About this episode

The episode discusses five tax scams that could lead to audits for real estate investors in 2026, emphasizing the risks of chasing dubious tax strategies.

Every year, real estate investors are pitched "exclusive" tax strategies that promise massive deductions, tax-free sales, or unbelievable savings. The problem? Many of these strategies collapse under IRS scrutiny and taxpayers are left paying the price. In this episode, Nate Sosa and Justin Shore break down some of the most heavily promoted tax strategies that they do not recommend, including: - Syndicated Conservation Easements - Monetized Installment Sales - Deferred Sales Trusts - Discounted IRA Rollovers - Equipment Leasing Schemes They explain how these strategies work, why promoters continue selling them, what the IRS has already said about them, and the penalties investors could face if they participate. Most importantly, they discuss why legitimate tax planning almost always beats chasing "secret" tax loopholes. Request a consultation from Hall CPA at go.therealestatecpa.com/3KSEev6 Register for FREE access to the 2026 Hall CPA Tax Strategy Summit: www.taxandlegalsummit.com/2026signup Join the Hall CPA Team: www.therealestatecpa.com/careers/ Connect with Eckard Enterprises: eckardenterprises.com/taxsmartrei/?u…copy_hyperlink Submit your question for Tom & Nathan…

People in this episode

Guests: Nate Sosa, Justin Shore

Topics covered

• tax scams
• real estate investing
• IRS scrutiny
• tax strategies
• penalties
• tax planning

Mentioned in this episode

Organizations: Hall CPA, IRS, Eckard Enterprises, Tax Smart Real Estate Investors

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