In this episode, Brandon Hall and Thomas Castelli discuss how to use capital losses (tax loss harvesting) and passive losses to reduce capital gains taxes from the sale of your rental real estate,

Join our Facebook group, the one-stop-shop for real estate investors to learn about tax strategy and stay up to date on changing tax laws:
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For an initial consultation from Hall CPA, PLLC visit www.therealestatecpa.com/become-client

Subscribe to our YouTube channel: www.youtube.com/c/therealestatecpa

The Tax Smart Real Estate Investors podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests.

Always consult your own tax, legal, and accounting advisors before engaging in any transaction.

EXIT 01: How to Reduce Capital Gains Taxes on Real Estate with Passive Losses & Tax Loss Harvesting

In part two of our latest series, Brandon Hall and Thomas Castelli break down the key tax forms real estate investors need to understand including Form 1040, Schedule E, Form 8582, 1065, and a lot more!

Get a 14-day free Landlord Studio trial by visiting www.landlordstudio.com/realestatecpa

Subscribe to our YouTube channel: www.youtube.com/c/therealestatecpa

Join our Facebook group, the one-stop-shop for real estate investors to learn about tax strategy and stay up to date on changing tax laws:
www.facebook.com/groups/taxsmartinvestors

Enroll in the STR Tax Course today and learn how to save 5-6 figures in taxes using the STR Loophole: courses.taxsmartinvestors.com/

For an initial consultation from Hall CPA, PLLC visit www.therealestatecpa.com/become-client

Follow Brandon on Twitter: @bhallcpa
Follow Thomas on Twitter: @thomascastelli_

The Tax Smart Real Estate Investors podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests.

TAX 02: If You Invest in Real Estate Its Critical to Understand These Key Tax Forms

In this episode, Thomas is joined by Dylan Brown, Senior Tax Associate on our private equity team, to discuss syndication and fund tax issues for general & limited partners.

During the conversation, they discuss:
- How general partners are taxed on fees and promotes - plus strategies to minimize taxes on these sources.
- Does it make sense to take on 1031 exchange capital as a syndicator?
- Allocating depreciation to partners in other ways other than a percentage of ownership
- Can LP losses offset active income?, investing via SDIRAs, and more!

Follow Dylan Brown on LinkedIn:
https://www.linkedin.com/in/dylanbrowncpa/

Become a Tax Smart Insider today and claim your free bonuses today at www.taxsmartinvestors.com/insiders

Subscribe to our YouTube channel: www.youtube.com/c/therealestatecpa

Join our Facebook group, the one-stop-shop for real estate investors to learn about tax strategy and stay up to date on changing tax laws:
www.facebook.com/groups/taxsmartinvestors

To become a client, request an initial consultation from Hall CPA, PLLC at www.therealestatecpa.com/become-client

Follow Brandon on Twitter: @bhallcpa
Follow Thomas on Twitter: @thomascastelli_

The Tax Smart Real Estate Investors podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests.

231. The Inside Scoop: A General & Limited Partner's Guide to Syndication & Fund Taxes

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 with your long-term goals.
- And more!

This is likely the last market-oriented episode we'll do for a while, so don't miss it!

Find Dave's Book: biggerpockets.com/strategybook/

Enroll in The Tax Extension Masterclass:
www.taxsmartinvestors.com/masterclass

To become a client, request a consultation from Hall CPA, PLLC at www.therealestatecpa.com/podcast

Apply to join the Hall CPA team at www.therealestatecpa.com/careers

Follow Us On Social Media

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Subscribe to or weekly newsletter for more tax tips: newsletter.taxsmartinvestors.com/podcast

Follow Thomas: twitter.com/thomascastelli_
Follow Ryan: www.linkedin.com/in/ryancarriere/

The Tax Smart Real Estate Investors podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests.

258. 2024 REI Forecast: Key Trends You Can't Afford to Miss & Why Start with Strategy w/ Dave Meyer

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 Inflation

If you're interested in the effect of inflation on your real estate investments, this is an episode you don't want to miss. 

To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6

Start our free 4-day email series:
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Join the Tax Smart Insiders Community:
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The Tax Smart Real Estate Investors podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests.

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

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 just leasing them to an operator.
- The financial and tax opportunities that come with this growing sector.
- How you can get started and scale your senior assisted living investment.

Whether you're looking for high cash flow or want to create a long-term wealth-building strategy, this episode offers valuable insights for real estate investors.

To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6

Get the Top 8 Mistakes Real Estate Investors Make:
go.therealestatecpa.com/3ygHVrJ

Join the Tax Smart Insiders Community:
go.therealestatecpa.com/3Xx1Cpd

Learn more about Property Llama: www.propertyllama.com/taxsmart

Checkout Thomas's new YouTube channel: www.youtube.com/@thomascastelli

Connect with Isabelle: https://www.ral101.com/

The Tax Smart Real Estate Investors podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests.

