Most investors leave thousands on the table every year—because they don’t know these tax loopholes. In this episode, David sits down with real estate tax strategist Ana Klein to break down 8 tax strategies the wealthy use to keep more cash in their pockets. From cost segregation to the Augusta Rule, learn how to legally lower your tax bill and maximize your real estate profits. If you're in real estate, you can't afford to miss this one.

KEY TALKING POINTS:

0:00 - An Overview of Ana Klein’s Business

1:40 - Some Standard Tax Savings You Can Get From Owning Real Estate

4:14 - What Is Cost Segregation?

6:47 - Other Tax Strategies With Real Estate

9:16 - Self-Directed IRAs

12:16 - Can You Write Off Part Of Your Rental Properties?

15:28 - Writing Off Interest On Your Real Estate Debt

17:36 - Understanding Capital Gains Tax On Real Estate

19:49 - Paying Reduced Property Taxes With Homestead Tax Exemption

22:51 - How Real Estate Taxes Can Fluctuate & Flipping Land

27:02 - Paying Taxes With House Flipping

28:14 - Why Ana Got Into Real Estate Tax Strategy

32:24 - How To Get In Touch With Ana

33:01 - Outro

LINKS:

Instagram: Ana Klein

https://www.instagram.com/taxbossana/

Website: Ana Klein

https://linktr.ee/taxbossana

Instagram: David Lecko

https://www.instagram.com/dlecko

Website: DealMachine

https://www.dealmachine.com/pod

Instagram: Ryan Haywood

https://www.instagram.com/heritage_home_investments

Website: Heritage Home Investments

https://www.heritagehomeinvestments.com/