Tax Smart Real Estate Investors Podcast

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Business #225

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 and www.TaxSmartInvestors.com/Insiders for more free content and information.Enjoy!

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Recent Reviews
  • RWILLIAMS741
    Fantastic
    I love this podcast. I am not even a real estate investor (yet), but I love discussion around taxes and investing. Highly recommend.
  • Eric_S_C
    Amazingly informative.
    These guys are awesome. Incredibly well informed, and great communicators. Such a valuable resource for a beginner like me, thank you so much for taking the time to create this valuable resource!
  • Alan Brott Jr
    Not an investor…. Yet
    I first heard Brandon on the Big 4 Transparency podcast. I am an accounting student and actually had a preconceived notion that that I would find real estate uninteresting or boring. After the interview with Brandon I knew I had to listen to his podcast. I listened to the latest episode and then began at the very beginning. I have learned so much and had so many concepts from my classes begin to connect in new ways. The podcast is fantastic and I recommend it for anyone with even a small interest in accounting, tax, or real estate I think you’d find it very intriguing.
  • Trevor Oldham
    Awesome podcast!
    If you’re a real estate investor - you need to be listening to this podcast.
  • JigglesV
    Even more strategies to pay less taxes
    Thanks for covering oil & gas investments. More on this please. Love the STR series too.
  • Patricia Barrow
    Standout Podcast
    I’ve been listening to this podcast every week for a while now, and I genuinely consider the insights provided to be incredible informative and rare. Tom and Brandon (and now Ryan) speak on RE investing and RE tax with knowledge that is incomparable. I’ve yet to find another podcast with this much value. True Experts. Incredible podcast and an awesome team. Keep it up. 5 stars.
  • Dodgebruce
    Downhill
    Have been avid follower to start. But as of late, have started to stray, and had to unfollow after the political rantings of Rod Khleif. Find another podcast if you want to learn about real estate and not sales pitches for programs and courses
  • whduevsirogbsd
    Amazing Info for real estate investors
    I look forward to this podcast each week. Great source of info for REI Taxes, I especially like how they back their stances on topics citing case law . I have learn so much from their podcast that I’m creating a Facebook account just to join the Tax Smart REI group. Much looking forward to the Major League Real Estate Podcast too now.
  • 1f7d
    Excellent resource to keep more of you money.
    It can be hard to find a CPA that fully understands and give people the full benefits of real estate invention.
  • important topic
    Other strategies
    Thank you as always for the very informative podcasts. Another tax strategy I have seen mentioned but wanted to know if it was legitimate to explore was to turn active income into passive so that passive losses could be taken against it. The strategy I had seen was to split ownership of a professional llc s or c corporation with a trust or limited partner so that part of ownership could also own real estate without material participation and take the real estate losses against the profit from the corporation. Are you familiar with this being used? If so, is it legitimate and supported by tax law? Thank you.
  • Franimal House
    An essential resource for real estate investors
    The Tax Smart Real Estate Investors Podcast is an essential resource for any investor interested in maximizing their after tax returns from real estate investments. Brandon Hall and Thomas Castelli specialize in the subject and cover everything from the STR loophole to 1031 exchanges. They making even the most daunting and mundane topics accessible and way more interesting than you’d expect, given the subject matter. Brandon and Thomas take the mystifying world of real estate and taxes, shake it up, and pour out a delicious cocktail of knowledge that's both entertaining and enlightening. 🍸
  • Dinero007
    Amazing minds!!!
    I discovered them today 4/18/23 on Bigger Pockets On The Market Podcast, and I was thoroughly impressed!!! I’m now a die hard listener before I listened to my first episode of this podcast 🤣🤣🤣
  • wfreedomnexus
    Know your facts to LOWER your tax!
    These guys are brilliant! If you are a real estate investor and your CPA isn’t familiar with all the nuances (ask if they know the Augusta rule) the IRS tax code has, connect with them!
  • SPCJ
    Amazing Show!!!
