In this episode of the Real Estate Professional Status Podcast, I sit down with RE Tax Strategist Nathan Sosa to uncover “The Truth About Grouping” and its role in real estate tax strategy. We explore the nuances of grouping elections, how they apply to long-term and short-term rentals, and why the rules for grouping differ based on property types. Nathan explains how grouping impacts material participation tests, common misconceptions, and why it’s not always as simple as it seems.

Listeners will gain valuable insights into the following:

•The difference between Dash-9 (long-term) and Dash-4 (short-term) grouping elections.

•Why short-term rentals can’t be grouped with long-term properties.

•How grouping affects meeting the 100-hour or 500-hour material participation thresholds.

•The risks of improperly grouping properties and potential IRS challenges.

•Strategies for tracking time across multiple properties to prove material participation.

•Why grouping is a game-changer for scaling your portfolio.

Nathan also shares practical advice for W-2 earners, debunks myths about real estate professional status, and provides actionable strategies for leveraging tax benefits in real estate. Whether you’re a seasoned investor or just starting, this episode is packed with tips to optimize your investments.

Tune in and learn the real truth about grouping—and why it’s critical to get it right.

How to Reach Nathan Sosa:

•LinkedIn: Nathan Sosa

•Twitter/X: @NathanSosaTax

•For additional questions or consulting, connect via DM on either platform.

In this episode, tax strategist Nathan Ganz joins us to tackle a pressing reality for real estate investors and independent contractors: rising taxes.

Nathan, co-owner of Northwest Premier, shares why he believes we’re on the cusp of a tax increases—and how proactive planning is essential to protect wealth.

Together, we explore strategies real estate professionals can use to keep more of their income, leveraging legal tax benefits like real estate professional status and cost segregation.

Nathan breaks down how to avoid common tax pitfalls, optimize deductions, and stay ahead of future tax hikes.

He also delves into why relying on traditional savings methods like 401(k)s may no longer be viable for long-term wealth preservation and how real estate investment can act as a powerful hedge against a rising tax burden.

Don’t miss this insightful discussion on navigating the evolving tax landscape and securing a stronger financial future in real estate.

Book: The Financial Blueprint for Real Estate Agents

US Debt Clock: usdebtclock.org – A live tracker of U.S. national debt, spending, and economic metrics.

Contact Information for Nathan Ganz and Northwest Premier

• • Website: nw-premier.com
  • Instagram: @nwpllc
  • Email: info@nw-premier.com
  • Phone: (971) 901-0443

How to Reach Asher Fried:

•Email: asher@offsetgains.com

•Text: 917-626-1455

•Facebook

•LinkedIn

•Twitter/X

In this episode we sit down with Dwight Dye from DWD Strategies as he delves into the world of high-income contractors that unknowingly sit on a goldmine of tax advantages.

With years of expertise in tax strategy, Dye unveils how contractors, engrossed in their day-to-day operations, possess the untapped potential to significantly reduce their tax burdens simply by leveraging their existing real estate activities.

Listeners will be guided through the intricate pathways of tax codes and strategies, uncovering how activities they're already engaged in could qualify them for substantial tax benefits.

Dye's pragmatic approach demystifies complex tax jargon, making it accessible and actionable for professionals beyond the tax realm.

This episode promises a wealth of knowledge, offering practical steps to harness the power of REPS and transform your tax liabilities into lucrative opportunities.

Join us as Dwight Dye shines a light on this hidden pathway to financial efficiency and growth, equipping you with the knowledge to elevate your financial strategy from mere compliance to proactive wealth building.

Get intouch with Dwight dwd.dwightdye.com

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