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  • Real Estate Series Part 4: Purchase Price Allocation – The #1 Tax Hack for Real Estate Investors
    2025/10/15

    Real estate investors are missing one of the most powerful, and overlooked tax strategies: Purchase Price Allocation (PPA).

    In this episode, Mike Pine & Kevin Schneider from Revo Tax reveal how to use PPA to front-load depreciation, offset W-2 or self-employed income, and dramatically lower your tax bill. Learn how PPA compares to cost segregation, when each is best, and why this move can supercharge your returns.

    Episode highlights:

    • What PPA is and why the IRS requires it for trade or business purchases

    • Real-world examples: 25–35% depreciation with cost seg vs. 80%+ with PPA

    • Structuring offers with sellers and covering their tax to close the deal

    • How to mitigate recapture, bonus depreciation limits, and timing issues

    Whether you’re buying your first short-term rental or scaling a multimillion-dollar portfolio, this episode will change how you think about depreciation.

    Work with Mike & Kevin: revotaxpayer.com
    Learn more: hiddenmoney.com

    This is educational content, not tax, legal, or financial advice. Talk to your advisor about your portfolio.


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    31 分
  • Real Estate Series Part 3: How Long-Term Rentals Build Wealth (and Cut Taxes)
    2025/10/10

    Build steady cash flow, pay down debt with tenant dollars, and unlock serious tax advantages without living inside an Airbnb turnover. In Part 3 of our Real Estate Series, Mike and Kevin break down how long-term rentals build wealth and legally cut taxes.

    What you’ll learn

    • Long-term rentals vs. short-term: cash flow, workload, and tax treatment

    • Passive vs. active income rules, and why that matters for your W-2

    • The truth about Real Estate Professional (REP) status

    • Material participation for long-term rentals and when the grouping election helps (or hurts)

    • Why “good debt” + depreciation can accelerate returns

    • Real client wins (cost seg, losses, and dropping effective tax rates)

    • Lifestyle benefits (own near family, travel to “inspect,” and still keep it a legit business)


    Follow the show for the full series and weekly tax strategy drops at https://hiddenmoney.com/
    Want a free tax strategy call with Mike or Kevin? Schedule at revotaxpayer.com.

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    26 分
  • Real Estate Series Part 2: How Vacation Rentals Unlock Hidden Tax Benefits
    2025/09/23

    Thinking about buying a vacation rental—or already own one? In this episode of the Hidden Money Podcast, we break down how short-term rentals can be a powerful wealth-building and tax-saving tool.

    From bonus depreciation and cost segregation studies to material participation rules and IRS audit strategies, we show you how to make the tax code work in your favor. You’ll hear real client examples of investors who’ve turned down payments into six-figure tax savings, plus the common mistakes that can sink your strategy.

    👉 What you’ll learn in this episode:

    • How vacation rentals can offset your active income

    • Why 100% bonus depreciation is back and how to use it

    • The truth about DIY vs. professional cost segregation

    • How to avoid IRS pitfalls and pass audits with confidence

    • Key rules around personal use, material participation, and depreciation recapture

    Whether you’re a high-income earner or just starting with short-term rentals, this episode will help you unlock hidden tax benefits most investors overlook.

    Follow the Hidden Money podcast for the rest of our Real Estate Series and practical tax strategies you can put to work today and reach out to Revo Tax to build the right tax strategy for you

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    27 分
  • Real Estate Series Part 1: How to Start Real Estate Investing the Right Way
    2025/09/16

    Real estate can build wealth three ways—cash flow, appreciation, and (the sleeper) depreciation. In today’s kickoff to our Real Estate Series, we break down how to start smart: entities, lending, liability protection, and why fixed-rate debt + depreciation can supercharge ROI.

    In this episode:

    • LLCs vs. S-Corps/C-Corps for rentals (and how to keep your veil intact)

    • Lending basics for investors: down payments, personal guarantees, fixed vs. variable

    • Leveraging debt safely (not the Dave Ramsey kind)

    • The “hidden money” in depreciation and when it can offset W-2 income

    • Planning to scale: holding companies, series LLCs, and insurance

    Resources & next steps:
    • Learn more or book a free strategy session: revotaxpayer.com
    • Explore the show + more episodes: hiddenmoney.com


    Disclaimer: We’re CPAs, not your attorneys. This is education, not legal or tax advice. Talk to your own pros about your situation.

