Best Esq. LL.M Podcasts (2024)

1
294. IRS Red Flags: Why Foradis Failed to Prove REPS with Nathan Sosa, CPA 38:38

2h ago38:38

38:38

In this week's Tax Smart REI episode, Ryan is joined with Nathan Sosa, a Senior Tax Advisor at Hall CPA to dive into a new court case related to real estate professional status.This continues to be a heavily audited topic and with additional IRS funding, the audits will only increase from here.If you're curious about what factors led to this taxpay…

1
Planning Pitfalls: These Lesser-Known Factors Could Affect Your Medicaid Eligibility 30:14

2d ago30:14

30:14

Christine Oyler, Services Planning Coordinator at Bellomo & Associates, is the firm’s Medicaid team member. Since 2016, Christine has used her nursing experience and Medicaid knowledge to help clients better understand the Medicaid system and make the best choices for themselves and their families. As part of this work, she sits down with Jeff to d…

1
293. Unpacking EACH Real Estate Investment Strategy: Pros, Cons, and Tax Benefits 43:07

7d ago43:07

43:07

In this episode of the Tax Smart REI podcast, Thomas is joined by frequent guest, Justin Shore, EA for the go-to guide to real estate investment strategies. They break down each strategy, the tax benefits, and the implications. Topics include: - The tax advantages of direct ownership and how to maximize deductions.- The differences between long-ter…

1
292. Generate Massive Cash Flow By Investing in Senior Living with Isabelle Guarino 29:16

14d ago29:16

29:16

In this episode of the Tax Smart REI Podcast, Thomas is joined by Isabelle Guarino to discuss investing in residential assisted living facilities. Isabelle shares her personal journey into the space and explains how this business model can generate significant cash flow.Listen now to learn:- The steps to owning and operating these facilities—or jus…

1
Protecting Your Assets: A Detailed Look at Trusts, Q & A Part 2 29:26

16d ago29:26

29:26

Welcome to the second installment of our two-part series on asset protection trusts. In our previous episode, we explored advanced concepts related to the types of trusts established during a person's lifetime. Now we will focus on the options available for setting up trusts after death. There are many important factors to consider, and we want you…

1
291. The Power of Section 179 for Commercial Real Estate and Short-Term Rentals w/ Nathan Sosa, CPA 32:31

18d ago32:31

32:31

In this episode of the Tax Smart REI podcast, Thomas Castelli and Nathan Sosa explore the often overlooked Section 179 deduction and its potential benefits for commercial real estate investors and short-term rental owners. As bonus depreciation phases out, Section 179 is becoming more relevant for those looking to immediately expense certain capita…

1
290. How to use Equity Losses to Offset Real Estate Capital Gains with Nathan Cook 30:27

25d ago30:27

30:27

In this episode, Thomas is joined by financial advisor Nathan Cook to discuss a powerful strategy for real estate investors: using equity losses from the stock market to offset real estate capital gains through a process called active indexing.They cover key topics such as:- The fundamentals of tax loss harvesting and how it benefits real estate in…

1
Protecting Your Assets: A Detailed Look at Trusts, Q & A Part 1 28:32

1M ago28:32

28:32

We're thrilled by the level of engagement we see in our clients and podcast listeners. Your questions are always welcome because understanding the concepts in estate planning and elder law helps you make the best decisions for you and your family. Lately, we've received a lot of inquiries about trusts so we will dedicate two episodes to a deep dive…

1
289. Cutting Out the Middleman: How to Go Direct to Sellers and Boost Your Profits with Scott Morse 37:59

1M ago37:59

37:59

In this episode, Thomas is joined by Scott Morse, founder of Lamassu Leads and host of the "Leads 2 Deals" podcast.Scott specializes in helping real estate investors find motivated sellers and acquire properties through innovative lead generation strategies. Together, Thomas and Scott dive deep into the art of dominating any market by leveraging co…

1
288. Analyzing 7,000 Properties: How To Maximize Cash flow Today with Chris Lopez 53:42

1M ago53:42

53:42

In this episode, Thomas and Ryan are joined by Chris Lopez from Property Llama. Chris and his team have analyzed over 7,000 properties using Property Llama data. Chris, Thomas, and Ryan explore trends of the current marketplace and strategies to implement.They cover: - A deep dive into cash flow by property type, with a focus on multifamily propert…

1
Understanding Guardianship: Legal Challenges for Families with Special Needs and Aging Loved Ones 28:30

1M ago28:30

28:30

Carolyn (Carrie) Pugh is an attorney with Bellomo & Associates. In addition to elder law and estate planning, she is experienced in family law, custody conciliation, Social Security disability, and other areas that make her the perfect person to sit down with Jeff and answer your questions about the legal guardianship process. WHAT YOU NEED TO KNOW…

1
287. Exploring Advanced 1031 Exchanges and Partnership Divisions with Matt Rappaport, Esq., LL.M. 49:52

2M ago49:52

49:52

In this episode, Thomas and Ryan sit down with tax attorney Matthew Rappaport to dive into some of the most sophisticated tax strategies available to real estate investors.Here’s what they cover:- Partnership divisions and how they can offer a strategic advantage in 1031 exchanges.- The nuances of combining Section 121 and 1031 exchanges for optima…

