MLRE: The Hidden Tax Problems Inside Real Estate Syndications

About this episode

The episode discusses the critical tax issues in real estate syndications and the role of CPAs in addressing them.

In this episode of the Major League Real Estate Podcast, Nate Sosa and Thomas Castelli break down what happens when experienced CPAs integrate directly with syndicators and fund managers. Topics Covered: - Common operating agreement tax mistakes - Entity structuring and partnership considerations - K-1 season expectations and extension strategies - 1031 exchanges, refinance considerations, and exit planning - How to choose the right CPA for your syndication business Most syndicators think their CPA’s job starts and ends with filing partnership tax returns and sending out K-1s. But in reality, the right CPA should function as a strategic partner throughout the entire lifecycle of your deal. Request a free discovery meeting: go.therealestatecpa.com/mlre Get the Ultimate Guide for Real Estate Syndications: go.therealestatecpa.com/mlreultimateguide Submit your questions to: go.therealestatecpa.com/question The Major League Real Estate podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, investing, financial, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other…

People in this episode

Guests: Nate Sosa, Thomas Castelli

Topics covered

• tax problems in real estate syndications
• operating agreement tax mistakes
• entity structuring
• K-1 season strategies
• 1031 exchanges
• choosing the right CPA

Keywords

• real estate syndications
• tax mistakes
• entity structuring
• K-1
• 1031 exchange
• CPA
• exit planning

Mentioned in this episode

Organizations: Hall CPA, Major League Real Estate Podcast, The Real Estate CPA

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