I want to help you eliminate the financial risk facing your retirement. No one is exempt. Many well-planned retirements can be ruined due to some risks. This podcast is your tool for the right education to get you not only to retirement, but help you get through retirement. 68% of retirees say their biggest fear is running out of money during the longest self-imposed unemployment time of their life. Let's help you eliminate as much risk as possible.
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Dive into the world of large-scale real estate with Brandon Hall and Dylan Brown, CPAs with deep experience working with major portfolio operators. The Major League Real Estate Podcast delivers actionable insights for those managing and building expansive portfolios. Delve deep into subjects from finance, tax, and intelligent market analysis, to mastering team dynamics, optimizing operations, and leveraging cutting-edge technology. The show features industry giants with storied successes, sh ...
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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 ...
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The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession. Hear from AICPA executive leads Susan Coffey, CEO – Public Accounting, AICPA, and Erik Asgeirsson, President and CEO, CPA.com as they are joined by Barry Melancon and leading subject matter experts, to dive into key drivers of this accelerated time of change. Hear the latest updates and guidance from Treasury and SBA as well as review top firm questions surrounding the CARES A ...
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The Short Term Rental Profits Show
Air DNA, Homee, InvitedHome, Garrett Sutton, Vacation Rental Management Ass
Navigate the rapid rise of short term real estate investment properties with the SHORT TERM RENTAL PROFITS podcast. Airbnb and VRBO have created new opportunities for savvy income property investors to increase cash flow and maximize ROI. Listen to SHORT TERM RENTAL PROFITS and learn how to identify the best markets to invest in as each city offers unique ratios of risk and profitability. Learn how property managers can simplify the experience for investors and how you can leverage dynamic p ...
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Dental Digest Podcast with Dr. Melissa Seibert
Dental Digest Institute & Dr. Melissa Seibert: Dentist
The Dental Digest podcast is a show dedicated to discussing the latest trends, topics, and innovations in the field of dentistry. The podcast was created and is hosted by Dr. Melissa Seibert, a practicing dentist, and features interviews with leading experts in the field of dentistry, including dentists, researchers, educators, and industry professionals. Topics covered on the show range from clinical techniques and technology to practice management and marketing strategies, with a focus on ...
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275. The Revolutionary World of Oil & Gas Investing with Troy Eckard
45:48
45:48
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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 AdvantagesIf you want to discover how advanced technol…
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224. Bill Robbins DDS, M.A. - Zirconia Resin Bonded Bridge
22:54
22:54
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https://www.robbinsdds.com/ https://www.mystoneoakdental.com/ Follow @dental_digest_podcast Instagram Follow @dr.melissa_seibert on Instagram Connect with Melissa on Linkedin DOT - Use the Code DENTALDIGEST for 10% off J. William Robbins, D.D.S., MA., maintains a full-time private practice and is an Adjunct Clinical Professor in the Department of C…
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Topics include: Legislative update with profession analysis The latest technical updates State legislature trends IRS service & strategy Speakers: Barry Melancon, President and CEO, AICPA Erik Asgeirsson, President and CEO, CPA.com Lisa Simpson, VP, Firm Services, AICPA Marta Zaniewski, VP, State Regulations & Legislative Affairs, AICPA Melanie La…
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223. Bill Robbins DDS, M.A. - Should You Be Placing Anterior Implants?
36:43
36:43
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https://www.robbinsdds.com/ https://www.mystoneoakdental.com/ Follow @dental_digest_podcast Instagram Follow @dr.melissa_seibert on Instagram Connect with Melissa on Linkedin DOT - Use the Code DENTALDIGEST for 10% off J. William Robbins, D.D.S., MA., maintains a full-time private practice and is an Adjunct Clinical Professor in the Department of C…
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274. Exploring the Power of Opportunity Zones: A Deep Dive with Barrett Linburg
42:19
42:19
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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 MisconceptionsThis episode is a must-listen …
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From Expenses to Income: Your Informed Retirement Planning Guide
27:00
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In this episode, Dave explores the importance of outlining significant future expenditures and mapping out financial needs for the next 10 to 20 years. The discussion highlights the necessity of diversifying income sources, including Social Security, pensions, rentals, and investments, to mitigate financial risks. Tax planning is a key topic, with …
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273. The Great ROE Debate in Real Estate Investing with Chris Lopez
45:48
45:48
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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 …
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222. Gustavo Avila-Ortiz DDS, MS, PhD - Blood Products in Implant Dentistry
35:57
35:57
