Shows
Financial ConditioningMastering Taxes, Budgeting, and Financial Stability for Homeowners and FamiliesIn episode 87 of Financial Conditioning, Simon Karmarkar and guest Natalie Kolodij explore tax strategies, debunking common misconceptions and maximizing deductions. They discuss selling primary residences, business expense tracking, and recent tax law changes. Simon introduces zero-based budgeting for better expense management. The episode also tackles homeownership challenges, offering tips for the first year. Job security is highlighted, focusing on safeguarding positions and building strong work relationships. Simon concludes with strategies for dual unemployed parents and emphasizes the importance of cherishing family time.
(0:00) Introduction and episode overview
(0:34) Exploring tax strategies with guest Natalie Kolodij
(1:01) Common tax misconceptions and maximizing deductions
(2:13) Misconceptions...2025-04-1428 min
Afford AnythingTax Strategies You Might Be Missing, with Natalie Kolodij#598: Tax day is approaching, and if you're like most people, you might be overlooking deductions that could save you money.In our latest podcast episode, tax strategist Natalie Kolodij joins us to reveal common tax misconceptions and share strategies that could potentially lower your tax bill."The tax code is 70,000 pages," Natalie explains. "There's so much. So I really like to have people focus on a handful of things to be mindful of."For W-2 employees who often have fewer tax advantages, Natalie highlights...2025-04-111h 31
Her First HouseStop Leaving Money on the Table: Tax Tips for Real Estate | Natalie Kolodij"Don’t overcomplicate protecting assets you don’t have yet. Focus on building, and let your strategies evolve as your portfolio grows."Navigating real estate taxes can feel overwhelming, but it doesn’t have to be. In this episode, Natalie Kolodij, an IRS-enrolled agent and seasoned real estate investor, shares a decade’s worth of expertise on smart tax strategies, avoiding common mistakes, and building a solid team for your investing journey. Tune in to learn how to maximize tax benefits and grow with confidence!If you liked this episode, please subscribe and share it with...2025-01-1656 min
Real Estate Is Taxing#23: Seas the Deduction: Business Travel on Cruises ExplainedIf you've considered attending a cruise that relates to your business-you won't want to miss this episode. Learn the ways you can and can't write off a cruise as a business expense. Facebook Group for Tax ProfessionalsFacebook Group for Real Estate Investors [00:00:00] [00:00:00] Welcome to Real Estate is Taxing, where we talk about all things real estate tax, and break down complex concepts into understandable, entertaining tax topics. My name is Natalie Kolodij, I'm your host, and I am so excited that you've decided to join me.[00:00:23] Hello. He...2024-10-0321 minReal Estate Is Taxing#22: Rulings & Real Estate: Unpacking Two Critical 2024 Tax Court CasesJoin me as I dive into two real estate focused Tax Court cases from summer of 2024. There's always something interesting to be learned when it comes to court cases. Facebook group for Real Estate InvestorsFacebook group for Tax Professionals TC Summary 2024-17TC Summary 2024-13 [00:00:00] Welcome to Real Estate is Taxing, where we talk about all things real estate tax, and break down complex concepts into understandable, entertaining tax topics. My name is Natalie Kolodij, I'm your host, and I am so excited that you've decided to j...2024-09-2621 minReal Estate Is Taxing#21: - Head Start on 2024: Preparing as a 1065 or 1120S Filer Without BooksAnyone with a 1065 Partnership or 1120-S S-Corporation should have bookkeeping in my opinion, but if you don't...this episode is for you. This is your head-start on getting everything together for your tax professional to file your 2024 business tax return. Facebook Group for Tax Professionals Facebook Group for Real Estate Investors Introduction[00:00:00] Welcome to Real Estate is Taxing, where we talk about all things real estate tax, and break down complex concepts into understandable, entertaining tax topics. My name is Natalie Kolodij, I'm your host, and I am so excited...2024-09-1929 minReal Estate Is Taxing#20: September 16th Filing Deadline- Are you ready?September 16th is the filing deadline for S-Corporations and Partnerships that filed for a 6-month extension. In this episode we'll discuss what creates those entities, some options if yours may be late, and a few other nuances to make this week a little easier. Facebook Group For Tax Professionals Facebook Group For Real Estate Investors IRS List of Qualified Disaster Areas Rev-Proc 84-35 Introduction to the September 15th (16th) Deadline[00:00:00] Hello. Hello everyone. And welcome to today's show. So we are only a few days away from the e...2024-09-1218 minReal Estate Is Taxing#19: 121 Exclusion Examples, Timing = TaxesExamples of the 121 Exclusion which showcase how small changes, can lead to huge tax impacts. In this episode of 'Real Estate is Taxing,' host Natalie Kolodij breaks down the intricacies of the 121 exclusion, which allows homeowners to exclude a significant amount of capital gains on the sale of their primary residence. . She details various scenarios to highlight how specific timelines and conditions—such as rental periods, military duty, and temporary absences—affect eligibility for the exclusion. By understanding these nuances, listeners can avoid costly tax errors and optimize their exclusion benefits.IG: @RE_Tax_Stra...2024-09-0526 minReal Estate Is Taxing#18: 1099 Trouble: Are You at Risk? 3 Common Mistakes When Issuing 1099 FormsEpisode 17: Hiring Your Kids: Tax Savings Strategy Or Really Risky Move https://www.natalie.taxhttps://www.incite.taxIn this episode of 'Real Estate is Taxing,' host Natalie Kolodij breaks down the three common mistakes made by business owners when issuing 1099 forms. She discusses the misclassification of children employed in the business, the obligations of landlords operating rental properties, and the incorrect issuance of 1099s to owner shareholders who should be receiving wages. 00:00 Introduction to Real Estate Taxing00:23 Com...2024-08-2912 minReal Estate Is Taxing#17: Hiring Your Kids: Tax-Saving Strategy or Really Risky Move?Maximize Tax Benefits by Employing Your Children: Key Strategies and Pitfallshttps://www.natalie.taxhttps://www.incite.taxIn this episode of 'Real Estate is Taxing,' host Natalie Kolodij delves into the strategy of employing your children in your business. She outlines the numerous benefits, including significant tax savings and the opportunity to fund a Roth IRA at an early age. Natalie also discusses crucial compliance requirements to avoid costly mistakes, such as treating the children as actual employees, paying reasonable wages, and issuing W-2 forms instead of 1099s.2024-08-2227 minReal Estate Is Taxing#16: How Much Should I Pay A Tax Professional?How much should you be paying a tax professional? Share your thoughts on Facebook: Real Estate Investors: https://www.facebook.com/groups/REIKnowledgeVault Tax Pros: https://www.facebook.com/groups/realestatefortaxprosShare your thoughts on IG:https://www.instagram.com/re_tax_strategist/In this episode, we delve into the complexities of determining the cost of tax preparation and planning. Using a real-world example where someone faced a significant tax bill, we explore the core factors that influence these costs. We dissect the differences between t...2024-08-1528 minReal Estate Is Taxing#15: When Should I do a Cost Segregation Study?Why Purchase Price Doesn't Matter When Deciding If You Should Do A Cost Seg Tax Professionals- https://www.incite.tax/In this episode of Real Estate is Taxing, host Natalie Kolodij delves into the complexities of cost segregation studies. She explains what they are, their benefits, and crucially, when they should be considered by real estate investors. With detailed analysis, she outlines different scenarios, including how depreciable value and income levels affect the decision-making process. Natalie also touches upon practical considerations like DIY studies, professional studies, associated costs, and tax implications, offering a well-rounded u...2024-08-0822 minReal Estate Is Taxing#14: Millions & Mistresses, A Tale of S-Corp Rental Gone WrongWhen Renting Real Estate to your S-Corp leads to a deficiency $500,000+ The Gregory and Laura Schnackel Tax Court Saga: A Tale of Extravagance and DeceptionTaxnotes Case Review: https://www.taxnotes.com/research/federal/court-documents/court-opinions-and-orders/no-deductions-28000-month-condo-no-business-purpose/7kjhlAre you a tax professional looking for an online community focused on growing technical knowledge? Where all responses require a citation? Check out Incite! InCite Tax Community: https://www.incite.tax/In this episode, we delve into the dramatic and intriguing tax court case of Gregory and Laura S...2024-08-0128 minReal Estate Is Taxing#13: 4 Easy Ways To Earn American Airline MilesSign Up For 4 Websites To Earn Free AA Miles: AAdvantage Shopping Portal: https://www.aa.com/web/i18n/aadvantage-program/overview.htmlSimply Miles Portal : https://www.simplymiles.comShell Fuel: https://www.shell.us/motorist/ways-to-save/american-airlines-teams-up-with-shell-and-the-fuel-rewards-program.htmlSurveys For Miles: https://www.milesforopinions.com Unlocking Free American Airline Miles: Simple Hacks and TipsIn this episode of Real Estate is Taxing, host Natalie Kolodij shifts gears from tax topics to explore travel hacking. 00:00 Introduction to Real Estate is Taxing00:27 Today's Special Top...2024-07-2524 minReal Estate Is Taxing#12 What is Authority When It Comes To Tax Understanding Authority Hierarchy in TaxDid you know the IRS isn't actually who makes tax laws? And IRS Publications aren't actual Authority? Let's find out who does and what is. From Congress-created laws in the Internal Revenue Code (IRC) to U.S. Treasury regulations, court case rulings, and IRS publications, she explains the hierarchy and reliability of these sources. She emphasizes the importance of basing tax positions on substantial authority rather than simplified IRS guidance or social media information. Tax professionals are urged to be thorough in their research and not dismiss clients' internet findings ou...2024-07-1821 min
The Mr. R ShowEp. 12 | Exploring Tax Strategies and Benefits of Short-Term RentalsFREE CPE (1 credit) via EarMark: https://www.earmark.app/course/db3262bd-66a7-426a-828c-c445d7baa1eeAbout the Guest:Natalie Kolodij is a seasoned Enrolled Agent (EA) specializing in real estate taxation. She is the founder of Kolodij Tax and Consulting and serves as an educator and consultant for tax professionals. She offers an in-depth understanding of short-term rentals (STR) and the intricacies of real estate tax strategies. Natalie is also the creator of the Certified Real Estate Tax Strategist (CRETS) program, which provides comprehensive education and continuing professional education (CPE) for...2024-07-1556 minReal Estate Is TaxingBonus: Mid-Year Withholding Review Mid-Year Tax Check-Up: Adjusting Your WithholdingsIt's July! Time to review your paystub while you may be only halfway off track. Drawing from a real case where a client's withholding dropped significantly due to changes in income and bonus structure, the episode offers a reminder to check the percentage of taxes being withheld from your pay. It advises taking a close look at recent pay stubs and the updated W-4 form to ensure accurate withholding, especially if any changes in employment or payroll processors have occurred. Key takeaways include checking if your withholding is under 10% and...2024-07-1206 minReal Estate Is Taxing#11: 10 Common Tax Myths DebunkedJoin me as we debunk some of the most common myths & misconceptions around taxes.1. Myth: Tax Return and Tax Refund are InterchangeableThese two terms are often confused, but they are not the same thing. A tax return is the form you fill out and submit each year, like the 1040 form for most people. A tax refund is money you get back if you overpaid your taxes. Many people mistakenly say they're waiting on their tax return when they mean their refund. 2. Myth: You Need a License t...2024-07-1123 minReal Estate Is Taxing#10: Oops I've Accidentally Created A Partnership- Now what? Avoiding Accidental Partnerships in Real Estate **Correction** : Hey everyone! I misspoke in this episode. The guidance on rev proc 84-35 references the old consolidated audit procedures that impact older returns. The CPAR (Consolidated Partnership Audit Regime) that impacts current returns does NOT impact the ability to use Rev proc 84-35 for late relief. InCite Tax Professional Community: https://www.incite.tax/ Facebook for Tax Professionals: https://www.facebook.com/groups/realestatefortaxprosFacebook for Real Estate Investors: https://www.facebook.com/groups/REIKnowledgeVault Electing out of CPAR: https://www.ir...2024-07-0427 minReal Estate Is Taxing#9: When You Should Pay Extra Tax On Rental Income Per The Courts Understanding Short-Term Rental Tax Loopholes: Key Court Cases and Revenue Rulings Natalie discusses various court cases and revenue rulings that provide crucial guidance on this topic, including cases from 1965 to 2023. She highlights differing tax treatments based on the nature of services provided, whether the property is subject to self-employment tax, and the importance of understanding context to accurately apply tax laws. Tune in for a comprehensive overview of significant rulings and their implications for short-term rental property owners.Link To Court Cases: https://www.natalie.tax/blog/strcasesFB Group For Tax Prof...2024-06-2032 minReal Estate Is Taxing#8: Tips To Avoid An Audit If You Do A Cost Seg Understanding Real Estate Audits and