    I love this show! Even though I haven’t taken the leap into REI nor am I a high income earner, “I am digging my well before I’m thirsty” sort of speak! This show cites particular IRC sections and etc! By far one of the best tax shows out there hands down!
  • Theperfecttan
    Very clear explanation of real estate tax issues
    I found the episodes on Short Term Rentals especially helpful as they apply directly to the questions I had about these potential tax benefits
  • Taal raj
    Superb
    Highly knowledgeable. Deliver information in concise and palatable manner.
  • paypal100
    Greatest podcast for REI
    Great podcast that gets you educated to have a conversation with your CPA. I recommend this podcast to all my REI friends! Thank you guys!
  • Kielman_2000
    Priceless Information
    These guys are great! Complicated issues and questions made simple to understand. So much valuable information that is easy to digest and implement quick!
  • jberlin2
    Great podcast
    Great podcast for real estate investors to learn about accounting and taxes.
  • Will G C
    Wealth of free info
    Invaluable info on tax strategy for RE investors. It’s concise, specific, and clear. Not to mention even slightly entertaining! Grateful for this resource
  • Bender CPA
    Tax Law In Plain English
    These guys have a heart of a teacher and explain tax laws as simply as they could be explained. Thank you!
  • Nerd-ish
    Midwest Tax Pro
    I can’t say enough great things about this podcast. I have been investing in real estate for about 7 years and practicing tax for 9 years and I love listening to these guys. The topics are excellent and the manner in which they’re presented is great for green investors all the way to tax professionals like myself. I’m so glad there’s over 100 episodes before I discovered it because I am binging through them quickly!
  • Nana KOP
    Amazing Podcast
    10/10. Thanks for providing free professional advice on such a murky area. Absolutely love it!
  • Josh Plave
    Helpful overview on RE taxes
    Taxes come with the territory of RE investing, and this podcast dives into what to expect so you can arm yourself with knowledge. The hosts do an excellent job at tackling tough topics, and there's a ton of useful information in each episode. Would definitely recommend!
  • NH F1 Fan
    great stuff
    I’m a new, small-time, property manager and have found so much useful (and valuable!) information here. Some of the episodes are pretty esoteric and meant for high-net-worth folks, so not so applicable to me, but still very interesting. Highly recommended.
  • Authorized57
    Seriously?
    This podcast isn’t about real estate taxes, it’s about SELLING YOU SERVICES about real estate taxes.
  • LWE2024
    Must subscribe for real estate investors
    Incredibly informative. This is my new bible.
  • Nicky Abv
    Really Great Info
    This podcast has been a fantastic resource for learning about the tax side of real estate.
  • Mordecai Ali Van Allen O'Shea
    Very informative
    I’ve learned more about real estate tax law listening to just a few episodes of the Real Estate CPA than I have scouring the internet or books.
  • AvrilRyan15
    Great job - lot of value add - great hosts/guests and to the point
    Keep up the great work!
  • obacker19
    Entertaining, insightful and actionable! 🙌
    Whether you’ve just started building your portfolio, are an experienced investor or have a desire to develop the skills needed to become a successful member of the REI community - this is a must-listen podcast for you! Brandon and Thomas do an incredible job leading honest conversations that cover a huge breadth of topics related to the critical ins and outs of real estate investing that every serious investor should know. Highly recommend listening and subscribing!
  • Eddie Gonnella
    Helpful, concise show
    They share awesome bits of info in each episode. By listening to 10 or so episodes I have a much better understanding of real estate tax in under a few hours time.
  • ashgotash
    Great and short!
    I’m starting the journey of being a real estate investor. Needed some way to learn about the tax side of things without being too engulfed. This is a great way to learn when I only have about 30 minutes of free time. Very informative.
  • andykif
    Very engaging and educational
    You guys do an awesome job explaining a subject matter like taxes in a very absorbable way ! Keep the good work
  • KMJ, MPM
    Real Estate Tax Geniuses!!