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Follow @dental_digest_podcast Instagram Follow @dr.melissa_seibert on Instagram Connect with Melissa on Linkedin DOT - Use the Code DENTALDIGEST for 10% off Dr. Gustavo Avila-Ortiz obtained a DDS degree and completed a PhD training program at the University of Granada (Spain), before moving to Ann Arbor, Michigan (USA) where he graduated with an MS…
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Examining the Small Business Environment
1:01:34
1:01:34
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Topics include: Legislative update with profession analysis The latest technical updates Economic forecast including small business trends Guidance on retirement and elder planning Speakers: Erik Asgeirsson, President and CEO, CPA.com Mark Peterson, EVP, Advocacy, AICPA Lisa Simpson, VP, Firm Services, AICPA Gene Marks, President, The Marks Group …
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272. Home Advantage: Mastering Tax Deductions Through House Hacking
37:58
37:58
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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 wan…
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221. Gustavo Avila-Ortiz DDS, MS, PhD - Marginal Implant Bone Loss
30:17
30:17
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Follow @dental_digest_podcast Instagram Follow @dr.melissa_seibert on Instagram Connect with Melissa on Linkedin DOT - Use the Code DENTALDIGEST for 10% off Dr. Gustavo Avila-Ortiz obtained a DDS degree and completed a PhD training program at the University of Granada (Spain), before moving to Ann Arbor, Michigan (USA) where he graduated with an MS…
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Managing Retirement Risk: The Importance of Withdrawal Rates
29:20
29:20
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Today, we're tackling an especially important topic for anyone thinking about retirement: how much can you safely withdraw from your savings each year without the fear of running out? It's a hot debate and Dave is here to guide us through the conservative versus aggressive withdrawal strategies, their risks, and their benefits. We're also diving in…
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271. IRS Secrets: How Safe Harbors & BAR Tests Maximize Tax Savings & Boost Real Estate Profits
30:23
30:23
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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 …
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220. Gustavo Avila-Ortiz DDS, MS, PhD - Facilitating Success with Implants
41:01
41:01
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Follow @dental_digest_podcast Instagram Follow @dr.melissa_seibert on Instagram Connect with Melissa on Linkedin DOT - Use the Code DENTALDIGEST for 10% off Dr. Gustavo Avila-Ortiz obtained a DDS degree and completed a PhD training program at the University of Granada (Spain), before moving to Ann Arbor, Michigan (USA) where he graduated with an MS…
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017. Building a Billion Dollar Note Portfolio with Dave Van Horn
48:08
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Dave Van Horn shares his journey in the real estate industry, from starting as an agent to becoming an investor and note business expert. He explains how he accidentally entered the note business and the different types of notes he deals with. Dave also discusses the institutional buying process and the importance of due diligence on banks. He high…
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Hiring and retention trends in the profession
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Topics include: The latest from DC on pressing issues impacting the profession Technical updates Accounting and finance hiring and retention trends Speakers: Michael Cerami, EVP, CPA.com Melanie Lauridsen, VP, Tax Policy & Advocacy, AICPA Rachel Dresen, Senior Director, Congressional & Political Affairs, AICPA Ai Ling Lee, Vice President, Field Pr…
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270. How Investing in Real Estate Reduces Your Effective Tax Rate — Even Without REPS or STRs
33:59
33:59
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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.- Wha…
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How to Recognize and Avoid Emerging Elder Financial Exploitation
27:53
27:53
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Dave says in this week's episode: "And for some [elders and retirees], it's a time of great loneliness. You've gotten to a point where maybe your whole working career, you were in an office or an environment where you were around people all the time, and now you're home, and all of a sudden those people aren't there every day." Join Dave as he brea…
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016. Structuring for the Long Term in Mobile Home Park Investing & Syndicating
54:16
54:16
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Pasha Esfandiary, and ex ex-professional poker player gone MHP investor, dives into why mobile home parks are his favorite opportunity in real estate today. We get into the concept of asymmetric risk, a principle drawn from Pasha's poker background, which he applies to real estate to maximize returns while minimizing potential losses. The episode h…
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219. Darin Ditcher, DMD - Cutting Edge Implant and Restorative Dentistry
31:09
31:09
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Follow @dental_digest_podcast Instagram Follow @dr.melissa_seibert on Instagram Connect with Melissa on Linkedin DOT - Use the Code DENTALDIGEST for 10% off Dr. Dichter brings nearly 20 years of clinical, research and teaching experience — as a general practitioner and prosthodontist — to his position with Spear. He serves as an instructor in the T…
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269. The Cold Hard Truth About LLCs for Real Estate Investors with Ron Rohde, Esq.