292. Generate Massive Cash Flow By Investing in Senior Living with Isabelle Guarino

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 policies.
- A detailed discussion on supply and demand dynamics in the real estate market and how they impact pricing.
- Potential interest rate cuts and economic trends affect real estate demand and affordability.
- What investors should consider when navigating today's housing market, including demographic shifts and regional trends.
- And much more!

Whether you're a real estate investor, homeowner, or simply curious about the future of the housing market, this is an episode you don’t want to miss.

To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6

Register for the Year-End Tax Impact Event:
go.therealestatecpa.com/3zVWP7E

Join the Tax Smart Insiders Community:
go.therealestatecpa.com/3Xx1Cpd

Checkout Thomas's new YouTube channel: www.youtube.com/@thomascastelli

The Tax Smart Real Estate Investors podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests.

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

In this week’s episode of the Tax Smart REI Podcast, Thomas Castelli and Nathan Sosa break down everything real estate investors and business owners need to know about the now-official “Big Beautiful Bill”, the sweeping tax package that just became law.

Key topics covered:

- 100% bonus depreciation is back and permanent: who qualifies and when it starts
- QBI updates: simplified rules, new thresholds, and small business wins
- SALT cap expansion (finally!) and what the five-year phase-in means for planning
- Section 179 expensing: higher limits and how it benefits STRs and commercial assets
- Qualified Opportunity Zones get renewed: what’s changing in 2027
- And more!

Plus, we highlight the planning window left in 2025, how to take action before year-end, and why this bill sets the stage for strategic investing and long-term tax savings.

To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6

Subscribe to REI Daily & Enter to Win a FREE Strategy Call:
go.therealestatecpa.com/41JuQBX

The Tax Smart Real Estate Investors podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests.

336. The One Big Beautiful Bill Is Law: What You Need to Know Now

Before you hire just any tax pro, you need to understand what a real estate-focused advisor can actually do for you. This week on the Tax Smart REI Podcast, we sit down with investor and developer Lauren Kraus to hear how working with a specialist helped her uncover over $280K in missed tax savings—and dramatically shift her investing strategy.

You'll learn:

- Why her CPA dismissed cost segregation (and why that was a $280K mistake)
- How real estate professional status (REPS) changed their entire tax position
- What Form 3115 did to retroactively unlock depreciation
- How tax strategy helped get her husband fully on board with real estate investing

If you’re self-managing, scaling across markets, or wondering what your current CPA might be missing, this episode will open your eyes to what’s possible with the right strategy in place.

To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6

Subscribe to REI Daily & Enter to Win a FREE Strategy Call:
go.therealestatecpa.com/41JuQBX

The Tax Smart Real Estate Investors podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests.

337. Cost Segregation, REPS, and the $280K Wake-Up Call with Lauren Kraus

Before you commit to a whole life insurance policy, you need to understand what it really is and what it isn’t. This week on the Tax Smart REI Podcast, we sit down with financial planner Alex Savage, CPA and CFP, to break down the infinite banking concept and whether it truly makes sense for real estate investors and high-income earners.

You'll learn:

- What whole life insurance and infinite banking actually are (beyond the sales pitch)
- Why policy loans aren't “free money” and how they really work
- What hidden costs, commissions, and risks most people overlook
- How this strategy compares to simply investing in real estate or ETFs
- Who this approach might actually work for and who should avoid it

If you've been pitched on infinite banking or are wondering whether to use life insurance as an investment vehicle, this episode gives you the full picture so you can make an informed decision.

To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6

Subscribe to REI Daily & Enter to Win a FREE Strategy Call:
go.therealestatecpa.com/41JuQBX

The Tax Smart Real Estate Investors podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests.

338. The Truth About Infinite Banking: What You’re Not Being Told with Alex Savage CPA, CFP

In this episode of the Tax Smart REI Podcast, Thomas and Ryan sit down with entrepreneur and investor Marty Geier to unpack how he reduced his taxable income from $1.4 million to just $40K using a blend of business building, short-term rentals, and advanced tax strategy.

Tune in to learn:

- How Marty uses the 500-hour rule to make short-term rental losses non-passive and deductible
- Why he starts a new business each year and how it helps offset active income
- The exact way he structures his real estate and businesses to maximize Section 179 and bonus depreciation
- How he tracks performance across 10+ ventures to know when to scale, pivot, or exit
- What most investors underestimate about the real-time commitment of running rentals

To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6

Get your FREE ticket to the 2025 Tax, Legal, and Wealth Summit:
https://www.taxandlegalsummit.com/registration

Subscribe to REI Daily & Enter to Win a FREE Strategy Call:
go.therealestatecpa.com/41JuQBX

The Tax Smart Real Estate Investors podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests.

