Real estate investors spend a lot of time thinking about how to make money — but keeping it is another story.
In this episode, Christina sits down with Jennifer Lauda, an enrolled agent with 25 years of experience, to break down the tax strategies real estate investors should understand before buying, selling, or growing their portfolios.
You’ll hear about:
✅ The tax mistakes Jennifer sees investors making
✅ How depreciation and cost segregation actually work
✅ Deductions investors may be overlooking
✅ Tax preparation vs. proactive tax planning
✅ Why talking to your tax professional before a transaction matters
In this episode:
00:00 Introduction - How Investors Keep More Money
01:20 Jennifer’s Journey Into Taxes
02:40 The #1 Tax Mistake Investors Make
05:26 Depreciation Explained Simply
07:15 How Cost Segregation Works
09:03 The Truth About Depreciation Recapture
11:06 Tax Deductions Investors May Be Missing
15:18 Can You Deduct a Vacation?
16:43 Opportunity Zones Explained
20:07 Tax Prep vs. Tax Planning
21:43 Enrolled Agent vs. CPA
23:48 Do You Really Need an LLC?
25:07 Real Estate Professional Status
27:18 5-Minute Fast Fire
Connect with Jennifer Lauda:
https://www.liftyourfinances.com/
------------------------------------------------------------------------------------------
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Website: https://www.branchwealthpartners.com/
Instagram: Instagram: branchwealthpartners
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LinkedIn: LinkedIn: branch-wealth-partners
Real estate investors spend a lot of time thinking about how to make money — but keeping it is another story.
In this episode, Christina sits down with Jennifer Lauda, an enrolled agent with 25 years of experience, to break down the tax strategies real estate investors should understand before buying, selling, or growing their portfolios.
You’ll hear about:
✅ The tax mistakes Jennifer sees investors making
✅ How depreciation and cost segregation actually work
✅ Deductions investors may be overlooking
✅ Tax preparation vs. proactive tax planning
✅ Why talking to your tax professional before a transaction matters
In this episode:
00:00 Introduction - How Investors Keep More Money
01:20 Jennifer’s Journey Into Taxes
02:40 The #1 Tax Mistake Investors Make
05:26 Depreciation Explained Simply
07:15 How Cost Segregation Works
09:03 The Truth About Depreciation Recapture
11:06 Tax Deductions Investors May Be Missing
15:18 Can You Deduct a Vacation?
16:43 Opportunity Zones Explained
20:07 Tax Prep vs. Tax Planning
21:43 Enrolled Agent vs. CPA
23:48 Do You Really Need an LLC?
25:07 Real Estate Professional Status
27:18 5-Minute Fast Fire
Connect with Jennifer Lauda:
https://www.liftyourfinances.com/
------------------------------------------------------------------------------------------
FOLLOW OUR SOCIALS:
Website: https://www.branchwealthpartners.com/
Instagram: Instagram: branchwealthpartners
FB Group: Facebook: 1GQJLz8v7h
TikTok: https://www.tiktok.com/discover/branc...
LinkedIn: LinkedIn: branch-wealth-partners