Real Estate Tax Playbook

In this episode of the Real Estate Tax Playbook, I sit down with Jim Mullins from Bundy Group to explore the intricacies of mergers and acquisitions (M&A). We discuss how to effectively prepare for selling your business, the importance of accurate pricing, and the due diligence process that can make or break a deal. Jim shares insights into the current market landscape, highlighting key factors that influence whether it's a buyer's or seller's market. We also touch on the critical role of financial advisors and CPAs in navigating these transitions. Whether you're considering a sale now or in the future, this episode provides valuable strategies for ensuring you maximize your business's value and make informed decisions in the M&A process. Tune in for expert advice that could shape your financial future.

Join me in this episode of Real Estate Tax Playbook as I sit down with Ryan McIntyre, a partner at Brown Edwards, to explore the intersection of wealth management and real estate investment strategies. We discuss how market fluctuations and economic uncertainties are impacting investor behavior, particularly in the face of advancements in technology and AI. Ryan shares insights on effective wealth management strategies, including leveraging tax-efficient investment tools like the AQR Flex SMA to mitigate capital gains. We also delve into retirement planning and the importance of aligning investment strategies with client goals. This episode is packed with valuable information for real estate professionals looking to navigate today’s complex financial landscape. Tune in for essential tips and expert perspectives that can enhance your financial playbook.

Join me in this episode of the Real Estate Tax Playbook as I sit down with Steve Ambrose of BnB Sidekick. We dive into the dynamic world of short-term rental management, exploring the rise of co-hosting and its significance for property owners. Steve shares insights on leveraging technology, like Guesty and PriceLabs, to optimize revenue and streamline operations. We also discuss the regulatory landscape in Roanoke, including the challenges of compliance for short-term rentals. Whether you're a seasoned investor or new to the market, this episode is packed with actionable tips, including the importance of high-quality photography to attract guests. Tune in to discover how to maximize your property’s potential and navigate the complexities of this booming industry.

In this episode of the Real Estate Tax Playbook, host Evan Ross, Tax Director with Brown Edwards & Company, sits down with Jerry Dunnavant, Founder and President of Covenant Real Estate Services and Chief Growth Officer for Brown Edwards. They discuss the current real estate market, including how interest rates are affecting buyer behavior and property values. Jerry shares insights on the settlement process, emphasizing the importance of communication among all parties in a transaction. They also explore emerging opportunities in workforce housing, affordable housing tax credits, and strategic tax planning tools like 1031 exchanges and cost segregation studies.

In this episode of Real Estate Tax Playbook, I sit down with Eddie Thompson, a seasoned CPA and Director at Brown Edwards, to explore the dynamic intersection of construction and real estate. We dive into current industry trends, including the impact of recent economic developments and labor shortages on construction projects. Eddie shares insights on vertical versus horizontal construction, the challenges posed by material costs, and the vital role of AI in streamlining operations. We also discuss the implications of the One Big Beautiful Bill, particularly its overtime provisions and incentives for manufacturing facilities. Whether you're a contractor or a real estate professional, this conversation is packed with valuable information to help you navigate the evolving landscape of the construction and real estate sectors. Tune in for expert insights and practical advice.

In this episode of Real Estate Tax Playbook, I’m joined by Jacob Favaro to dive into year-end tax planning for 2025, focusing on the One Big Beautiful Bill that became law on July 4th. We explore significant changes, including the reinstatement of 100% bonus depreciation for qualifying property and the implications for real estate and manufacturing industries. Jacob also discusses updates on R&D expenses, charitable contribution limitations, and the SALT cap changes, emphasizing proactive strategies for taxpayers. As we wrap up the year, we offer insights into optimizing tax liabilities and maximizing benefits before December 31st. Tune in for essential tips that could impact your financial decisions as we approach the new year.

