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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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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The Keeping it Real-Estate Podcast provides educational content for real estate investors, both new and experienced. Mike Roeder and Dan Brisse interview real estate professionals to gain valuable insights into multifamily investing.
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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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EP176 Smart Tax Moves for Real Estate Investors with Brandon Hall, CPA
38:19
38:19
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38:19In this episode of Keeping It Real Estate, Dan sits down with Brandon Hall, CPA and founder of Hall CPA PLLC, to break down some of the most powerful and often misunderstood tax strategies in real estate investing. Brandon shares his insights on everything from bonus depreciation to the real estate professional status designation, helping listeners…
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328. Inside the “One Big, Beautiful Bill” & How To Prepare for it with Nathan Sosa, CPA, MST
37:08
37:08
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37:08In this week’s episode of the Tax Smart REI Podcast, Thomas Castelli and Nathan Sosa break down what real estate investors need to know about the draft of the 2025 tax bill, dubbed the “One Big, Beautiful Bill”, including what’s in it, what might change, and how to prepare for the opportunities it presents.Key topics covered:- The likely return of …
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EP178 Financial Education That Works: With Vince Shorb, CEO of the National Financial Educators Council
34:09
34:09
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34:09Join host Dan Brisse as he welcomes Vince Shorb, a leading financial literacy advocate, to Keeping It Real Estate. Vince shares his fascinating journey, from his early ventures into real estate investing in his teens to founding the National Financial Educators Council. Driven by a passion to empower individuals with essential financial knowledge, …
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327. 2025 Tax Bill Preview: Bonus Depreciation, SALT Cap Changes, and Investor Q&A
30:01
30:01
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30:01In this week’s episode of the Tax Smart REI Podcast, Thomas Castelli and Ryan Carriere break down what real estate investors need to know about the upcoming 2025 tax bill, including where it stands, what’s likely to be included, and how it could impact your bottom line.Key topics covered:- Expected return of 100% bonus depreciation- Potential chang…
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Strategic planning strategies and a profession update
1:02:06
1:02:06
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1:02:06Topics include: DC update: Latest developments from Capitol Hill and their potential impact. Profession update: Insights from AICPA CEO. Technical update: Actionable guidance for your practice. Strategic planning: Actionable tips and resources to support business model transformation. Speakers: Erik Asgeirsson, President and CEO, CPA.com Mark Kozi…
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326. What to Do Now that Tax Day is Over + Answering Your Pressing Questions
24:33
24:33
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24:33In this post 4/15 recap, Thomas and Ryan reflect on the key themes and expert interviews from the year so far, from tiny homes to creative finance, and reinforce a common truth: smart investing still works in today’s market if you stay focused and play the long game.They also dive into what’s happening with the 2025 tax bill, including the outlook …
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325. Why Now Might Be Multifamily’s Biggest Opportunity Yet with Michael Blank
37:09
37:09
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37:09In this episode of the Tax Smart REI Podcast, Thomas and Ryan sit down with multifamily syndication expert Michael Blank to unpack why 2025 may be one of the best times in years to get started—or scale—in multifamily real estate.Tune in to learn:- Why today’s market conditions offer lower risk and higher long-term upside.- How Michael bounced back …
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EP177 Neal Bawa on Tariffs, Rates, and the Future of Multifamily Investing
44:49
44:49
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44:49In this episode of Keeping It Real Estate, Daniel Fink welcomes back Neal Bawa, the "Mad Scientist of Multifamily," for a timely deep dive into how tariffs, inflation, and shifting market cycles are impacting real estate today. Neal breaks down why 2027 could be a golden window for value-add investors, why Class A properties are unusually attractiv…
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324. Which Boring Strategy Still Wins in 2025? With Henry Washington
29:34
29:34
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29:34In this episode of the Tax Smart REI Podcast, Thomas and Ryan sit down with seasoned real estate investor and author Henry Washington to discuss why he’s not chasing creative finance trends, and why his “boring” strategy continues to deliver results in 2025’s unpredictable market.Tune in to learn:- Why Henry sticks with off-market deals and direct …
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A new era for CAS + post-tax season planning
1:01:09
1:01:09
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1:01:09Topics include: DC update: Latest news from Capitol Hill Technical update: What you need to know as we exit busy season Post-tax season planning: talking to clients about financial planning A new era of CAS: Impacts of SSARS 27 on advisory services Speakers: Erik Asgeirsson, President and CEO, CPA.com Mark Peterson, EVP, Advocacy, AICPA Erin Hartm…
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323. 2025 Market Volatility: What Real Estate Investors Need to Know with Connor Low
38:31
38:31
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38:31In this episode of the Tax Smart REI Podcast, Thomas and Ryan talk with wealth manager Connor Low, founder of Iarann Wealth, about how today’s economic uncertainty, from global tariffs to interest rate swings, is impacting investors, and what real estate investors should be doing about it.Connor breaks down the current market landscape, explains wh…
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322. Real Estate Investor Case Studies: How One Client Saved $285K in One Year
36:23
36:23
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36:23In this episode, Thomas and Ryan share real-life case studies from real estate investors who used strategic tax planning to save thousands, sometimes hundreds of thousands, on their tax bills. They also reveal the most common mistakes and missed opportunities they see from investors who waited too long or relied on the wrong advice.This episode exp…
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EP175 Future Foundations: Michael Beckerman on Innovating Real Estate Through Technology
38:19
38:19
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38:19In this episode of Keeping It Real Estate, we welcome Michael Beckerman, CEO of CREtech, to discuss the dynamic intersection of technology and real estate. Michael recounts his transformative journey from a career in public relations to spearheading innovation at the helm of the largest conference company in the real estate tech and sustainability …
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321. Does Travel Time Count Toward Material Participation?
