#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…
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