Join host Evan Ross from Brown Edwards & Company as he sits down with Nagib Lakhani from Revmax Investments for an in-depth exploration of the hospitality industry. With nearly 30 years of experience spanning automotive franchises in Canada to hotel development and operations across the U.S., Nagib brings a wealth of real-world expertise to the conversation. In this episode, they dive deep into the unique challenges and opportunities within hotel development and operations, covering: Development vs. Operations: Understanding the dual nature of hospitality as both real estate investment and active business operations Current Market Dynamics: Why acquisition and renovation is often more attractive than ground-up development in today's high-interest environment Brand Relationships: The critical importance of franchise agreements and how they impact financing, operations, and exit strategies Revenue Management: How artificial intelligence and real-time pricing strategies have transformed the industry from pre-COVID corporate travel patterns to today's evolving demand cycles Capital Requirements: The reality of FF&E reserves, renovation cycles, and the financial challenges facing hotel owners post-COVID Nagib also shares insights about his work with iHospitality Alliance, a community organization bringing together like-minded hoteliers to leverage best practices and achieve economies of scale typically available only to larger hotel groups. Whether you're a seasoned real estate professional, considering your first hospitality investment, or simply curious about the business dynamics behind your hotel stays, this episode offers valuable boots-on-the-ground perspective from someone who's navigated decades of industry evolution. Featured Guest: Nagib Lakhani, Revmax Investments Contact: [email protected] | www.revmaxinv.com A Proactive Advisor in Tax StrategyBrown Edwards tax advisors take a proactive approach to tax strategy, helping you minimize tax obligations and focus on the big picture. With our tax professionals’ in-depth expertise and education, Brown Edwards can handle complexities for corporations, partnerships, and individuals, with added specialization for a variety of industries.Learn more about our tax services.

Join host Evan Ross from Brown Edwards & Company's Roanoke, Virginia location as he sits down with Bill Chapman, founder of Bill Chapman Inc. and seasoned real estate developer based in Richmond, Virginia. In this engaging "boots on the ground" episode, Bill shares his unique journey from sports journalism and bartending to becoming a prominent developer specializing in adaptive reuse and historic tax credit projects. With nearly 20 years of experience transforming Roanoke's downtown landscape, Bill discusses his remarkable projects in the West Station District, including the Fulton Motor Lofts, Lofts at West Station, Parkway 301, and the current challenging renovation of the former Sunlight Bakery building at 501 Salem Avenue. Listeners will gain valuable insights into: The evolution of downtown Roanoke's Salem Avenue corridor Navigating the 2008 financial crisis as a developer A gripping account of structural engineering nightmares and historic tax credit market collapse during the Parkway 301 project The importance of thorough due diligence in historic building rehabilitation Current challenges in affordable housing development The rewarding nature of preserving community assets through adaptive reuse Bill also shares the story behind popular local establishments like Big Lick Brewing Company, Tuco's Taqueria, and Beamer's 25, offering a behind-the-scenes look at how strategic development can revitalize entire neighborhoods. Whether you're an experienced developer, real estate professional, or simply interested in urban renewal, this episode provides practical wisdom and inspiration from someone who has truly transformed a community's landscape. Contact Information: Website: BillChapmanInc.com Email: [email protected] A Proactive Advisor in Tax StrategyBrown Edwards tax advisors take a proactive approach to tax strategy, helping you minimize tax obligations and focus on the big picture. With our tax professionals’ in-depth expertise and education, Brown Edwards can handle complexities for corporations, partnerships, and individuals, with added specialization for a variety of industries.Learn more about our tax services.

Host Evan Ross kicks off Season 2 with Brady Lawrence and Alicia Cundiff from Roanoke City Economic Development. They discuss available tax incentives, including Enterprise Zone grants, the upcoming Business Equipment Incentive Program (opening October 1st), and major recent grant awards totaling over $8 million for industrial development and community projects. Brady shares retail study results bringing new businesses like HomeSense and Kickback Jacks to the area, while both guests provide updates on Carilion's new facilities and exciting downtown developments. Contact: bizroanoke.com  A Proactive Advisor in Tax StrategyBrown Edwards tax advisors take a proactive approach to tax strategy, helping you minimize tax obligations and focus on the big picture. With our tax professionals’ in-depth expertise and education, Brown Edwards can handle complexities for corporations, partnerships, and individuals, with added specialization for a variety of industries.Learn more about our tax services.

