Real Estate and Taxes: What You Should Know Before You Buy

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FIN-LYT by EWA®

EWA LLC

125 episodes

1 day ago

A catalyst into financial literacy for all listeners. EWA is a Wealth Management firm serving physicians, retirees, business owners & corporate leaders. EWA provides holistic financial planning, wealth management, retirement planning, asset protection & guidance in complex financial decisions. Our top priority is to help clients balance competing goals & ensure their only non-renewable resource is protected: TIME. Join us as we unpack the most important topics, make the complex simple & share how sound financial planning helps you live life by design. Connect with EWA https://ewa-llc.com/

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Real Estate and Taxes: What You Should Know Before You Buy

FIN-LYT by EWA®

34 minutes 23 seconds

3 weeks ago

Real Estate and Taxes: What You Should Know Before You Buy

In this episode of EWA’s FIN-LYT Podcast, Matt sits down with Nick to cut through the hype around “real estate tax hacks” and reveal what actually works. They explain how real estate investors, business owners, and high-income professionals can use proven tax strategies like cost segregation, bonus depreciation, and the real estate professional election, to save big the right way.

You’ll learn how to separate fact from fiction when it comes to TikTok tax tips, understand the difference between active and passive income, and see real examples of how the right structure can unlock significant tax efficiency while staying fully compliant.

What we cover

• Active vs. passive income and how to avoid the “passive trap”

• Cost segregation, bonus depreciation, and Section 179 explained

• Real estate professional and grouping elections that unlock tax savings

• Short-term rental rules and common IRS audit red flags

• Owner-occupied real estate setups and 1031 exchange strategies

• Why proper recordkeeping protects your deductions

Whether you’re a real estate investor, physician, executive, or entrepreneur, this episode will help you understand how to structure real estate the smart way and maximize your tax benefits with confidence.

Join us each week as we share practical ways to align your wealth with the life you want to live. This conversation is meant for educational purposes only—it’s not tax, legal, or investment advice. If you’re looking for guidance specific to your situation, give us a call or schedule a time to talk with our team at EWA so we can help you build a plan that fits your goals.

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