Proactive Defenses If You've Done a Cost Segregationhttps://www.facebook.com/groups/realestatefortaxproshttps://www.facebook.com/groups/REIKnowledgeVaultIn this episode of 'Real Estate is Taxing,' host Natalie, minimizes the fear around audits by highlighting their low risk and focusing on practical steps to avoid common pitfalls. Key points include detailed guidance on mileage deductions, maintaining thorough records for real estate professional status, and tips on conducting cost segregation studies. Emphasizing the need for detailed and accurate record-keeping, Natalie also discusses audit trends and offers s...2024-06-1326 minReal Estate Is Taxing#7: Cost Segregation Education: An Overview Of Cost Seg StudiesCost Segregation Studies- What they are, how they're done, when to use them...and what type of study should you choose. Have tips for making the most out of conferences? I want to hear about them! Email Contact@Cretaxstrategist.com or join the facebook group below to share your thoughts and ideas. Facebook Groups: Tax Professionals: https://www.facebook.com/groups/realestatefortaxprosReal Estate Investors: https://www.facebook.com/groups/REIKnowledgeVaultA comprehensive exploration of cost segregation studies, detailing what they are, their benefits, types of studies, an...2024-06-0631 minReal Estate Is Taxing#6: Five Ways To Slash Taxes With The 1031 & 121 ComboAnd Why "You Can't Buy a Primary Home With A 1031 Exchange" Is wrong. Facebook Groups: Tax Professionals ---> https://www.facebook.com/groups/realestatefortaxprosReal Estate Investors ---> https://www.facebook.com/groups/REIKnowledgeVaultEpisode Topic Suggestions --> Contact@Cretaxstrategist.comLike the Show? ---> Rate it 5 ⭐️ In this episode of 'Real Estate is Taxing,' host Natalie Kolodij delves into the synergy between two tax code sections: the 1 21 exclusion and the 10 31 exchange. She explains the primary conditions under which each applies and explores scenarios where both...2024-05-3021 minReal Estate Is Taxing#5: Land Vs. Building - 3 Ways To Calculate It, And 1 Way To Avoid At All CostsJoin The Conversation On Facebook - Tax Professionals - https://www.facebook.com/groups/realestatefortaxprosReal Estate Investors - https://www.facebook.com/groups/REIKnowledgeVaultWant To Attend An Event or Have Natalie Speak at Your Event?Upcoming Speaking and Teaching Events - https://www.natalie.tax/Referenced In This Episode: TC Summary 2017-31 -https://casetext.com/case/nielsen-v-commr-2In this episode of 'Real Estate is Taxing,' host Natalie Kolodij discusses the intricacies of real estate tax, focusing on depreciation and the i...2024-05-2328 minReal Estate Is Taxing#4: Short-Term Rental Loophole - Everything They Don't Tell You On Social MediaDemystifying the Short-Term Rental Tax StrategyThe podcast episode delves into the intricacies of leveraging the short-term rental 'loophole' for tax benefits, clarifying the often misunderstood and oversimplified strategy. It begins with an explanation of passive vs. non-passive income and the tax implications of each, particularly focusing on the limitations of deducting passive losses. The episode highlights how short-term rentals, under certain conditions, can be classified as non-passive, allowing investors to bypass these limitations. By maintaining an average guest stay of seven days or less and demonstrating material participation in the rental's operations, investors can take full...2024-05-1638 min
BiggerPockets DailyHow to Write Off Your Bpcon Travel as a Business Expense by Natalie KolodijGet ready for the ultimate real estate adventure as the BiggerPockets Conference (BPCON) 2024 heads to the tropical paradise of Cancun, Mexico, Oct. 6-8. International travel is always exciting, but knowing it can also be tax-deductible really takes things up a notch. Traveling outside the United States for business can be a little tricky when it comes to taxes, but don’t worry—we’re here to guide you through everything you need to know. Learn more about your ad choices. Visit megaphone.fm/adchoices2024-05-1410 minReal Estate Is Taxing3: Must-Know Facts About The 121 Exclusion- Because a Half Million Dollars Is On The LineThis episode delves into the 121 Exclusion, also known as the primary home sale exclusion, which allows significant tax savings for Americans selling their primary home, assuming they meet specific criteria. Covering the fundamental conditions of the 121 Exclusion, emphasizing the necessity of owning and occupying the home for at least 730 days out of the last 1,825 days to qualify. Detailed explanations are provided for five common mistakes related to this tax provision, including misconceptions about rental use, house hacking scenarios, and the prorating of exclusions under unforeseen circumstances. 