339. Multiple Businesses, Major Write-Offs: Marty Geier’s Path to a $40K Taxable Income

In this episode of the Tax Smart REI Podcast, Thomas and Ryan sit down with entrepreneur and investor John Paul Houston to unpack his journey from running a backyard chicken operation to building a $3.5M private lending portfolio and a 100+ door real estate empire — all while dramatically reducing his tax bill by qualifying as a Real Estate Professional.

Tune in to learn:

- How John went from semi-retirement to scaling multiple income-producing businesses
- Why he shifted from passive lending to active investing for greater returns and tax benefits
- The REP strategies and depreciation plays that helped him save big on taxes
- How he structures equity incentives to retain top talent and transfer ownership
- Why West Virginia is his secret weapon for finding 12-cap multifamily deals with minimal red tape
- The role private lending plays in his long-term diversification and estate planning

To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6

Get your FREE ticket to the 2025 Tax, Legal, and Wealth Summit:
www.taxandlegalsummit.com/registration

Subscribe to REI Daily & Enter to Win a FREE Strategy Call:
go.therealestatecpa.com/41JuQBX

The Tax Smart Real Estate Investors podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests.

340. From Chickens to Cashflow: Inside a $3.5M Lending Portfolio and 100+ Door Empire

In this episode of the Tax Smart REI Podcast, Thomas and Ryan sit down with financial planner and short-term rental investor Zack Mattos to unpack how he went from a 20-year career focused solely on traditional retirement accounts to leveraging real estate to nearly eliminate his tax bill, including a staggering $943K in depreciation from one luxury rental property.

Tune in to learn:

- How he turned his Austin dream home into a high-income rental and tax-saving machine
- The cost segregation strategy that generated nearly $1M in depreciation in a single year
- Why he paused retirement account contributions to focus on real estate acquisitions
- How REP status transformed his tax outcomes and influenced client recommendations
- The S-corp move and family payroll strategy that added tens of thousands in annual savings
- His plan to build a portfolio of luxury rentals in one high-demand neighborhood for scale and ease of management

To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6

Get your FREE ticket to the 2025 Tax, Legal, and Wealth Summit:
www.taxandlegalsummit.com/registration

Subscribe to REI Daily & Enter to Win a FREE Strategy Call:
go.therealestatecpa.com/41JuQBX

Connect with Zack: https://www.zackmattos.com/

The Tax Smart Real Estate Investors podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests. Any mention of third-party vendors, products, or services does not constitute an endorsement or recommendation. You should conduct your own due diligence before engaging with any vendor

341. From One Rental to $943K in Depreciation and Almost Zero Taxes with Zack Mattos

In this episode of the Tax Smart REI Podcast, Thomas Castelli sits down with Hall CPA Advisory Manager Justin Shore to break down why bookkeeping isn’t just busy work, it’s the foundation of audit defense and financial success as a real estate investor.

Tune in to learn:

- Why sloppy bookkeeping can raise red flags and trigger IRS scrutiny
- The key differences between Schedule E and Schedule C—and why they matter for your rentals
- How proper categorization of expenses (like cleaning vs. repairs) can make or break your audit defense
- Why bank statements aren’t enough, and the documentation you must keep to substantiate deductions
- The penalties and costs of poor records and how to avoid them
- The line between bookkeepers and tax preparers, and what responsibilities truly fall on you

To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6

Get your FREE ticket to the 2025 Tax, Legal, and Wealth Summit:
www.taxandlegalsummit.com/registration

Subscribe to REI Daily & Enter to Win a FREE Strategy Call:
go.therealestatecpa.com/41JuQBX

The Tax Smart Real Estate Investors podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests. Any mention of third-party vendors, products, or services does not constitute an endorsement or recommendation. You should conduct your own due diligence before engaging with any vendor.

342. This Mistake Could Sink You in an IRS Audit with Justin Shore, EA

In this episode of the Tax Smart REI Podcast, Thomas Castelli and Ryan Carriere, CPA, break down the two most common questions investors are asking after the passage of the “Big Beautiful Bill” and the return of 100% bonus depreciation:

- Should you invest in real estate or specifically short-term rentals for tax savings?
- When does it make sense to start working with a tax strategist?

