Events

In this episode:

Joey welcomes Matt MacFarland and Amanda Han of Keystone CPA.
How Keystone CPA helps investors navigate tax strategy and long-term financial planning.
The journey from traditional accounting to specializing in real estate investor tax planning.
Common tax planning mistakes real estate investors make and how proactive strategies can improve outcomes.
Why CPAs must constantly adapt to evolving tax laws and industry changes.
How bonus depreciation affects cost segregation strategies for real estate investors.
A breakdown of the requirements for qualifying as a real estate professional, including material participation hours.
An explanation of the short-term rental loophole and how some investors use it for tax advantages.

In This Episode
Why tax planning should start before the tax year begins, not when filing returns
How real estate investors can maximize deductions and overlooked expenses
The right time to consider cost segregation and entity restructuring
How AI tools are changing tax research—and why investors still need expert CPAs
Strategies investors can use to scale portfolios while minimizing taxes
Real stories of clients paying little to no taxes through strategic planning
Advice on teaching financial literacy and investing to children
The mission behind Animals for Armed Forces Foundation

In This Episode
Joey welcomes Sarah Ayala, Broker Associate with Tower Agency.
Sarah shares how her childhood home and family influenced her passion for real estate.
The challenges and lessons from her first year in the industry.
The role of kindness, confidence, and service in every transaction.
How social media, Instagram Stories, and DMs became her main business driver.
Tips for building authentic connections with clients online.
Insights on working with investors and handling distressed properties.
Why providing education, options, and transparency is key to investor relationships.

In This Episode
 Joey welcomes back Sarah Ayala, Broker Associate with Tower Agency (Part 2).

Sarah shares the inspiration behind building an 8-week mentorship program for new agents.

Why mindset, goal setting, and time blocking are the foundation of success in real estate.

Proven lead generation strategies—from traditional methods to social media and AI.

How vulnerability and authenticity help attract and retain talent.

Balancing personal production while mentoring and leading a growing team.

Common challenges new agents face, including mindset, consistency, and managing client emotions.

Insights into today’s “emotional” and unpredictable housing market.

Advice for buyers and sellers waiting for the “perfect” opportunity.

Where current opportunities exist, from first-time home buyers to the luxury market.

Top tips for new agents: mentorship, consistency, and focusing on what works.

The importance of community involvement and building genuine connections.