Shows
Cortburg Speaks RetirementAfter-Tax Contributions: A Smart Strategy for Retirement SavingsUnlock the power of after-tax contributions to boost your retirement savings and reduce taxes in retirement. In this episode, Miguel Gonzalez, CRC®, breaks down how after-tax contributions, Roth IRAs, and strategic tax-free withdrawals can optimize your financial future.Cortburg Retirement Advisors is a boutique financial planning firm committed to helping you grow, protect, and preserve your assets from your first job to retirement. We specialize in wealth management, estate and tax planning, group retirement, employee benefits, insurance, and retirement planning to navigate any economic climate.Miguel Gonzalez, a Retirement Specialist with 20+ years of experience, offers e...2025-03-1906 min
Tax Smart Real Estate Investors Podcast310. 2025 Real Estate Market Outlook with Dave Meyer from BiggerPocketsIn 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 rates and affordability will impact investors in 2025.
- The state of commercial real estate, including potential opportunities in multifamily investing.
- The latest on bonus depreciation and how potential tax legislation changes could influence investor strategies.
...2025-01-3043 min
Tax Smart Real Estate Investors Podcast294. IRS Red Flags: Why Foradis Failed to Prove REPS with Nathan Sosa, CPAIn this week's Tax Smart REI episode, Ryan is joined with Nathan Sosa, a Senior Tax Advisor at Hall CPA to dive into a new court case related to real estate professional status.
This continues to be a heavily audited topic and with additional IRS funding, the audits will only increase from here.
If you're curious about what factors led to this taxpayer losing in court and what they could have done differently, don't miss this episode.
To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6
Get the Top 8 Mistakes Real Estate Investors...2024-10-0838 min
Tax Smart Real Estate Investors Podcast293. Unpacking EACH Real Estate Investment Strategy: Pros, Cons, and Tax BenefitsIn this episode of the Tax Smart REI podcast, Thomas is joined by frequent guest, Justin Shore, EA for the go-to guide to real estate investment strategies.
They break down each strategy, the tax benefits, and the implications.
Topics include:
- The tax advantages of direct ownership and how to maximize deductions.
- The differences between long-term and short-term rentals and the operational and tax considerations.
- Syndicates and funds, REITs, and DSTs as passive investment vehicles, their liquidity, and tax strategies.
- How investment strategies like the BRRRR method and the 1031 exchange can impact your tax liabilities.
- The...2024-10-0143 min
Tax Smart Real Estate Investors Podcast292. Generate Massive Cash Flow By Investing in Senior Living with Isabelle GuarinoIn this episode of the Tax Smart REI Podcast, Thomas is joined by Isabelle Guarino to discuss investing in residential assisted living facilities. Isabelle shares her personal journey into the space and explains how this business model can generate significant cash flow.
Listen now to learn:
- The steps to owning and operating these facilities—or just leasing them to an operator.
- The financial and tax opportunities that come with this growing sector.
- How you can get started and scale your senior assisted living investment.
Whether you're looking for high cash flow or want to create a long-term we...2024-09-2429 min
Tax Smart Real Estate Investors Podcast291. The Power of Section 179 for Commercial Real Estate and Short-Term Rentals w/ Nathan Sosa, CPAIn this episode of the Tax Smart REI podcast, Thomas Castelli and Nathan Sosa explore the often overlooked Section 179 deduction and its potential benefits for commercial real estate investors and short-term rental owners.
As bonus depreciation phases out, Section 179 is becoming more relevant for those looking to immediately expense certain capital expenditures.
You’ll learn:
- How to strategically use Section 179 to offset W-2 income
- The limitations when held in partnerships
- The recapture implications investors need to be aware of.
Whether you’re a seasoned commercial real estate investor or getting started with short-term rentals, this episode will help...2024-09-1732 min
Tax Smart Real Estate Investors Podcast290. How to use Equity Losses to Offset Real Estate Capital Gains with Nathan CookIn this episode, Thomas is joined by financial advisor Nathan Cook to discuss a powerful strategy for real estate investors: using equity losses from the stock market to offset real estate capital gains through a process called active indexing.