1
286. How the Trump & Harris Tax Plans Could Impact Real Estate Investors 40:07

2M ago40:07

40:07

In this episode, Thomas and Ryan review the proposed tax plans of current presidential candidates and how these changes might impact real estate investors. Here’s what they cover:- Biden and Kamala Harris’s proposed tax increases and credits for affordable housing.- Trump's proposed tax cuts and extensions of existing tax laws.- Common themes of hi…

1
Supporting Caregivers and People with Dementia: The Alzheimer’s Association of Greater Pennsylvania 22:24

2M ago22:24

22:24

Fran Gibbons is the senior director of development for the Greater Pennsylvania Chapter of the Alzheimer’s Association. The organization serves western, central, and northeastern Pennsylvania, helping people with Alzheimer's disease and all other dementias. Fran’s fundraising efforts provide support groups and educational resources while advancing …

1
285. Inflation & The Special Loss Allowance: Should It Be Indexed? 31:19

2M ago31:19

31:19

In this episode, Thomas & Ryan are joined by Justin Shore, EA to dive into the impacts of indexing certain tax deductions for inflation. They cover: - The 25K Special Loss Allowance and Its Potential Impact- The Section 121 Exclusion and Other Key Deductions & Credits- The Dark Side and Bright Side of Indexing for InflationIf you're interested in t…

1
284. The Triple Tax Benefits of Paying Your Children 28:31

2M ago28:31

28:31

In this episode, Thomas & Ryan review the triple tax benefits of paying your children to work in your business and explain how to accomplish this.Not only will you reap the tax benefits, but your children will learn the value of hard work and build their resume.This is an incredibly tax-efficient strategy within an episode you won't want to miss.To…

1
More than Money: Josh Hummer’s Innovative Approach to Estate Planning 29:53

2M ago29:53

29:53

Joshua Hummer found that he had a passion for helping people with the intricacies of elder law and estate planning. However, he soon noticed a recurring issue among his clients. While his work fulfilled their needs for wills and trusts, it did not address their deeper concerns about family relationships and values. Recognizing this, Josh developed …

1
283. How Doctors and Professionals Buy Back Time with Real Estate Investing 35:16

3M ago35:16

35:16

In this episode, Thomas & Ryan are joined by Dr Jeff Anzalone, the Debt-Free Doctor, to discuss how doctors and professionals can achieve financial freedom and buy back their time by investing in real estate.They cover:- Jeff's journey from a full-time dentist to achieving financial freedom through real estate investing.- What types of investments …

1
282. Rinse & Repeat: Investing in Car Washes and Paying Zero Tax with Kriss Berg 41:49

3M ago41:49

41:49

In this episode, Thomas and Ryan sit down with Kriss Berg, a seasoned entrepreneur and car wash investment guru, to delve into the lucrative world of car wash investments. Chris shares his journey from e-commerce to car washes, revealing why he chose this unique industry and how it offers significant tax benefits.Here’s what to expect:- Why Invest …

1
Jay Metzbower: Applying a Civil Servant’s Heart to the Practice of Elder Law and Estate Planning 30:34

3M ago30:34

30:34

Jay Metzbower, Jr., is an attorney at Bellomo & Associates. After 10+ years in civil service, Jay decided to change careers and poured his dedication to community service into his education and the practice of elder law and estate planning. He can often be found leading one of Bellomo’s many workshops or discussing with his colleagues the latest la…

1
281. How to Navigate the Short-Term Rental Loophole with Partners & Other FAQ 49:24

3M ago49:24

49:24

In this episode, Ryan and Thomas answer the frequently asked questions about the short-term rental loophole, a popular strategy among real estate investors. They address common queries from Tax Smart insiders and clients about how to effectively use this strategy and avoid potential pitfalls.They cover: - Can you use the STR loophole if you take a …

1
280. The Zero-Tax Goal: Is It Wise To Eliminate Your Taxes Completely? 27:20

3M ago27:20

27:20

In this episode, Ryan and Thomas answer the frequently asked question, “Should I reduce my taxes to zero?”. Answering this question starts with understanding how the US tax system works.Here’s what to expect:- Progressive taxation and tax brackets- Why taxpayers might want to reduce their taxes to zero & when it might be beneficial- The role of Mod…

1
Building Bonds Beyond Business with Client Relationship Manager Amber Rivera 28:00

3M ago28:00

28:00

Jeff Bellomo has a knack for finding talent outside normal avenues. And so it was when Amber Rivera waited on Jeff’s table during lunch over ten years ago. Since then, Amber has been a key player at Bellomo & Associates. As client relationship manager, she exemplifies the very best of customer service ideals. She guides her clients and supports her…

1
279. Leveraging BRRRR for Optimal Wealth Growth & Tax Efficiency 23:31

4M ago23:31

23:31

In this episode, Ryan and Thomas dive into the BRRRR strategy—Buy, Renovate, Rent, Refinance, Repeat. They discuss how this approach serves as a formidable tool for wealth-building and optimizing tax efficiencies in real estate investments.Key Points Covered:- The fundamentals of BRRR & its application in both residential and commercial real estate…