Join host Evan Ross, Tax Director at Brown Edwards & Company for an overview of the One Big Beautiful Bill Act (OBBBA) that was signed into law on July 4th. In this episode of the Real Estate Tax Playbook, Evan discusses the most significant tax provisions affecting real estate investors and developers. The solo episode by Evan covers bonus depreciation, 163(j) interest limitation, PTET and the SALT cap, opportunity zones, and energy incentives. Don't miss the opportunity to stay ahead of the curve and prepare for the challenges and opportunities presented by the One Big Beautiful Bill Act. A Proactive Advisor in Tax StrategyBrown Edwards tax advisors take a proactive approach to tax strategy, helping you minimize tax obligations and focus on the big picture. With our tax professionals’ in-depth expertise and education, Brown Edwards can handle complexities for corporations, partnerships, and individuals, with added specialization for a variety of industries.Learn more about our tax services.

Join host Evan Ross, Tax Director at Brown Edwards & Company, as he sits down with Rich Hedley, State and Local Tax Leader and Tax Partner at Brown Edwards, for an in-depth discussion about state tax compliance for real estate investors and professionals. In this episode of the Real Estate Tax Playbook, Rich breaks down the often confusing world of state tax nexus, explaining what creates tax filing obligations when you own rental properties across multiple states. The conversation covers essential topics, including voluntary disclosure agreements (VDAs) for those who may be out of compliance, the pass-through entity tax (PTET) workaround that helps bypass the $10,000 SALT cap limitation, and how different states handle federal tax law changes like bonus depreciation. A Proactive Advisor in Tax StrategyBrown Edwards tax advisors take a proactive approach to tax strategy, helping you minimize tax obligations and focus on the big picture. With our tax professionals’ in-depth expertise and education, Brown Edwards can handle complexities for corporations, partnerships, and individuals, with added specialization for a variety of industries.Learn more about our tax services.

In this episode of the Real Estate Tax Playbook, host Evan Ross welcomes David McGuire and Justin Gephart from McGuire Sponsel to discuss property tax assessment appeals and upcoming tax legislation. The conversation explores when and how real estate owners should challenge assessments, valuation methods that lead to successful appeals, and how changing economic conditions create tax-saving opportunities. The trio also covers potential federal tax changes affecting real estate planning, while sharing their mutual appreciation for fine bourbon. A Proactive Advisor in Tax StrategyBrown Edwards tax advisors take a proactive approach to tax strategy, helping you minimize tax obligations and focus on the big picture. With our tax professionals’ in-depth expertise and education, Brown Edwards can handle complexities for corporations, partnerships, and individuals, with added specialization for a variety of industries.Learn more about our tax services.

Join host Evan Ross and guest Patrick Murtaugh as they explore the complexities of historic tax credits for real estate rehabilitation projects. With over 25 years of experience in public accounting, Murtaugh shares valuable insights on federal and Virginia state historic tax credits, including the application process, qualified rehabilitation expenditures (QREs), and strategies for credit utilization. Learn about the three-part application process, investment structures, and crucial considerations for both commercial and residential properties. A Proactive Advisor in Tax StrategyBrown Edwards tax advisors take a proactive approach to tax strategy, helping you minimize tax obligations and focus on the big picture. With our tax professionals’ in-depth expertise and education, Brown Edwards can handle complexities for corporations, partnerships, and individuals, with added specialization for a variety of industries.Learn more about our tax services.