They cover key topics such as:
- The fundamentals of tax loss harvesting and how it benefits real estate investors.
- Active (or direct) indexing and how it differs from traditional ETFs.
- How to use equity losses to reduce or eliminate capital gains on your real estate sales.
- The role of technology in simplifying direct indexing and maximizing returns.
...2024-09-1030 min
Tax Smart Real Estate Investors Podcast289. Cutting Out the Middleman: How to Go Direct to Sellers and Boost Your Profits with Scott MorseIn this episode, Thomas is joined by Scott Morse, founder of Lamassu Leads and host of the "Leads 2 Deals" podcast.
Scott specializes in helping real estate investors find motivated sellers and acquire properties through innovative lead generation strategies. Together, Thomas and Scott dive deep into the art of dominating any market by leveraging cold outbound marketing and multiple sales channels to reach motivated sellers directly.
They cover:
- How to use multiple marketing channels to dominate the real estate investment space.
- The benefits and challenges of cutting out wholesalers and going direct to sellers.
- Key strategies for identifying...2024-09-0337 min
Tax Smart Real Estate Investors Podcast288. Analyzing 7,000 Properties: How To Maximize Cash flow Today with Chris LopezIn this episode, Thomas and Ryan are joined by Chris Lopez from Property Llama.
Chris and his team have analyzed over 7,000 properties using Property Llama data. Chris, Thomas, and Ryan explore trends of the current marketplace and strategies to implement.
They cover:
- A deep dive into cash flow by property type, with a focus on multifamily properties.
- Current trends and strategies to boost cash flow in today's market.
- The potential pitfalls of holding onto low-interest rate properties without exploring other opportunities.
- How to use data-driven decisions to optimize your real estate investments.
Whether you're a seasoned...2024-08-2753 min
Know Your Why Podcast with Dr.Jason BalaraTax Saving Strategies for Real Estate Investors with Thomas Castelli | Know your why #311In this episode, Dr. Jason Balara sits down with tax strategist and real estate investor Thomas Castelli to unravel the intricacies of tax planning in real estate investment. They discuss the benefits of extending tax returns, passive loss banking, and laddering strategies for investors.
Thomas also highlights how real estate professional status can significantly impact tax benefits for couples and explains the effect of local regulations on short-term rentals. The conversation is rounded out with personal reflections on the motivations behind pursuing real estate investment and the drive to build generational wealth.
Key Takeaways:
1. Extending Tax Returns: Real estate investors s...2024-05-1737 min
Market MondaysCaleb Silver's 6 Golden Rules of Investing for 2024In this episode, our guest, Caleb Silver, shares his six golden rules of investing that can guide you through the new year and help you build a successful strategy for your portfolio. From starting early to being tax-smart, these rules are essential for all investors to follow.Rule #1: Start earlyCaleb emphasizes the significance of starting early in investing. He highlights the power of compounding and the impact of starting young on building wealth.Rule #2: Determine your risk toleranceUnderstanding your tolerance for drawdowns and...2024-01-0511 min
Earn Your LeisureCaleb Silver's 6 Golden Rules of Investing for 2024In this episode, our guest, Caleb Silver, shares his six golden rules of investing that can guide you through the new year and help you build a successful strategy for your portfolio. From starting early to being tax-smart, these rules are essential for all investors to follow.Rule #1: Start earlyCaleb emphasizes the significance of starting early in investing. He highlights the power of compounding and the impact of starting young on building wealth.Rule #2: Determine your risk toleranceUnderstanding your tolerance for drawdowns and...2023-12-2711 min
Tax Smart Real Estate Investors Podcast250. How Can You Prepare for the Future of the Multifamily Market According to Rod Khleif?In this episode, Ryan Carriere and Thomas Castelli are joined by Rod Khleif to discuss what he believes 2024 has in store for the real estate market, including:
- The commercial real estate reckoning?
- The incredible opportunities in multifamily
- Where to invest in 2024, the mindset & education necessary, and more!
