Material Participation and Passive Activities

The Cash Flow Clock: Why Timing Beats Returns - Interview with Gary Preisser

Ryan is joined by Gary Preisser of Stonebriar Wealth Advisors on The CPAZone to explore the Cash Flow Clock, revealing how intentional tax planning, cash flow timing, Roth conversions, and strategic wealth management can help entrepreneurs and real estate investors build long-term financial success.   Get in touch with Gary: Email: gary@stonebriarwa.com [gary@stonebriarwa.com]  LinkedIn: https://www.linkedin.com/in/garypreisser/ [https://www.linkedin.com/in/garypreisser/]  Website: https://www.stonebriarwealthadvisors.com/ [https://www.stonebriarwealthadvisors.com/]    TPG New Client Intake Form: https://www.thepulicegroup.com/contact [https://www.thepulicegroup.com/contact] STR Free Discovery Meeting: https://mailchi.mp/thepulicegroup.com/3kadt9kur1 [https://mailchi.mp/thepulicegroup.com/3kadt9kur1] STR Lead Magnet Free Download: https://mailchi.mp/thepulicegroup.com/stop-overpaying-taxes-on-your-short-term-rentals-10347484 [https://mailchi.mp/thepulicegroup.com/stop-overpaying-taxes-on-your-short-term-rentals-10347484] Join Our Real Estate Investor Mailing List: https://mailchi.mp/c33bb198a61c/rei-email-sign-up [https://mailchi.mp/c33bb198a61c/rei-email-sign-up]   The CPA Zone podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests.

STR Series Episode #4

Ryan wraps up the CPAZone short-term rental tax series by comparing the tax treatment of short-term and long-term rentals, explaining how each strategy impacts deductions, passive losses, and overall tax savings so investors can make more informed real estate decisions.   New Client Intake Form: https://www.thepulicegroup.com/contact [https://www.thepulicegroup.com/contact] STR Free Discovery Meeting: https://mailchi.mp/thepulicegroup.com/3kadt9kur1 [https://mailchi.mp/thepulicegroup.com/3kadt9kur1] STR Lead Magnet Free Download: https://mailchi.mp/thepulicegroup.com/stop-overpaying-taxes-on-your-short-term-rentals-10347484 [https://mailchi.mp/thepulicegroup.com/stop-overpaying-taxes-on-your-short-term-rentals-10347484] Join Our Real Estate Investor Mailing List: https://mailchi.mp/c33bb198a61c/rei-email-sign-up [https://mailchi.mp/c33bb198a61c/rei-email-sign-up]   The CPA Zone podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests.

STR Series Episode #3

In this CPAZone episode, Ryan walks through a real-world short-term rental tax strategy example, explaining how cost segregation, bonus depreciation, and material participation can create significant tax-saving opportunities for real estate investors while highlighting the key steps to implement the strategy correctly.   New Client Intake Form: https://www.thepulicegroup.com/contact [https://www.thepulicegroup.com/contact] STR Free Discovery Meeting: https://mailchi.mp/thepulicegroup.com/3kadt9kur1 [https://mailchi.mp/thepulicegroup.com/3kadt9kur1] STR Lead Magnet Free Download: https://mailchi.mp/thepulicegroup.com/stop-overpaying-taxes-on-your-short-term-rentals-10347484 [https://mailchi.mp/thepulicegroup.com/stop-overpaying-taxes-on-your-short-term-rentals-10347484] Join Our Real Estate Investor Mailing List: https://mailchi.mp/c33bb198a61c/rei-email-sign-up [https://mailchi.mp/c33bb198a61c/rei-email-sign-up]   The CPA Zone podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests.

STR Series Episode #2

In this episode of the CPAZone Podcast, Ryan reveals the 7 most common tax mistakes short-term rental investors make and explains how to avoid them so you can protect your tax benefits, stay compliant, and keep more money in your pocket.   New Client Intake Form: https://www.thepulicegroup.com/contact [https://www.thepulicegroup.com/contact] STR Free Discovery Meeting: https://mailchi.mp/thepulicegroup.com/3kadt9kur1 [https://mailchi.mp/thepulicegroup.com/3kadt9kur1] STR Lead Magnet Free Download: https://mailchi.mp/thepulicegroup.com/stop-overpaying-taxes-on-your-short-term-rentals-10347484 [https://mailchi.mp/thepulicegroup.com/stop-overpaying-taxes-on-your-short-term-rentals-10347484] Join Our Real Estate Investor Mailing List: https://mailchi.mp/c33bb198a61c/rei-email-sign-up [https://mailchi.mp/c33bb198a61c/rei-email-sign-up]   The CPA Zone podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests.

STR Series Episode #1

In this episode of The CPA Zone, Ryan breaks down how short-term rental investors can legally use the “7-day rule” and material participation under the tax code to offset W2 income with rental losses, potentially saving tens of thousands in taxes through strategic planning and depreciation.   New Client Intake Form: https://www.thepulicegroup.com/contact [https://www.thepulicegroup.com/contact] STR Free Discovery Meeting: https://mailchi.mp/thepulicegroup.com/3kadt9kur1 [https://mailchi.mp/thepulicegroup.com/3kadt9kur1]  STR Lead Magnet Free Download: https://mailchi.mp/thepulicegroup.com/stop-overpaying-taxes-on-your-short-term-rentals-10347484 [https://mailchi.mp/thepulicegroup.com/stop-overpaying-taxes-on-your-short-term-rentals-10347484] Join Our Real Estate Investor Mailing List: https://mailchi.mp/c33bb198a61c/rei-email-sign-up [https://mailchi.mp/c33bb198a61c/rei-email-sign-up]   The CPA Zone podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests.