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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For some, watching paint dry, or a poke in the eye is better than dealing with their business numbers. I get it, numbers can be scary, confusing, and boring, not what your business is meant to be about. But here’s the thing. If you’re serious about your business, you need to grab hold of your numbers, and connect with them. Falling in love with them may feel weird, but at least be on friendly terms with them if you want your business to survive and thrive. Numbers make you accountable, showi ...
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Join Gabby Logan every week as she speaks to some familiar faces about their relationship with money, the financial lessons they've learned on the road to professional success, and how they're investing for their family's future. Visit ii.co.uk for more investing ideas and information.
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Want to learn more about managing your money, including how to begin investing? Listen to Barclays’ Money Plan podcast series where we explore a range of topics in a down-to-earth and jargon-free way. Money Plan is hosted by Clare Francis, Director of Savings and Investments. Clare's background is in financial journalism with over 15 years' experience of covering consumer finance. She is passionate about getting people to think about why it’s important to invest and how to overcome whatever ...
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290. How to use Equity Losses to Offset Real Estate Capital Gains with Nathan Cook
30:27
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30:27
In this episode, Thomas is joined by financial advisor Nathan Cook to discuss a powerful strategy for real estate investors: using equity losses from the stock market to offset real estate capital gains through a process called active indexing.They cover key topics such as:- The fundamentals of tax loss harvesting and how it benefits real estate in…
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Inheritance Tax Exemptions and Reliefs
10:50
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10:50
In this episode of the I Hate Numbers podcast, we explore "Inheritance Tax Exemptions and Reliefs." We'll explain the key elements that affect inheritance tax, including thresholds, gifts, and the importance of keeping records. What is Inheritance Tax? Inheritance tax began in 1986, replacing capital transfer tax. This tax applies to the transfer o…
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289. Cutting Out the Middleman: How to Go Direct to Sellers and Boost Your Profits with Scott Morse
37:59
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37:59
In this episode, Thomas is joined by Scott Morse, founder of Lamassu Leads and host of the "Leads 2 Deals" podcast.Scott specializes in helping real estate investors find motivated sellers and acquire properties through innovative lead generation strategies. Together, Thomas and Scott dive deep into the art of dominating any market by leveraging co…
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We often consider inheritance tax one of life's unavoidable topics. Accordingly, we need to understand how it works and learn some basic strategies to minimise its impact. In this episode of the "I Hate Numbers" podcast, we explain what IHT is, how it applies, and share simple tips on planning effectively to avoid paying it. What is Inheritance Tax…
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288. Analyzing 7,000 Properties: How To Maximize Cash flow Today with Chris Lopez
53:42
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53:42
In this episode, Thomas and Ryan are joined by Chris Lopez from Property Llama. Chris and his team have analyzed over 7,000 properties using Property Llama data. Chris, Thomas, and Ryan explore trends of the current marketplace and strategies to implement.They cover: - A deep dive into cash flow by property type, with a focus on multifamily propert…
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Holistic Tax Planning: A Smarter Way to Manage Your Taxes
11:58
11:58
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11:58
Holistic tax planning is more than just a buzzword; it is a crucial strategy for anyone serious about managing their finances effectively. We believe that, to truly optimise your tax strategy, you must consider the entire tax landscape rather than focusing on isolated elements. In this week's episode of the "I Hate Numbers" podcast, we explore why …
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287. Exploring Advanced 1031 Exchanges and Partnership Divisions with Matt Rappaport, Esq., LL.M.
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49:52
In this episode, Thomas and Ryan sit down with tax attorney Matthew Rappaport to dive into some of the most sophisticated tax strategies available to real estate investors.Here’s what they cover:- Partnership divisions and how they can offer a strategic advantage in 1031 exchanges.- The nuances of combining Section 121 and 1031 exchanges for optima…
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Maximising Your Personal Allowance
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11:54
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11:54
Imagine your income as a delicious cake. Who wouldn’t want a bigger slice, right? Maximising Your Personal Allowance is all about ensuring you keep as much of that cake as possible, even when the tax office is eyeing a big bite. Today, we’ll explain what personal allowances are and how to make sure you’re enjoying the biggest slice of your income c…
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286. How the Trump & Harris Tax Plans Could Impact Real Estate Investors
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40:07
In this episode, Thomas and Ryan review the proposed tax plans of current presidential candidates and how these changes might impact real estate investors. Here’s what they cover:- Biden and Kamala Harris’s proposed tax increases and credits for affordable housing.- Trump's proposed tax cuts and extensions of existing tax laws.- Common themes of hi…
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Managing taxes is one of the many responsibilities of running a business. From personal self-assessment taxes to corporation taxes, the process can be daunting. However, by saving for taxes as you go, we can avoid the last-minute scramble and the stress of finding funds to pay our tax bill. Why Save as You Go? Firstly, consistent saving helps us av…
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285. Inflation & The Special Loss Allowance: Should It Be Indexed?