Rod's Bootcamp: www.rodslinks.com - Use code: taxsmart
Enroll in The STR Tax Course for Free www.taxsmartinvestors.com/freestrcourse
Ready to Become a Client? Request a consultation from Hall CPA at www.therealestatecpa.com/podcast
Follow Us On Social Media
Subscribe to our YouTube channel: www.youtube.com...2023-12-0536 min
Accountants Daily Podcast NetworkTaxSmart Cafe duo navigate studied routes to successA 90-degree turn from healthcare to financial health turned out to be a winning move for Isagani Manaois of TaxSmart Cafe, who was named Property Specialist Accountant of the Year at the recent Australian Accounting Awards. “When I moved to Australia I started studying accounting because of the flexibility,” he said, after the 24-hour shift work of nursing had taken its toll. It was a double win for TaxSmart Cafe and for Filipino migrants, with colleague Joynivee Chua winning the award for Accounting Support Staff of the Year. Like Mr Manaois, Ms Chua stud...2023-07-2825 min
TaxSmart CafeBusiness Lounge with Richard Osorio of Mabuhay Pinoy Asian GroceriesGrab your shopping bags and get a sneak peek of Mabuhay Pinoy Asian Groceries (Werribee) from Richard Osorio! Also fill up your entrepreneurial cart with lessons on overcoming business challenges and add some inspiring advice to other business owners. 🛒
2023-04-2912 min
TaxSmart CafeBusiness Lounge with Trish Nguyen of 88 Mortgage BrokersWhen establishing 88 Mortgage Brokers, Trish Nguyen is driven by her vision of growing her business and being a coach to young mortgage brokers.
Join us as we get to know Trish, how her childhood curiosity and her family have inspired her to learn more about property, and her experience working with a bank have led her to start her own business at a young age.2023-03-1118 min
TaxSmart CafeBusiness Lounge with Wilma Palor of Beulah Meat ProductsAward-winning Filipino meat products and butcher shop since 2017 at Sunshine West, Victoria - that is Beulah Meat Products!
Be dazzled as Wilma Bravo-Palor shares how she overcomes everyday business challenges, along with the importance of hiring the right people, faith, commitment and balance.2023-01-2711 min
TaxSmart CafeBusiness Lounge with Alice Nicolas, newsmagazine publisher and migration agent.Passionate in helping others and telling a story - Alice Nicolas, publisher of The Philippine Times (Australia) and owner of Finemarks Education and Migration Services shares with us her heartwarming experience as a publisher of a well-known Filipino newsmagazine and being a migration agent at the same time.2022-12-0314 min
TaxSmart CafeBusiness Lounge with Lito Limbo of A&L EntertainmentMeet Lito Limbo, the endearing director of A&L Entertainment at TaxSmart Cafe's Business Lounge.
Since 2017, A&L Entertainment has been bringing smiles to the community, and have been providing a venue for local and international artists, enthusiasts, family, friends and businesses to connect with each other.
Get to know the inspiration behind A&L Entertainment, and how they have been passionate in supporting artists even during the pandemic.2022-11-1114 min
TaxSmart CafeBusiness Lounge with Willie and Rose Sta Ana of SilogGet to know the family behind Silog, which is our go-to Filipino comfort food shop in Melbourne.
Listen as Willie and Rose Sta Ana of Silog share with us how their food truck business started and their personal lessons to aspiring entrepreneurs. Aside from the products they sell at their food truck, they also provide catering services which can be ordered from their website including their visually appetising and delectable Bilao (Filipino Platter).
Catch Silog's red retro food truck at various events including one today (5 Nov Saturday) at Melton.
Don't give up and...2022-11-0412 min
TaxSmart CafeBusiness Lounge with the Ataydes - Jen, Rozele, Audwin and AzeGet motivated with the Ataydes (Aze, Audwin, Jen and Rozele) as they share their entrepreneurial journey and their businesses - Puffy Scrunchy, Rock Star Photo Booth (Australia), Taxsmart Cafe- Casey and AMPED.
