Ep. 133 - From Passive Losses to 1031s: Tax Strategy Deep Dive
Update: 2025-07-17
Description
In this episode of the Family Office Real Estate Institute Podcast, host DJ Van Keuren sits down with Scott Snow, CPA, Partner at ProVision, to explore the often-overlooked world of real estate tax strategy. Scott brings decades of experience advising high-net-worth individuals and family offices on maximizing deductions, managing passive losses, leveraging cost segregation, and structuring 1031 exchanges.
Together, they break down:
- The most common tax mistakes real estate investors make
- Passive vs. active income and how it affects deductions
- The truth about depreciation, cost segregation, and real estate professional status
- When to use 1031 or 721 exchanges—and why timing matters
- Why hiring the right CPA can be the difference between stagnation and scalable wealth
Whether you're a seasoned investor or a family office executive, this episode offers actionable tax insights that can significantly impact your bottom line.
🎧 Available on Youtube Spotify, Apple Podcasts, and more.
📍 Learn more at www.fore.institute
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