Best Hall Cpa Podcasts (2024)

1
Discussion on CPA pipeline growth opportunities and an election update 58:12

21d ago58:12

58:12

Topics include: DC and profession update CPA pipeline and pathway discussion Key technical updates Speakers:  Barry Melancon, President and CEO, AICPA Erik Asgeirsson, President and CEO, CPA.com Susan Coffey, CEO, Public Accounting, AICPA Mark Peterson, EVP, Advocacy, AICPA Lisa Simpson, VP, Firm Services, AICPA…

1
299. Corporate Transparency Act Checklist: Avoid Costly Mistakes with FinCEN Filing Agents 30:43

5d ago30:43

30:43

In this episode, Thomas and Ryan are joined by Heather and Isaac from FinCEN Filing Agents to dive deep into the 2024 Corporate Transparency Act (CTA) and what it means for real estate investors and small business owners.They cover:- An overview of the Corporate Transparency Act- Key reporting requirements for LLCs and other entities- The penalties…

1
BOI update with FinCEN and election insights 1:00:38

7d ago1:00:38

1:00:38

Topics include: DC and profession update BOI discussion with FinCEN Key technical updates Speakers: Erik Asgeirsson, President and CEO, CPA.com Mark Peterson, EVP, Advocacy, AICPA Melanie Lauridsen, VP, Tax Policy and Advocacy, AICPA Phil Lam, Beneficial Ownership and Innovation Chief, FinCEN On this episode of the AICPA Town Hall, we dive into the…

1
298. From Schedule E to Cost Segregation: Tackling Taxes with an Expert Q&A 40:48

13d ago40:48

40:48

In this episode of the Tax Smart REI podcast, Thomas and Ryan dive into real estate tax strategies by addressing audience questions from their public community and Facebook group. Covering crucial topics, they guide listeners through the complexities of tax planning, especially for short-term rental owners, and how they can leverage tax rules to mi…

1
297. Drilling Into Profits: A Case Study on Oil & Gas Working Interests with Troy Eckard 55:39

18d ago55:39

55:39

In this episode, Thomas and Ryan are joined again by Troy Eckard of Eckard Enterprises to conclude our oil & gas series with a real-world case study on oil and gas working interests. They cover:- A detailed breakdown of a case study involving a working interest investment, including cost structures, potential pitfalls, and strategies for maximizing…

1
296. Top Year-End Tax Strategies: Maximize Deductions Before December 31st 34:04

25d ago34:04

34:04

In this episode, Thomas and Ryan break down year-end tax strategies tailored for real estate investors, providing valuable insights for maximizing tax savings before the year ends.Here’s what they cover:- The advantages of buying a short-term rental before year-end and how to qualify for the short-term rental loophole.- Maximizing vehicle deduction…

1
Proactive Retirement Planning for Lifestyle and Legacy 32:01

28d ago32:01

32:01

Joining the conversation is Erica Hunter, a junior advisor with Retirement Risk Advisors, who brings a wealth of insights and expertise to the table. Together, they revisit their experiences preparing for catastrophic hurricanes in Puerto Rico, underscoring the vital importance of continuous and meticulous planning in relations to Risk-Based Lifest…

1
295. The Future of Housing: How Interest Rates and Labor Shape Real Estate with Logan Mohtashami 56:17

1M ago56:17

56:17

In this episode, Thomas and Ryan are joined by renowned analyst and housing expert, Logan Mohtashami, to explore the current state of the housing market, interest rates, and what might be in store for 2025.They cover:- Logan's insights into the factors driving mortgage rates, including the crucial role of labor data and the Federal Reserve's polici…

1
Small business environment and CAS strategies 1:01:17

1M ago1:01:17

1:01:17

Topics include: DC and profession update SMB environment and the election scenarios analysis Key technical updates Client advisory services (CAS) strategies and practitioner insights Speakers:  Michael Cerami, EVP, CPA.com Lisa Simpson, VP, Firm Services, AICPA Mark Peterson, EVP, Advocacy, AICPA Gene Marks, President, The Marks Group Kim Blascoe, …

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

1M 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
Elder Care Planning: The Complete Picture for Retirement Part 2 30:14

1M ago30:14

30:14

Welcome to another episode of The Retirement Risk Show! Hosted by Dave Hall, he brings back Alisha Wright to finish this duology that delves into essential strategies for securing a comfortable and risk-free retirement. In today's episode, Dave and Alisha turn their attention to the often-overlooked issue of cognitive decline and its impact on reti…

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

2M 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
Tech and AI trends across the profession 1:03:04