Listen to their experience of owning a business while working full-time and not having prior industry experience - Jen and Rozele are both nurses, Aze is an IT professional and Audwin is with the hospitality industry and they are all directors of an accounting firm.
Your dream business can be a reality too!2022-10-2914 min
Tax Smart Real Estate Investors PodcastTAX 01: Understanding The Lingo In This Crazy World of TaxIn today's episode, Brandon Hall & Thomas Castelli discuss the definitions of key tax terms including, tax liability, effective tax rate, marginal tax rate, tax estimates, and much more!
Get a 14-day free Landlord Studio trial by visiting www.landlordstudio.com/realestatecpa
Enroll in the Year-End Tax Bootcamp for 60% with the code TAXSMART using this link: bootcamp.taxsmartinvestors.com/
Subscribe to our YouTube channel: www.youtube.com/c/therealestatecpa
Join our Facebook group, the one-stop-shop for real estate investors to learn about tax strategy and stay up to date on changing tax laws:
www.facebook.com/groups/taxsmartinvestors
Enroll in the...2022-10-2520 min
TaxSmart CafeBusiness Lounge with Victor Wang, a Real Estate EntrepreneurBe inspired by our charming guest, Victor Wang, who is real estate entrepreneur at a young age.
Learn how Victor managed to go on a 3-month European vacation while effectively running his business (wow!), his heartfelt message to young aspiring entrepreneurs, and his personal motivations for transitioning from being an employee to owning his business.2022-10-1514 min
TaxSmart CafeBusiness Lounge with Liz of Beautybyliz.auLiz is a certified professional dermal technician and skin therapist with 10 years of experience. Beautybyliz.au provides a variety of beauty and wellness services, and is located at Point Cook, Melbourne Victoria (by appointment only).
Join us as Liz shares her journey with starting a business, transitioning from sole trader to a company, and how she has been helping others start their own business.2022-10-0813 min
The Short Term Rental Profits Show76: Beat the IRS at Their Own Game! TAX SMART Investing, The Real Estate CPA, Brandon HallJason Hartman welcomes back Brandon Hall, CEO of Hall CPA to talk about tax strategies for real estate investors. If you're a real estate investor, you really have to know the passive loss rules - you can’t afford not to! As Jason always says, taxes are the single largest expense in most people's lives, yet people spend so little time understanding the tax code and learning how they can benefit from it. Brandon Hall shares multiple strategies and educates you on the ways you can significantly reduce and potentially even eliminate your tax bill through short te...2022-10-0235 min
TaxSmart CafeBusiness Lounge with Marishell & Allan of The Weekend EnsaymadaMarishell and Allan, along with their cousin Peter, are business owners of The Weekend Ensaymada (TWE).
Get inspired with Marishell's journey on how she started TWE as a hobby and how TWE has grown into a business with the support of her cousins and family. Listen as Marishell and Allan discuss how they are expanding their products and offerings, the importance of working with a good team in a business, the entrepreneur mindset, and things to look forward to with The Weekend Ensaymada. 2022-10-0112 min
TaxSmart CafeBusiness Lounge with Anthony Herrera of Enelssie Cafe and GrillAnthony Herrera is the owner of Enelssie Cafe and Grill, a Filipino restaurant located at the Western suburbs of Melbourne at Burnside Heights.
