Episode 77: Tax Strategy Series - How Investors are Writing Off Massive 2025 Tax Bills...in 2026! - Part 5

Episode 77: Tax Strategy Series - How Investors are Writing Off Massive 2025 Tax Bills...in 2026! - Part 5

Most investors assume that once the tax year is over, there’s nothing left they can do to reduce their tax bill. In this episode of Marcus Crigler's Tax Strategy Series, he shares another powerful tax strategy that can help real estate investors uncover deductions they may have missed. Marcus breaks down the often-overlooked "263A adjustment" and explains how certain holding costs may be deducted now rather than waiting until a property is sold. Listen and enjoy the show! You'll Learn How To: * Understand what a 263A adjustment is * Identify holding costs that may qualify for immediate deductions * Reduce taxable income even after the tax year has ended * Find overlooked deductions hiding on your balance sheet What You'll Learn in This Episode: (02:00) How to reduce your taxable income (03:42) What a 263A adjustment actually means (05:44) The holding costs many investors miss (06:47) Who qualifies for this tax strategy (07:50) A real-life example that saved $20,000 in taxes (09:41) Tax savings can fuel future growth (10:45) The investors who should pay attention to this strategy Who This Episode Is For: * Rehabber and developer holding inventory properties * Investors who are looking to reduce tax liabilities * Entrepreneurs who want better cash flow and tax planning Why You Should Listen: This episode highlights a strategy that could uncover thousands of dollars in missed deductions and help reduce your tax burden. Connect with Marcus Crigler: * Website: https://beccfo.com/ [https://beccfo.com/] * LinkedIn: https://www.linkedin.com/in/marcus-crigler-cpa-977a45b7 [https://www.linkedin.com/in/marcus-crigler-cpa-977a45b7]  * Facebook: https://facebook.com/marcus.crigler [https://facebook.com/marcus.crigler]

Episode 76: The Wealth-Building Framework Every Real Estate Investor Needs - Brandon Bateman_edited

Most real estate investors focus on finding more deals, scaling faster, and growing revenue. But according to CPA and CFO Marcus Crigler, many entrepreneurs skip the financial foundation needed to build lasting wealth. In this episode, Marcus joins Brandon Bateman to break down the common mistakes investors make when scaling, the importance of having a clear wealth-building strategy, and why cash reserves matter. If you are a real estate entrepreneur looking to strengthen your finances, improve cash flow, and build long-term wealth, this episode offers practical advice you can apply immediately. Listen and enjoy the show! You'll Learn How To: * Build a strong financial foundation before scaling your business * Create a wealth-building strategy * Manage cash flow more effectively * Avoid common scaling mistakes that hurt profitability What You'll Learn in This Episode: (01:15) Marcus’ background in real estate accounting (03:58) The financial foundation most investors overlook (04:40) First part of financial foundation: Cash (05:14) Second part of financial foundation: Debt (06:19) Good debt vs bad debt (07:19) Four phases of entrepreneurship (09:10) Wealth-building strategy investors should follow (10:28) The three-times fixed expense rule (13:35) What counts as a fixed expense (16:14) Paying yourself consistently as a business owner (19:20) Industry profitability trends (27:25) The key reasons real estate businesses struggle with cash flow (30:23) Why fix-and-flip businesses need a financing arm (34:09) Running wholesaling and flipping as separate businesses (36:27) The most underrated investment for business owners (38:41) The three expense categories every entrepreneur should track Who This Episode is For: * Real estate investors looking to improve cash flow * Entrepreneurs preparing to scale their business * Business owners who are looking to build a stronger financial foundation Why You Should Listen: This episode provides a practical framework for managing cash, reducing risk, and building a business that supports long-term financial freedom. Marcus shares real-world lessons from working with hundreds of real estate entrepreneurs and offers strategies that can help you grow without sacrificing stability. Connect with Marcus Crigler: * Website: https://beccfo.com/ [https://beccfo.com/] * LinkedIn: https://www.linkedin.com/in/marcus-crigler-cpa-977a45b7 [https://www.linkedin.com/in/marcus-crigler-cpa-977a45b7]  * Facebook: https://facebook.com/marcus.crigler [https://facebook.com/marcus.crigler]

Episode 75: Tax Strategy Series - How Investors are Writing Off Massive 2025 Tax Bills...in 2026! - Part 4

