In this episode of the Tax Smart REI Podcast, Thomas Castelli and Nathan Sosa field real questions from the Tax Smart Investors Facebook group, their online community, and recent client conversations to tackle the most common and most confusing year-end tax issues real estate investors are facing.

You’ll learn:

- Why you must take depreciation on your rental properties
- When you’re stuck with 40% vs 100% bonus depreciation
- How short-term rental hours do (and don’t) count toward real estate professional status
- When using a property manager or a seller staying in the property after closing can blow up your short-term rental strategy
- The tests you need to meet if you want syndication losses to be non-passive
- Why condos still need a land allocation for depreciation even if you “don’t own the dirt”

Practical year-end action items: time logs, charitable bunching, retirement contributions, and how to use the free Year-End Tax Checklist without panic-buying a bad deal for a one-year tax win

Whether you’re trying to squeeze in a year-end short-term rental, line up a cost seg study, or simply avoid costly mistakes on your 2025 return, this episode will help you zoom out, think long term, and decide which moves are truly worth making before December 31st — and which ones can wait.

To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6

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Get the Year-End Tax Checklist:
https://go.therealestatecpa.com/4pj63id

The Tax Smart Real Estate Investors 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. Any mention of third-party vendors, products, or services does not constitute an endorsement or recommendation. You should conduct your own due diligence before engaging with any vendor.