Tune in to learn:

- Why existing landlords who haven’t done tax planning may be leaving money on the table
- How to decide if short-term rentals make sense for your goals, lifestyle, and time commitment
- A step-by-step framework for estimating your first-year tax savings using bonus depreciation
- The reality of material participation, hours required, and capital needed to get started
- When to engage a tax strategist if you’re already in the game or just getting started
- Why time is running short in 2025, and how late you can still implement this strategy

To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6

Get your FREE ticket to the 2025 Tax, Legal, and Wealth Summit:
www.taxandlegalsummit.com/registration

Subscribe to REI Daily & Enter to Win a FREE Strategy Call:
go.therealestatecpa.com/41JuQBX

The Tax Smart Real Estate Investors podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests. Any mention of third-party vendors, products, or services does not constitute an endorsement or recommendation. You should conduct your own due diligence before engaging with any vendor.

343. 100% Bonus Is Back: Is Now the Time for a Short-Term Rental?

In this episode of the Tax Smart REI Podcast, Thomas Castelli and Ryan Carriere, CPA, answer real investor questions from the investing community, tackling some of the most pressing topics around bonus depreciation, short-term rentals, and advanced tax planning.

Tune in to learn:

- How cost segregation results differ between condos, single-family homes, and properties with big-ticket land improvements like pools
- Why new renovations on older rentals may still qualify for 100% bonus depreciation under the latest rules
- The nuances of converting a personal residence into a short-term rental, and when only 40% bonus depreciation applies
- The pros and cons of using Form 3115 to catch up missed depreciation—and why DIY may not be the best option
- Key IRS rules around ADUs, STR participation, and what really triggers depreciation recapture

This Q&A-style episode delivers practical answers to questions investors are asking right now in 2025.

To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6

Get your FREE ticket to the 2025 Tax, Legal, and Wealth Summit:
www.taxandlegalsummit.com/registration

Subscribe to REI Daily & Enter to Win a FREE Strategy Call:
go.therealestatecpa.com/41JuQBX

The Tax Smart Real Estate Investors podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests. Any mention of third-party vendors, products, or services does not constitute an endorsement or recommendation. You should conduct your own due diligence before engaging with any vendor.

344. Is a Condo or Single-Family Home Better for Maximizing Bonus Depreciation? (And More FAQ)

Estate planning is one of the most overlooked parts of real estate investing, but without it, your portfolio and family can be left exposed. This week on the Tax Smart REI Podcast, we sit down with attorney, broker, and investor Diana Khan to talk about how real estate investors should approach estate planning.

You'll learn:

- Why every investor needs at least a will and power of attorney (even at 18)
- The difference between wills and trusts, explained with Diana’s “backpack” analogy
- How to decide between revocable and irrevocable trusts
- Practical ways to structure LLCs and holding companies for asset protection
- When (if ever) offshore trusts make sense
- How life insurance ties into your estate plan

Whether you own one rental or a hundred, this episode will show you how to protect your assets, minimize risk, and create a plan that works for your family and your future.

Connect with Diana: https://www.dklawmd.com/

Connect with Eckard Enterprises: https://eckardenterprises.com/taxsmartrei/

To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6

Subscribe to REI Daily & Enter to Win a FREE Strategy Call:
go.therealestatecpa.com/41JuQBX

The Tax Smart Real Estate Investors podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests. Any mention of third-party vendors, products, or services does not constitute an endorsement or recommendation. You should conduct your own due diligence before engaging with any vendor.

345. Estate Planning for Real Estate Investors (Trusts vs. Wills) with Attorney Diana Khan

From the cockpit to commercial real estate, Tait's story shows how a high-earning W-2 professional can build wealth outside of the stock market. In this episode of the Tax Smart REI Podcast, Tait shares the lessons he learned moving from single-family to multifamily to syndications and the strategies that help pilots and other professionals put their money to work more effectively.

You'll learn:

- How Tait’s early mistakes shaped his investing philosophy
- Why LPs should evaluate sponsors before the deal
- Where commercial real estate sits in today’s cycle
- How oil & gas and STRs can reduce taxes for W-2 earners
- Why access to alternatives in retirement accounts could be a game-changer

To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6

Subscribe to REI Daily & Enter to Win a FREE Strategy Call:
go.therealestatecpa.com/41JuQBX

Connect with Eckard Enterprises: eckardenterprises.com/taxsmartrei/

More From Tait:

Website: https://www.turbinecap.com

Co-authored Oil and Gas eBook:
https://drive.google.com/file/d/17jUYSuoJGCU2ea4SN6MLgazmp-3LE2Lt/view?usp=share_link

Daniel Rusteen's Airbnb book:
https://www.amazon.com/Optimize-Your-Airbnb-audiobook/dp/B07R7CCKPK/ref=sr_1_1?dib=eyJ2IjoiMSJ9.RuqABHwSbg5DlqM7IpdbdyWEN0kpPfMH9Zirre2T_2LGjHj071QN20LucGBJIEps.Twgy40bFLaRKl4w4yOQGk7aOq7kWbEn890lz81_OJDU&dib_tag=se&hvadid=693594071991&hvdev=c&hvexpln=67&hvlocphy=1027744&hvnetw=g&hvocijid=18402973686594528136--&hvqmt=e&hvrand=18402973686594528136&hvtargid=kwd-2430861329715&hydadcr=21936_13365930&keywords=optimize+your+bnb+by+daniel+rusteen&mcid=e22c221c33dd3f379af9461f5fcc2624&qid=1757789681&sr=8-1

The Tax Smart Real Estate Investors podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests. Any mention of third-party vendors, products, or services does not constitute an endorsement or recommendation. You should conduct your own due diligence before engaging with any vendor.