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    29 分
  • Tax Planning Tips for Selling Your Business Without Selling Yourself Short
    2025/09/09

    Selling your business is a once-in-a-lifetime move—don’t give Uncle Sam a tip. In this episode of Hidden Money, we sit down with Kyle Gabbert and Tyler Wright of Bluegrass Legacy to unpack the real playbook for exit planning: building enterprise value (not just income), installing SOPs so your company runs without you, and preparing for the 55% of exits that are unplanned. We also dig into tax strategies like §1202 QSBS and cash balance plans that can massively increase what you keep.

    You’ll learn:

    • How to make your business sellable (and more enjoyable to run right now)

    • Why buyers pay more for systems, teams, and transferable relationships

    • What multiples really mean—and how to move from “average” to “best in class”

    • The 5-year window for powerful, legal tax strategies

    Links & resources:
    Hidden Money Podcast & resources → hiddenmoney.com
    Work with the Revo team → revotaxpayer.com/contact

    If this helped, follow the show and share it with an owner who’s thinking about an exit.

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    27 分
  • Politics, Tariffs, and the Dollar: Making Smart Moves in Today’s Market
    2025/09/02

    Making Smart Moves in Today’s Market (ft. Kyle Gebhart & Tyler Wright, Bluegrass Legacy)


    Rates. Inflation. Politics. Portfolios. In this episode, Kyle Gebhart and Tyler Wright from Bluegrass Legacy join Mike & Kevin to unpack what’s really driving today’s market, and the moves smart investors can make now.

    In this episode:
    • The Fed’s tough tradeoff: inflation vs. unemployment• How higher costs hit owners and employees (and what to do about it)• Why commodities (gold, oil & gas, etc) can help during inflation• Tariffs, deficits, and dollar strength—what matters for your plan• Practical positioning so you can win in up and down markets


    Guests: Kyle Gebhart & Tyler Wright — Bluegrass Legacy
    More from us: Hidden Money Podcast • Revo Tax

    Like what you hear? Follow the show and share with a friend who’s feeling market anxiety.
    📩 Ready for a proactive tax strategy? Revo Tax

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    24 分
  • Strike Tax Gold: How Oil & Gas Can Slash Your W-2 Income
    2025/08/26

    In this power-packed episode, Mike Pine and Kevin Schneider reveal one of the biggest hidden gems in the U.S. tax code: intangible drilling costs (IDCs). Whether you're a W-2 earner, self-employed, or a business owner looking for a major deduction, oil and gas investing—done the right way—could save you tens of thousands in taxes each year.

    💼 What You’ll Learn:

    • How intangible drilling costs (IDCs) can offset up to 90% of your taxable income

    • Why investing through a working interest (not royalty/mineral interest) is critical

    • The role of general partner liability and how to mitigate it

    • Common AMT pitfalls and how to avoid them

    • How Revo’s diversified fund-of-funds structure reduces risk while preserving deductions

    • The long-term benefit of depletion for tax-efficient income

    Whether you're looking to eliminate W-2 tax liability or diversify your portfolio into an asset class backed by energy independence, this episode delivers insights grounded in the tax code, not hype. Learn more at https://www.revotaxpayer.com

    #OilAndGasTaxStrategy #IntangibleDrillingCosts #PassiveVsActiveIncome #HiddenTaxSavings #AlternativeInvestments #RevoTax #WorkingInterest #FundOfFunds


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    31 分
  • Physician Series Part 3: Exit Planning & Tax-Saving Strategies When Selling Your Practice
    2025/08/19

    As a high-earning physician, your income and assets make you a prime target for lawsuits, audits, and financial predators. In this episode of the Hidden Money Podcast, CPAs Mike Pine and Kevin Schneider reveal the steps doctors must take to shield their personal and professional assets from liability.

    This episode explores:

    • Why insurance is not enough to protect your wealth

    • The role of LLCs, LPs, and trusts in creating legal separation

    • How real estate investments can expose physicians to non-medical lawsuits

    • Why doctors should never own assets in their own name

    • How to title assets, shift ownership, and still retain control

    • What your insurance agent might not tell you about coverage gaps

    • The importance of a coordinated CPA + attorney strategy

    This is more than financial planning—it’s legacy protection. Whether you're 5 years into practice or preparing for retirement, this episode is your roadmap to building a fortress around your wealth.

    🎧 For more episodes or to schedule a consultation, visit https://www.revotaxpayer.com

    #PhysicianAssetProtection #TrustStrategy #MedicalLiabilityRisk #WealthPreservation #RevoTax #HiddenMoneyPodcast #DoctorFinance


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    27 分