Many investors replace roofs, HVAC systems, flooring, windows, and other major building components without realizing they may still be depreciating the old assets they removed years ago. In this episode of the Strength in Numbers podcast, Marcus Crigler reveals one of the most overlooked tax-saving opportunities available to real estate investors: partial disposition elections. Today, he explains how a partial disposition strategy can help investors write off the remaining value of retired assets, resulting in significant deductions that can reduce current-year tax liability. Listen and enjoy the show! You’ll Learn How To: * Identify hidden deductions in your rental property portfolio * Use partial disposition elections * Maximize deductions from capital improvements What You’ll Learn in This Episode: (02:12) Strategy for reducing 2025 tax liability in 2026 (04:16) The overlooked deduction in replaced property components (05:00) What a partial disposition election actually does (06:29) Writing off the remaining value of an old roof (07:40) Applying the strategy to flooring, HVAC systems, countertops, and more (08:24) The partial dispositions strategy can eliminate future depreciation recapture (10:05) Partial dispositions must be elected annually (11:02) Documentation and records needed to support the deduction (12:19) Investors can still use this strategy before filing their 2025 returns Who This Episode Is For: * Real estate investors with rental property portfolios * Landlords who replaced roofs, HVAC systems, flooring, or windows * Property owners looking for additional tax deductions Why You Should Listen: Marcus explains how investors can uncover deductions that may already exist in their portfolios, reduce taxable income, and potentially avoid future depreciation recapture, all by properly accounting for assets that have already been removed and replaced. Connect with Marcus Crigler: * Website: https://beccfo.com/ [https://beccfo.com/] * LinkedIn: https://www.linkedin.com/in/marcus-crigler-cpa-977a45b7 [https://www.linkedin.com/in/marcus-crigler-cpa-977a45b7]  * Facebook: https://facebook.com/marcus.crigler [https://facebook.com/marcus.crigler]

Episode 74: Tax Strategy Series - How Investors are Writing Off Massive 2025 Tax Bills...in 2026! - Part 3

In this episode of the Strength in Numbers podcast, Marcus Crigler shares another strategy that you need to be aware of to save money in 2025. He reveals one of the most overlooked tax-saving opportunities available to real estate investors, how investors can potentially unlock years of missed deductions without amending prior tax returns, and why strategic tax planning is about much more than simply reducing taxes today. Listen and enjoy the show! You’ll Learn How To: * Recover missed depreciation * Use Form 3115 to claim deductions * Turn old properties into new tax-saving opportunities * Strategically time deductions to maximize tax savings What You’ll Learn in This Episode: (01:24) There are still tax-saving opportunities after the year ends (03:12) Proactive tax planning versus reactive tax strategy (04:44) A real-life case study of an investor facing a large tax bill (06:29) Recovering over $340,000 in missed depreciation (07:08) What Form 3115 and a Section 481(a) adjustment actually do (08:17) Review your depreciation schedule (09:20) Form 3115 and 481A adjustment explained (12:05) Important filing deadlines (14:11) Older properties can still generate valuable deductions (16:30) Tax planning is not about one year; it is about multiple years Who This Episode Is For: * Real estate investors who own properties purchased years ago * Entrepreneurs facing high tax bills * Anyone looking to maximize deductions Why You Should Listen: This episode is a great reminder that smart tax planning isn’t just about filing returns. It is about understanding how and when to use the tools available to build wealth more efficiently. Connect with Marcus Crigler: * Website: https://beccfo.com/ [https://beccfo.com/] * LinkedIn: https://www.linkedin.com/in/marcus-crigler-cpa-977a45b7 [https://www.linkedin.com/in/marcus-crigler-cpa-977a45b7]  * Facebook: https://facebook.com/marcus.crigler [https://facebook.com/marcus.crigler]

Episode 73: Tax Strategy Series - How Investors are Writing Off Massive 2025 Tax Bills...in 2026! - Part 2

In this episode of the Strength in Numbers podcast, Marcus Crigler continues his tax strategy series by diving into one of the most overlooked ways real estate investors can reduce their tax liability. Marcus explains the critical difference between capitalizing expenses and deducting them immediately, and why understanding that distinction can have a major impact on both your current tax bill and your long-term wealth-building strategy. He also breaks down several IRS safe harbor rules that may allow investors to write off expenses today rather than depreciate them over decades. This episode is full of practical examples that will benefit real estate investors. Listen and enjoy the show! You’ll Learn How To: * Maximize deductions across your rental portfolio * Understand the difference between capitalization and expensing * Use IRS safe harbor rules to write off more expenses * Reduce future depreciation recapture issues What You’ll Learn in This Episode: (01:31) Strategy number two for reducing 2025 tax liability (03:36) Getting your rental property deductions maximized (04:04) Capitalized vs expensed (05:02) Understanding depreciation recapture (06:53) Repairs and maintenance deductions matter (07:11) Three rules in deducting expenses from your rental portfolio (07:43) The De Minimis Safe Harbor Rule (08:58) The Routine Maintenance Safe Harbor (09:35) The Small Taxpayer Safe Harbor Rule (10:47) How multiple safe harbor rules can work together (11:29) Real-world examples of expenses that may qualify for immediate deductions (12:07) How to review your properties for overlooked write-offs Who This Episode Is For: * Landlords managing property repairs and turnovers * Investors preparing their 2025 tax returns * Real estate entrepreneurs looking to maximize deductions Why You Should Listen: In this episode, Marcus walks through practical tax strategies that can help investors maximize deductions, reduce taxable income, and potentially avoid future depreciation recapture issues. Connect with Marcus Crigler: * Website: https://beccfo.com/ [https://beccfo.com/] * LinkedIn: https://www.linkedin.com/in/marcus-crigler-cpa-977a45b7 [https://www.linkedin.com/in/marcus-crigler-cpa-977a45b7]  * Facebook: https://facebook.com/marcus.crigler [https://facebook.com/marcus.crigler]