In this episode of the Invest In You podcast, Fredrik sits down with Ted Lanzaro, a US-based CPA, real estate tax specialist, and author. Ted shares his extensive expertise on how real estate investors can use proactive tax strategies to save money and rapidly compound their wealth. Drawing from over 25 years of experience, Ted discusses the importance of building the right professional team, leveraging US tax codes like the 1031 exchange, and the core concepts covered in his books, including his release on year-round tax planning.
KEY TAKEAWAYS
Tax Savings as an Investment Strategy: By proactively reducing tax liabilities, real estate investors can take those savings and reinvest them into more properties, creating a compounding cycle of wealth.
The Importance of Proactive Planning: The worst time to ask a CPA about saving money on taxes is after a property has already been sold. Investors should consult their tax advisors before buying, selling, or renovating properties to ensure they are utilizing the best strategies available.
Advanced US Tax Tools: Ted explains highly effective strategies for US investors, such as the 1031 exchange (also known as "swap till you drop") to defer capital gains, and using cost segregation studies to accelerate bonus depreciation.
The Short-Term Rental Exception: Investors can potentially bypass standard passive loss limitations by operating short-term rentals (like Airbnbs) and materially participating in their management.
Avoiding Real Estate Red Flags: When investing, it is crucial to avoid properties with negative cash flow, poor locations, or bad property management companies, as these factors can quickly ruin an investment.
BEST MOMENTS
"I tell people I sell money essentially, right? Because... I teach people how to save money on their taxes... they typically will end up saving, you know, five times, 10 times, 20 times what they actually pay me."
"Call me before you buy a property, before you sell a property, and before you renovate a property."
"We have an expression which is called 'swap till you drop'."
HOW TO CONNECT WITH YOUR GUEST
Guest: Ted Lanzaro - https://www.linkedin.com/in/tedlanzaro/
Books Mentioned: The Tax Smart Landlord and Year-Round Tax Planning for Real Estate Investors
ABOUT THE PODCAST
Invest in You is a global podcast where entrepreneur and investor Fredrik Sandvall shares practical ideas and conversations with founders, investors, and operators. Episodes focus on investing, entrepreneurship, and building long-term control and freedom.
Occasionally joined by his sons Ivan and Charlie, the show offers both experience-based insight and a next-generation perspective. Listeners in 155+ countries tune in to think clearer, act smarter, and build with intent.
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Fredrik Sandvall
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