00:00 Introduction to the 121 Exclusion00:47 Understanding the Bas...2024-05-0926 minReal Estate Is Taxing1: No REPS, No Problem - Passive Loss Tax Planning For Everyone ElseIn this episode of Real Estate is Taxing, host Natalie Kolodij discusses the misconceptions about using rental property losses for those not identified as real estate professionals. She clarifies that passive losses from long-term rentals can still be utilized to offset passive income, highlighting the tax advantages of rental income and explaining passive activity loss rules. Finally, Kolodij teases a future episode dedicated to reducing or eliminating unrecaptured Section 1250 gain, inviting listeners to subscribe for more insightful tax planning tips.00:00 Introduction to Real Estate Tax Insights00:35 Debunking Real Estate Tax Myths...2024-05-0223 minReal Estate Is Taxing2: Tax Return Extensions: Why The Early Bird Doesn't Always Get The WormNatalie delves into the topic of tax extensions, clarifying what they are, their benefits, and various scenarios where filing for one may be advantageous. It begins by demystifying the concept of a tax extension, emphasizing that it's an extension to file, not to pay any owed taxes, and illustrating the procedural ways to file one. The episode packs in practical advice, aiming to educate listeners on making informed decisions and optimizing their tax situations.00:00 Introduction to Real Estate Tax Extensions00:34 What is a Tax Extension and Why You Might Need One02:48 Common Reasons fo...2024-05-0214 minReal Estate Is TaxingReal Estate Is Taxing TrailerIntroducing the Real Estate is Taxing Podcast.The official trailer for the 'Real Estate is Taxing' podcast, hosted by Natalie Kolodij With a decade of experience in real estate and a professional background as a tax specialist, Natalie aims to share her wealth of knowledge on real estate taxes. She promises to break down complicated tax topics into understandable segments, focusing on strategies to avoid common pitfalls and minimize tax liabilities legally. The podcast intends to provide accurate and engaging tax education, starting weekly from May 2nd.00:00 Welcome to the Real Estate is T...2024-04-2101 min
Real Estate RookieRookie Reply: Estimating Rehab Costs, Finding "Hard Money," & Tax Planning w/Natalie KolodijNeed to estimate rehab costs or calculate ARV (after-repair value) on a property? For new investors, these tricky tasks can often make or break a deal. But, as always, our hosts are here to deliver some helpful tips!Welcome back to another Rookie Reply! After diving into rehab costs, discussing hard money, and weighing the pros and cons of FHA loans, real estate tax strategist Natalie Kolodij returns to the show to deliver some extra tax advice. She talks about passive losses and why you need to carefully track them from year to year, as well as...2024-02-2336 min
Real Estate RookiePay Less Tax to the IRS This Year With THESE Real Estate Tax Strategies w/Natalie KolodijWant to pay less money to the IRS in 2024? We’ve got the real estate tax strategies to help you do just that. And get this—you don’t need a large real estate portfolio to benefit from these money-saving tax tips!Welcome back to the Real Estate Rookie podcast! Today, real estate tax strategist Natalie Kolodij lends her expertise on the many tax benefits of real estate investing. Natalie is not only a certified public accountant (CPA) but also a fellow investor, and in this episode, she shares the unique real estate investing strategy she used to get...2024-02-1646 min
The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping ProfessionalsHow To Quadruple Fees, Offload Clients, And Add $970k In Revenue As Real Estate Tax Strategist With Natalie KolodijHave you ever, at any point, considered niching down, specifically in real estate? It might be time to revisit that thought. Natalie Kolodij joins us on this episode to share her noteworthy success as a real estate tax strategist. Her journey is a testament to the power of specialization and the impact it can have on your accounting or tax firm. Discover how Natalie went from an average client fee of $700 to $7,000, reduced her client load, and increased her annual revenue to the point where she’s approaching seven figures. This episode is filled with insights on pricing, client mana...2023-11-1528 min
The CPA Advisory ShowThe Client Can Tell If You Think Their Idea is Stupid with Natalie KolodijDescription coming soon!
