11. Four Key Aspects of the New Tax Law That Affects Real Estate Investors

Jan 31, 2018

While you were enjoying your Christmas break, the GOP was hurrying to pass a massive tax bill. And they succeeded.

In this episode, I’m breaking down some of the components of the tax bill and talking about how it will affect real estate investors.

Your tax situation is about to change drastically. Don’t get caught without a plan in 2018.

When a Virtual Firm Meets Face-to-Face, Awesome Things Happen

Jan 22, 2018

As you may know, our CPA firm is virtual. We don’t meet clients face-to-face and we certainly don’t accept paper documents. We’re techy, cool, and in the cloud. What you may not know is that, true to form, all of our employees are also virtual. We don’t have a physical office. Instead, we interact daily […]

What You Should Know About Forming an LLC

Jan 12, 2018

You can view the corresponding infographic by clicking here. LLCs: Should you, shouldn’t you, when is best, what will its formation do for you—these are just a few of the questions real estate investors have when I broach the subject of forming an LLC, or limited liability company. To make things a bit easier, I’ve […]


Introducing Our New Deliverable Management System

Jan 1, 2018

If you work with us, you know we’re a tech heavy firm. Actually, we’re a tech only firm. We don’t believe in paper based workflows. As Kevin Smith, an Accounting Wizard at our firm says “people are inefficient, I’d rather manage technology.”

real estate effective tax rate

How Real Estate Investing Reduces Your Tax Rate

Dec 18, 2017

Investors dive into real estate for a variety of reasons. Some want to build wealth and others want to hold a tangible asset. Most investors agree that, while supplemental, they invest in real estate to reduce their tax burden. 

Episode 10: Exploring New Markets With Marco Santarelli

Nov 22, 2017

How do you pick a market to invest in? That’s what we’re exploring today with our guest, Marco Santarelli.

Marco owns Norada Real Estate Investments, an investment company that invests in markets all across the U.S. Marco has a keen sense for choosing the right market, and the right neighborhood.

In this episode, we cover:
– Marco’s background in real estate investing
– How Marco chooses a market
– Data sources and indicators to pay attention to; and
– Once you’ve chosen a market, how to go about choosing a neighborhood to invest in.

Though it’s a departure from our typical “tax-only” podcast, I’ve written about investing at a distance and choosing markets in the past and wanted to bring on an expert that can give you concrete steps to invest in markets you may not know much about.


How to Invest in Real Estate with Your Retirement Funds – Part II

Oct 26, 2017

This is a guest post from our friends over at Sense Financial. You can check them out here: https://www.sensefinancial.com/ See Part I here: http://www.therealestatecpa.com/2017/10/19/invest-real-estate-retirement-funds/ “Real estate cannot be lost or stolen, nor can it be carried away. Purchased with common sense, paid in full, and managed with reasonable care, it is about the safest investment in the […]

How to Invest in Real Estate With Your Retirement Funds – Part I

Oct 19, 2017

This is a guest post from our friends over at Sense Financial. You can check them out here: https://www.sensefinancial.com/ “Don’t wait to buy real estate. Buy real estate and wait.” ~ Will Rogers, Actor As an asset class, real estate enjoys a history unlike any other modern investments, dating back centuries. In the good old times, […]

09. Introducing the BARRRR Method

Oct 19, 2017

In this month’s episode we are discussing why advertising your property for rent is a crucial component of placing your property into service. Most investors think that they should advertise their property for rent after they are done with their rehab. We walk through why this may not be a best case and provide arguments for why you should advertise your property for rent prior to, or during, the rehab.