346. From Cockpit to Capital: Tax Strategies High W-2 Earners Need to Know with Tait Duryea

In this episode of the Tax Smart REI Podcast, hosts Thomas Castelli and Ryan Carriere dive into one of the most-requested topics from high-income investors and professionals, W-2 tax strategies.

Tune in to learn:

- Why W-2 income is so highly taxed and the biggest obstacles to offsetting it
- How Section 469 passive activity rules work and proven ways to navigate them with real estate professional status (REPS) or short-term rentals
- How the $626,000 Excess Business Loss (EBL) limit applies to high earners and how to strategically plan around it
- Ways to generate non-passive losses through active businesses and oil & gas investments
- How to stack charitable deductions (like donor-advised funds, CRTs, and CLTs) on top of business losses for maximum impact
- Traditional but powerful tactics, including 401(k)s, HSAs, SALT deductions, and capital loss harvesting
- Which “too-good-to-be-true” tax schemes to avoid and how to spot them before they get you audited

This comprehensive breakdown gives you a complete view of W-2 taxation.

To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6

Subscribe to REI Daily & Enter to Win a FREE Strategy Call:
go.therealestatecpa.com/41JuQBX

Connect with Eckard Enterprises: eckardenterprises.com/taxsmartrei/

The Tax Smart Real Estate Investors podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests. Any mention of third-party vendors, products, or services does not constitute an endorsement or recommendation. You should conduct your own due diligence before engaging with any vendor.

347. W-2 Tax Strategies in 2025: What's Actually Working

In this episode of the Tax Smart REI Podcast, Thomas and Ryan sit down with short-term rental expert Taylor Jones to break down how investors are transforming ordinary Airbnbs into high-ROI “money machines”, even as the STR landscape becomes more competitive.

Tune in to learn:

- Why data-driven decisions outperform emotion-based investing every time.
- How to identify high-demand markets with built-in traveler traffic and lower risk.
- The amenities and design upgrades (like pickleball courts and pools) that can add $30K–$70K in annual revenue.
- The 4 ROI levers that drive long-term wealth: tax savings, cash flow, principal paydown, and appreciation.
- How to go from zero to under contract in just 32 days and why timing your launch can supercharge returns.
- The smart 2025 strategy: buy now, rebrand later to maximize tax benefits and long-term performance.

Whether you’re looking to buy your first STR or scale a growing portfolio, this episode is a must-listen guide to building a short-term rental business that actually pays you, month after month, year after year.

To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6

Subscribe to REI Daily & Enter to Win a FREE Strategy Call:
go.therealestatecpa.com/41JuQBX

Connect with Eckard Enterprises: eckardenterprises.com/taxsmartrei/

Connect with Taylor: https://strsearch.com/

The Tax Smart Real Estate Investors podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests. Any mention of third-party vendors, products, or services does not constitute an endorsement or recommendation. You should conduct your own due diligence before engaging with any vendor.

348. How to Turn ANY Airbnb into a Money Machine with Taylor Jones

In this episode of the Tax Smart REI Podcast, Thomas Castelli sits down with Annette Grant and Sarah Karakaian, co-founders of Thanks for Visiting, to reveal what it really takes to run a profitable short-term rental business in today’s market.

Annette and Sarah have coached thousands of hosts on how to build scalable, hospitality-driven operations that actually make money. Together, they unpack the truth behind STR success, from pricing and KPIs to bookkeeping and mindset, and why short-term rentals are not the “passive income” opportunity many think they are.

You’ll learn:

- The #1 reason most hosts leave money on the table (and how to fix it)
- The five KPIs every short-term rental owner should track
- Why running a short-term rental is running a business, not just owning a property
- How clean bookkeeping and P&Ls protect you in an audit (and keep profits real)
- The right mindset for long-term success and how to balance cash flow, tax savings, and lifestyle goals

Whether you’re managing your first Airbnb or scaling a growing STR portfolio, this episode is packed with real-world advice on how to stop letting emotion drive decisions and start running your short-term rentals like a professional business.

