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Artwork for Tax Smart Real Estate Investors Podcast

Tax Smart Real Estate Investors Podcast

Hall CPA
Short-Term Rentals
Real Estate Investment
Bonus Depreciation
Real Estate Professional Status
Real Estate
Tax Strategies
Tax Strategy
Cost Segregation
1031 Exchange
Depreciation
Real Estate Investing
Cost Segregation Studies
IRS Audits
Tax Benefits
IRS
Real Estate Syndication
Investment Strategies
Tax Savings
Multifamily Real Estate
Tax Planning

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 goa... more

PublishesTwice weeklyEpisodes458Founded10 years ago
Number of ListenersCategory
Business

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Artwork for Tax Smart Real Estate Investors Podcast

Latest Episodes

What happens when AI makes information a commodity and the old real estate categories stop working? In this episode of the Major League Real Estate Podcast, Nate and Tom sit down with Deb Smith, co-founder and CEO of CenterCap Group, a real estate in... more

In this episode of the Tax Smart REI podcast, Tom and Nate break down the core tax strategy playbook used by real estate investors and high-income earners to minimize their tax burden before year-end. They dive deep into the real estate professional ... more

Neal Bawa, a former tech founder who has invested in apartments since 2013, joins Nate and Tom to talk about using data to make real estate decisions. He explains why he passed on investing in Huntsville, Alabama, despite its growth, and where he see... more

In this episode of the Tax Smart REI podcast, Tom and Nate welcome Julia Fritzlen of Insight Investment Advisors to talk about helping real estate owners exit without a large tax bill. Julia explains how she moved from healthcare equipment financing ... more

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Find out how many people listen to this podcast per episode and each month.

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Recent Guests

Neal Bawa
Founder/CEO at GrowCapitus; data-driven real estate investor and AI advocate
GrowCapitus; Mission 10K
Episode: Investing by Gut Feeling? Why Data Beats It “by a Million Miles” with Neal Bawa
Julia Fritzlen
Investment advisor helping investment property owners plan exits and retire from real estate
Insight Investment Advisors
Episode: 399. Thinking About a 1031 Exchange? 5 Key Questions to Consider with Julia Fritzlen
Serena Verma
Real estate investor and founder of Hostvisors and Monterra Tax Audits
Monterra Tax Audits / Hostvisors
Episode: 398. 4 Ways Your Short-Term Rental Occupancy Tax Can Go Wrong with Serena Verma
Chris Salerno
Founder and CEO of QC Capital Group
QC Capital Group
Episode: Investing in the “Infrastructure of Daily Life”: Express Car Washes, Oil Changes, Healthcare, & More with Chris Salerno
Ryan Chaw
Pharmacist turned rent-by-the-room student housing investor; founder of Newbee Real Estate Investing / Max Rental Profits
Newbee Real Estate Investing, Max Rental Profits
Episode: 397. How a Pharmacist Built a 14-Property Student Housing Portfolio with Ryan Chaw
John Cohen
Co-founder of Toro Real Estate Partners and JC Property Group
Toro Real Estate Partners / JC Property Group
Episode: Why This $100M+ Investor Traded Apartments for Manufactured Homes With John Cohen
Justin Shore
Real estate investor and tax expert
Episode: 396. 60 Days Left To Buy A Short-Term Rental For 2026 Tax Savings
Michael Pansolini
New York CPA with a background at PwC, Brookfield; founder of Archangel and MHP-related ventures
Archangel, MHP Pros
Episode: Why Mobile Home Parks Might Be the Best Tax Play in 2026 with Michael Pansolini
Matthew Rappaport
Attorney; expert on tax law and real estate structuring
FRB Law
Episode: The 1031 Exchange Holding Period Myth with Matthew Rappaport (Part 2)

Hosts

Nathan Sosa
Host-level expert from a real estate-focused CPA firm with deep experience in real estate tax planning and strategy.
Tom Costelli
Co-host with strong background in real estate taxation and education, frequently guiding episode discussions with practical tax strategy.
Nate
Co-host who drives technical tax discussions and real estate investment analysis topics.
Justin Shore
Host of Tax Smart REI Podcast; contributes tax strategy expertise and podcasting presence.

Reviews

4.8 out of 5 stars from 527 ratings
  • RE investors best friend podcast

    OK so you might not really enjoy the tax aspect of real estate investing but you’re smart enough to know understanding the landscape is pretty important. Text smart real estate investors podcast gives you great tools, and understanding of how important proper tax planning is for our business.. They speak with authority and at a level of understanding for even new investors. This has become a Top podcast in our rotation. Looking forward to a consult as well because these guys know their stuff.

