Episode 007 - Real Estate Tax Strategies with CPA Brandon Hall
Release Date: 04/16/2024
Episode 32: What happened After I Ran PPL for 6 Months?
ProbateHouseGuy Podcast
info_outline
Episode 031: Finding the Right Size for Your Business with James Kolde
ProbateHouseGuy Podcast
In this episode of The Probate House Guy Podcast, Brad sits down with James Kolde, a successful real estate investor from Minnesota, to discuss his journey from being a firefighter to flipping hundreds of houses annually. James shares how he transitioned into real estate, built a thriving business, and the lessons he’s learned along the way. He emphasizes the importance of having no backup plan when pursuing success, why hiring the right people matters, and the value of adapting to market shifts. James also dives into the business strategies that helped him scale, including their “business...
info_outline
Episode 030: Brand Building with Ken Corsini
ProbateHouseGuy Podcast
In this episode of the Probate House Guy Podcast, host Brad interviews real estate investor and HGTV star Ken Corsini. Ken shares his journey from the corporate world to real estate success, diving into how he transitioned from flipping cars to flipping houses in Atlanta. He talks about the evolution of his business, from wholesale lease purchases to creating one of the first turnkey real estate models. Ken also reflects on his rise to television fame, revealing how a chance opportunity led to his role on Flip or Flop Atlanta and how that exposure transformed his brand, Red Barn Homes. ...
info_outline
Episode 029: Resolving Estate Disputes with Sheri Samotin
ProbateHouseGuy Podcast
In this episode, I sit down with Sheri Samotin, a licensed fiduciary in California and expert in estate planning and dispute resolution. Sheri shares insights into her role as a fiduciary, which includes acting as a trustee, executor, or power of attorney when individuals are unable to manage their own estates. She also talks about her coaching business, where she helps adult children, families, and solo agers navigate the often overwhelming responsibilities that come with aging parents and estate planning. Together, we dive into the complexities of probate cases, particularly in California,...
info_outline
Episode 028: Unlocking Probate in Tennessee with April Jackson
ProbateHouseGuy Podcast
In this episode of The Probate House Guy Podcast, I’m joined by April Jackson, a probate attorney based in Nashville, Tennessee, to dive deep into the complexities of probate and estate law in the state. We discuss the importance of having a clear estate plan, the consequences of not preparing your documents properly, and how families can avoid unnecessary legal battles. April shares her personal story about her grandfather's will contest, which ultimately inspired her to help other families avoid similar heartache. We also touch on the probate process in Tennessee, why some assets may not...
info_outline
Episode 027: Understanding ALL of your NUMBERS
ProbateHouseGuy Podcast
In this special solo episode of the Probate House Guy Podcast, I dive deep into the critical importance of understanding and analyzing your numbers to drive business success. Whether it’s monitoring employee performance, tracking financial metrics, or measuring marketing effectiveness, keeping a close eye on your data is key. I share my personal experiences, including the challenges of stepping back from my business during a family crisis and the lessons learned in regaining control with the help of a fractional CFO. I also reveal some eye-opening results from a recent marketing experiment...
info_outline
Episode 026: Understanding a Sellers Grief Journey with Kelli Nielsen
ProbateHouseGuy Podcast
In this deeply insightful episode, we explore the emotional landscape of grief with Kelli Nielsen, a grief coach and founder of Grace for Living After Loss. Kelli shares her unique perspective on the grieving process, offering practical tools and strategies to help navigate the pain of loss. As a real estate professional, understanding grief is crucial when working with clients dealing with probate sales and other sensitive situations. Kelli's personal journey through profound loss has equipped her with valuable insights and actionable steps for healing and moving forward. Join us as we delve...
info_outline
Episode 025: Burning the Ships Going Full Time into Real Estate with Jason Seward
ProbateHouseGuy Podcast
In this episode of the Probate House Guy podcast, I sit down with Jason Seward, a seasoned real estate investor who shares his journey of leaving a stable corporate job to go full-time into real estate. We dive into the concept of "burning the ships," which Jason and I both experienced as we transitioned from the security of corporate America to the uncertainties and rewards of real estate investing. Jason recounts his early experiences, including how his grandmother's influence led him to buy his first property—a 1972 trailer—and how that initial investment sparked a passion for real...
info_outline
Episode 024: All About Probate & Estates in South Carolina with Attorney Eleanor Washburn
ProbateHouseGuy Podcast
In this episode of The Probate House Guy Podcast, I sit down with Eleanor Washburn, an experienced probate and estate planning attorney from Charleston, South Carolina. We dive into the complexities of probate law, the critical importance of having a well-drafted will, and the common mistakes people make when planning their estates. Eleanor shares invaluable insights into the probate process in South Carolina, including timelines, costs, and how to handle real estate within an estate. We also discuss practical tips for anyone serving as a personal representative or executor of an estate, and...
info_outline
Episode 023: From Handyman to Developing Multi-Million Dollar Beach Front Real Estate with Greg Dickerson
ProbateHouseGuy Podcast
In this episode of the "Probate House Guy" podcast, I sit down with Greg Dickerson, a seasoned real estate investor and developer with a remarkable journey from running a small handyman business to leading multi-million dollar beachfront development projects. Greg shares his inspiring story, highlighting the key moments and decisions that propelled him to success in the real estate industry. We delve into his experiences with joint ventures, the importance of self-education, and the critical lessons learned from both successful and challenging deals. Whether you're an aspiring real estate...
info_outlineHey everyone, Brad here from the Probate House Guy podcast, and in today's episode, we dive deep into the complexities of tax strategies tailored for real estate investors. Joined by my long-time CPA, Brandon Hall, we explore how tax planning and compliance can significantly impact your real estate investments. Whether you're a seasoned investor or just getting started, this episode is packed with invaluable insights that could potentially alter your approach to real estate taxation and investment strategies.
Episode Timeline:
- [01:07] - Introduction to Brandon Hall, my CPA, discussing the importance of specialized tax expertise in real estate.
- [02:05] - Brandon talks about the growth of his firm and the comprehensive services they offer to real estate investors.
- [03:35] - A detailed explanation of the impact of the new tax bill on bonus depreciation and how it affects real estate investments.
- [10:34] - Brandon discusses the strategic use of bonus depreciation to generate significant tax advantages in real estate.
- [17:40] - Common tax filing mistakes made by real estate investors and how to avoid them.
- [21:12] - Insights into the short-term rental loophole and its implications for real estate professionals.
- [29:58] - The importance of understanding estate tax exemptions and how they impact inheritance planning.
- [34:12] - Discussion on the critical role of estate planning, especially for high-net-worth individuals, and the common pitfalls to avoid.
Links & Resources:
- Tax Smart Real Estate Investors Podcast - Brandon Hall's podcast offering further insights into real estate tax strategies.
- The Real Estate CPA - Learn more about Brandon's firm and the services they provide.
Remember to follow and share this podcast if you found today's episode insightful! Your reviews help us grow and bring more of such valuable content to you. If you enjoyed the episode, please rate us on your preferred podcast platform.