To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6

Subscribe to REI Daily & Enter to Win a FREE Strategy Call:
go.therealestatecpa.com/41JuQBX

Connect with Thanks for Visiting: https://thanksforvisiting.com/

The Tax Smart Real Estate Investors podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests. Any mention of third-party vendors, products, or services does not constitute an endorsement or recommendation. You should conduct your own due diligence before engaging with any vendor.

349. How to Scale, Profit, and Survive in Today’s STR Market with Thanks for Visiting

In this episode of the Tax Smart REI Podcast, Thomas Castelli sits down with Matt Hamilton and Nathan Sosa, co-hosts of the Major League Real Estate Podcast and leaders at Hall CPA, to unpack the complex world of real estate syndications and funds and the tax traps that even seasoned operators overlook.

Matt and Nathan work directly with large private equity clients and syndicators, managing tens to hundreds of millions in assets. Together, they break down what it really takes to structure deals, protect investors, and stay compliant when managing other people’s money. From operating agreements to bonus depreciation, this episode reveals why running a syndication isn’t just about raising capital. It’s about running a business the right way.

You’ll learn:

- The key differences between syndications and funds (and how to choose the right structure)
- The biggest mistakes operators make with their operating agreements and tax allocations
- How to avoid costly issues with K-1s, depreciation, and recapture
- What fund managers must know about open vs. closed funds and investor onboarding
- Why choosing the right CPA can protect your reputation and your investors’ returns

Whether you’re an experienced syndicator or just thinking about launching your first fund, this episode is packed with essential insights on how to operate, report, and grow like a professional, without putting your investors or your business at risk.

To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6

Subscribe to REI Daily & Enter to Win a FREE Strategy Call:
go.therealestatecpa.com/41JuQBX

The Tax Smart Real Estate Investors podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests. Any mention of third-party vendors, products, or services does not constitute an endorsement or recommendation. You should conduct your own due diligence before engaging with any vendor.

350. What Every Syndicator Gets Wrong About Taxes, Funds, and Their CPA with MLRE

In this episode of the Tax Smart REI Podcast, Thomas Castelli and Justin Shore discuss essential year-end tax strategies for real estate investors looking to close out 2025 strong. As Q4 winds down, they walk through the most effective levers you can pull before December 31 to minimize taxes, maximize deductions, and set yourself up for a smoother filing season.

From vehicle deductions and short-term rental timing to real estate professional status, cost segregation, and the latest SALT deduction updates, Thomas and Justin share practical insights for both active and passive investors. They also highlight common pitfalls, like letting the tax tail wag the dog, and explain how to apply these strategies correctly in your own situation.

You’ll learn:
- How to qualify for 100% bonus depreciation on vehicles and real estate in 2025
- What it really takes to lock in short-term rental tax benefits before year-end
- Why REPS qualification is nearly impossible to start from scratch in Q4
- When to complete a cost segregation study (and when it can wait)
- How the updated SALT cap could impact your AGI and deductions
- Key deadlines for 401(k)s, IRAs, HSAs, and paying your kids through your business
- Why bookkeeping and documentation now will save you headaches in tax season

Whether you’re a seasoned investor or just looking to make smart year-end moves, this episode breaks down the most valuable tax strategies for real estate professionals, with clear guidance on how to apply them responsibly and in compliance with the IRS.

To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6

Subscribe to REI Daily & Enter to Win a FREE Strategy Call:
go.therealestatecpa.com/41JuQBX

The Tax Smart Real Estate Investors podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests. Any mention of third-party vendors, products, or services does not constitute an endorsement or recommendation. You should conduct your own due diligence before engaging with any vendor.

351. Year-End Tax Planning 2025: What Every Investor Should Be Doing Now with Justin Shore, EA

In this episode of the Tax Smart REI Podcast, Thomas Castelli and Nathan Sosa, Head of the National Tax Department at Hall CPA, dive deep into solar tax credits: how they work, who qualifies, and whether they can truly offset your tax liability as a real estate investor.

From residential installations to short-term rentals and syndicated solar investments, Thomas and Nathan unpack the real opportunities and limitations of this increasingly popular strategy. They break down how the 30% credit applies, what deadlines matter, and why material participation plays a critical role in determining whether your solar investment is active or passive for tax purposes.

You’ll learn:
- How the 30% solar tax credit works for personal, rental, and business properties
- The key deadlines for claiming residential solar credits before they expire in 2025
- Why material participation determines if your solar credits can offset active income
- How to combine bonus depreciation and solar credits for a “double benefit”
- The truth about syndicated solar credit deals and whether they’re legitimate

Whether you’re curious about installing solar on your own properties or exploring syndicated solar investments, this episode gives you a clear-eyed look at the tax benefits, the fine print, and the pitfalls to avoid before making your next move.

