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Maximizing Real Estate Investments and Tax Benefits with Matt Bontrager
- 2025/04/23
- 再生時間： 50 分
- ポッドキャスト
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サマリー
あらすじ・解説
In this episode of the Freedom Investor Podcast, Matt Sanderson welcomes Matt Bontrager from True Books. They discuss various aspects of real estate investing with a focus on tax benefits and strategies. Matt shares his journey and the services offered by True Books, a CPA firm specializing in real estate that provides tax planning, tax preparation, and accounting without audit work. They talk about material participation, cost segregation, bonus depreciation, and Real Estate Professional (REP) status, providing a teaser on these topics. Matt explains how True Books started in 2020, his partnership, and the growth to currently serving 650 to 720 clients. They highlight the importance of bookkeeping in the accounting and tax strategy for real estate investors. The conversation dives deep into tax benefits, with Matt detailing scenarios for high-income earners like doctors and ways to leverage real estate to save on taxes. They discuss accelerated depreciation, offering scenarios about buying properties to offset high incomes, highlighting the potential issues and opportunities. The discussion addresses the STR loophole and different types of real estate investments, with Matt explaining the difference between long-term and short-term rental properties. They provide insight into how unique structuring can maximize tax savings, including strategies for business owners who buy properties for their business use. Matt emphasizes that success in leveraging these strategies involves meticulous time tracking and meeting IRS requirements, particularly material participation. Finally, they touch upon market opportunities for baby boomers with substantial equity tied up in real estate and investments, exploring how these funds could be redirected towards short-term rentals for better tax benefits. The episode concludes with information on how to contact Matt and True Books for further consultation and services. 00:00 Welcome to the Freedom Investor Podcast 01:15 Introduction to True Books 03:28 The Importance of Bookkeeping 06:52 Tax Strategies for High-Income Earners 09:17 Understanding Depreciation and Cost Segregation 11:08 Real Estate Tax Advantages 14:24 Practical Examples and Scenarios 25:43 Maximizing Savings: Real Estate Investment Strategies 26:53 Client Insights: Balancing Real Estate Investments and Taxes 27:10 Syndications: A Passive Investment Approach 28:47 Leasing vs. Buying: Strategic Decisions for Business Owners 29:44 Real Estate Professional Status: Key Considerations 37:54 Material Participation: Understanding the Requirements 42:21 Short-Term Rentals: A Loophole for Tax Benefits 46:50 Final Thoughts and Practical Advice