#153 - Tax Moves Every Pilot Should Know with Nathan Sosa

About this episode

Tait Duryea and Ryan Gibson discuss essential tax strategies for pilots with tax strategist Nathan Sosa.

How much money are you leaving on the table by waiting until tax season to start planning? Hosts Tait Duryea and Ryan Gibson talk with Nathan Sosa from Hall CPA to break down the latest tax updates that matter most to pilots and high-income professionals. Get ready to hear practical insights on bonus depreciation, the short-term rental strategy, oil and gas tax benefits, passive real estate losses, and why filing an extension may be smarter than rushing to file. They also clear up common confusion around K-1s and explain when it makes sense to bring in a CPA. Nathan Sosa is a tax strategist at Hall CPA with a master’s in taxation and deep expertise in helping high-income earners, including pilots, navigate complex tax planning. His advice helps investors think ahead, avoid costly mistakes, and make smarter tax decisions. Show notes: (0:00)  Intro (0:43) Meet tax strategist Nathan Sosa (4:27) State of the tax world (5:00) Bonus depreciation back to 100% (8:03) Net investment income tax explained (12:01) SALT deduction surprises and limits (15:08) Bunching charitable deductions strategy (17:13) Short-term rental tax strategy (20:28) Oil and gas tax benefits (31:23) What…

People in this episode

Hosts: Tait Duryea, Ryan Gibson

Guest: Nathan Sosa

Topics covered

• tax planning
• bonus depreciation
• short-term rental strategy
• oil and gas tax benefits
• K-1 confusion
• CPA advice

Keywords

• tax season
• high-income professionals
• passive real estate losses
• filing an extension
• charitable deductions
• investment income tax

Mentioned in this episode

Organizations: Hall CPA, The Real Estate CPA, LinkedIn

More episodes of Passive Income Pilots

• #157 - Oil, Gas, AI, and the Next Energy Boom with Elena Melchert · June 9, 2026 · 44 min
• #156 - From Active Deals to Passive Income with Chris Prefontaine · May 20, 2026 · 33 min
• #155 - The New Reality of Aviation Hiring with Nik Fialka · May 13, 2026 · 27 min
• #154 - The Pilot’s Guide to SDIRA Tax Traps with Mark Kohler · April 28, 2026 · 56 min
• #152 - Free Estate Planning and a Hidden Tax Strategy with Jenny Spradling · April 7, 2026 · 48 min
• #151 - Debt, AI, and the Next Market Cycle with Guy Adami · April 2, 2026 · 49 min