2M ago1:03:04

1:03:04

Topics include: DC and profession analysis Tech and AI trends in accounting and finance Key technical updates Speakers:  Erik Asgeirsson, President and CEO, CPA.com Lisa Simpson, VP, Firm Services, AICPA Rachel Dressen, Senior Director, Congressional and Political Affairs, AICPA Dan Hood, Editor-in-Chief, Accounting Today Andrew Argue, CEO and Co-f…

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

2M 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
Elder Care Planning: The Complete Picture for Retirement Part 1 30:47

2M ago30:47

30:47

Dave Hall and Alisha Wright delve into the pressing issue of elder care planning in retirement. It is a critical area that needs strategic financial planning to prevent running out of retirement funds. They emphasize maximizing Social Security benefits and considering annuities for a stable income. The discussion also highlights elder financial abu…

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

2M 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
Retirement planning and the SECURE Act 1:00:57

2M ago1:00:57

1:00:57

Topics include: DC environment and profession analysis SECURE Act updates and retirement planning strategies Key technical updates Speakers:  Michael Cerami, EVP, CPA.com Mark Peterson, EVP, Advocacy, AICPA Melanie Lauridsen, VP, Tax Policy and Advocacy, AICPA Dan Snyder, Director, Personal Financial Planning, AICPA Zachary Keep, Manager, Complianc…

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

2M 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
Building a Resilient Retirement: Cash Flow and Diversification 32:45

2M ago32:45

32:45

Dave brings back Brian Britt this week to discuss cash flow planning in retirement planning. The chat covers the challenges of transitioning from wealth accumulation to distribution, the significance of guaranteed income, and the impacts of market volatility and inflation on retirees. They also delve into the decline of traditional pensions, strate…

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

2M 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
State of the economy and liability risk management 1:02:06

3M ago1:02:06

1:02:06

Topics include: DC environment and profession analysis State of the economy and recent market shifts The latest technical updates Professional liability risk management hot topics Speakers:  Erik Asgeirsson, President and CEO, CPA.com Mark Peterson, EVP, Advocacy, AICPA Lisa Simpson, VP, Firm Services, AICPA Marci Rossell, Expert Economic Forecaste…

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

3M 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
Your Retirement Toolbox: Navigating IRAs, 401Ks, and Self-Directed Retirement Accounts 29:03

3M ago29:03

29:03

In this episode, you are treated to a deep dive into the complexities of retirement planning. This episode is especially critical for those who are nearing the final stretch of their careers and looking to maximize their retirement contributions over the last decade. Dave methodically breaks down the array of retirement accounts available, from tra…

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

3M 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
Special Edition: Summer Update on Chevron, BOI, ERC and more 24:11

3M ago24:11

24:11

Topics include: "Chevron Deference" ruling Government funding Latest on BOI and ERC Speakers:  Michael Cerami, EVP, CPA.com Lisa Simpson, VP, Firm Services, AICPA Rachel Dresen, Senior Director of Congressional & Political Affairs, AICPABy AICPA Town Halls

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

3M 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
Required Minimum Distributions: Key Considerations for Retirement Accounts 24:56

3M ago24:56

24:56

Dave explains what RMDs are, why they matter, and how recent changes in the law have affected when retirees must start taking these distributions from their tax-deferred retirement accounts. Throughout the episode, Dave covers various strategies to manage RMDs effectively, such as drawing down accounts early, doing Roth conversions, continuing to w…

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

3M 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
State of SMB, digital payments and DC Updates 1:01:34

4M ago1:01:34

1:01:34

Topics include: DC environment and profession analysis State of SMBs and digital transformation The latest technical updates Speakers:  Barry Melancon, President and CEO, AICPA Erik Asgeirsson, President and CEO, CPA.com Lisa Simpson, VP, Firm Services, AICPA René Lacerte, CEO and Founder, BILLBy AICPA Town Halls

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

4M 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
Utilizing Trusts to Control Asset Distribution and Minimize Taxes 33:01

4M ago33:01

33:01

In this week's episode, Dave delves into the critical role of trusts in estate planning. Trusts help control asset transfers, limit taxes, and prevent family disputes. They are essential for prenuptial planning, protecting assets for biological children in second marriages, and planning for incapacity with financial power of attorney. Dave illustra…

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

4M 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
Building trust through quality 58:56

4M ago58:56

58:56

Tune in to this AICPA Town Hall podcast for a discussion on the state of assurance and why quality auditing is essential to public confidence, as well as the need-to-know tax information. Topics include: DC environment and profession analysis The latest technical updates State of assurance and building trust through quality BOI reporting update Spe…

Podcasts Worth a Listen

Hall Cpa Podcasts

Podcasts Worth a Listen

Quick Reference Guide