    Brandon and team have definitely found their niche! As the owner or a large property management company and investor myself, I have worked with a lot of CPAs over the years who are good at their jobs but don’t understand real estate. These guys truly get it, and have saved us thousands! I recommend them to all of my friends, family and clients.
  • Geo8968
    What a Huge Help!
    My husband and I own a real estate brokerage, also opened an LLC with an investor focusing on flips, and have just bought our first property we intend to hold, rent and eventually sell to buy more rentals. So, we have a lot of questions about how things need to be structured in order to maximize our tax savings. I stumbled across y’alls podcast last week, and I’m so thankful I found you. I can’t tell you how many questions we’ve had that you not only answered, but fully explained. I feel like I owe you a huge debt of gratitude, because I think the invaluable information we’ve learned will save us tens of thousands of dollars! THANK YOU, and please keep up the great work! p.s. if you can release a podcast for investors, who also work as real estate agents, that would be SO apprecited! Blessings to you both. 😊
  • Proffesir
    First time listener
    Just listened to my first episode and I subscribed to hear you guys going forward. Great content! Back in 2013, I was audited and the IRS threw out my designation as an active real estate investor because I didn’t spend more than 1/2 of my time on rental properties. You did a great job explaining that rule. (Wish I had listened way back then!) Appreciated you covering the various rules for expensing versus capitalizing repairs. Very clear. Great show.
  • Ray in PA
    Keep up the great work
    I love real estate and taxes are generally everyone’s largest expense, when you combine the two you have the potential for great things to happen! with so many real estate podcasts out there now it’s nice having one that is tax focused. Great job Brandon and Thomas!
  • rxseller
    Music to my Podcast ears
    I love that they provide good tax info based in Real Estate. I a part time health care professional /part time Real Estate investor I find the info more than helpful.
  • Steven OLeary
    Great Real Estate podcast!
    I started following when Brandon was on BiggerPockets. With in a year I switched to him as my accountant because of his Real Estate expertise. He is an awesome accountant and I love the podcast because it makes me think of strategies to discuss with Brandon for my portfolio. Also, just highly entertaining down to earth CPA’s breaking down complex real estate tax strategies into fun conversations.
  • bigmickeyvits
    Not Your Typical CPA Talk!
    Fantastic show discussing the strategies and techniques all real estate investors and syndicators need to excel. There is a ton of actionable content!
  • Desert Strike
    Great information
    Thanks so much, keep it up and please keep the podcast regular.
  • Jananemonkey
    Exactly what I needed!
    I love how this company is geared toward educating their listeners and clients. I’ve learned so much just listening to this short series.
  • jamespatrickjp
    Top quality content and knowledge
    Great podcast with high quality information, strategies and education
  • xbvchvjjv
    Great Podcast
    This is great listening. I’m a CPA myself but I find your podcast insightful, fun and witty.
  • Tatyana S.
    Excellent podcast on taxes for real estate
    This is an excellent podcast on tax issues relevant to real estate. Brandon explains rather complex tax subjects in easy to understand terms. Information provided is relevant to current real estate trends and changes in the tax law. I learn a lot both as a real estate investor and tax preparer.
  • katracho718
    Awesome Podcast, great Advice
    Highly recommend!!!
  • mp3ief
    Deep, Technical, Awesome
    Brandon's new podcast has quickly become one of my favorites. It's deep, technical - dare I say nerdy - and is giving me a much greater insight into specific tax planning issues. The episode lengths are also long enough without being too long. Highly recommended as being an awesome podcast.
  • LeandroDeAlmeida1207
    Definitely worth a listen
    This is a great podcast. Brandon discusses relevant topics that apply to new investors as well as seasoned investors. There is always a tip or trick to learn in each episode. I've listened to all of the episodes so far and have learned a lot. I sure hope he keeps releasing new episodes! I just signed up for the newsletter, I'm sure that will be great as well.
  • 922Sean
    CPA & real estate investor
    Great information to help new and established real estate investors strategically plan their investments. I'm looking forward to more coming out. Keep them coming Brandon!
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