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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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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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277. Growing A Multi-Million Dollar Empire & Real Estate's Role with Sam Parr
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47:02
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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 incorp…
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276. Dealer Status and the IRS: What Real Estate Investors Need to Know
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46:00
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46:00
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 StatusThis is a heavily audited top…
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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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274. Exploring the Power of Opportunity Zones: A Deep Dive with Barrett Linburg
42:19
42:19
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42:19
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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273. The Great ROE Debate in Real Estate Investing with Chris Lopez
45:48
45:48
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45:48
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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272. Home Advantage: Mastering Tax Deductions Through House Hacking
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37:58
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37:58
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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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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017. Building a Billion Dollar Note Portfolio with Dave Van Horn
48:08
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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270. How Investing in Real Estate Reduces Your Effective Tax Rate — Even Without REPS or STRs
33:59
33:59
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33:59
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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016. Structuring for the Long Term in Mobile Home Park Investing & Syndicating
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54:16
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54:16
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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269. The Cold Hard Truth About LLCs for Real Estate Investors with Ron Rohde, Esq.
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43:59
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43:59
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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268. How To Turn Rental Losses Non-Passive Without Material Participation with Justin Shore, EA
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38:29
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38:29
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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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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40:02
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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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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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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265. Breaking Down The Tax Benefits of Oil & Gas Investments for Real Estate Investors
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24:32
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24:32
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
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45:38
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45:38
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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264. The Secrets to Investing in Parking Lots & Mobile Home Parks with Kevin Bupp
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49:24
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49:24
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 …
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013. Is Carried Interest Taxable Now or Later?
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38:47
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In this episode, Brandon and Dylan discuss carried interest in real estate investments. They provide updates on tax filing deadlines and the progress of a tax bill in Congress. They explain the concept and history of carried interest, as well as its key features such as crystallization, clawback provision, vesting periods, and catch-up provision. T…
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263. Navigating Loans: Depreciation Add Backs, Due-On-Sale, Sub-To, & Interest Rates
44:23
44:23
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44:23
In this episode, Ryan and Thomas are joined by Kenny Simpson, an independent residential mortgage broker and podcast host, to discuss:- Key Elements Lenders Evaluate in Your Tax Documents: Insight into how depreciation affects your borrowing power.- Understanding 'Subject-To' Financing: FAQs addressing the due-on-sale clause.- Future of Interest Ra…
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262. A Deep Dive Into Investing In Oil & Gas for Real Estate Investors with Troy Eckard
46:07
46:07
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46:07
In this episode, Ryan and Thomas are joined again by Troy Eckard from Eckard Enterprises for a deep dive into investing in oil & gas. In this episode, we discuss:- Expected returns, cash flow, and why it's critical to have a long-term view when investing in oil & gas.- Capital requirements and alternative options to gain oil & gas exposure.- Stages…
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012. Driving Cost Savings While Building a $125M Manufactured Housing Portfolio with Andrew Keel
44:20
44:20
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Andrew Keel shares his journey in the mobile home park industry and how he scaled his business to over 40 syndications and $125 million in assets under management. He discusses the challenges and management of mobile home parks, the importance of building a strong team, and the use of virtual assistants. Andrew also highlights the benefits of offsh…
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261. Can Real Estate Investors & Influencers Deduct Rolexes and Lamborghinis?
34:42
34:42
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Join Ryan and Thomas as they demystify common myths and misconceptions about deducting luxury items, including:- Can investors & influencers write off Rolexes and designer threads?- Are luxury cars like Lamborghinis and G Wagons tax-deductible?We also explore why TikTok isn't the best source for tax advice and highlight the advantages of a one-stop…
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011. 5 Tips to Deliver Investor K-1s Faster
23:13
23:13
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23:13
Summary: In this episode, Brandon and Dylan discuss the roadblocks that can delay the delivery of K-1s to investors. They start by discussing an IRS announcement regarding tax returns and the potential impact of the House bill. They then identify five roadblocks that can hinder the timely delivery of K-1s, including delays in delivering financials …
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260. Tax Structuring Considerations for Transferring Real Estate Wealth to the Next Generation
51:57
51:57
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51:57
In this episode, Ryan and Thomas welcome Tim Wallen, CPA and CEO, along with Rick Reuter, CPA, CGMA, and Controller of MLG Capital, for a deep dive into:- Tim's journey into real estate with MLG and why now is a pivotal time to invest.- The challenges investors face when transferring real estate to the next generation and strategies to minimize tax…
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010. Real Estate Professional Status for GPs of Syndicates and Funds
37:24
37:24
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37:24
Nathan Sosa, a CPA and Tax Pro at Hall CPA, joins Brandon and Dylan to discuss the concept of real estate professional status and how it applies to real estate operators at different points of scale. We discuss the requirements and implications of real estate professional status, including the limitations on passive losses and the need for material…
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259. Why Invest in Boutique Hotels Instead of STRs & The Power of Personal Branding with Rich Somers
39:37
39:37
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39:37
In this week's episode, Ryan and Thomas are joined by Rich Somers, an active real estate investor and entrepreneur with a portfolio valued at $70M+, to discuss:- Rich's journey and why he transitioned from multifamily value-add and STRs to boutique hotels.- STR regulations, tax strategies, and more.- Personal branding tips for real estate investors…
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009. Large Scale Development and Opportunity Zones
57:16
57:16
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David Gordon, a real estate developer, discusses his background and current projects, with a focus on qualified opportunity zones (QOZs). He explains the purpose and benefits of using the QOZ vehicle, including the ability to provide a higher level of impact to communities without financial assistance from local municipalities. Gordon emphasizes hi…
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258. 2024 REI Forecast: Key Trends You Can't Afford to Miss & Why Start with Strategy w/ Dave Meyer
34:54
34:54
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34:54
In this episode, Ryan and Thomas are joined by the host of BiggerPocket's On The Market Podcast, real estate investor, and best-selling author, Dave Meyer, to discuss:- Dave's expert outlook on the 2024 single-family, multifamily, and short-term rental markets.- Why it's critical to start with strategy and tips for developing a strategy that aligns…
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257. How To Thrive in the 2024 Multifamily Investing Market & Tax Tips with Gino Barbaro
46:44
46:44
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46:44
In this episode, Thomas & Ryan are joined by Gino Barbaro, multifamily investor, business owner, author and entrepreneur, to discuss:- How Gino's team avoided disaster and thrived in multifamily during 2023.- 2024 multifamily investing + tips for getting started and navigating the landscape.- How Gino looks at the tax benefits of real estate invest…
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