The CPA Zone: Tax Strategies for Small Businesses
Tax strategy and accounting advice for small business owners and real estate investors.
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Episodes
Tuesday Feb 25, 2025
Tuesday Feb 25, 2025
A summary of the Foradis v. Commissioner tax court case shows that the taxpayer was unable to establish their status as a real estate professional.
Would you like to become a client? Complete one of our client intake forms here:
https://www.thepulicegroup.com/contact
Free e-Book Download
The CPA Zone podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests.
Tuesday Feb 18, 2025
Tuesday Feb 18, 2025
Ryan covers the topic of like-kind exchanges, or 1031 exchanges as they're commonly referred to.
Would you like to become a client? Complete one of our client intake forms here:
https://www.thepulicegroup.com/contact
Free e-Book Download
The CPA Zone podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests.
Tuesday Feb 11, 2025
Tuesday Feb 11, 2025
An analysis of the Bailey v. Commissioner case, in which the taxpayer did not meet the criteria to qualify as a Real Estate Professional, resulting in their STR hours not being recognized for REPS purposes.
Would you like to become a client? Complete one of our client intake forms here:
https://www.thepulicegroup.com/contact
Free e-Book Download
The CPA Zone podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests.
Tuesday Feb 04, 2025
Tuesday Feb 04, 2025
An analysis of the recent case Warren v. Commissioner, where the taxpayer was unable to prove their status as a Real Estate Professional, resulting in a loss in tax court.
Would you like to become a client? Complete one of our client intake forms here:
https://www.thepulicegroup.com/contact
Free e-Book Download
The CPA Zone podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests.
Tuesday Jan 28, 2025
Tuesday Jan 28, 2025
We’ll resume our discussion on the differences between dealer and investor status, highlighting an exception in Section 1237 of the Internal Revenue Code. This section allows for capital gains treatment on subdivided real estate sales if specific criteria are met. Additionally, we’ll answer some questions.
Would you like to become a client? Complete one of our client intake forms here:
https://www.thepulicegroup.com/contact
Free e-Book Download
The CPA Zone podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests.
Tuesday Jan 21, 2025
Tuesday Jan 21, 2025
In this episode of "The CPA Zone," Ryan and real estate financing expert Tim Dineen of Keystone Funding discuss current lending trends, creative financing strategies, key loan options like DSCR and bank statement loans, and how tax strategies impact real estate investment loans in today’s market.
Get in touch with Tim:Facebook: https://www.facebook.com/tim.dineen.332 Instagram: https://www.instagram.com/timjdineen_homeloans/ LinkedIn: https://www.linkedin.com/in/timothy-dineen-1504506b/
Would you like to become a client? Complete one of our client intake forms here:
https://www.thepulicegroup.com/contact
Free e-Book Download
The CPA Zone podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests.
Tuesday Jan 14, 2025
Tuesday Jan 14, 2025
Are you classified as a real estate dealer or investor? Does it make a difference? Today, we’ll explore the distinctions between a dealer and an investor, along with the tax implications of each classification. Ryan will also review the Winthrop factors that assist taxpayers in determining their status as a dealer or investor.
Would you like to become a client? Complete one of our client intake forms here:
https://www.thepulicegroup.com/contact
Free e-Book Download
The CPA Zone podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests.
Tuesday Jan 07, 2025
Tuesday Jan 07, 2025
Ryan discusses the findings from the court case Agarwal v. Commission T.C. Summary Opinion 2009-29, which ruled that real estate agents are considered to be in the brokerage real property business for the purposes of REPS eligibility.
Would you like to become a client? Complete one of our client intake forms here:
https://www.thepulicegroup.com/contact
Free e-Book Download
The CPA Zone podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests.
Tuesday Dec 31, 2024
Tuesday Dec 31, 2024
In today’s discussion, we’ll cover the treatment of suspended passive losses when you sell your rental property.
Would you like to become a client? Complete one of our client intake forms here:
https://www.thepulicegroup.com/contact
Free e-Book Download
The CPA Zone podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests.
Tuesday Dec 17, 2024
Tuesday Dec 17, 2024
In this podcast, Ryan speaks with Jordan McGregor, founder of PropertyCast.io, about the impact of financial literacy and objective analysis on real estate investing, and how leveraging software like PropertyCast.io can enhance deal evaluation, ensure accuracy, and create professional reports for more confident investment decisions.
Get in touch with Jordan:
Facebook: https://www.facebook.com/mcgregor45/
Instagram: https://www.instagram.com/officialjordanmcgregor/
TikTok: https://www.tiktok.com/@officialjordanmcgregor
LinkedIn: https://ca.linkedin.com/in/jordan-mcgregor-70735b19
Website: https://www.propertycast.io/
Would you like to become a client? Complete one of our client intake forms here:
https://www.thepulicegroup.com/contact
Free e-Book Download
The CPA Zone podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests.
The CPAZone: Tax Strategies for Business Owners
This is the podcast for entrepreneurs and real estate investors who want to learn how to legally reduce taxes. We help you keep more of your hard-earned money.