Tax Smart Real Estate Investors Podcast

In today’s episode, Brandon Hall, Ryan Carriere, and Thomas Castelli make a major announcement and answer your most pressing real estate tax questions including: - When does it not make sense to do a cost segregation study? - Can I group my short-term rentals together if bought under different LLCs? - Does my car have to be in the company name to claim bonus depreciation? - And more! Join our Bookkeeping Course: www.taxsmartinvestors.com/bookkeeping Interested in our Short-Term Rental Bookkeeping Service? www.therealestatecpa.com/accounting Get on the waitlist for the Major League Real Estate podcast: www.therealestatecpa.com/mlre Apply today: www.therealestatecpa.com/careers Email suggestions for podcast growth to: hello@taxsmartinvestors.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.

In this episode, Brandon Hall and Thomas Castelli discuss hard-hitting year-end tax strategies that save real estate investors thousands each year, including: - The "Lazy 1031 Exchange" - Maximizing vehicle deductions - Year-end STR issues, cost segregation timing, and much more! Interested in our Short-Term Rental Bookkeeping Service? www.therealestatecpa.com/accounting Get on the waitlist for the Major League Real Estate podcast: www.therealestatecpa.com/mlre Apply today: www.therealestatecpa.com/careers Email suggestions for podcast growth to: hello@taxsmartinvestors.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.

In this episode, Brandon Hall and Thomas Castelli discuss proven tax strategies that real estate investors and business owners can use to reduce taxes, including: - Home office and vehicle deductions. - Paying your children to work in your business. - Deducting business travel, equipment, and more! Interested in our Short-Term Rental Bookkeeping Service? www.therealestatecpa.com/accounting Get on the waitlist for the Major League Real Estate podcast: www.therealestatecpa.com/mlre Apply today: www.therealestatecpa.com/careers Email suggestions for podcast growth to: hello@taxsmartinvestors.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.

In this episode, Brandon Hall and Thomas Castelli discuss how to reduce the tax you pay on W-2 and other active income, including: - Real estate and general tax strategies - Key tax deductions - Available tax credits There's a lot of shady things out there on the internet - this episode sets the record straight. Apply today: www.therealestatecpa.com/careers Email suggestions for podcast growth to: hello@taxsmartinvestors.com Become a Tax Smart Insider today and claim your free bonuses today at www.taxsmartinvestors.com/insiders Enroll in our Tax Strategy Foundation for Limited Partners course: www.taxsmartinvestors.com/limitedpartners 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.

In this episode, Brandon Hall and Thomas Castelli discuss LLCs and entity structures for real estate investors, including: - Why you shouldn't use an S-Corp for rental real estate. - When S-Corps do make sense for real estate investors. - What types of LLCs make sense for real estate from a tax perspective. Getting your entity structure right from the beginning might just save you a bundle in taxes... Apply today: www.therealestatecpa.com/careers Email suggestions to: hello@taxsmartinvestors.com Become a Tax Smart Insider today and claim your free bonuses today at www.taxsmartinvestors.com/insiders Enroll in our Tax Strategy Foundation for Limited Partners course: www.taxsmartinvestors.com/limitedpartners 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.

In this episode, Brandon and Thomas discuss the 2024 Corporate Transparency Act (CTA) and what you need to know, including: - An overview of the Corporate Transparency Act - Who it impacts and filing requirements - Penalties for non-compliance If you have LLCs or other entities, this is a must-listen episode. Apply today: www.therealestatecpa.com/careers Email suggestions to: hello@taxsmartinvestors.com Become a Tax Smart Insider today and claim your free bonuses today at www.taxsmartinvestors.com/insiders Enroll in our Tax Strategy Foundation for Limited Partners course: www.taxsmartinvestors.com/limitedpartners 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.

In this episode, Brandon and Thomas are discussing the tax implications of "subject-to" financing, a strategy that has regained popularity in recent months as interest rates have risen to levels not seen in decades. If you're considering using "subject-to" to acquire real estate, this is an episode you don't want to miss. Become a Tax Smart Insider today and claim your free bonuses today at www.taxsmartinvestors.com/insiders Enroll in our Tax Strategy Foundation for Limited Partners course: www.taxsmartinvestors.com/limitedpartners 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.

In this episode, Brandon and Thomas are joined by Coach Carson to discuss how you don't have to "go big" in real estate to reap life-changing benefits. They explore: - How to use real estate to give you back time - How to optimize for low hassle and low risk vs. growth - How many properties have to be acquired to gain freedom - And more! If you are interested in how real estate could help you build the life you want, this is an episode you don't want to miss. Learn more about Coach Carson: www.coachcarson.com Buy his book - Small and Mighty Real Estate Investor: How to Reach Financial Freedom with Fewer Rental Properties: www.amazon.com/Small-Mighty-Real-Estate-Investor/dp/1960178008 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.

In this episode, Brandon and Thomas discuss how high-income earners use real estate to reduce tax even without the real estate professional status (REPS), or the STR Loophole. Plus, we answer questions from the Tax Smart Investors Facebook Group. Become a Tax Smart Insider today and claim your free bonuses today at www.taxsmartinvestors.com/insiders Enroll in our Tax Strategy Foundation for Limited Partners course: www.taxsmartinvestors.com/limitedpartners 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.

