Hall CPA PLLC

08/11/2026

Did you know some tax elections get made just by leaving a box unchecked?

In this episode, Nate Sosa and Hall CPA's Justin Shore break down the tax elections real estate investors need to understand before filing, from REPS and grouping to bonus depreciation, 1031s, and Section 754. Some of these decisions are easy to undo. Others lock you in for good.

Full episode linked in the comments!

08/06/2026

Why aren't we putting more emphasis on estate planning?

In this episode of the Major League Real Estate Podcast, Nate Sosa and Thomas Castelli cover why a simple will often isn't enough, how living trusts help avoid probate, the importance of powers of attorney and healthcare directives, and how estate planning intersects with tax planning.

Full episode in the comments.

08/04/2026

Many real estate investors assume that holding land for several years automatically qualifies them for favorable capital gains treatment. Unfortunately, that's not always true.

In this episode of the Tax Smart REI Podcast, we break down one of the most misunderstood areas of real estate taxation: dealer status.

Full episode linked in the comments! 👇

08/03/2026

Got a tax question you can't find a straight answer to?

At this year's Hall CPA Summit, our advisory team is hosting a live Q&A panel where you can bring your real questions and get real answers.

It's part of two full days of sessions built for real estate investors.

Register for free with the link in the comments.

07/29/2026

We’re proud to share that Hall CPA is included among the 2026 IPA's Top 400 firms.

As we celebrate this achievement, we remain focused on serving clients well, investing in our people, and building a firm prepared for the future.

If you're interested in partnering with our firm, reach out at the link in the comments.

07/28/2026

Trump Accounts are now live. But do you really know how they work?

In this episode of the Tax Smart REI Podcast, Thomas Castelli, CPA, CFP®, Nate Sosa, CPA, MST, and Jacob Orr discuss how Trump Accounts work, who qualifies, how the government's $1,000 contribution is claimed, and where these accounts fit alongside strategies like 529 plans, Roth IRAs, and hiring your children in your business.

⚡ The link is in the comments below.

07/24/2026

Think your STR time log would survive an IRS audit?

Most owners focus on hitting the hours. Fewer focus on proving it.

A log you kept in real time backed by supporting documents holds up way better than one you piece together after the audit letter shows up.

If you have a short-term rental, this is how you'll want to document your material participation. 👇

Learn how to document material participation for short-term rentals, choose the right IRS test, and build audit-ready records.

07/23/2026

Commercial real estate is changing, and the smartest investors are already adapting.

Nate Sosa and Thomas Castelli sit down with Mark Sinnett, Head of Capital Markets for Quebec at Avison Young.

After closing more than 800 commercial real estate transactions, Mark shares what institutional investors are seeing before everyone else.

🔗 Check out this week's episode. The link is in the comments.

07/21/2026

How does someone go from working in their family's Italian restaurant to building a $400 million multifamily real estate portfolio?

In this episode of the Tax Smart REI Podcast, Gino Barbaro shares the lessons that transformed his life.

⚡The full episode is linked in the comments.

07/20/2026

The same tax strategies that have saved our clients millions are the ones we're teaching at this year's summit.

The 2026 Hall CPA Summit brings together tax, legal, and wealth-building strategies real estate investors can put to work right away, including entity structuring, market forecasting, and more for the year ahead.

Two days, completely free.

Register now!

Reduce taxes, build wealth, and protect your assets.