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Send in a voice message: https://podcasters.spotify.com/pod/show/cpaadvisoryshow/message2023-07-1954 min
The Real Estate MindsetEpisode 112: How To Use Real Estate For Tax Savings with Natalie KolodijIs cost segregation worth it for small real estate investors?In this episode of The Real Estate Mindset podcast, my co-host Ben Nelson and I chat with Natalie Kolodij about the tax advantages you can reap the benefits of when you invest in real estate. She shares the common mistakes she finds that people make in their taxes and tax-saving opportunities that many people tend to skip over.Natalie also shares her experience with coaching, what books she recommends, and what her morning routine is like.2023-05-1545 min
Stacking Adventures: Every Traveler Has a StoryTax benefits, tips and strategies of real estate investing with Natalie KolodijWonder why real estate investors pay fewer taxes? Real estate tax expert Natalie Kolodij explains the MANY tax benefits of real estate investing (the tax code benefits those who invest in real estate). In our headlines segment, Learn about the creative repurposing of commercial spaces and how creative thinking can help you build your real estate empire. Plus, today's Ring Ruth's Rotary hotline caller. And then, as icing on this cake, Doug shares some trivia! 2023-04-1844 min
BiggerPockets Money PodcastTax Day Q&A: Live CPAs Help YOU Owe Less To the IRSTax season is a nerve-racking time for many, especially for those who don’t have simple tax returns. If you’re a real estate investor, you need top-notch tax advice if you hope to reap the best tax savings when filing—legally, of course. And that’s exactly what we’ve got for you today!Welcome back to another episode of the BiggerPockets Money podcast. Ahead of this year’s tax deadline, we’ve brought in reinforcements to answer all of your burning tax questions. Today’s guests are Kyle Mast, fee-only certified financial planner (CFP) and real estate investor, and...2023-04-1742 min
Creative CapitalCreative Capital Podcast 244: Real Tax Elimination for Real Estate with Natalie KolodijThis week Josh is joined by real estate tax expert Natalie Kolodij. Natalie shares some insight on the biggest mistakes and missed opportunities she sees in investor tax strategy. They also discuss a short term rental hack for taxes, what niches help save the most money on taxes, and more! How to connect with Josh: Ferrari Capital - https://ferraricapital.com/ https://www.facebook.com/joshua.ferrari.16/ https://www.linkedin.com/in/joshua-ferrari-6b9107160/ Creative Capital is made possible in part by our sponsors. InvestNext is a comprehensive, instititutional grade software solution for real est...2023-03-031h 02
The Real FI Podcast - Real Estate Investing to FIProactive Tax Strategies for 2023 w/ Natalie KolodijOur guest Natalie Kolodij is your MUST KNOW real estate tax strategist. Note that we said “strategist”, not “preparer”! There’s an important difference between the two. More than your typical tax professional, Natalie has built a business around helping real estate investors maximize their tax savings and to compound with additional investments. Natalie practices what she preaches through her mid- and short-term AirBnB rental business. One thing that really stood out to us in our conversation was the importance of working with financial and tax professionals that are in your line of business and do what you do. This ensur...2023-02-071h 03
INVEST2FIEpisode 121 - Leveraging Tax Knowledge for Real Estate Write-Offs With Natalie KolodijEvery year, tax day comes as a major headache for most real estate investors. However, what most don’t know is that working with an accountant that specializes in real estate tax can actually save you thousands of dollars yearly!In this week’s episode, our hosts welcome Natalie Kolodij, founder of Kolodij Tax & Consulting, a tax firm that specializes in minimizing tax costs for real estate investors who are looking to maximize their growth. Natalie has made it her life mission to help real estate investors gain financial indep...2023-02-0156 min
Journey to Multifamily MillionsA Concise Real Estate Tax Masterclass with Natalie Kolodij, Ep 24In this episode, Natalie Kolodij gives a concise masterclass on real estate tax strategy. She reveals tips and tricks on creating a substantial paper loss, specifically with cost segregation and bonus depreciation. She even throws in some fun ones you don’t hear as much about, like putting your kids to work while helping them build wealth!Episode Topics[01:11] Meet today's guest, Natalie Kolodij. [02:03] Why do you need to look for Real estate tax specialist rather than a generalist. [04:59] Biggest advice to thos...2022-12-2940 min
The Practical Wealth ShowThe Tax Benefits Of Real Estate: Keys to Success Every Real Estate Investor Needs To Know with Natalie KolodijIn this episode, Natalie Kolodij and I discuss Multiple ways to generate Tax-Free Income with real estate. So if you want to Avoid the most common Real Estate Tax Mistakes, Understand your tax return and what questions to ask your Tax Advisor, and how to save on taxes by employing your children so you can learn Multiple ways to generate Tax-Free Income with real estate, tune in now! In this episode, you'll discover: “Avoiding the most common Real Estate Tax Mistakes” Numerous Tax benefits of real estate Understanding your tax return and what...2022-12-2945 min
REIA Radio#71 Natalie Kolodij: Tax Saving Strategies for Real Estate InvestorsGet ready for an insightful episode as we welcome Natalie Kolodij to REIA Radio! With the end of 2022 approaching, we're diving into essential tax-saving strategies for real estate investors, and Natalie is here to provide invaluable insights.Natalie has quickly risen to prominence as a leading tax strategist in the real estate investment realm. Her expertise and knowledge have made her the go-to resource for investors seeking to maximize their tax savings. From cost segregation and 1031 exchanges to end-of-year tax planning strategies, Natalie covers a wide range of topics aimed at helping investors navigate the complexities of...2022-12-221h 06
Women Invest in Real EstateWIIRE 023: Get a Jump Start on Your Taxes Before the End of the Year with Natalie KolodijWith 2022 drawing to a close, tax season is nearly upon us. This week on the podcast we are joined by our friend, Natalie Kolodij, a Real Estate Tax Strategist who is sharing her expertise with us on what we should be doing to prepare for tax season when it comes to REI. Natalie is an IRS Enrolled Agent and Real Estate Tax Strategist who has been working exclusively in real estate since 2014. Natalie is highly specialized in her niche and loves helping people get set up with the right strategies to really work on building their wealth i...2022-12-1252 min
BiggerPockets Money PodcastYear-End Tax Tips and How to Owe Even Less in 2023
If you talk about how to avoid taxes, most people will think you’re doing something fishy in the eyes of the IRS. Very few know you can use the tax code to massively lower your year-end burden, all while making an ordinary income. Real estate investors have been doing this for years, using so-called “tax cheat codes” like depreciation and cost segregation studies to write off massive paper losses on their taxes. But how do they do it, and if you’re an investor, can you do the same?Natalie Kolodij, IRS Enrolled Agent, works exclusively with real estat...2022-12-0544 min
Weiss AdviceThe Tax Benefits of Owning and Operating a Business in Real Estate with Natalie KolodijSend us a textNatalie Kolodij is an IRS Enrolled Agent who has been involved in tax and real estate since 2014. A long-time bigger pockets moderator, she has a passion for all things real estate. In 2017 she founded Kolodij Tax and Consulting, a real estate exclusive tax firm. When she's not working she enjoys reading, traveling, and making pottery. In this episode, Natalie shares her experience being a moderator on Bigger Pockets and the various tax benefits of owning and operating a business in real estate. She discusses a few examples such a...2022-10-0228 min
BiggerPockets DailyFive Critical Items You Need to Review Before Filing Your Depreciation Deductions by Natalie Kolodij
https://www.biggerpockets.com/blog/depreciation-deductions-2022
Learn more about your ad choices. Visit megaphone.fm/adchoices2022-06-0914 min
Queer Money®: How Gay People Do MoneyThe Savers Tax Credit for Low-Wage Workers - Queer Money Podcast Ep. 311Struggling with low wages? Can’t afford to contribute to an IRA. There may be help! This week on Queer Money we interview Natalie Kolodij, a tax accountant, about the Savers Tax Credit and how it can provide assistance in saving for retirement for folks with lower wages. For the resources and to connect with our guests, get the show notes at: https://queermoneypodcast.com/subscribeMentioned in this episode:Get the FREE Happy Gay Retirement CalculatorAre you on the path to a tragic, basic, happy or fabulous ret...2022-04-2638 min
DC Real Estate PodcastEpisode #15 - Taxes Part 2 With Natalie KolodijThe crew continues the previous weeks conversation with Natalie Kolodij on taxes.2022-03-1841 minDC Real Estate PodcastEpisode 14 - Taxes Part 1 With Natalie KolodijRussell Brazil, Sara Frank and Jack Seiden talk to Natalie Kolodij about all things tax related to real estate. Visit Natalie at her website https://www.kolotax.com/2022-03-1039 min
MULTIFAMILY AP360Ep#164 Conversing Tax Laws And Bonus Depreciation with Natalie KolodijSend us a textToday's guest is Natalie Kolodij, from Kolodij Tax & Consulting. She has invested in mobile homes and short-term rentals since 2014. In 2017, Natalie left her job to dive full-time into the real estate space. Through these years she found that investors lacked the specialized acumen which was needed for investors. Get the show notes at www.ushacapital.com/ep164Book Resources4 Hour Work Week - Timothy Ferriss7 Habits Of Highly Effective People - Stephen R. CoveyClockWork - Mike Michalowicz Connect with Natalie KolodijWebsite: https://www.kolotax.com/Facebook: https://w...2022-01-2118 min
The Nuts & Bolts of Real Estate InvestingShort Term Rental Tax Pro Tips with Natalie KolodijIf you own short term rentals… YOU MUST TUNE IN to this podcast! The info that Natalie Kolodij shares could save you thousands of dollars on your tax return. Make sure you’re not doing this wrong!2021-11-0452 min
The How To ShowHOW TO PAY LESS IN TAXES IN 2020!: Tax Basics and Tips with Natalie KolodijCheck out the video version at https://www.youtube.com/watch?v=bpgksEuKLVQ&t=312s2020-12-1527 min
BiggerPockets Money PodcastFrom Single Dad w/ $61K in Student Loans to Financially Savvy Real Estate Investor with Tony J Robinson