To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6

Subscribe to REI Daily & Enter to Win a FREE Strategy Call:
go.therealestatecpa.com/41JuQBX

Connect with Engineered Tax Services: 
https://portal.engineeredtaxservices.com/cost-segregation/quick-start?utm_source=Live+Event&utm_medium=Others&utm_campaign=hall_cpa&pagesense_source=729733000061045013&utm_term=kim_lochridge&utm_content=cost_segregation

Get the Solar White Paper:
https://www.therealestatecpa.com/solar-white-paper/

The Tax Smart Real Estate Investors podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests. Any mention of third-party vendors, products, or services does not constitute an endorsement or recommendation. You should conduct your own due diligence before engaging with any vendor.

352. Solar Tax Credits for Real Estate Investors: What's Legit (And What's Not) With Nathan Sosa

In this episode of the Tax Smart REI Podcast, Thomas Castelli and Nathan Sosa, Head of the National Tax Department at Hall CPA, sit down with Alex Savage, CPA, CFP, to unpack the Mega Backdoor Roth 401(k), one of the most powerful yet underutilized tax strategies for high-income earners.

They break down how the strategy works, who qualifies, and why it can be a game-changer for those looking to build long-term, tax-free retirement wealth, all while balancing real estate investing and other income streams. From contribution limits and in-plan conversions to control group rules and timing, this episode covers everything you need to know to decide whether this advanced strategy fits your situation.

You’ll learn:

- What makes the “Mega” Backdoor Roth 401(k) different from a traditional or standard Roth IRA
- How high-income W-2 earners and solopreneurs can contribute up to $70,000+ in after-tax dollars
- Why this strategy can help you manage future tax rates, Social Security taxation, and estate planning
- The key testing and timing rules to avoid IRS pitfalls
- When a Mega Backdoor Roth makes sense and when real estate might be the better play

Whether you’re a tech executive, business owner, or high-earning real estate investor, this episode gives you the clarity to determine if the Mega Backdoor Roth 401(k) belongs in your financial toolkit and how to use it strategically alongside your real estate portfolio.

To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6

Subscribe to REI Daily & Enter to Win a FREE Strategy Call:
go.therealestatecpa.com/41JuQBX

Connect with Engineered Tax Services:
https://portal.engineeredtaxservices.com/cost-segregation/quick-start?utm_source=Live+Event&utm_medium=Others&utm_campaign=hall_cpa&pagesense_source=729733000061045013&utm_term=kim_lochridge&utm_content=cost_segregation

Get the Solar White Paper:
www.therealestatecpa.com/solar-white-paper/

The Tax Smart Real Estate Investors podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests. Any mention of third-party vendors, products, or services does not constitute an endorsement or recommendation. You should conduct your own due diligence before engaging with any vendor.

353. The Mega Backdoor Roth 401(k): What High-Income Earners Should Know with Alex Savage

In this episode of the Tax Smart REI Podcast, Thomas Castelli and Nathan Sosa field real questions from the Tax Smart Investors Facebook group, their online community, and recent client conversations to tackle the most common and most confusing year-end tax issues real estate investors are facing.

You’ll learn:

- Why you must take depreciation on your rental properties
- When you’re stuck with 40% vs 100% bonus depreciation
- How short-term rental hours do (and don’t) count toward real estate professional status
- When using a property manager or a seller staying in the property after closing can blow up your short-term rental strategy 
- The tests you need to meet if you want syndication losses to be non-passive
- Why condos still need a land allocation for depreciation even if you “don’t own the dirt”

Practical year-end action items: time logs, charitable bunching, retirement contributions, and how to use the free Year-End Tax Checklist without panic-buying a bad deal for a one-year tax win

Whether you’re trying to squeeze in a year-end short-term rental, line up a cost seg study, or simply avoid costly mistakes on your 2025 return, this episode will help you zoom out, think long term, and decide which moves are truly worth making before December 31st — and which ones can wait.

To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6

Subscribe to REI Daily & Enter to Win a FREE Strategy Call:
go.therealestatecpa.com/41JuQBX

Connect with Engineered Tax Services:
https://portal.engineeredtaxservices.com/cost-segregation/quick-start?utm_source=Live+Event&utm_medium=Others&utm_campaign=hall_cpa&pagesense_source=729733000061045013&utm_term=kim_lochridge&utm_content=cost_segregation

Get the Year-End Tax Checklist:
https://go.therealestatecpa.com/4pj63id

The Tax Smart Real Estate Investors podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests. Any mention of third-party vendors, products, or services does not constitute an endorsement or recommendation. You should conduct your own due diligence before engaging with any vendor.


354. Can Property Management Kill Your STR Loophole? (And Other Costly Mistakes)

In this episode of the Tax Smart REI Podcast, Thomas Castelli and Nathan Sosa break down under-the-radar tax strategies real estate investors and high earners can use to cut their tax bills—plus the mistakes that quietly cost people thousands.