In this episode, Brandon is joined by Kaylyn Deaver, Partnership Tax Expert, to discuss the five crucial things that limited partners should know before investing in a real estate syndication or fund. They explore: - What is depreciation and how does it affect my personal taxes? - Should I invest in a syndication personally or through an LLC, a retirement account, or a trust? - Are the distributions I received from the partnership taxable? - Can I deduct losses against my W-2 income? - Can I 1031 exchange into a partnership? If you are a limited partner looking for clarity on syndication and fund tax issues, this is an episode you don’t want to miss. Enroll in our Tax Strategy Foundation for Limited Partners course: www.taxsmartinvestors.com/limitedpartners 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.

In this episode, Brandon & Thomas make the case that short-term rentals do indeed count toward the real estate professional status, despite tax court cases indicating otherwise. They explore: - Why it's believed that STRs don't count toward REPS. - The regulations indicate that they do count toward REPS. - While there is a strong case, it doesn't mean it's a sure thing. If you've been following along regarding the STR Loophole or REPS, this is an episode you won't want to miss. 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.

In this episode, Brandon and Thomas are joined by Whitney Elkins-Hutten to discuss how to not lose money as a passive investor and how to align your personal goals to achieve greater success in investing. They explore: - How to analyze the property, operator, and market - How to determine your personal goals for the investment - How to establish what freedom you want to achieve through investing If you are a passive investor or want to get started investing passively, this is an episode you don't want to miss. Learn more about Whitney: www.passiveinvestingwithwhitney.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.

In this episode, Brandon and Thomas discuss the often overlooked, yet powerful benefits of real estate investing. They explore: - The challenges of operating short-term rentals and qualifying for the real estate professional status (REPS) - How investing in rental real estate reduces your effective tax rate, even without the STR Loophole or REPS - The long-term tax and wealth-building benefits of rental real estate When you take a long-term view, rental real estate is one of the best ways to build long-term wealth. 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.

In this episode, Brandon and Thomas team up with Jamie Lane, the SVP of Analytics at AirDNA, to discuss current trends in the short-term rental market. They explore the current state of the market, how we got here, and what to expect in the coming years. Plus, they shine a spotlight on essential STR metrics every investor should know. If you're investing in STRs or considering jumping into the game, this episode was made for you. Learn more about AirDNA: www.airdna.co Follow Jamie on Twitter: @Jamie_Lane 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.

In this two-segment episode, Brandon and Thomas bring on Partnership Tax Expert, Kaylyn Deaver, and Managing Partner of Dual City Investments, Keith Nelson, to discuss the powerful tax benefits of the overlooked exit strategy known as the "721 Exchange" and how investors facilitate such transactions. If you're looking to build long-term tax-advantaged wealth, this is an episode you won't want to miss. Learn more about Dual City Investments here: www.dualcityinvestments.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.

In this episode, Brandon and Thomas are joined by Dr. Jeff Anzalone, Founder of The Debt-Free Doctor, to discuss how doctors and high-income earners can generate passive income, build wealth, and minimize taxes by passively investing in real estate. During the conversation, they discuss: - Active vs. passive investing - Navigating the current market - The benefits of passive investing - Getting started in passive real estate investing Learn more about Dr. Jeff Anzalone: www.debtfreedr.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.

In this episode, Brandon and Thomas are joined by multifamily investing experts JC Castillo & James Eng to discuss the current state of the multifamily market. During the conversation, they discuss: - The current state of the multifamily market - How the rapid rise in interest rates contributed to how we got here - Bridge loans and the role they played in investor decision-making - What to expect and be on the lookout for moving forward If you invest in multifamily real estate, this is an episode you don't want to miss. Learn more about JC Castillo: www.linkedin.com/in/jccastillo123 www.veloresidential.com Learn more about James Eng: www.linkedin.com/in/jameseng www.oldcapitallending.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.

In this episode, Thomas is joined by Justin Shore and Ryan Carriere to discuss the nuances of calculating the average period of customer use when using the STR Loophole. During the conversation, they discuss: - How to calculate the average period of customer use on a single-unit property - How to calculate the average period of customer use on a multi-unit property - How periods of customer use spanning multiple years impact the calculation If you own short-term rentals, this is an episode you don't want to miss. Follow Ryan Carriere on LinkedIn: www.linkedin.com/in/ryancarriere/ Follow Justin Shore on LinkedIn: www.linkedin.com/in/justin-shore-ea-ba3b1bab/ 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.

In this episode, Thomas is joined by Dylan Brown, Senior Tax Associate on our private equity team, to discuss syndication and fund tax issues for general & limited partners. During the conversation, they discuss: - How general partners are taxed on fees and promotes - plus strategies to minimize taxes on these sources. - Does it make sense to take on 1031 exchange capital as a syndicator? - Allocating depreciation to partners in other ways other than a percentage of ownership - Can LP losses offset active income?, investing via SDIRAs, and more! Follow Dylan Brown on LinkedIn: https://www.linkedin.com/in/dylanbrowncpa/ 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.

In this episode, Brandon and Thomas are joined by Justin Shore, Senior Tax Advisor, to discuss what you need to know about claiming bonus depreciation in the years following the property's placed-in-service date. During the conversation, they discuss the strategic benefits of delaying bonus depreciation, reporting issues and costs, and what happens to depreciation when you convert a short-term rental to a long-term rental. 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.