Join us as Anthony tells his story of being in the Top 5 of the World Food Championships Australia 2022 in the BBQ category, how Enelssie has been growing to cater for the diverse culture of Australia, how he has been facing and conquering challenges, and his advice to aspiring entrepreneurs.2022-09-2415 min
TaxSmart CafeTaxSmart Cafe - Business Lounge with Leen of SkinHavenListen as Leen Del Rosario of SkinHaven gives us an overview of how she started her business and what SkinHaven is all about.2022-09-1410 min
TaxSmart CafeTaxSmart Cafe - Retiring Overseas: What will happen to my Superannuation and Tax?While there are advantages and disadvantages of retiring overseas, learn what the implications will be on your superannuation and taxation if you retire outside of Australia.2022-09-1316 min
The Commercial Investing Show313: Beat the IRS at Their Own Game! TAX SMART Investing, The Real Estate CPA, Brandon HallJason Hartman welcomes back Brandon Hall, CEO of Hall CPA to talk about tax strategies for real estate investors. If you're a real estate investor, you really have to know the passive loss rules - you can’t afford not to! As Jason always says, taxes are the single largest expense in most people's lives, yet people spend so little time understanding the tax code and learning how they can benefit from it. Brandon Hall shares multiple strategies and educates you on the ways you can significantly reduce and potentially even eliminate your tax bill through short te...2022-09-1134 min
Accredited Income Property Investment Specialist (AIPIS)402: Beat the IRS at Their Own Game! TAX SMART Investing, The Real Estate CPA, Brandon HallJason Hartman welcomes back Brandon Hall, CEO of Hall CPA to talk about tax strategies for real estate investors. If you're a real estate investor, you really have to know the passive loss rules - you can’t afford not to! As Jason always says, taxes are the single largest expense in most people's lives, yet people spend so little time understanding the tax code and learning how they can benefit from it. Brandon Hall shares multiple strategies and educates you on the ways you can significantly reduce and potentially even eliminate your tax bill through short te...2022-09-1134 min
TaxSmart CafeTaxSmart Cafe - Competition: Good, Bad and Ugly?As a business owner or even in our personal lives, we will most certainly have competition and others can consider us as their competitor.
So is it good or bad to have competition? Should you be happy if your business don't have one? As an entrepreneur, how should you react to competitors?2022-09-0706 min
TaxSmart CafeTaxSmart Cafe - What is in your business toolbox?Business owners do not deserve to be stressed when running their business. There are a number of tools that can help them.
Listen us we discuss some of those tools around cryptocurrency, financial reporting and business operations.2022-08-3110 min
TaxSmart CafeTaxSmart Cafe - Small change today can create big changes in the future.Recent interest rate rises have focused a lot of minds on loans and their repayment. You probably already know that making extra payments on a loan can save you money. But few people realise just how much. A relatively small change today can help you save large amounts in the future.
All strategies and information discussed are general advice only and does not take into consideration the personal circumstances of the viewers. Please work with professionals prior to acting on this information to ensure that you are making informed decisions.2022-08-2910 min
Creating Wealth Real Estate Investing with Jason Hartman1886: Beat the IRS at Their Own Game! TAX SMART Real Estate Investing, The Real Estate CPA, Brandon HallJason Hartman welcomes back Brandon Hall, CEO of Hall CPA to talk about tax strategies for real estate investors. If you're a real estate investor, you really have to know the passive loss rules - you can’t afford not to! As Jason always says, taxes are the single largest expense in most people's lives, yet people spend so little time understanding the tax code and learning how they can benefit from it. Brandon Hall shares multiple strategies and educates you on the ways you can significantly reduce and potentially even eliminate your tax bill through short ter...2022-08-2437 min
TaxSmart CafeTaxSmart Cafe - Is your business ready with the Australian domain name changes?Do you have an online presence or planning to have one for your business in Australia?
Know why 20 Sept 2022 is an important date for businesses with existing websites, and what to do going forward to address the risks of the recent Australian domain name changes.
All strategies and information discussed are general advice only and does not take into consideration the personal circumstances of the viewers. Please work with professionals prior to acting on this information to ensure that you are making informed decisions.2022-08-2407 min
TaxSmart CafeTaxSmart Cafe - How much money do I need to retire in Australia?One of the most important steps in planning to save for your retirement is figuring how much you will need to spend each year to live a comfortable.
Listen as Rom and Joshua from TaxSmart Cafe shed light on this important question for Australians in this TaxSmart Cafe - Warm Toast episode.
All strategies and information discussed are general advice only and does not take into consideration the personal circumstances of the viewers. Please work with professionals prior to acting on this information to ensure that you are making informed decisions.2022-08-2321 min