31:19
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31:19
In this episode, Thomas & Ryan are joined by Justin Shore, EA to dive into the impacts of indexing certain tax deductions for inflation. They cover: - The 25K Special Loss Allowance and Its Potential Impact- The Section 121 Exclusion and Other Key Deductions & Credits- The Dark Side and Bright Side of Indexing for InflationIf you're interested in t…
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Stress and anxiety are part of the human condition. However, undue stress and anxiety are detrimental. As small business owners, we cope with numerous responsibilities. Besides delivering our products and services, we manage marketing, sales, accounting, and customer service. It's no wonder that many business owners feel stressed and anxious. In th…
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284. The Triple Tax Benefits of Paying Your Children
28:31
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28:31
In this episode, Thomas & Ryan review the triple tax benefits of paying your children to work in your business and explain how to accomplish this.Not only will you reap the tax benefits, but your children will learn the value of hard work and build their resume.This is an incredibly tax-efficient strategy within an episode you won't want to miss.To…
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Have you ever entered a business collaboration or bought a service only to find out it was a mistake? We've been there, and it's likely because of a lack of due diligence. This week, on the I Hate Numbers podcast, we explore why it is crucial, how to conduct it, and its benefits for your finances and well-being. Importance of Due Diligence In today…
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283. How Doctors and Professionals Buy Back Time with Real Estate Investing
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In this episode, Thomas & Ryan are joined by Dr Jeff Anzalone, the Debt-Free Doctor, to discuss how doctors and professionals can achieve financial freedom and buy back their time by investing in real estate.They cover:- Jeff's journey from a full-time dentist to achieving financial freedom through real estate investing.- What types of investments …
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When you think about kindness, do you believe it applies in business, or do you assume you need to be ruthless, wear sharp suits, and tread over anyone in your way? Or do you think otherwise? In this week's I Hate Numbers podcast, we explore the place of kindness in business and whether it truly belongs there. The Essence of Kindness Spoiler alert:…
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282. Rinse & Repeat: Investing in Car Washes and Paying Zero Tax with Kriss Berg
41:49
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41:49
In this episode, Thomas and Ryan sit down with Kriss Berg, a seasoned entrepreneur and car wash investment guru, to delve into the lucrative world of car wash investments. Chris shares his journey from e-commerce to car washes, revealing why he chose this unique industry and how it offers significant tax benefits.Here’s what to expect:- Why Invest …
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Introduction Tax efficiency and tax planning are crucial for all businesses, whether private or non-profit. Additionally, one key area offering significant opportunities is benefit planning. Specifically, benefit planning allows you to remunerate your staff, including yourself as a business owner, in the most tax-efficient way. The Importance of Be…
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281. How to Navigate the Short-Term Rental Loophole with Partners & Other FAQ
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49:24
In this episode, Ryan and Thomas answer the frequently asked questions about the short-term rental loophole, a popular strategy among real estate investors. They address common queries from Tax Smart insiders and clients about how to effectively use this strategy and avoid potential pitfalls.They cover: - Can you use the STR loophole if you take a …
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Benefits in Kind - Your Tax Strategy Upgrade!
11:09
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11:09
At "I Hate Numbers," we emphasize the critical role of tax planning for business owners and employers alike. Managing taxes efficiently isn't just a legal obligation—it's a strategic imperative. Today, we delve into a powerful yet often overlooked strategy: benefits in kind. What are Benefits in Kind? Benefits in kind are non-cash perks provided to…
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280. The Zero-Tax Goal: Is It Wise To Eliminate Your Taxes Completely?
