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.

The government rewards real estate investors through tax incentives... are you maximizing your potential?

We review 200+ tax returns 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?

Sadly, they don't know of various tax strategies that exist for real estate investors.

It's true, the Tax Code is public information that anyone can look up. But our awesome government has made it incredibly complex over the years. So complex, that unless you are reading the Code full-time, you're not going to be aware of every way to mitigate taxes. 

But do you know what's even worse?

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 audits. 

Investors HATE audits. 

And their fear of an audit often leads them to avoid implementing simple tax strategies, even though they are legally allowed to do so. 

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 even the most proactive CPAs will miss advising you on the key strategies of the real estate Tax Code that you need to reduce your taxes.

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

It will also help you have better conversations with your CPA... you'll know what questions to ask them and how to check their advise is accurate. 

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...)

The good news is that 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

So how do you learn the tax strategies available to real estate investors in a quick and easy way?

Enter:

Tax Strategy Foundation for Real Estate Investors

Learn everything you need to know about optimizing your taxes as a real estate investor in just 5 weeks.

Tax Strategy Foundation is a hands-on 5-week course for real estate investors and high-income earners. 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 each week 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
Real Estate CPA Founder and CEO
We'll deep dive on topics like:
  • How to review your taxes and confirm if your CPA is familiar with the complexities of the real estate Tax Code.
  • ​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 Preparers ignore. If you are a short-term rental owner, this is for you.
  • ​We'll also 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. We will explore one aspect of this when we talk about shifting income and wealth to children.
  • ​We will explore how recent laws and the recent elections will influence the real estate market and your tax returns.
  • ​You'll also learn the best practices for keeping your records and defending against IRS.
  • ​You'll learn all the relevant citations to bring to your next conversation with your Tax Preparer (and let him know that you mean business).
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.

Here's what you'll learn in the next five weeks
Over the next five weeks, we will break down tax strategies into layman's terms and actionable steps.

Besides all the lesson videos (approximately 12 hours of recording classes), you'll also have access to a Weekly Q&A Calls with Brandon.

You'll also have access to Tax Tools and Course Materials to facilitate your learning and implementation.

Module 1: The Fundamentals

  • The Basics of Tax Deductions
  • How Depreciation Works
  • Overview of the Passive Activity Rules
  • ​Live Q&A

Module 2: Real Estate Professional Status (REPS)

  • Qualifying as a REP
  • REPS Case Studies
  • REPS Strategies and Myths
  • ​Live Q&A

Module 3: Passive Investing Loopholes

  • Short-Term Rental Loophole
  • ​Managing Suspended Passive Losses
  • Investing Through Retirement Accounts
  • ​Live Q&A

Module 4: Optimizing Repairs and Improvements for Taxes

  • Safe Harbors and Partial Asset Dispositions
  • ​Betterments, Adaptations, and Restorations
  • ​Scrubbing Your Depreciation Schedule
  • ​Live Q&A

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
  • ​Live Q&A

Bonus Sessions

  • Entity Struturing for Landlords
  • ​Why DSTs and Series LLCs May Not Work
  • ​Cost Segregation 101
By the end of this course you will

​Audit defense file, critical strategies, build a tax plan, hold tax preparer accountable
Guarantee
About Your Instructor
Brandon Hall
Brandon is the Founder and CEO of The Real Estate CPA, a CPA firm specifically designed for real estate investors.

And he will be the one teaching and answering your questions throughout this course.

You probably know Brandon from his thorough answers on BiggerPockets or his The Real Estate CPA Podcast.

When Brandon first mentioned he wanted to share this course with Real Estate investors, he had one goal on his mind: to allow more investors to find the freedom they seek through their investments.

And this course is meant to help you, as a real estate investor, understand how to protect your investments, have a smart tax strategy and, whenever possible, allow yourself to add new assets to your portfolio.

And we want to make sure you have the best and most accurate information to give yourself the confidence to invest in real estate and build your well-deserved freedom.

(Add three picutres of me)

Is it right for you

It starts Feb. 2021
We are getting everything ready for the next cohort and we'll make it available starting Nov. 16th. The live Q&As will start in Feb. 2021.

The Tax Strategy Foundation for Real Estate Investors course, is a way to take control of something that could be a catalyst for your freedom and for your peace of mind.

And we want to provide you with all the information and strategies you'll need to share with your CPA or Tax Preparer and to grow a smart and profitable real estate portfolio.
The Election Implications
We typically open this course once a quarter. This allows us to guarantee that we always have an up-to-date course with the latest and most vital information and strategies to help you navigate the real estate investment market.

This upcoming intake is critical because it's directly after the recent elections. And we want to make sure you understand what implications the recent election results have on your investments and tax strategies.

We want to help you be a smarter investor. One that knows how to protect and grow your assets while remaining "audit friendly".

If you are interested in joining as a student, click the button below to sign up.
Frequently Asked Questions
Who is this course for?
This course is for new, small, and mid-sized real estate investors. If you are 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 do I get if I register for the course?
You'll receive access to a community in MightyNetworks where you can interact with the host and other students. You'll also get access to pre-recorded videos that will drop each week for 5-weeks. Lastly, you'll have access to a live Q&A facilitated by Brandon Hall each week.
What is the weekly time commitment?
Each week we'll drop a handful of videos that average 30-45 minutes in length. We recommend setting aside 1.5-3 hours per week. But if you can't make that commitment, don't worry! You'll have access to the videos until December 1, 2021 so you can watch them at your own pace.
Can I watch the videos at a later point?
Yes, you'll have access to the videos through Dec. 1, 2021... a full 12 months! This includes the live Q&As.
How long will we have access to the course community?
You'll have access to the course community through January 15, 2021. At that point you can join the Tax Smart Real Estate Investor private community for our students and our clients.
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, not other CPAs.
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 after week 2 (the REPS 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!

Of course, there are alternatives

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