Join host Evan Ross, Tax Director at Brown Edwards & Company, as he sits down with Rich Hedley, State and Local Tax Leader and Tax Partner at Brown Edwards, for an in-depth discussion about state tax compliance for real estate investors and professionals.

In this episode of the Real Estate Tax Playbook, Rich breaks down the often confusing world of state tax nexus, explaining what creates tax filing obligations when you own rental properties across multiple states. The conversation covers essential topics, including voluntary disclosure agreements (VDAs) for those who may be out of compliance, the pass-through entity tax (PTET) workaround that helps bypass the $10,000 SALT cap limitation, and how different states handle federal tax law changes like bonus depreciation.

A Proactive Advisor in Tax Strategy

Brown Edwards tax advisors take a proactive approach to tax strategy, helping you minimize tax obligations and focus on the big picture. With our tax professionals’ in-depth expertise and education, Brown Edwards can handle complexities for corporations, partnerships, and individuals, with added specialization for a variety of industries.

Learn more about our tax services.

In this episode of the Real Estate Tax Playbook, host Evan Ross welcomes David McGuire and Justin Gephart from McGuire Sponsel to discuss property tax assessment appeals and upcoming tax legislation. The conversation explores when and how real estate owners should challenge assessments, valuation methods that lead to successful appeals, and how changing economic conditions create tax-saving opportunities. The trio also covers potential federal tax changes affecting real estate planning, while sharing their mutual appreciation for fine bourbon.

A Proactive Advisor in Tax Strategy

Brown Edwards tax advisors take a proactive approach to tax strategy, helping you minimize tax obligations and focus on the big picture. With our tax professionals’ in-depth expertise and education, Brown Edwards can handle complexities for corporations, partnerships, and individuals, with added specialization for a variety of industries.

Learn more about our tax services.

Join host Evan Ross and guest Patrick Murtaugh as they explore the complexities of historic tax credits for real estate rehabilitation projects. With over 25 years of experience in public accounting, Murtaugh shares valuable insights on federal and Virginia state historic tax credits, including the application process, qualified rehabilitation expenditures (QREs), and strategies for credit utilization. Learn about the three-part application process, investment structures, and crucial considerations for both commercial and residential properties.

A Proactive Advisor in Tax Strategy

Brown Edwards tax advisors take a proactive approach to tax strategy, helping you minimize tax obligations and focus on the big picture. With our tax professionals’ in-depth expertise and education, Brown Edwards can handle complexities for corporations, partnerships, and individuals, with added specialization for a variety of industries.

Learn more about our tax services.

Join host Evan Ross, Tax Director at Brown Edwards Company, and guest Price Gutshall from Thalhimer Commercial Real Estate for an insightful discussion on current commercial real estate market trends. From the lasting impacts of COVID-19 on office spaces to the booming industrial sector, learn about market dynamics, leasing versus purchasing considerations, and the future outlook of commercial real estate. This episode of the Real Estate Tax Playbook provides valuable insights for real estate professionals looking to understand today's market conditions.

A Proactive Advisor in Tax Strategy

Brown Edwards tax advisors take a proactive approach to tax strategy, helping you minimize tax obligations and focus on the big picture. With our tax professionals’ in-depth expertise and education, Brown Edwards can handle complexities for corporations, partnerships, and individuals, with added specialization for a variety of industries.

Learn more about our tax services.

Join host Ross from Brown Edwards' Roanoke office as he welcomes Vincent Centofanti, a business valuation expert from the Charleston, West Virginia office. In this episode of the Real Estate Tax Playbook, Vincent shares his unique career path and extensive expertise in business valuations, explaining how they differ from real estate appraisals and their crucial role in succession planning. Learn about the valuation process, how growth potential impacts property management company valuations, and discover cost-effective alternatives like calculation services. Whether you're considering selling your business, planning for estate taxes, or looking to understand your company's worth, this episode provides valuable insights for real estate professionals.

A Proactive Advisor in Tax Strategy

Brown Edwards tax advisors take a proactive approach to tax strategy, helping you minimize tax obligations and focus on the big picture. With our tax professionals’ in-depth expertise and education, Brown Edwards can handle complexities for corporations, partnerships, and individuals, with added specialization for a variety of industries.

Learn more about our tax services.

Join host Evan Ross, Tax Director at Brown Edwards, as he welcomes Dr. Luke Liska, Assistant Professor at Radford University and Director of the Davis College Fellows program. In this enlightening episode, Dr. Liska breaks down the evolution of artificial intelligence from its early rule-based systems to today's transformer-based models, and explains how AI can revolutionize real estate investment strategies. Learn how investors can leverage AI for property valuation, neighborhood analysis, and renovation decisions. The discussion covers practical applications, ethical considerations, and actionable insights for real estate professionals looking to stay ahead in an increasingly tech-driven market. Whether you're an AI skeptic or enthusiast, this episode offers valuable perspectives on the future of real estate investment and development.

A Proactive Advisor in Tax Strategy

Brown Edwards tax advisors take a proactive approach to tax strategy, helping you minimize tax obligations and focus on the big picture. With our tax professionals’ in-depth expertise and education, Brown Edwards can handle complexities for corporations, partnerships, and individuals, with added specialization for a variety of industries.

Learn more about our tax services.

Dive deep into the crucial concept of basis in real estate taxation with CPA experts Evan Ross and Jacob Reeves. Learn how understanding and managing basis can significantly impact your tax liabilities and maximize your property investment returns.

A Proactive Advisor in Tax Strategy

Brown Edwards tax advisors take a proactive approach to tax strategy, helping you minimize tax obligations and focus on the big picture. With our tax professionals’ in-depth expertise and education, Brown Edwards can handle complexities for corporations, partnerships, and individuals, with added specialization for a variety of industries.

Learn more about our tax services.

Dive into the world of 1031 exchanges with host Evan Ross and expert guest Claudia Kiernan from IPX 1031. Learn how this powerful tax-deferral strategy can help real estate investors build wealth, avoid common pitfalls, and discover advanced techniques to optimize your property investments.

A Proactive Advisor in Tax Strategy

Brown Edwards tax advisors take a proactive approach to tax strategy, helping you minimize tax obligations and focus on the big picture. With our tax professionals’ in-depth expertise and education, Brown Edwards can handle complexities for corporations, partnerships, and individuals, with added specialization for a variety of industries.

Learn more about our tax services.