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 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.
Tuesday Dec 10, 2024
Tuesday Dec 10, 2024
Ryan takes another look at the Corporate Transparency Act and how it affects most small businesses. Discover what you need to do.
NOTE - after this episode was recorded and shortly before release a Federal District Court issued and order prohibiting enforcement of the Corporate Transparency Act. The ultimate outcome is still unknown.
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 03, 2024
Tuesday Dec 03, 2024
In this episode, Ryan and Zach Wesolick, co-founder of ProCapitist Properties, discuss how having a strong network is key to unlocking opportunities and achieving sustained success in the world of real estate.
Get in touch with Zack:
Facebook: https://www.facebook.com/zwessolleck?mibextid=LQQJ4d
Instagram: https://www.instagram.com/zachwessolleck_realtor/?igsh=MWN2bzBnanR4YmY3cQ%3D%3D
Meetup: https://www.meetup.com/grid-woodbridge/
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 Nov 26, 2024
Tuesday Nov 26, 2024
In today’s discussion, Ryan covers year-end tax planning strategies for real estate investors, operating businesses, and W2 employees, providing tips on maximizing deductions, deferring income, and taking advantage of tax-saving opportunities before the end of 2024.
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 Nov 19, 2024
Tuesday Nov 19, 2024
Is qualifying as a Real Estate Professional essential for profitable real estate investing?
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 Nov 12, 2024
Tuesday Nov 12, 2024
Ryan explores various retirement plans, focusing on contribution limits and income restrictions.
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 Nov 05, 2024
Tuesday Nov 05, 2024
Ryan shares how Opportunity Zones can provide significant tax benefits. It's one of the top tax strategies available.
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.