Tax Strategy Foundation for Real Estate Investors

Beat the IRS

At their own game

Discover and implement tax strategies & loopholes that save real estate investors thousands of dollars every year with our 5-Module course.

THE GOVERNMENT REWARDS REAL ESTATE INVESTORS THROUGH TAX INCENTIVES... ARE YOU MAXIMIZING YOUR POTENTIAL?

We review 100+ tax returns from prospective clients every single month, and guess what? Most real estate investors pay too much in taxes because they aren't implementing simple-to-execute tax strategies.

Why?

They don't know how to use the many tax strategies that exist.

Watch this video:
The Tax Code is public information that anyone can access. But our government has made it incredibly complex to understand.

So complex, that unless you're reading the Code full-time, you're not going to be aware of every way to mitigate taxes.

What's worse is when a real estate investor hears about some super-cool tax strategy and implements it without proper guidance.

You can guess the result: poorly filled out tax returns choc full of mistakes that leads to an audit. And investors HATE audits.

Complexity leads to fear... fear leads to inaction... inaction leads to higher tax bills.

We're here to change that.

Here's the simple truth:

If you knew the fundamentals of the tax strategies available to you, you'd reduce your taxes by thousands of dollars... confidently.

Knowing what tax strategies are available to you and how to implement them is half the battle.

You also need to learn the timing to fully optimize your tax position.

Most investors expect their CPAs to proactively bring tax reduction ideas to them. But then they are bummed when the CPA misses an opportunity.

Investing in education on the fundamentals will protect your hard earned money from Uncle Sam.

By knowing what tax moves to make, and when, you'll free yourself of being beholden to sub-par advisors.

Instead, you'll be able to better leverage their expertise by having clearer conversations because you'll know what questions to ask. 

But taxes are complicated... where do you start?

  • Should you become a pro at reading the Tax Code?
  • Spend hundreds of hours reviewing the IRS Website and Publications?
  • Ask for advice in online forums? (Yikes...)

It's time to get Tax Smart...

You CAN learn the fundamentals in a short amount of time and start taking advantage of the Tax Code

And you can do it without...
  • Spending hundreds of hours reading confusing articles online
  • Spending thousands of dollars with 1-on-1 tax planning
  • Getting bad advice from CPAs who don't understand real estate
Enter...

Tax Strategy Foundation for Real Estate Investors

Learn everything you need to know about optimizing your taxes as a real estate investor.

Tax Strategy Foundation is a 5-module course for real estate investors and high-income earners. It includes 12+ HOURS OF PRE-RECORDED VIDEOS and a private community for Q&a.

The Course guides you through tax strategies available to anyone investing in rental real estate, from the basics of deductions to the complexities of offsetting your W-2 or business income with rental tax losses.

You'll ultimately learn how to have better conversations with your tax advisor and how to review your own tax returns to make sure you're optimized for taxes.

And no, it's not hard. You just need a bit of guidance. 

During our class, you'll make progress by:

  • Learning how to shelter your income from taxes by leveraging the right tax strategies for your rental real estate investing.
  • Getting connected to the right people such as attorneys who won't sell you over-complicated legal structures, cost segregation and 1031 exchange specialists, syndication sponsors, and insurance brokers.
  • Becoming a Tax Smart real estate investor by learning how to spot B.S. tax advice, how to review your tax returns for quality, and how to ask better questions of your own CPA to save boatloads of money on taxes.
This is an action-based class... you WILL learn how to identify opportunities that you and/or your CPA have previously missed.

Many students end up amending tax returns during our course and asking their tax advisors/education gurus for citations to back up previously stated advice... because we showed them how real estate investors can actually leverage the Tax Code in their favor.
"My goal is to empower real estate investors to the point where they know what to look for in their tax return, to make sure no opportunities are missed. And I want to make sure that their knowledge reaches a level where they understand how they can use the law, and their tax preparer, to their advantage."
Brandon Hall
Founder and Managing Partner @ a National Tax Firm

Here's what you'll learn:

  • How to review your taxes to confirm if your CPA is familiar with the complexities of real estate taxation.
  • Strategies for maximizing tax deductions and how to plan for future investments. (Spoiler: REPS isn't the only strategy and, at times, not even the best way to take deductions)
  • ​What depreciation is and why it is essential that you know about it. You'll learn your way around depreciation schedules, how to review them, and why some CPAs don't include them with your tax returns.
  • You'll also learn about a big loophole 99% of Tax Advisors are unaware of. If you're a short-term rental owner, this is for you.
  • ​We'll explore why it's essential to understand REPS thoroughly. Knowing how IRS audits the REPS will save you from headaches other less-informed investors suffer.
  • You'll learn how to create large tax losses and the best timing for recognizing those tax losses.
  • ​We'll explore the Repair Regulations Safe Harbors as well as Betterments, Adaptations, and Restorations, so that you can maximize the deductions on any repair and renovation expenses you incur.
  • We'll help you answer the question: "how can I get affordable asset protection?"
  • ​Do you know what to look for when investing in syndicates and funds? How to deal with retirement accounts and the application of UBTI and UDFI? We'll give you the answers you need.
  • You'll learn how you can sell real estate while minimizing your tax burden and how to shift income/wealth to children.
  • We will update you on recent laws and and upcoming tax changes. 
  • ​You'll learn the best practices for keeping your records and defending against IRS.
  • ​You'll learn all the relevant citations to back up your tax positions which will help with conversations you may have with tax advisors.
We want you to be ready to have a smart and valuable conversation with your Tax Preparer.