27:20
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27:20
In this episode, Ryan and Thomas answer the frequently asked question, “Should I reduce my taxes to zero?”. Answering this question starts with understanding how the US tax system works.Here’s what to expect:- Progressive taxation and tax brackets- Why taxpayers might want to reduce their taxes to zero & when it might be beneficial- The role of Mod…
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Welcome to this week's episode of the I Hate Numbers Podcast, where we explore business success. We discuss what success means, how to achieve it, and common pitfalls to avoid. Notably, success differs for each of us; hence, defining it personally is crucial. Therefore, let's focus on crafting our unique vision of success, planning smartly, and bui…
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279. Leveraging BRRRR for Optimal Wealth Growth & Tax Efficiency
23:31
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23:31
In this episode, Ryan and Thomas dive into the BRRRR strategy—Buy, Renovate, Rent, Refinance, Repeat. They discuss how this approach serves as a formidable tool for wealth-building and optimizing tax efficiencies in real estate investments.Key Points Covered:- The fundamentals of BRRR & its application in both residential and commercial real estate…
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In this week’s episode of the "I Hate Numbers" podcast, we tackle common business myths. These beliefs often mislead and hinder progress. We explore which beliefs to discard and why. What is a Belief? Firstly, let's clarify what a belief is. According to Wikipedia, a belief is a subjective attitude that a proposition is true. Basically, this means …
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278. The STR Loophole Audit Playbook: Protecting Your Profits & Countering Claims
20:42
20:42
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20:42
The ever-popular STR Loophole has been used by countless investors and helped them save tens if not hundreds of thousands of dollars in taxes. In this episode, Ryan and Thomas are deep-diving into STR Loophole audits. They cover: - What to do if you receive an audit notice - The top three arguments the IRS is making- How to counter effectively & do…
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In this episode of the I Hate Numbers podcast, we explain what depreciation is and its importance in business. Albeit often misunderstood, it is crucial for accurately determining profitability. Essentially, we clarify that it is not merely a reflection of value loss but rather an allocation of the asset's cost over its useful life. Subsequently, w…
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277. Growing A Multi-Million Dollar Empire & Real Estate's Role with Sam Parr
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47:02
In this week's episode, Ryan and Brandon are joined by Sam Parr, a serial entrepreneur who has built and sold several multimillion-dollar companies, to discuss how real estate and taxes play into his businesses and wealth creation for his family.They breakdown: - Sam's creation of "The Hustle" & The Evolution of His Ventures- The approach to incorp…
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What is the Accounting Matching concept?
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The "I Hate Numbers" podcast explores the accounting matching concept, also known as accrual accounting, in finance and accounting. In this episode, we explore what the matching concept is, how it applies, and why it's essential. We also explore its impact on financial statements, providing practical examples for clarity. What Is the Matching Conce…
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276. Dealer Status and the IRS: What Real Estate Investors Need to Know
46:00
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46:00
In this episode, Ryan is joined by Nathan Sosa, CPA to discuss what it means to have dealer status when selling a property.They cover:- Dealer Status Importance- Real Estate Investment Strategies for Seller Status- The Winthrop Factors & the Legal and Tax Framework- Practical Advice and Planning for Preferred Tax StatusThis is a heavily audited top…
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5 Useful Motivation Tips for Solopreneurs that are essential to keep you going when working for yourself. Initially, being your own boss sounds great. However, many solopreneurs discover that giving up their day job is not as glamorous as it seems. Loneliness and a lack of motivation will eventually creep in, and you may even miss your 9-to-5 job m…
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275. The Revolutionary World of Oil & Gas Investing with Troy Eckard
45:48
45:48
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45:48
In this episode, Brandon jumps in as guest host and welcomes Troy Eckard back to the Tax Smart REI podcast to dive deeper into the world of oil & gas investing.They cover:- The Technological Transformations - Investment Strategy Insights- Financial Mechanics and Returns- And, Regulatory and Tax AdvantagesIf you want to discover how advanced technol…
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How to cope with business failure
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11:06
How to cope with Failure in Your Business? Failure is often seen as negative in business. When we hear the term, it sounds bad. The dictionary defines failure as a lack of success, especially in specific activities. However, we need to change this viewpoint. Famous Examples of Overcoming Failure Walt Disney Walt Disney faced rejection 300 times bef…
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274. Exploring the Power of Opportunity Zones: A Deep Dive with Barrett Linburg
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42:19
In this week's episode, Ryan and Justin Shore, EA are joined by Barrett Linburg as he reveals the transformative potential of investing in Opportunity Zones. They discuss: - An Introduction to Opportunity Zones- Strategic Investment Growth and Tax Benefits- The Future of Opportunity Zones- Strategies and MisconceptionsThis episode is a must-listen …
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