The Real Estate CPA Podcast

The Real Estate CPA 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 dvice 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. -- In this episode, we’re joined by Taylor Brugna, CPA, a CFO Specialist with The Real Estate CPA, but he's also an investor himself. We discuss how he built a real estate portfolio of over 60+ units in his 20s, the systems he uses to manages it all, and how he analyzes his portfolio. To learn more about Taylor Brugna visit: https://www.therealestatecpa.com/our-team/ or connect with him on LinkedIn: https://www.linkedin.com/in/taylor-brugna-cpa-30ab97107/ To sign up for our Virtual Workshops visit: https://www.therealestatecpa.com/virtual-workshop//

The Real Estate CPA 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 dvice 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. -- In this episode, we’re joined by self-directed retirement account expert and Principal of Safeguard Advisors, Brian Eastman to discuss Self-Directed IRAs, Solo 401ks, how to avoid UBIT, and more To learn more about Brian and how he can help you visit https://ira123.com/ Visit www.ApartmentEvent.com and use promo code THOMAS to receive $100 OFF the FULL ACCESS PASS!⁣ To sign up for our Virtual Workshops visit: www.therealestatecpa.com/vw/

The Real Estate CPA 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 dvice 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. -- In this episode, we’re joined by one of our clients, Kristin Johnson, a Property Manager & Landlord to discuss the importance of having an accounting system and various aspects of the property management business. To learn more about Kristin Johnson and her business visit https://www.icpmrentsmart.com/ Grab The Real Estate CPA's Guide to Opportunity Funds right on the front page of www.therealestatecpa.com To sign up for our Virtual Workshops visit: www.therealestatecpa.com/vw/

In this episode, we’re joined by multifamily syndicator John Cohen to discuss a 121 unit apartment building his company bought in an Opportunity Zone and how all the pieces came together! To learn more about John Cohen visit www.tororep.com or email him directly at john@tororep.com Grab The Real Estate CPA's Guide to Opportunity Funds right on the front page of www.therealestatecpa.com To sign up for our Virtual Workshops visit: www.therealestatecpa.com/vw/

The Real Estate CPA 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 dvice 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. -- In this episode, Brandon Hall and Thomas Castelli discuss The Opportunity Zone Program and how you can reduce your capital gains tax by investing in Opportunity Funds! Grab The Real Estate CPA's Guide to Opportunity Funds at www.therealestatecpa.com To sign up for our Virtual Workshops visit: www.therealestatecpa.com/vw/

The Real Estate CPA 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 dvice 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. -- In this episode, we’re joined seasoned real estate investor and peak performance coach Rod Khleif to discuss the psychology of success, real estate market cycles, and much more! To learn more about Rod Khleif and his upcoming events visit: https://rodkhleif.com To sign up for our Virtual Workshops visit: www.therealestatecpa.com/vw/

In this episode, Brandon and Thomas discuss various tax tips and strategies to reduce your tax bill before year-end, including: - Home office deductions - Retirement accounts - Land Conservation Easements - Cost Segregation / 100% Bonus Depreciation - And more! To learn more or sign up for a virtual workshop visit: https://www.therealestatecpa.com/vw/

The Real Estate CPA 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 dvice 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. -- In this episode, we’re joined seasoned real estate investor, Matt Faircloth to discuss the state of the real estate market, investor relations, raising private capital, and how he handles accounting and taxes. To learn more about Matt and grab a copy of his book Raising Private Capital, visit https://www.derosagroup.com/ To sign up for our Virtual Workshops visit: www.therealestatecpa.com/virtual-workshop/

The Real Estate CPA 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 dvice 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. -- In this episode, we’re joined by Adam Hooper, CEO & Founder of Real Crowd to discuss the various things you need to know about real estate crowdfunding, including sponsor due diligence, reporting, and much more. To learn more about Real Crowd visit: https://www.realcrowd.com/blog/tags/podcast/ To sign up for our Virtual Workshops visit: https://www.therealestatecpa.com/virtual-workshop/

The Real Estate CPA 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 dvice 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. -- In this episode, we’re joined by Brad Johnson, a professional mobile home park and manufactured housing investor, to discuss the tax benefits of investing in mobile home parks, his new fund Evergreen Capital, and more. To learn more about Brad Johnson and Evergreen Capital visit https://evergreencap.com/ And for more real estate accounting and tax resources visit www.therealestatecpa.com/

The Real Estate CPA 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 dvice 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. -- In this episode, we’re joined by Bill Exeter, a 1031 Exchange expert, to discuss the ins and outs of 1031 Exchanges, a tax strategy that can help you defer your capital gains taxes and buy larger properties. To contact Bill or learn more about 1031 Exchanges visit http://www.exeter1031.com/ And for more real estate accounting and tax resources visit www.therealestatecpa.com/

In this episode, we’re joined by Jim Sullivan, a land conservation expert, to discuss a lucrative tax strategy called Land Conservation Easements that can save high-income earners thousands in taxes. More real estate accounting and tax resources visit www.therealestatecpa.com/ *Important Information* While land conservation easements are currently a legal tax avoidance strategy, they have become more controversial in the recent months due to a DOJ case that names the founders of multiple providers of land conversation opportunities to stop soliciting investor funds and conducting business. In addition, we anticipate legislative changes that will impact investing in land conservation easements to be finalized in Q3 or Q4 of 2019. These changes are likely to add additional layers of complexity when planning to use this strategy. We will provide updates on these changes on this page as they come to our attention. 1. https://www.forbes.com/sites/peterjreilly/2018/12/20/crackdown-on-conservation-easement-syndications/ *Disclaimer:* The individual interviewed and/or companies mentioned in this podcast and on this page have not been vetted, nor have credentials been verified, by the podcast hosts or any partner, principal or employee at Hall CPA PLLC. You are solely responsible for your own due diligence on these individuals and/or companies and this podcast interview or mentioning any company associated with land conservation easements is not to be construed as a recommendation to engage in a transaction with a particular party. Hall CPA PLLC, does not monitor or supervise any of the individuals and/or companies listed on this page or in this interview or their financial performance nor does Hall CPA PLLC provide investment advice. By engaging with any individual and/or company provided on this page or in this interview, you agree to indemnify and hold Hall CPA PLLC and any of its partners, principals, shareholders, officers, directors, members, employees, agents or assigns harmless from any and all claims arising from your relationship with any individual and/or company referenced on this page or in this interview.

The Real Estate CPA 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 dvice 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. -- In this episode, Brandon Hall discusses who is considered an accredited investor, and why it matters as a real estate investor. For more real estate accounting and tax resources visit www.therealestatecpa.com/

The Real Estate CPA 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 dvice 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. -- In this episode, we’re joined by Ben Leybovich and Sam Grooms, two successful multifamily real estate investors and syndicators. Listen as we discuss multifamily underwriting, real estate syndication, and how they handle accounting and taxes. To learn more about Ben and Sam's upcoming syndication workshop in Phoenix this January 2019 visit https://justaskbenwhy.com/phoenix And for more real estate accounting and tax resources visit www.therealestatecpa.com/

The Real Estate CPA 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 dvice 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. -- In this episode, Thomas Castelli discusses the tax implications of real estate syndication for General and Limited Partners. Register now for our upcoming webinar with the Syndication Attorneys where we will discuss the various legal aspects of real estate syndication, visit http://www.therealestatecpa.com/webinars/. And in case you miss it, you can replay this webinar on our YouTube channel: http://youtube.com/c/therealestatecpa