You’ll learn:

- How land banking works, who it fits best, and why it can be a powerful long-term tax play

- The advanced “1031” strategies including reverse and improvement exchanges to defer taxes while upgrading properties

- Niche but huge deductions like solar (only if you own the panels) and casualty losses

- Two common pitfalls: accidentally triggering the 3.8% NIIT and missing the §469 grouping election that can trap losses.

To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6

Subscribe to REI Daily & Enter to Win a FREE Strategy Call:
go.therealestatecpa.com/41JuQBX

Connect with Engineered Tax Services:
portal.engineeredtaxservices.com/cost-seg…regation

Get the Year-End Tax Checklist:
go.therealestatecpa.com/4pj63id

The Tax Smart Real Estate Investors podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests. Any mention of third-party vendors, products, or services does not constitute an endorsement or recommendation. You should conduct your own due diligence before engaging with any vendor.

355. Tax Strategies No One’s Talking About (That Save Real Estate Investors a Fortune)

In this episode of the Tax Smart REI Podcast, Thomas Castelli, Nathan Sosa, and Justin Shore  unpack what’s really happening inside today’s IRS cost segregation audits - why certain studies get challenged, the patterns auditors are catching, and the hidden risks most investors never hear about.

You’ll learn:

- The #1 issue auditors are flagging in cost segregation studies (and why software reports get hit hardest)

- Why missing link that can tank a study’s defensibility and lower your depreciation results

- How recent updates and language in the IRS Cost Segregation Audit Technique Guide signal a shift in scrutiny

- What the AmeriSouth case tells us about “quality” studies—and how to avoid repeating the same mistake

- Whether software-driven providers might be becoming more conservative and what that means for your ROI

Perfect if you want to understand how to protect your deductions, avoid audit headaches, and ensure your next cost segregation study is actually audit-ready.

To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6

Subscribe to REI Daily & Enter to Win a FREE Strategy Call:
go.therealestatecpa.com/41JuQBX

Get the Year-End Tax Checklist:
go.therealestatecpa.com/4pj63id

The Tax Smart Real Estate Investors podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests. Any mention of third-party vendors, products, or services does not constitute an endorsement or recommendation. You should conduct your own due diligence before engaging with any vendor.

356. The Missing Step in Cost Segregation Putting Real Estate Investors at Audit Risk

In this episode of the Tax Smart REI Podcast, Thomas Castelli and Nathan Sosa sit down with cost segregation expert Edward Griffith to break down what investors really need to know about cost segs—why engineering-driven, in-person studies deliver superior results, and how relying on cheap or software-only reports can quietly cost investors tens of thousands and increase audit risk.

You’ll learn:

- What a cost segregation study actually is, why it matters, and which properties generate the biggest ROI

- Why in-person, engineering-driven cost segregation consistently produces higher ROI and stronger IRS defensibility than software-only reports

- How the timing of a study (including pre- and post-renovation) affects your tax strategy and bonus depreciation opportunities

- What the full cost seg process looks like from start to finish, and how to ensure deductions actually show up on your tax return

To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6

Subscribe to REI Daily & Enter to Win a FREE Strategy Call:
go.therealestatecpa.com/41JuQBX

Get the Year-End Tax Checklist:
go.therealestatecpa.com/4pj63id

The Tax Smart Real Estate Investors podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests. Any mention of third-party vendors, products, or services does not constitute an endorsement or recommendation. You should conduct your own due diligence before engaging with any vendor.

357. Cost Segregation Done Right - How In-Person Engineering Maximizes ROI with Edward Griffith

In this episode of the Tax Smart REI Podcast, Thomas Castelli and Nathan Sosa discuss last minute 2025 tax strategies and questions we receive from Tax Smart Investors.

If you're trying to figure out what you can do before the clock strikes midnight in two weeks, this episode is for you. 

To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6

Subscribe to REI Daily & Enter to Win a FREE Strategy Call:
go.therealestatecpa.com/41JuQBX

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The Tax Smart Real Estate Investors podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests. Any mention of third-party vendors, products, or services does not constitute an endorsement or recommendation. You should conduct your own due diligence before engaging with any vendor.

358. 2025 Tax Strategy Buzzer Beaters & Last Minute Q&A

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 serves real estate investors and real estate business owners. We work with syndicators and developers closing multi-million dollar deals, as well as small investors building a portfolio from scratch.

Check us out at www.TheRealEstateCPA.com/Podcast for more free content and information.

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The Tax Smart Real Estate Investors podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests. Any mention of third-party vendors, products, or services does not constitute an endorsement or recommendation. You should conduct your own due diligence before engaging with any vendor

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