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Tax Smart Real Estate Investors Podcast

Tax Smart Real Estate Investors Podcast

By: Hall CPA
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About this listen

 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 Economics
Episodes
  • 349. How to Scale, Profit, and Survive in Today’s STR Market with Thanks for Visiting

    349. How to Scale, Profit, and Survive in Today’s STR Market with Thanks for Visiting
    Oct 15 2025
    In this episode of the Tax Smart REI Podcast, Thomas Castelli sits down with Annette Grant and Sarah Karakaian, co-founders of Thanks for Visiting, to reveal what it really takes to run a profitable short-term rental business in today’s market. Annette and Sarah have coached thousands of hosts on how to build scalable, hospitality-driven operations that actually make money. Together, they unpack the truth behind STR success, from pricing and KPIs to bookkeeping and mindset, and why short-term rentals are not the “passive income” opportunity many think they are. You’ll learn: - The #1 reason most hosts leave money on the table (and how to fix it) - The five KPIs every short-term rental owner should track - Why running a short-term rental is running a business, not just owning a property - How clean bookkeeping and P&Ls protect you in an audit (and keep profits real) - The right mindset for long-term success and how to balance cash flow, tax savings, and lifestyle goals Whether you’re managing your first Airbnb or scaling a growing STR portfolio, this episode is packed with real-world advice on how to stop letting emotion drive decisions and start running your short-term rentals like a professional business. 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 Thanks for Visiting: https://thanksforvisiting.com/ 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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    37 mins
  • 348. How to Turn ANY Airbnb into a Money Machine with Taylor Jones

    348. How to Turn ANY Airbnb into a Money Machine with Taylor Jones
    Oct 7 2025
    In this episode of the Tax Smart REI Podcast, Thomas and Ryan sit down with short-term rental expert Taylor Jones to break down how investors are transforming ordinary Airbnbs into high-ROI “money machines”, even as the STR landscape becomes more competitive. Tune in to learn: - Why data-driven decisions outperform emotion-based investing every time. - How to identify high-demand markets with built-in traveler traffic and lower risk. - The amenities and design upgrades (like pickleball courts and pools) that can add $30K–$70K in annual revenue. - The 4 ROI levers that drive long-term wealth: tax savings, cash flow, principal paydown, and appreciation. - How to go from zero to under contract in just 32 days and why timing your launch can supercharge returns. - The smart 2025 strategy: buy now, rebrand later to maximize tax benefits and long-term performance. Whether you’re looking to buy your first STR or scale a growing portfolio, this episode is a must-listen guide to building a short-term rental business that actually pays you, month after month, year after year. 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 Eckard Enterprises: eckardenterprises.com/taxsmartrei/ Connect with Taylor: https://strsearch.com/ 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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    38 mins
  • 347. W-2 Tax Strategies in 2025: What's Actually Working

    347. W-2 Tax Strategies in 2025: What's Actually Working
    Sep 30 2025
    In this episode of the Tax Smart REI Podcast, hosts Thomas Castelli and Ryan Carriere dive into one of the most-requested topics from high-income investors and professionals, W-2 tax strategies. Tune in to learn: - Why W-2 income is so highly taxed and the biggest obstacles to offsetting it - How Section 469 passive activity rules work and proven ways to navigate them with real estate professional status (REPS) or short-term rentals - How the $626,000 Excess Business Loss (EBL) limit applies to high earners and how to strategically plan around it - Ways to generate non-passive losses through active businesses and oil & gas investments - How to stack charitable deductions (like donor-advised funds, CRTs, and CLTs) on top of business losses for maximum impact - Traditional but powerful tactics, including 401(k)s, HSAs, SALT deductions, and capital loss harvesting - Which “too-good-to-be-true” tax schemes to avoid and how to spot them before they get you audited This comprehensive breakdown gives you a complete view of W-2 taxation. 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 Eckard Enterprises: eckardenterprises.com/taxsmartrei/ 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.
    Show More Show Less
    39 mins
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