An interview-based program that dives into the investor mindset when challenges arise.  We explore the decision-making process of successful real estate investors, learn about their mistakes and how you can make the right decisions to make you successful.

Episode 15: How A Consummate Real Estate CPA Saved A Client $500,000 in Taxes

Ted Lanzaro, CPA discusses how he found a special loophole in the tax code that would allow his client to save $500,000 in taxes on a single deal.  He also brings us up to date on the changes in the tax code from the 2017 Tax Cuts and Jobs Act.  We also explore other ways investors can reduce their tax liability through cost segregation and explore whether or not investing in opportunity zones make any sense.

About Ted Lanzaro:
 

Ted Lanzaro is a Certified Public Accountant, real estate investor, real estate broker, author and speaker with over 29 years of real estate tax consulting and investing experience. He runs Lanzaro CPA, LLC a boutique CPA firm specializing in accounting and taxation for the real estate industry. For the past 29 years, he has helped thousands of real estate business owners, entrepreneurs and investors all over the United States implement cutting edge tax strategies that save them thousands of dollars annually on their taxes.

 

Mr. Lanzaro is the author of “The Tax Smart Landlord” and “The Tax Smart Landlord” toolkit as well as over 100 articles on taxation for the real estate industry specifically for investors, landlords, "flippers", and developers.

 

Ted is a sought after speaker and has spoken all over the United States to groups of real estate investors and business owners on the taxation of real estate.

Suggested Books:

Connect:
Connect with Ted Lanzaro, and check out his website, www.LanzaroCPA.com.

About Dion: 

Dion Huey is a Co-founder at Delta Bridge Capital LLC which is a multifamily real estate investment company that invests in value-add apartment communities in the United States. He earned a master's degree in finance at Northeastern University in 2017 and worked on multiple business syndications as a financial analyst for Boston-based Plateau Asset Management which is a private equity search fund that has $30 million AUM. In 2017, Dion was an analyst on a deal team that advised Citic Investment Bank's Hong Kong private equity division on the syndication of a $1.5 billion acquisition of a hotel in New York. He is currently the host of The Multifamily Investor Situation Room Podcast.

In 2010 he co-founded Rocky Mountain Education and Technology Group which is a Beijing-based education services company that has serviced more than 5,000 clients. In his spare time, Dion enjoys reading, martial arts, lifting, and learning foreign languages. Contact the author at dion@deltabridgecap.com.

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