Real Estate Tax Playbook
Real Estate Tax Playbook is your go-to resource for navigating the complex world of real estate taxation. Each episode delivers expert insights on tax strategies and credits tailored specifically for the real estate industry, helping investors and professionals maximize their financial potential.
All Episodes
Navigating Real Estate Markets and Closings: Interest Rates, Affordability, and Tax Strategies
In this episode of the Real Estate Tax Playbook, host Evan Ross, Tax Director with Brown Edwards & Company, sits down with Jerry Dunnavant, Founder and President of Covenant Real Estate Services and Chief Growth Officer for Brown Edwards. They discuss the current real estate market, including how interest rates are affecting buyer behavior and property values. Jerry shares insights on the settlement process, emphasizing the importance of communication among all parties in a transaction. They also explore emerging opportunities in workforce housing, affordable housing tax credits, and strategic tax planning tools like 1031 exchanges and cost segregation studies.
Construction Meets Real Estate: Industry Trends, Challenges, and AI
In this episode of Real Estate Tax Playbook, I sit down with Eddie Thompson, a seasoned CPA and Director at Brown Edwards, to explore the dynamic intersection of construction and real estate. We dive into current industry trends, including the impact of recent economic developments and labor shortages on construction projects. Eddie shares insights on vertical versus horizontal construction, the challenges posed by material costs, and the vital role of AI in streamlining operations. We also discuss the implications of the One Big Beautiful Bill, particularly its overtime provisions and incentives for manufacturing facilities. Whether you're a contractor or a real estate professional, this conversation is packed with valuable information to help you navigate the evolving landscape of the construction and real estate sectors. Tune in for expert insights and practical advice.
Year-End Tax Planning 2025: Navigating the One Big Beautiful Bill
In this episode of Real Estate Tax Playbook, I’m joined by Jacob Favaro to dive into year-end tax planning for 2025, focusing on the One Big Beautiful Bill that became law on July 4th. We explore significant changes, including the reinstatement of 100% bonus depreciation for qualifying property and the implications for real estate and manufacturing industries. Jacob also discusses updates on R&D expenses, charitable contribution limitations, and the SALT cap changes, emphasizing proactive strategies for taxpayers. As we wrap up the year, we offer insights into optimizing tax liabilities and maximizing benefits before December 31st. Tune in for essential tips that could impact your financial decisions as we approach the new year.Hospitality Development & Operations: From Ground-Up Construction to Daily Revenue Management
<p>Join host <b>Evan Ross</b> from Brown Edwards & Company as he sits down with <b>Nagib Lakhani</b> from Revmax Investments for an in-depth exploration of the hospitality industry. With nearly 30 years of experience spanning automotive franchises in Canada to hotel development and operations across the U.S., Nagib brings a wealth of real-world expertise to the conversation.</p> <p>In this episode, they dive deep into the unique challenges and opportunities within hotel development and operations, covering:</p> <ol> <li><b>Development vs. Operations</b>: Understanding the dual nature of hospitality as both real estate investment and active business operations</li> <li><b>Current Market Dynamics</b>: Why acquisition and renovation is often more attractive than ground-up development in today's high-interest environment</li> <li><b>Brand Relationships</b>: The critical importance of franchise agreements and how they impact financing, operations, and exit strategies</li> <li><b>Revenue Management</b>: How artificial intelligence and real-time pricing strategies have transformed the industry from pre-COVID corporate travel patterns to today's evolving demand cycles</li> <li><b>Capital Requirements</b>: The reality of FF&E reserves, renovation cycles, and the financial challenges facing hotel owners post-COVID</li> </ol> <p>Nagib also shares insights about his work with iHospitality Alliance, a community organization bringing together like-minded hoteliers to leverage best practices and achieve economies of scale typically available only to larger hotel groups.</p> <p>Whether you're a seasoned real estate professional, considering your first hospitality investment, or simply curious about the business dynamics behind your hotel stays, this episode offers valuable boots-on-the-ground perspective from someone who's navigated decades of industry evolution.</p> <p><b>Featured Guest</b>: Nagib Lakhani, Revmax Investments</p> <p><b>Contact</b>: <a href="mailto:nagib@revmaxinv.com" rel="nofollow">nagib@revmaxinv.com</a> | <a href="http://www.revmaxinv.com" rel="nofollow">www.revmaxinv.com</a></p> <p><b>A Proactive Advisor in Tax Strategy<br></b><br>Brown Edwards tax advisors take a proactive approach to tax strategy, helping you minimize tax obligations and focus on the big picture. With our tax professionals’ in-depth expertise and education, Brown Edwards can handle complexities for corporations, partnerships, and individuals, with added specialization for a variety of industries.<br><br><b><em>Learn more about our </em></b><a href="https://becpas.com/services/tax/" rel="nofollow"><b><em>tax services</em></b></a><b><em>. </em></b></p>