    Apple Podcasts
    5
    antnyc.com
    United States8 months ago
  • Packed with useful tips and info

    Love how these two pack every episode full of information and use examples to explain how things actually apply and play out. Great show for more experienced investors who diversify across asset classes.

    Apple Podcasts
    5
    FINE and loving it!
    United Statesa year ago
  • Excellent!

    Really practical advise for real estate investors

    Apple Podcasts
    5
    Danielle Igh
    United Statesa year ago
  • Real estate tax strategies

    Extremely helpful podcasts for new and experienced investors

    Apple Podcasts
    5
    Dochow11
    United Statesa year ago
  • Glad This Exists

    Excellent podcast for investors

    Apple Podcasts
    5
    Nick from WVU
    United Statesa year ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Listeners praise the show for practical tax strategies and clear explanations.
The content is considered valuable for both new and experienced real estate investors, often citing case law and tax codes.
Guests are described as knowledgeable and real-world focused.

Top Business Podcasts

Talking Points

Recent interactions between the hosts and their guests.

399. Thinking About a 1031 Exchange? 5 Key Questions to Consider with Julia Fritzlen
Q: What rules should I be aware of? What should I know?
Fritzlen explains that owners must reinvest proceeds in qualifying business or investment real estate, engage a qualified intermediary before closing, and follow the exchange identification and completion deadlines. She also cautions that debt relief can create taxable boot if replacement debt is not sufficient.
399. Thinking About a 1031 Exchange? 5 Key Questions to Consider with Julia Fritzlen
Q: What's the first question you ask before you even get into a DST when somebody arrives at your office?
Fritzlen asks what the owner wants life to look like after the property is gone, including their income, liquidity, investment, inheritance, and lifestyle needs.
398. 4 Ways Your Short-Term Rental Occupancy Tax Can Go Wrong with Serena Verma
Q: What advice would you give to someone just starting in STRs regarding occupancy tax?
Sign up for proper tax research, read your local rules, audit past bookings to ensure accurate tax collection, and consider a monthly monitoring plan to keep compliance up to date and minimize exposure as you scale your portfolio.
398. 4 Ways Your Short-Term Rental Occupancy Tax Can Go Wrong with Serena Verma
Q: When does your platform audit happen and what does it cover?
The platform audits each booking in real time by comparing actual charges to a tax database, identifying variances in over- or under-collection and remittance, and applying revenue recognition rules to determine when taxes are due, with full data integration from major PMS platforms.
397. How a Pharmacist Built a 14-Property Student Housing Portfolio with Ryan Chaw
Q: What changes did you implement in operations to scale while working a full-time job?
He describes building systems, hiring a bookkeeper, then virtual assistants in the Philippines for bookkeeping and vendor coordination, and empowering tenants as part of management to reduce personal time commitment.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
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Frequently Asked Questions About Tax Smart Real Estate Investors Podcast

What is Tax Smart Real Estate Investors Podcast about and what kind of topics does it cover?

Tax-focused real estate investing sessions that break down complex tax, accounting, and structuring topics into practical, actionable guidance. Episodes routinely cover high-impact areas like estate planning, 1031 exchanges, cost segregation, depreciation, and new tax legislation, with guests that provide subject-matter depth across real estate assets and investment strategies. The show leans toward practitioners—CPAs, lawyers, and experienced operators—delivering clear frameworks and real-world examples to help listeners save money and stay compliant. A notable edge is the consistent alignment with a real estate-focused CPA firm, often weaving in firm-backed insights and upcoming tax-law events, which can be valuable for listeners who want... more

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Which podcasts are similar to Tax Smart Real Estate Investors Podcast?

These podcasts share a similar audience with Tax Smart Real Estate Investors Podcast:

1. BiggerPockets Real Estate Podcast
2. Ken McElroy Show
3. On The Market
4. Real Wealth Show: Real Estate Investing Podcast
5. The Short Term Show

How many episodes of Tax Smart Real Estate Investors Podcast are there?

Tax Smart Real Estate Investors Podcast launched 10 years ago and published 458 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Tax Smart Real Estate Investors Podcast?

Recent guests on Tax Smart Real Estate Investors Podcast include:

1. Neal Bawa
2. Julia Fritzlen
3. Serena Verma
4. Chris Salerno
5. Ryan Chaw
6. John Cohen
7. Justin Shore
8. Michael Pansolini

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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