Feb 20 2024 61 mins
Managing your taxes is boring, but you need to do it no matter what. Learning from experts how to avoid mistakes and make the best decisions as much as possible can save you a lot of time and get to the success you want. And that’s why the Tax Webinar is here for you!
In this webinar, Tim, Greg, and Paul are joined by their special guest from Hall CPA PLLC, Thomas Castelli and Justin Shore. This webinar provided valuable tax strategies for real estate investors. They discussed the importance of working with a dedicated CPA. They covered different types of income, using losses to offset taxes and strategies like depreciation and stacking investments over time.
Filing extensions, vetting sponsors, and building an advisory team were also recommended. Don’t miss out and learn how to maximize returns through effective tax planning.
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WHAT TO LISTEN FOR
14:57 Know The Three Buckets Of Income
22:28 Strategies For Using Passive Losses To Offset Income And Taxes
33:18 The Conveyor Belt Theory For Stacking Investments Over Multiple Years
40:16 The “Lazy 1031”
55:51 Best Practices For Limited Partners
RESOURCES/LINKS MENTIONED
https://www.therealestatecpa.com/cityside
Tax Smart Real Estate Investors Podcast by Thomas Castelli
Tax Free Wealth by Tom Wheelwright
Conveyor Belt Theory by Jake and Gino
CONNECT WITH US
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Tim Lyons, Greg Lyons and Paul Dircks are Registered Representatives of Finalis Securities LLC, member FINRA/SIPC. This material has been prepared for information and educational purposes only, and it is not intended to provide, nor should it be relied on for tax, legal, or investment advice. Investors should consult with their own tax, legal, and financial professionals before investing. Podcasts reflect the opinions of only the authors who are Registered Representatives of Finalis and do not reflect the views of Finalis, Inc. or any of its subsidiaries or affiliates. Real estate investments are generally highly risky. They can be volatile, unpredictable, illiquid, and are subject to ebbs and flows and market shifts. Investors also risk the loss of all principal investments. Any third-party information provided therein does not reflect the views of Finalis or any of their subsidiaries or affiliates.