1
278. The STR Loophole Audit Playbook: Protecting Your Profits & Countering Claims 20:42

4M ago20:42

20:42

The ever-popular STR Loophole has been used by countless investors and helped them save tens if not hundreds of thousands of dollars in taxes. In this episode, Ryan and Thomas are deep-diving into STR Loophole audits. They cover: - What to do if you receive an audit notice - The top three arguments the IRS is making- How to counter effectively & do…

1
Lancaster Downtowners: A Creative Approach to Aging at Home 27:51

4M ago27:51

27:51

Today, many seniors live longer—often farther away from family—and want to avoid continuing care retirement communities (CCRC). They’d rather age at home in familiar surroundings. But, aging at home usually requires some degree of assistance, which can be difficult to find. Jeff’s guest, Melissa Ressler, is the executive director of Lancaster Downt…

1
277. Growing A Multi-Million Dollar Empire & Real Estate's Role with Sam Parr 47:02

4M ago47:02

47:02

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…

1
276. Dealer Status and the IRS: What Real Estate Investors Need to Know 46:00

4M ago46:00

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…

1
Common Questions: Clearing Up Confusion in Estate Planning, Elder Law, and Asset Protection 30:26

4M ago30:26

30:26

Jeff answers some questions that have been coming up in our conference rooms, workshops, and elsewhere. Generally, if a couple of people ask the same question, then we know that other people are thinking it, too. And, since we’re dedicated to education here at Bellomo & Associates, we like to jump in right away and clear up any confusion that might…

1
275. The Revolutionary World of Oil & Gas Investing with Troy Eckard 45:48

4M ago45:48

45:48

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…

Podcasts Worth a Listen

Esq. LL.M Podcasts

Podcasts Worth a Listen

1
The Red Wagon Estate Planning & Elder Law Show

Jeffrey Bellomo

1
Tax Smart Real Estate Investors Podcast

Hall CPA

1
294. IRS Red Flags: Why Foradis Failed to Prove REPS with Nathan Sosa, CPA 38:38

1
Planning Pitfalls: These Lesser-Known Factors Could Affect Your Medicaid Eligibility 30:14

1
293. Unpacking EACH Real Estate Investment Strategy: Pros, Cons, and Tax Benefits 43:07

1
292. Generate Massive Cash Flow By Investing in Senior Living with Isabelle Guarino 29:16

1
Protecting Your Assets: A Detailed Look at Trusts, Q & A Part 2 29:26

1
291. The Power of Section 179 for Commercial Real Estate and Short-Term Rentals w/ Nathan Sosa, CPA 32:31

1
290. How to use Equity Losses to Offset Real Estate Capital Gains with Nathan Cook 30:27

1
Protecting Your Assets: A Detailed Look at Trusts, Q & A Part 1 28:32

1
289. Cutting Out the Middleman: How to Go Direct to Sellers and Boost Your Profits with Scott Morse 37:59

1
288. Analyzing 7,000 Properties: How To Maximize Cash flow Today with Chris Lopez 53:42

1
Understanding Guardianship: Legal Challenges for Families with Special Needs and Aging Loved Ones 28:30

1
287. Exploring Advanced 1031 Exchanges and Partnership Divisions with Matt Rappaport, Esq., LL.M. 49:52

1
286. How the Trump & Harris Tax Plans Could Impact Real Estate Investors 40:07

1
Supporting Caregivers and People with Dementia: The Alzheimer’s Association of Greater Pennsylvania 22:24

1
285. Inflation & The Special Loss Allowance: Should It Be Indexed? 31:19

1
284. The Triple Tax Benefits of Paying Your Children 28:31

1
More than Money: Josh Hummer’s Innovative Approach to Estate Planning 29:53

1
283. How Doctors and Professionals Buy Back Time with Real Estate Investing 35:16

1
282. Rinse & Repeat: Investing in Car Washes and Paying Zero Tax with Kriss Berg 41:49

1
Jay Metzbower: Applying a Civil Servant’s Heart to the Practice of Elder Law and Estate Planning 30:34

1
281. How to Navigate the Short-Term Rental Loophole with Partners & Other FAQ 49:24

1
280. The Zero-Tax Goal: Is It Wise To Eliminate Your Taxes Completely? 27:20

1
Building Bonds Beyond Business with Client Relationship Manager Amber Rivera 28:00

1
279. Leveraging BRRRR for Optimal Wealth Growth & Tax Efficiency 23:31

1
278. The STR Loophole Audit Playbook: Protecting Your Profits & Countering Claims 20:42

1
Lancaster Downtowners: A Creative Approach to Aging at Home 27:51

1
277. Growing A Multi-Million Dollar Empire & Real Estate's Role with Sam Parr 47:02

1
276. Dealer Status and the IRS: What Real Estate Investors Need to Know 46:00

1
Common Questions: Clearing Up Confusion in Estate Planning, Elder Law, and Asset Protection 30:26

1
275. The Revolutionary World of Oil & Gas Investing with Troy Eckard 45:48

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