episode, Ryan is joined by Nathan Sosa, CPA to discuss what it means to have dealer status when selling a property. They cover: - Dealer Status Importance - Real Estate Investment Strategies for Seller Status - The Winthrop Factors & the Legal and Tax Framework - Practical Advice and Planning for Preferred Tax Status This is a heavily audited topic in recent years. So if you're curious about what factors the IRS will consider when selling a property to help you ensure you pay capital gains taxes and not ordinary income taxes, this an episode you don’t want to miss. 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.

In this episode, Brandon jumps in as guest host and welcomes Troy Eckard back to the Tax Smart REI podcast to dive deeper into the world of oil & gas investing. They cover: - The Technological Transformations - Investment Strategy Insights - Financial Mechanics and Returns - And, Regulatory and Tax Advantages If you want to discover how advanced technologies and strategic asset management are reshaping the future of energy investments, offering unprecedented opportunities for real estate investors, this an episode you don't want to miss. To become a client, request a consultation from Hall CPA, PLLC at www.therealestatecpa.com/podcast Connect with Troy: https://eckardenterprises.com/taxsmartrei/ 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.

In this week's episode, Ryan and Justin Shore, EA are joined by Barrett Linburg as he reveals the transformative potential of investing in Opportunity Zones. They discuss: - An Introduction to Opportunity Zones - Strategic Investment Growth and Tax Benefits - The Future of Opportunity Zones - Strategies and Misconceptions This episode is a must-listen for investors looking to expand their portfolios while benefiting from unique tax incentives. To become a client, request a consultation from Hall CPA, PLLC at www.therealestatecpa.com/podcast More from Barrett: https://linktr.ee/barrettsavoy 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.

In this week's episode, Brandon is joined by real estate entrepreneur and investor, Chris Lopez, to explore the heavily debated topic of ROE. They cover: - An Introduction to ROE - The Shift from Initial Cash Input to Current Property Equity - Perspectives Around Extracting Equity - ROE from a Market Perspective - And More! If you're curious about what factors to consider when maximizing your ROE and why this is such an important topic for real estate investors, this is an episode you don't want to miss. Sign Up for Property Llama: https://app.propertyllama.com/ea_pl_sign_up_register?agent=1711048679497x164766504118997200 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.

In this week's episode, Ryan is joined by Tax Advisor, Alex Savage, to break down the best practices of house hacking. They cover: - Common Misconceptions about House Hacking - How to Maximize Tax Savings when Selling the Property - What Combination of Strategies to Use - And More! If you're currently house hacking or interested in house hacking and want to maximize your tax deductions, this is an episode you do not 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.

In this episode, Ryan and Thomas break down the tax treatment of repairs & maintenance expenses vs. capital improvements and how to maximize tax savings, including: - Tax differences between repairs expenses vs. capital improvements - How to maximize tax savings with three must-know IRS Safe Harbors - How to navigate capital improvements with the BAR Tests - And more! This is a must-listen if you want to maximize your tax deductions on your repair and renovation costs. 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.

In this episode, Ryan and Thomas explain how simply investing in rental real estate reduces your effective tax rate and puts you in a favorable position even without offsetting non-passive income (e.g., W-2 and active business income), including: - A snapshot of the US Tax System. - The critical role of depreciation in shielding income from tax. - What is the effective tax rate calculated? - How passive investors build "tax-free" income through real estate. - Ways to minimize the impact of depreciation recapture. If you're concerned using real estate professional status (REPS) or turning losses non-passive with STRs is the only way to use real estate to minimize taxes—this episode is for you. 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.

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.

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.

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.

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.

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.

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.