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内容由Rick Allen & Brett Burky, Rick Allen, and Brett Burky提供。所有播客内容(包括剧集、图形和播客描述)均由 Rick Allen & Brett Burky, Rick Allen, and Brett Burky 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal
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EP143: Tax Strategies for Mortgage Note Investors

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Manage episode 433330077 series 2856057
内容由Rick Allen & Brett Burky, Rick Allen, and Brett Burky提供。所有播客内容(包括剧集、图形和播客描述)均由 Rick Allen & Brett Burky, Rick Allen, and Brett Burky 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

In this episode of the Paperstac Podcast, hosts Rick Allen and Brett Burky are joined by special guest Larry Pendleton, a seasoned CPA and real estate investor, to discuss crucial tax strategies for note investors and real estate investors. This is a great episode for learning about tax strategies for note investors.
Larry shares his insights on the benefits of real estate investments, the importance of tax planning, and how to optimize your portfolio for maximum tax savings. They dive deep into topics like depreciation, 1031 exchanges, the nuances of mortgage notes, and the often overlooked tax advantages of different investment strategies. Whether you’re a seasoned note investor or just starting, this episode is packed with valuable knowledge that can help you make informed decisions and save money.
__________________________________
Chapters:
0:00 Introduction
1:00 Meet Larry Pendleton: Background and Experience
3:00 Transitioning from Traditional Accounting to Real Estate Focus
5:00 The Power of Real Estate Investments in Tax Savings
7:00 Exploring the Benefits of Mortgage Notes
9:00 Depreciation and Its Impact on Real Estate Taxes
11:30 Understanding 1031 Exchanges and Mortgage Notes
14:00 Hybrid Investment Strategies: Real Estate and Other Avenues
18:00 The Importance of Active Participation in Short-Term Rentals
22:00 Tax Planning for Note Investors & Real Estate Professionals
24:00 Tax Code Changes and the Impact of Political Shifts
27:00 Misconceptions About Tax Deductions: G Wagons and More
30:00 Exploring Turo and Vehicle Depreciation
35:00 How to Find the Right Tax Advisor for Your Investment Needs
38:00 Key Takeaways for Note Investors
40:00 Closing Thoughts and Contact Information for Larry Pendleton
________________________________________
🎬 Share this video: https://youtu.be/j24YzdHDAYQ
➤ Don't forget to like, comment, and subscribe to our channel for more captivating content on mortgage notes and real estate investing.
SUBSCRIBE HERE: 👇
👉https://pstac.co/subscribe_on_youtube 👈
_______________________________________________________
➡Connect with Larry Pendleton
https://linqapp.com/LarryPendletonCPAinRealEstate
➤ LET'S CONNECT O

Follow Us On These Platforms:👇

  continue reading

149集单集

Artwork
icon分享
 
Manage episode 433330077 series 2856057
内容由Rick Allen & Brett Burky, Rick Allen, and Brett Burky提供。所有播客内容(包括剧集、图形和播客描述)均由 Rick Allen & Brett Burky, Rick Allen, and Brett Burky 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

In this episode of the Paperstac Podcast, hosts Rick Allen and Brett Burky are joined by special guest Larry Pendleton, a seasoned CPA and real estate investor, to discuss crucial tax strategies for note investors and real estate investors. This is a great episode for learning about tax strategies for note investors.
Larry shares his insights on the benefits of real estate investments, the importance of tax planning, and how to optimize your portfolio for maximum tax savings. They dive deep into topics like depreciation, 1031 exchanges, the nuances of mortgage notes, and the often overlooked tax advantages of different investment strategies. Whether you’re a seasoned note investor or just starting, this episode is packed with valuable knowledge that can help you make informed decisions and save money.
__________________________________
Chapters:
0:00 Introduction
1:00 Meet Larry Pendleton: Background and Experience
3:00 Transitioning from Traditional Accounting to Real Estate Focus
5:00 The Power of Real Estate Investments in Tax Savings
7:00 Exploring the Benefits of Mortgage Notes
9:00 Depreciation and Its Impact on Real Estate Taxes
11:30 Understanding 1031 Exchanges and Mortgage Notes
14:00 Hybrid Investment Strategies: Real Estate and Other Avenues
18:00 The Importance of Active Participation in Short-Term Rentals
22:00 Tax Planning for Note Investors & Real Estate Professionals
24:00 Tax Code Changes and the Impact of Political Shifts
27:00 Misconceptions About Tax Deductions: G Wagons and More
30:00 Exploring Turo and Vehicle Depreciation
35:00 How to Find the Right Tax Advisor for Your Investment Needs
38:00 Key Takeaways for Note Investors
40:00 Closing Thoughts and Contact Information for Larry Pendleton
________________________________________
🎬 Share this video: https://youtu.be/j24YzdHDAYQ
➤ Don't forget to like, comment, and subscribe to our channel for more captivating content on mortgage notes and real estate investing.
SUBSCRIBE HERE: 👇
👉https://pstac.co/subscribe_on_youtube 👈
_______________________________________________________
➡Connect with Larry Pendleton
https://linqapp.com/LarryPendletonCPAinRealEstate
➤ LET'S CONNECT O

Follow Us On These Platforms:👇

  continue reading

149集单集

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