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Tax Smart Real Estate Investors Podcast

Tax Smart Real Estate Investors Podcast

Auteur(s): Hall CPA
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À propos de cet audio

 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. Enjoy! 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 vendorAll rights reserved Économie
Épisodes
  • 357. Cost Segregation Done Right: How In-Person Engineering Maximizes ROI with Edward Griffith

    357. Cost Segregation Done Right: How In-Person Engineering Maximizes ROI with Edward Griffith
    Dec 10 2025
    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.
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    25 min
  • 356. The Missing Step in Cost Segregation Putting Real Estate Investors at Audit Risk

    356. The Missing Step in Cost Segregation Putting Real Estate Investors at Audit Risk
    Dec 3 2025
    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.
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    24 min
  • 355. Tax Strategies No One’s Talking About (That Save Real Estate Investors a Fortune)

    355. Tax Strategies No One’s Talking About (That Save Real Estate Investors a Fortune)
    Nov 26 2025
    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.
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    35 min
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