In this episode of the Family Office Real Estate Institute Podcast, host DJ Van Keuren sits down with Scott Snow, CPA, Partner at ProVision, to explore the often-overlooked world of real estate tax strategy. Scott brings decades of experience advising high-net-worth individuals and family offices on maximizing deductions, managing passive losses, leveraging cost segregation, and structuring 1031 exchanges. <br /><br />Together, they break down:<br /><ul><li>The most common tax mistakes real estate investors make</li><li>Passive vs. active income and how it affects deductions</li><li>The truth about depreciation, cost segregation, and real estate professional status</li><li>When to use 1031 or 721 exchanges—and why timing matters</li><li>Why hiring the right CPA can be the difference between stagnation and scalable wealth</li></ul>Whether you're a seasoned investor or a family office executive, this episode offers actionable tax insights that can significantly impact your bottom line.   🎧 Available on Youtube Spotify, Apple Podcasts, and more. 📍 Learn more at www.fore.institute

Family Office Real Estate Podcast

Family Office Real Estate

Ep. 133 - From Passive Losses to 1031s: Tax Strategy Deep Dive

JUL 17, 202523 MIN
Family Office Real Estate Podcast

Ep. 133 - From Passive Losses to 1031s: Tax Strategy Deep Dive

JUL 17, 202523 MIN

Description

In this episode of the Family Office Real Estate Institute Podcast, host DJ Van Keuren sits down with Scott Snow, CPA, Partner at ProVision, to explore the often-overlooked world of real estate tax strategy. Scott brings decades of experience advising high-net-worth individuals and family offices on maximizing deductions, managing passive losses, leveraging cost segregation, and structuring 1031 exchanges. <br /><br />Together, they break down:<br /><ul><li>The most common tax mistakes real estate investors make</li><li>Passive vs. active income and how it affects deductions</li><li>The truth about depreciation, cost segregation, and real estate professional status</li><li>When to use 1031 or 721 exchanges—and why timing matters</li><li>Why hiring the right CPA can be the difference between stagnation and scalable wealth</li></ul>Whether you're a seasoned investor or a family office executive, this episode offers actionable tax insights that can significantly impact your bottom line.   🎧 Available on Youtube Spotify, Apple Podcasts, and more. 📍 Learn more at www.fore.institute