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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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In this week’s episode of the Tax Smart REI Podcast, Thomas Castelli and Ryan Carriere break down what real estate investors need to know about the upcoming 2025 tax bill, including where it stands, what’s likely to be included, and how it could impact your bottom line.Key topics covered:- Expected return of 100% bonus depreciation- Potential chang…
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In this post 4/15 recap, Thomas and Ryan reflect on the key themes and expert interviews from the year so far, from tiny homes to creative finance, and reinforce a common truth: smart investing still works in today’s market if you stay focused and play the long game.They also dive into what’s happening with the 2025 tax bill, including the outlook …
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In this episode of the Tax Smart REI Podcast, Thomas and Ryan sit down with multifamily syndication expert Michael Blank to unpack why 2025 may be one of the best times in years to get started—or scale—in multifamily real estate.Tune in to learn:- Why today’s market conditions offer lower risk and higher long-term upside.- How Michael bounced back …
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In this episode of the Tax Smart REI Podcast, Thomas and Ryan sit down with seasoned real estate investor and author Henry Washington to discuss why he’s not chasing creative finance trends, and why his “boring” strategy continues to deliver results in 2025’s unpredictable market.Tune in to learn:- Why Henry sticks with off-market deals and direct …
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In this episode of the Tax Smart REI Podcast, Thomas and Ryan talk with wealth manager Connor Low, founder of Iarann Wealth, about how today’s economic uncertainty, from global tariffs to interest rate swings, is impacting investors, and what real estate investors should be doing about it.Connor breaks down the current market landscape, explains wh…
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In this episode, Thomas and Ryan share real-life case studies from real estate investors who used strategic tax planning to save thousands, sometimes hundreds of thousands, on their tax bills. They also reveal the most common mistakes and missed opportunities they see from investors who waited too long or relied on the wrong advice.This episode exp…
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In this Q&A episode, Ryan and Thomas answer real estate investors’ most pressing tax questions. From short-term rental loopholes to QBI deductions, they break down some of the most misunderstood topics in real estate tax strategy and provide practical, real-world guidance.They discuss:- STR Losses & NOLs- Travel Time & Material Participation- QBI S…
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320. How Creative Financing Helps RE Investors Succeed in Every Market Cycle w/ Chris Prefontaine
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In this episode of the Tax Smart REI Podcast, Thomas Castelli and Ryan Carriere are joined by Chris Prefontaine, real estate veteran, founder of Smart Real Estate Coach, and leader of the Wicked Smart Community.Chris brings over three decades of experience to the table and breaks down how to invest without banks, structure zero-interest seller fina…
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In this episode, Thomas and Ryan break down some of the most common tax scams and questionable strategies being promoted to real estate investors—and how to avoid falling into these costly traps.This episode explores:- Why equipment leasing deals promising non-passive losses are almost always too good to be true.- How solar tax credits are being mi…
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In this episode of the Tax Smart REI Podcast, Thomas and Justin talk with midterm rental expert Jesse Vasquez, founder of AirVenture Academy, about how he accidentally stumbled into midterm rentals and scaled his business into a highly profitable portfolio.Jesse shares the exact strategies he uses to 2-3X rental income by securing long-term contrac…
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In this episode of the Tax Smart REI Podcast, Thomas and Ryan talk with short-term rental investor Avery Carl, founder of the Short Term Shop and author of Smarter Short-Term Rentals, about how she grew one cabin purchase into a portfolio of over 250 units.Avery shares the blueprint for choosing the right vacation markets, designing systems for sel…
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In this episode of the Tax Smart REI Podcast, Thomas and Ryan sit down with short-term rental investor Rob Abasolo—the mind behind the “Robuilt” YouTube channel—to discuss how he transformed his copywriting background into a thriving short-term rental empire. Rob reveals how he maximizes ROI through unique stays, eye-catching design, and strategic …
