Tax Smart Real Estate Investors Podcast copertina

Tax Smart Real Estate Investors Podcast

Tax Smart Real Estate Investors Podcast

Di: Hall CPA
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The Tax Smart Real Estate Investors Podcast is a show that focuses on tax, accounting, and finance tips for real estate investors and business owners. We bring on guests to talk through complex topics and we break it down into bite-sized chunks of knowledge for our listeners. Our episodes generally run 30-60 minutes of no-nonsense, hard-hitting information. We know your time is valuable so our goal is to save you thousands of dollars per episode. Hall CPA, PLLC is a CPA firm that exclusively serves real estate investors and real estate business owners. We work with syndicators and developers closing multi-million dollar deals, as well as small investors building a portfolio from scratch. Check us out at www.TheRealEstateCPA.com/Podcast for more free content and information. Enjoy! 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. Any mention of third-party vendors, products, or services does not constitute an endorsement or recommendation. You should conduct your own due diligence before engaging with any vendorAll rights reserved Economia
Episodi
  • 400. Year-End Tax Strategy Playbook: REPS, STR Loophole & Exit Options

    400. Year-End Tax Strategy Playbook: REPS, STR Loophole & Exit Options
    Oct 20 2026
    In this episode of the Tax Smart REI podcast, Tom and Nate break down the core tax strategy playbook used by real estate investors and high-income earners to minimize their tax burden before year-end. They dive deep into the real estate professional status (REPS) requirements, the short-term rental loophole, grouping elections, cost segregation, and 100% bonus depreciation. They also evaluate exit strategies like 1031 exchanges, lazy 1031s, 721 UPREIT exchanges, and the "Buy, Borrow, Die" model, alongside common business strategies including S-Corp elections, the Augusta rule, employing your children, home office deductions, and oil and gas working interests. Request a consultation from Hall CPA at go.therealestatecpa.com/taxsmart Join the Hall CPA Team: go.therealestatecpa.com/team Submit your question for Tom & Nate: go.therealestatecpa.com/question To learn more about how oil and gas can support your tax strategy and long-term income goals: eckardenterprises.com/taxsmartrei/?u…copy_hyperlink 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. Any mention of third-party vendors, products, or services does not constitute an endorsement or recommendation. You should conduct your own due diligence before engaging with any vendor.
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    41 min
  • Investing by Gut Feeling? Why Data Beats It “by a Million Miles” with Neal Bawa

    Investing by Gut Feeling? Why Data Beats It “by a Million Miles” with Neal Bawa
    Oct 15 2026
    Neal Bawa, a former tech founder who has invested in apartments since 2013, joins Nate and Tom to talk about using data to make real estate decisions. He explains why he passed on investing in Huntsville, Alabama, despite its growth, and where he sees multifamily rents heading over the next two years. He also discusses how Claude now handles much of his underwriting, from screening incoming deals to pulling comps and building dashboards for about $10 a month in tokens. Neal also gets into why most people who call themselves data-driven aren’t, why he’s buying retiring CPA firms, and what AI means for the accounting profession. Find Neal’s work at: multifamilyu.com Request a free discovery meeting: go.therealestatecpa.com/mlre Join the Hall CPA Team: www.therealestatecpa.com/careers/ Get the Ultimate Guide for Real Estate Syndications: go.therealestatecpa.com/mlreultimateguide Submit your questions to: go.therealestatecpa.com/question The Major League Real Estate podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, investing, financial, 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. Any mention of third-party vendors, products, or services does not constitute an endorsement or recommendation. You should conduct your own due diligence before engaging with any vendor.
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    50 min
  • 399. Thinking About a 1031 Exchange? 5 Questions to Ask Before You Commit with Julia Fritzlin

    399. Thinking About a 1031 Exchange? 5 Questions to Ask Before You Commit with Julia Fritzlin
    Oct 13 2026
    In this episode of the Tax Smart REI podcast, Tom and Nate welcome Julia Fritzlin of Insight Investment Advisors to talk about helping real estate owners exit without a large tax bill. Julia explains how she moved from healthcare equipment financing into 1031 exchanges and Delaware Statutory Trusts (DSTs), and why she starts every conversation by asking what life should look like after the property is gone. The group covers the 45-day and 180-day exchange deadlines, debt boot, what makes a DST a good or poor fit, how illiquid these investments are, and why the investment itself should come before the tax benefit. They close with practical first steps for owners who are approaching a 1031 deadline. Request a consultation from Hall CPA at go.therealestatecpa.com/taxsmart Join the Hall CPA Team: go.therealestatecpa.com/team Submit your question for Tom & Nate: go.therealestatecpa.com/question To learn more about how oil and gas can support your tax strategy and long-term income goals: eckardenterprises.com/taxsmartrei/?u…copy_hyperlink 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. Any mention of third-party vendors, products, or services does not constitute an endorsement or recommendation. You should conduct your own due diligence before engaging with any vendor.
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    36 min
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