43:59
43:59
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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 res…
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Retirement Strategies: Long-Term Care and Medical Costs with Brian Britt
28:38
28:38
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This episode of the Retirement Risk Show dives into the looming concern of long-term care and rising medical costs. Dave Hall, alongside Brian Britt, addresses a significant retirement challenge—managing the costs of long-term care. Amidst a declining long-term care insurance market, they discuss innovative insurance solutions and the advantageous …
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218. Darin Ditcher, DMD - Fixed vs Removable Solutions for the Edentulous Arch
44:12
44:12
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Follow @dental_digest_podcast Instagram Follow @dr.melissa_seibert on Instagram Connect with Melissa on Linkedin DOT - Use the Code DENTALDIGEST for 10% off Dr. Dichter brings nearly 20 years of clinical, research and teaching experience — as a general practitioner and prosthodontist — to his position with Spear. He serves as an instructor in the T…
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268. How To Turn Rental Losses Non-Passive Without Material Participation with Justin Shore, EA
38:29
38:29
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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/podcastReserve y…
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Work Credits & Social Security: How They Work with Alisha Wright
25:49
25:49
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In this episode, Dave brings to light the daunting reality of retirement — a period that could span decades, and highlights the essential resources available on retirementriskadvisors.com, designed to help you navigate retirement risks. As the episode unfolds, Dave and Alisha explore one of the top financial risks retirees face: Social Security. Th…
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Manage tax late-season client challenges
1:02:32
1:02:32
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Topics include: The latest from DC on pressing issues impacting the profession Technical updates End of tax season risk alert Speakers: Barry Melancon, President and CEO, AICPA Erik Asgeirsson, President and CEO, CPA.com Lisa Simpson, VP, Firm Services, AICPA Sarah Ference, Risk Control Director, Accountants Professional Liability, CNA…
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267. The Essential Do's & Don'ts of S-Corps for Real Estate Investors with Nathan Sosa, CPA
40:02
40:02
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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, r…
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Follow @dental_digest_podcast Instagram Follow @dr.melissa_seibert on Instagram Connect with Melissa on Linkedin DOT - Use the Code DENTALDIGEST for 10% off About Dr. Lim: "I’m a dentist with a special interest in helping children overcome challenges with infant feeding, swallowing, breathing, chewing, and speech. I do this through a collaborative …
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015. Reaping the Tax Benefits of Qualified Opportunity Zone Investing
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43:45
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Barrett Linburg, a real estate investor, discusses his journey investing in real estate and explains the decision-making process for holding or selling a project and the benefits of investing in Opportunity Zones. Barrett also touches on the potential extension of Opportunity Zone provisions and the types of gain eligible for investment. He provide…
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Tips for Mitigating Retirement Investment Risk
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16:46
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In this episode, we take a deep dive into the timeless investing wisdom of Warren Buffett, as presented by retirement risk expert, Dave Hall. Through an in-depth exploration of Buffett's top ten investing tips, we unravel the profound insights on risk management, investment temperament, and the value of sound decision-making. Join us as we dissect …
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266. 7 Exit Strategies To Destroy Capital Gains Taxes When You Sell Your Next Property
40:20
40:20
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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 ExchangeWe also d…
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216. Shereen Lim, DDS - Breathe, Sleep, Thrive: Preventing OSA
22:47
22:47
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I’m a dentist with a special interest in helping children overcome challenges with infant feeding, swallowing, breathing, chewing, and speech. I do this through a collaborative team approach to tongue tie management, and promoting good oral function and good jaw development. When oral function and jaw development is off track in childhood, it affec…
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80: Building Generational Wealth: The Life Plan Blueprint with Bill Faeth
28:03
28:03
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Jason welcomes Bill Faeth as they talk about Bill's entrepreneurial journey and his approach to creating wealth. Bill shares his experiences of founding 31 startups, dealing with different personalities in business, and the importance of aligning work and life. He emphasized the need for a mindset shift towards integrating work and life, and the ne…
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Longer Life Could Mean More Retirement Risk with Brian Britt Part 2
28:50
28:50
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In this episode, Dave Hall continues the conversation with Brian Britt about the various risks and challenges people face in retirement, particularly focusing on longevity and the crucial role of annuities in providing a secure and lasting income. Brian explains the evolution of annuities, highlighting their transformation from high-fee products to…
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Topics include: DC and profession news and analysis Technical updates Tax season practitioner discussion Speakers: Michael Cerami, EVP, Strategic Alliances, Business Development & Communications, CPA.com Mark Peterson, EVP, Advocacy, AICPA Lisa Simpson, VP, Firm Services, AICPA Carl Peterson, VP, Small Firm Interests, AICPA Gary Wood, Partner, Com…
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215. Todd Schoenbaum, DDS, FACD - Restoring Implants
36:17
36:17
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Follow @dental_digest_podcast Instagram Follow @dr.melissa_seibert on Instagram Connect with Melissa on Linkedin DOT - Use the Code DENTALDIGEST for 10% off Todd Schoenbaum is Professor (full) at the Dental College of Georgia where he trains residents and students in implant restorations and clinical research. He serves as the DCG Coordinator for C…
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265. Breaking Down The Tax Benefits of Oil & Gas Investments for Real Estate Investors
24:32
24:32
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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…
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014. How GPs Can Build Strong Relationships with LPs
45:38
45:38
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Aleksey Chernobelskiy advises LPs on real estate investments and helps them understand the risks and opportunities involved. He provides feedback on transactions and guides LPs through the three pillars of LP investing: execution, alignment of interest, and the actual property. Aleksey's goal is to ensure that LPs are well-informed and aware of wha…
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Longer Life Could Mean More Retirement Risk with Brian Britt Part 1
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In this episode, Dave Hall and Brian Britt delve into the critical topic of longevity risk in retirement. They dissect the financial implications of extended life expectancy and the inadequacies of relying solely on Social Security for retirement income. The conversation underscores the importance of seeking professional financial guidance and buil…
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