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In this episode, Thomas and Nathan Sosa take a deep dive into the potential 2025 tax changes that could reshape the landscape for real estate investors. They outline what may happen if the Tax Cuts and Jobs Act expires, how bonus depreciation could come back (or not), and what you need to do to prepare now so you’re not caught off-guard.They discus…
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In this episode, Ryan and Thomas take a deep dive into depreciation, one of the most powerful tax-saving tools available to real estate investors. They break down how depreciation works, how to accelerate it, and strategies to minimize depreciation recapture when selling your properties.They discuss:- Depreciation 101 – What it is, how it works, an…
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312. From Wall Street to Short-Term Rentals: How to Build a 38-Property Empire with Michael Chang
30:38
In this episode of the Tax Smart REI Podcast, Thomas and Ryan sit down with short-term rental investor Michael Chang to discuss how he went from Wall Street investment banker to building a 38-property short-term rental empire. Michael shares how he leveraged rental arbitrage, short-term rental tax strategies, and automation to achieve financial fre…
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In our first monthly Q&A episode, Ryan and Thomas answer the most pressing tax questions from listeners. They tackle a variety of hot-button topics, including when flipping property income is considered “active” (and why that matters if you have a W-2), how partial asset dispositions really work, and whether or not a cost segregation study has to b…
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In this episode, Ryan and Thomas pull back the curtain on LLCs, busting the biggest myths that trip up real estate investors—and revealing how to truly protect your rental portfolio.They discuss:- Asset Protection vs. Tax Savings—understanding what LLCs really do (and don’t do).- The Right Structure—single-member, multi-member, or holding company?-…
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In this episode of the TaxSmart REI Podcast, Thomas and Ryan sit down with Dave Meyer, Head of Real Estate Investing at BiggerPockets, to discuss the 2025 real estate market outlook and what investors need to know.Tune in to learn:- Where we are in the current real estate market cycle and what’s next for home prices and sales volume.- How interest …
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In this episode of the Tax Smart REI Podcast, Thomas and Ryan sit down with John Bianchi, founder of STR Search and an expert in short-term rental data and investment strategies.With a 100% track record in helping investors identify and acquire over 200 profitable short-term rental properties, John shares his insider knowledge on leveraging Airbnb …
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In this episode of the Tax Smart REI Podcast, Thomas, Ryan, and Justin sit down with Austin Dean, a financial planner at Waystone Advisors specializing in real estate-focused financial planning. With over 13 years of experience, Austin offers valuable insights into creating financial independence through strategic investments tailored to real estat…
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In this episode, Ryan and Alex break down the top overlooked deductions real estate investors often miss—and how to ensure you’re capturing them all.This episode explores:- Why closing costs and loan costs should be included in your depreciable basis.- The most common insurance mistakes that leave money on the table.- The importance of taking depre…
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In this episode, Thomas and Ryan break down the essentials of real estate professional status (REPS) and how to qualify this year. This episode explores:- What REPS is and why it’s one of the top strategies for high-income earners.- The two key tests to qualify and how to navigate them.- Activities that count toward REPS—and what doesn’t.- How grou…
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In this episode, Thomas and Ryan walk you through the short-term rental loophole updates to keep an eye on this year. This episode explores:- The passive activity rules and why the short-term rental strategy is a game-changer.- Material participation tests and the most popular ways to qualify.- How to use cost segregation and bonus depreciation for…
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In this episode of the Tax Smart REI podcast, Thomas and Ryan address pivotal updates as the year draws to a close. They provide essential insights into the expected 2025 tax changes, the implications of the new administration, and the recent developments regarding the Corporate Transparency Act's enforcement status.Here's what they discuss:- The E…
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In this episode of the Tax Smart REI Podcast, Thomas and Ryan sit down with Travis and Regan Perry, real estate investors who have crafted a flourishing portfolio of short-term rental properties. With roots in Iowa, the Perrys share their journey from purchasing their first home to managing multiple properties across several states.Tune in to learn…
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