And that comes from having access to the knowledge and guidance that will allow you to control your tax outcome.

Tax Strategy Foundation works...

But don't take our word for it. Here's what our past students have to say.

What You'll Get:

  • When you purchase Tax Strategy Foundation, you'll have immediate access to 12+ hours of pre-recorded videos (see the modules below).
  • You'll also have access to the course community where you can post questions and interact with course students and tax advisors.
  • As you complete lessons, you'll be able to download handouts and tax tools as well as homework.
  • ​The course content is hosted in MightyNetworks and you'll have access to it forever... which means you can learn at your own pace.

Module 1: The Fundamentals

  • The Basics of Tax Deductions
  • How Depreciation Works
  • Overview of the Passive Activity Rules

Module 2: Real Estate Professional Status (REPS)

  • Qualifying as a REP
  • REPS Case Studies
  • REPS Strategies and Myths

Module 3: Passive Investing Loopholes

  • Short-Term Rental Loophole
  • Managing Suspended Passive Losses
  • Investing Through Retirement Accounts

Module 4: Optimizing Repairs and Improvements for Taxes

  • Safe Harbors and Partial Asset Dispositions
  • Betterments, Adaptations, and Restorations
  • Scrubbing Your Depreciation Schedule

Module 5: Shifting Income, Exiting Real Estate, and Recent Changes

  • Shifting Income to Children
  • How to Exit Real Estate Tax Efficiently
  • 2017 TCJA & 2020 CARES Act
  • ​Record Keeping and Handling IRS Notices

Bonus Sessions:

  • Entity Structuring for Landlords
  • Cost Segregation 101

By the end of Tax Strategy Foundation, You Will:

  • Know the key tax strategies that you can use to save THOUSANDS of dollars and how to implement them 
  • Know what tax strategies are often marketed as "easy to implement" but often land taxpayers in hot water with the IRS
  • ​Understand how to review your tax return, Schedule E, Form 8582, and Form K-1 
  • Be able to have clearer conversations with your own CPA and hold them accountable to high quality advice
  • ​Have the key Code citations to support tax positions you take
  • Begin building an audit defense file by learning what records you need to save and why

About Your Instructor Brandon Hall

I started a tax firm designed for real estate investors back in 2015. My parents were investing at the time and I realized there was a lack of quality tax advice on the market. 
In the early days, I built the firm by helping real estate investors answer tax questions on online forums such as BiggerPockets. The firm now consists of 24 employees servicing over 700 investors nationwide.

I first had the idea for this course when I was the main salesperson for the firm. I was talking to ~50 investors a week (it was exhausting) and over time came to realize two things:

(1) most investors had mistakes and missed opportunities buried in their tax returns; and
(2) only a fraction of the investors I spoke with could afford, or were willing to pay for, CPA services.
This was frustrating for me. Being a real estate investor myself, I value information that helps me run my portfolio better. I was talking to hundreds of landlords each month identifying tax mistakes and missed opportunities that cost them thousands of dollars.

So I created this tax course. I wanted to cover everything from the basics to the complex tax issues you may face in your investing career. I wanted to deep dive into these topics... not just gloss over them.

And I figured a community group for course students is key to further your understanding by allowing you to ask questions that myself and my team can answer.

The goal is simple: empower you to make better tax decisions with or without a tax advisor.

Frequently Asked Questions

  Who is this course for?

This course is for new, small, and mid-sized real estate investors. If you're interested in learning how to better optimize your tax position, or if you're curious about what your CPA may have missed for you in the past, this course is for you.

  What does it cost?

The course costs $897.

  Do you offer any sort of guarantee?

We can't guarantee anything as is nature of our profession. However we do have a refund policy that we're happy to honor. If you're not satisfied with your purchase after one week, then you may request a full refund from us in writing. Once we process the refund, you will lose access to the course materials and the community... and we'll be sad to see you go!

  What do I get if I register for the course?

You'll receive access to a community in MightyNetworks where you can interact with the our team and other students. You'll also get access to 12+ hours of pre-recorded videos that by completing 5 modules. Lastly, you'll get access to tax tools and homework to help you implement your learnings.

  What is the time commitment?

When you purchase the course, you have lifetime access so you can learn at your own pace. There are just over 12 hours of video content and prior students suggest the homeworks take about 30 minutes each per each of the 5 modules. Most students sign up for a paid tax planning call with our team of advisors for 60 minutes post-course.

  Can I watch the videos at a later point?

Yes, you'll have access to the videos forever!

  How long will we have access to the course community?

You'll have access to the course community forever. Though we typically recommend that you join our Tax Smart Investors Facebook group once you graduate from the course, or sign up with our team for 1-1 advisory support.

  What level of tax education do I need to take this course?

You do not need to have a solid understanding of how tax works to get value out of this course. Though we will be using citations and certainly dive deep into specific issues (like REPS!), we do a good job of breaking the content down into bite-sized pieces for you. Remember, we made this course for real estate investors like you, not other CPAs.
4441 Six Forks Rd, Suite 106-150, Raleigh NC 27609, (202) 455-8584
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