21:23
21:23
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21:23In this Q&A episode, Ryan and Thomas answer real estate investors’ most pressing tax questions. From short-term rental loopholes to QBI deductions, they break down some of the most misunderstood topics in real estate tax strategy and provide practical, real-world guidance.They discuss:- STR Losses & NOLs- Travel Time & Material Participation- QBI S…
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320. How Creative Financing Helps RE Investors Succeed in Every Market Cycle w/ Chris Prefontaine
30:37
30:37
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30:37In this episode of the Tax Smart REI Podcast, Thomas Castelli and Ryan Carriere are joined by Chris Prefontaine, real estate veteran, founder of Smart Real Estate Coach, and leader of the Wicked Smart Community.Chris brings over three decades of experience to the table and breaks down how to invest without banks, structure zero-interest seller fina…
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Tariffs, not-for-profits, BOI and ERC
1:02:27
1:02:27
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1:02:27Topics include: DC update: Latest news from Capitol Hill Small business environment: Market trends and SMB outlook Technical update: What you need to know to finish out busy season Funding freezes and accounting: Implications for financial reporting, especially for not-for-profits Speakers: Erik Asgeirsson, President and CEO, CPA.com Lisa Simpson,…
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319. 3 Tax Scams to Watch Out for in 2025 (And 2 Risky Strategies to Avoid)
27:33
27:33
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27:33In this episode, Thomas and Ryan break down some of the most common tax scams and questionable strategies being promoted to real estate investors—and how to avoid falling into these costly traps.This episode explores:- Why equipment leasing deals promising non-passive losses are almost always too good to be true.- How solar tax credits are being mi…
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EP174 Decoding Market Dynamics with Dr. Peter Linneman
53:00
53:00
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53:00Join us for a profound discussion with Dr. Peter Linneman, whose 45-year career blends scholarly rigor and practical business insight, garnering accolades like the PREA's prestigious Graaskamp Award and inclusion in "100 Most Powerful People in New York Real Estate." His experience, underpinned by academic distinction at the University of Chicago a…
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318. How to 2-3X Rental Income From Midterm Rentals with Jesse Vasquez
45:28
45:28
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45:28In this episode of the Tax Smart REI Podcast, Thomas and Justin talk with midterm rental expert Jesse Vasquez, founder of AirVenture Academy, about how he accidentally stumbled into midterm rentals and scaled his business into a highly profitable portfolio.Jesse shares the exact strategies he uses to 2-3X rental income by securing long-term contrac…
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EP173 Mastering the Mall: Beth Azor’s Rise in Retail Real Estate
38:31
38:31
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38:31Join us in this enlightening episode as Beth Azor, a titan of the commercial real estate industry, shares her innovative strategies for revitalizing shopping centers. With extensive experience in Florida's competitive market, Beth reveals how her hands-on approach has transformed the retail real estate landscape. In the second part of the discussio…
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Simplification strategies and an economic outlook
1:01:26
1:01:26
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1:01:26Topics include: DC update: Latest news from Capitol Hill Economic forecast: An outlook on the markets heading into the second quarter Technical update: What you need to know to navigate busy season Calming the chaos: Insights into the psychology of chaos and how to reduce it Speakers: Michael Cerami, EVP, CPA.com Lisa Simpson, VP, Firm Services Ra…
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317. Crush Break-Even: Pricing and Occupancy Hacks for your STR with Avery Carl
35:47
35:47
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35:47In this episode of the Tax Smart REI Podcast, Thomas and Ryan talk with short-term rental investor Avery Carl, founder of the Short Term Shop and author of Smarter Short-Term Rentals, about how she grew one cabin purchase into a portfolio of over 250 units.Avery shares the blueprint for choosing the right vacation markets, designing systems for sel…
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EP172 Building Greatness: Leadership Lessons from Good to Great
9:38
9:38
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9:38Join Dan Brisse as he dives deep into Jim Collins' influential book, 'Good to Great,' unraveling the secrets that transform good companies into great ones. In this episode, Dan explores the crucial role of Level 5 leadership, emphasizing the impact of leaders who attribute success to their teams and take personal responsibility for setbacks. Discov…
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316. Tiny Homes, Huge Returns: How Rob Abasolo Built a Winning STR Portfolio
