Episode 65: Tax Strategy Masterclass - Why Smart Investors Pay Less (And W2s Pay More)

The people who pay the most in taxes are often those who fail to plan, while those who pay the least are typically those who plan all year long.In this episode of the Strength in Numbers podcast, Marcus Crigler breaks down the real tax strategies that investors and entrepreneurs use to legally reduce what they owe while building long-term wealth through real estate.Listen as he explains the difference between depreciation and cost segregation, and the difference between passive and active real estate investing. He also explains why planning is more important than last-minute filing, and how the tax code rewards entrepreneurship and investment.Enjoy the show!You’ll Learn How To:Use depreciation to reduce taxable incomeUnderstand the difference between passive and active real estate investingOffset passive income with real estate lossesUse tax planning strategiesWhat You’ll Learn in This Episode:(01:43) How real estate depreciation works(03:15) The difference between cost segregation and bonus depreciation(04:53) Understanding passive vs active investing(06:05) Investing matters more than simply saving money(07:15) What qualifies someone as a real estate professional(08:57) Passive investors still receive major tax advantages(10:08) About Passive Income Generators (PICs)(11:26) Where to find passive income and losses on your tax return(12:52) How spouses can use real estate professional status strategically(14:55) Depreciation is a tax deferral strategy(17:26) How lower future income can create tax arbitrage opportunities(18:44) The tax code favors entrepreneurs and investors(20:28) Why entrepreneurship opens the door to more tax strategiesWho This Episode Is For:Real estate investors looking to maximize tax advantagesEntrepreneurs focused on building long-term wealthAnyone interested in reducing taxes legallyWhy You Should Listen:Marcus breaks down how real estate tax benefits work in the real world, why planning matters, and how entrepreneurship and investing can create opportunities that traditional W-2 income simply doesn’t offer.Connect with Marcus Crigler:Website: https://beccfo.com/LinkedIn: https://www.linkedin.com/in/marcus-crigler-cpa-977a45b7 Facebook: https://facebook.com/marcus.crigler