#33. The Real Estate Tax Playbook

#33. The Real Estate Tax Playbook

Real estate gets a lot of credit for being tax efficient, but most investors don't fully understand the mechanics behind it. Matt Hamilton is a CPA and founder of Surefire Tax and Accounting, a boutique firm built exclusively for real estate operators and syndicators. In this episode he breaks down how depreciation really works — and why he calls it a loan, not a free pass, because the IRS collects through recapture when you sell. He explains bonus depreciation, the passive loss vault, and a strategy he calls the lazy 1031 — where stacking passive losses across multiple investments can offset a gain at exit without jumping through all the hoops of a traditional 1031 exchange. If you own real estate directly or through a syndication, this episode will change how you think about your tax strategy. website : https://surefiretaxco.com/ email: info@brettcroft.com

E32: Finances and Feelings with Dr. Meghaan Lurtz

Dr. Meghaan Lurtz is one of the world's leading experts on the psychology of financial planning — and in this episode, she joins Brett Croft and Chris Tabish for a conversation that goes well beyond the numbers. Meg is a professor at Kansas State University and Columbia University, a partner at Shaping Wealth, a past president of the Financial Therapy Association, and the author of the Substack Less Lonely Money. She explains the difference between financial therapy and financial planning, why couples fight about money (and what actually fixes it), and why even very wealthy people can feel stuck, anxious, or like they never have enough. They dig into the psychology of "enough," the hedonic treadmill, the PERMA framework for well-being, and what it really means to use your money to build a life you enjoy — not just a balance sheet you can point to. Meg also shares what living in Naples, Italy has taught her about how differently people can relate to money, time, and each other. If the math of your financial life looks fine but something still feels off, this episode is worth your time. Find Meg on LinkedIn or at her Substack: Less Lonely Money. LinkedIn: https://www.linkedin.com/in/meghaanlurtz/ Website: https://www.shapingwealth.com/team Email: info@brettcroft.com

#31. Investing in Real Estate Through Limited Partnerships with Mark Roth

Mark Roth has been investing in real estate limited partnerships for over 20 years — across 10 different operators, through boom markets and rate shocks, through deals that 3x'd and one that came back at 50 cents on the dollar. He's also spent 39 years as a commercial broker advising institutional clients, which means he's seen these deals from both sides of the table. In this episode of Smart Money Conversations, Brett Croft and Chris Tabish get a rare, unfiltered look at how experienced LP investors actually think — how they evaluate sponsors, structure their portfolios, pick their markets, and protect themselves when things go sideways. This isn't theory. This is 20 years of writing checks and watching what happens next.

#30. What Small Business Owners Get Wrong Before They Ever Call a Lawyer

Most small business owners don't call a lawyer until something's already gone wrong. By then, it's expensive. Matthew Fornaro has spent 23 years in the trenches of business law in South Florida — one of the most litigious business environments in the country — and he's seen the same preventable mistakes play out over and over again. Wrong contracts, LLC's losing that coveted liability protection, missing documents, commingled funds, and employees masquerading as independent contractors. In this episode of Smart Money Conversations, Brett Croft and Chris Tabish get candid, practical legal advice straight from a guy who goes to court for a living. No theory. No legalese. Just the stuff every business owner needs to hear before they need a lawyer. website: https://fornarolegal.com/contact-us/

#29. The Hospice Doctors Guide to Purpose, Wealth, and Living Without Regret.

What does a hospice doctor know about money, purpose, and living a life without regret? As it turns out — everything. Dr. Jordan Grumet spent decades at the bedside of dying patients, and what he heard changed the way he thinks about wealth, success, and time. In this episode of Smart Money Conversations, Brett Croft and Chris Tabish sit down with the physician-turned-podcaster and author of The Purpose Code for one of the most thought-provoking conversations we've had on the show. This one will make you rethink what financial independence actually means — and why getting the money right is the easy part. webiste: https://jordangrumet.com/