43:53
43:53
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43:53In this episode of the Tax Smart REI Podcast, Thomas and Ryan sit down with short-term rental investor Rob Abasolo—the mind behind the “Robuilt” YouTube channel—to discuss how he transformed his copywriting background into a thriving short-term rental empire. Rob reveals how he maximizes ROI through unique stays, eye-catching design, and strategic …
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EP171 Unlocking Success: The Four Vs of Visualizing Victory
8:32
8:32
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8:32In this transformative episode of Keeping It Real Estate, Dan Brisse delves into the powerful 'Four Vs'—Visualize, Vocalize, Vote, and Vicinity. These guiding principles have transitioned him from being a high school dreamer to a professional athlete and a successful real estate investor. Dan shares how adjusting your identity according to these pr…
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EP170 Peak Performance: From Competitive Skiing to Luxury Real Estate
41:31
41:31
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41:31Join us on this exciting episode of Keeping It Real Estate, where Dan Brisse dives into the dynamic world of real estate with Athena Brownson, a former competitive skier turned top Denver realtor. Discover Athena's journey from the ski slopes to luxury real estate, highlighting her expertise in creating balanced living spaces and her unique approac…
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315. The Future of Bonus Depreciation and SALT: 2025 Tax Updates with Nathan Sosa, CPA, MST
28:37
28:37
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28:37In this episode, Thomas and Nathan Sosa take a deep dive into the potential 2025 tax changes that could reshape the landscape for real estate investors. They outline what may happen if the Tax Cuts and Jobs Act expires, how bonus depreciation could come back (or not), and what you need to do to prepare now so you’re not caught off-guard.They discus…
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Former IRS Commissioner, Top 100 firms report preview and BOI news
1:01:20
1:01:20
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1:01:20Topics include: DC update: Latest news on bills, budgets, and BOI from Capitol Hill Technical update: What you need to know to navigate busy season Top Firms Report: Insights from fastest growing firms & Top 100 report Speakers: Erik Asgeirsson, President and CEO, CPA.com Mark Peterson, EVP, Advocacy, AICPA Lisa Simpson, VP, Firm Services, AICPA D…
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314. Depreciation 101: How to Use It the Right Way to Save Thousands in Taxes
27:55
27:55
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27:55In this episode, Ryan and Thomas take a deep dive into depreciation, one of the most powerful tax-saving tools available to real estate investors. They break down how depreciation works, how to accelerate it, and strategies to minimize depreciation recapture when selling your properties.They discuss:- Depreciation 101 – What it is, how it works, an…
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A news power hour: Expert insights on the latest from DC and the profession
1:01:42
1:01:42
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1:01:42Topics include: Profession update: Key issues areas of focus for the profession DC update: Insights from the fast-changing D.C. landscape Technical updates: Essential IRS news and resources for busy season Speakers: Mark Koziel, President and CEO, AICPA Erik Asgeirsson, President and CEO, CPA.com Mark Peterson, EVP, Advocacy, AICPA Melanie Laurids…
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312. From Wall Street to Short-Term Rentals: How to Build a 38-Property Empire with Michael Chang
30:38
30:38
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30:38In this episode of the Tax Smart REI Podcast, Thomas and Ryan sit down with short-term rental investor Michael Chang to discuss how he went from Wall Street investment banker to building a 38-property short-term rental empire. Michael shares how he leveraged rental arbitrage, short-term rental tax strategies, and automation to achieve financial fre…
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313. Do I Need To Do A Cost Segregation Study?
22:01
22:01
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22:01In our first monthly Q&A episode, Ryan and Thomas answer the most pressing tax questions from listeners. They tackle a variety of hot-button topics, including when flipping property income is considered “active” (and why that matters if you have a W-2), how partial asset dispositions really work, and whether or not a cost segregation study has to b…
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311. LLC Myth-Busters: Is Your Real Estate Really Protected?
23:41
23:41
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23:41In this episode, Ryan and Thomas pull back the curtain on LLCs, busting the biggest myths that trip up real estate investors—and revealing how to truly protect your rental portfolio.They discuss:- Asset Protection vs. Tax Savings—understanding what LLCs really do (and don’t do).- The Right Structure—single-member, multi-member, or holding company?-…
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