You may know Tony J Robinson as the co-host of the Real Estate Rookie podcast, but you probably don’t know his backstory.As a single dad working his way through college and student debt, Tony knew that he needed to have a plan in place to pursue his goals and find financial freedom. He also knew he didn’t want to repeat the same real estate mistakes as his parents.He went from an engineering student, to owning a small tutoring business, to marketing, and finally landed a sweet gig at Tesla!Afte...2020-11-161h 14
BiggerPockets Money PodcastPay Off Debt Fast With These Smart Money Moves From Whitney Hansen
Whitney Hanson is one of six children. Growing up she watched her father start a business, watched it fail, and watched him turn destructive, eventually leaving her mother to raise six kids on her own - all while making $7.25 an hour.Whitney has seen the ugly side of money - and what can happen when you have none - and decided she wanted no part of it. Money equals options, and she wanted as many options as she could get! She began to research how to build wealth, because she did not want to perpetuate t...2020-06-081h 23
The Nuts & Bolts of Real Estate InvestingTop 5 Tax Planning Tips for Investors with Natalie Kolodij - Ep. 119Natalie Kolodij is the foremost expert when it comes to tax planning for real estate investors. And in this podcast we get into her top 5 tax planning tips.2020-06-0457 min
BiggerPockets Money PodcastCARES Act: Everything You NEED to Know About the Coronavirus Stimulus Package
This Bonus Episode of the BiggerPockets Money Podcast is to help keep you informed of the Stimulus act that Congress is putting into place to help Americans with the Coronavirus and unprecedented shutdown of most of the economy.Joining Mindy today is Natalie Kolodij, who last appeared on Episode 112. Today’s episode was recorded on March 28, and we are fully expecting additional clarification and guidance from the federal government on these provisions. Congress just passed a 2.2 TRILLION dollar bill to provide relief for Americans in the face of the Coronavirus. While the bill does provide for...2020-04-0240 min
The InvestHER PodcastCommon Tax Mistakes and Filing Strategically with Natalie KolodijTax season can be a daunting time for many investors but with proper preparation and education, it doesn’t have to be. On today’s episode, we talk with Natalie Kolodij, a real estate tax strategist and investor, about choosing the right tax professional, structuring your real estate business from a tax perspective, and her experience flipping mobile homes.
We dive deep into the most asked tax questions and discuss how to find the best accountant for your needs and the questions to ask them, items to keep an eye out for on your next tax return, common tax recording mista...2020-03-131h 07
The Real Estate InvestHER Show with Elizabeth Faircloth and Andresa GuidelliCommon Tax Mistakes and Filing Strategically with Natalie KolodijTax season can be a daunting time for many investors but with proper preparation and education, it doesn’t have to be. On today’s episode, we talk with Natalie Kolodij, a real estate tax strategist and investor, about choosing the right tax professional, structuring your real estate business from a tax perspective, and her experience flipping mobile homes.
We dive deep into the most asked tax questions and discuss how to find the best accountant for your needs and the questions to ask them, items to keep an eye out for on your next tax return, common tax reco...2020-03-131h 03
BiggerPockets Money PodcastChoosing the Right Tax Professional for YOUR Specific Needs with Natalie Kolodij
Natalie Kolodij is a tax strategist. (You’ve probably seen her in the forums!) With April 15 looming around the corner, we’re going to chat about ways to choose the RIGHT tax professional who can best serve YOUR specific needs.Natalie also shares a few red flags about potential tax preparers, as well as specific things your tax pro should be asking for—and what it means if they do not.She’ll also share some common missed deductions that can cost you BIG and how to prepare and organize your documents so your tax pro can...2020-02-171h 14
The Nuts & Bolts of Real Estate InvestingTax Season is Here - Let's Refresh with Natalie Kolodij (redux) - Ep. 103We wanted to make sure that you’re 100% prepared for tax season by republishing this podcast with Natalie Kolodij. Yes, that is a dog snoring in the background ;-).2020-02-131h 10
Bigger Cash Flow PodcastBigger Cash Flow Podcast 043: Real Estate Tax Strategies with Natalie KolodijShow notes:Natali Kolodij started working in public accounting around the same time she started investing in real estate these two topics have always gone hand-in-hand.She recently left her comfortable office job to work with the clients she knows and love best- investors. After investing in real estate markets, both in the Pacific Northwest and beyond, She found that specialized tax acumen for investors was woefully lacking.She believes no two real estate deals are quite the same, and neither are any two investors' tax strategies. Each individual tax plan is like...2019-12-2257 min
The Nuts & Bolts of Real Estate InvestingDeep Dive into Real Estate Taxes & Accounting with Natalie Kolodij - Ep. 90There's a chance that you might be able to save money immediately after listening to this podcast with Natalie Kolodij. Do you like to save money? Natalie talks about tax and accounting strategies that you NEED to know!2019-11-211h 10