Join host Evan Ross, Tax Director at Brown Edwards Company, and guest Price Gutshall from Thalhimer Commercial Real Estate for an insightful discussion on current commercial real estate market trends. From the lasting impacts of COVID-19 on office spaces to the booming industrial sector, learn about market dynamics, leasing versus purchasing considerations, and the future outlook of commercial real estate. This episode of the Real Estate Tax Playbook provides valuable insights for real estate professionals looking to understand today's market conditions. A Proactive Advisor in Tax StrategyBrown Edwards tax advisors take a proactive approach to tax strategy, helping you minimize tax obligations and focus on the big picture. With our tax professionals’ in-depth expertise and education, Brown Edwards can handle complexities for corporations, partnerships, and individuals, with added specialization for a variety of industries.Learn more about our tax services.

Join host Ross from Brown Edwards' Roanoke office as he welcomes Vincent Centofanti, a business valuation expert from the Charleston, West Virginia office. In this episode of the Real Estate Tax Playbook, Vincent shares his unique career path and extensive expertise in business valuations, explaining how they differ from real estate appraisals and their crucial role in succession planning. Learn about the valuation process, how growth potential impacts property management company valuations, and discover cost-effective alternatives like calculation services. Whether you're considering selling your business, planning for estate taxes, or looking to understand your company's worth, this episode provides valuable insights for real estate professionals. A Proactive Advisor in Tax StrategyBrown Edwards tax advisors take a proactive approach to tax strategy, helping you minimize tax obligations and focus on the big picture. With our tax professionals’ in-depth expertise and education, Brown Edwards can handle complexities for corporations, partnerships, and individuals, with added specialization for a variety of industries.Learn more about our tax services.

Join host Evan Ross, Tax Director at Brown Edwards, as he welcomes Dr. Luke Liska, Assistant Professor at Radford University and Director of the Davis College Fellows program. In this enlightening episode, Dr. Liska breaks down the evolution of artificial intelligence from its early rule-based systems to today's transformer-based models, and explains how AI can revolutionize real estate investment strategies. Learn how investors can leverage AI for property valuation, neighborhood analysis, and renovation decisions. The discussion covers practical applications, ethical considerations, and actionable insights for real estate professionals looking to stay ahead in an increasingly tech-driven market. Whether you're an AI skeptic or enthusiast, this episode offers valuable perspectives on the future of real estate investment and development. A Proactive Advisor in Tax StrategyBrown Edwards tax advisors take a proactive approach to tax strategy, helping you minimize tax obligations and focus on the big picture. With our tax professionals’ in-depth expertise and education, Brown Edwards can handle complexities for corporations, partnerships, and individuals, with added specialization for a variety of industries.Learn more about our tax services.

Dive deep into the crucial concept of basis in real estate taxation with CPA experts Evan Ross and Jacob Reeves. Learn how understanding and managing basis can significantly impact your tax liabilities and maximize your property investment returns. A Proactive Advisor in Tax StrategyBrown Edwards tax advisors take a proactive approach to tax strategy, helping you minimize tax obligations and focus on the big picture. With our tax professionals’ in-depth expertise and education, Brown Edwards can handle complexities for corporations, partnerships, and individuals, with added specialization for a variety of industries.Learn more about our tax services.

Dive into the world of 1031 exchanges with host Evan Ross and expert guest Claudia Kiernan from IPX 1031. Learn how this powerful tax-deferral strategy can help real estate investors build wealth, avoid common pitfalls, and discover advanced techniques to optimize your property investments. A Proactive Advisor in Tax StrategyBrown Edwards tax advisors take a proactive approach to tax strategy, helping you minimize tax obligations and focus on the big picture. With our tax professionals’ in-depth expertise and education, Brown Edwards can handle complexities for corporations, partnerships, and individuals, with added specialization for a variety of industries.Learn more about our tax services.

Join host Evan Ross and guest Scott Bragg as they unpack how the Inflation Reduction Act is reshaping the real estate landscape with expanded tax credits for solar energy, building efficiency, and EV charging stations. Learn from these tax experts how to leverage these incentives to maximize your tax savings and property value. A Proactive Advisor in Tax StrategyBrown Edwards tax advisors take a proactive approach to tax strategy, helping you minimize tax obligations and focus on the big picture. With our tax professionals’ in-depth expertise and education, Brown Edwards can handle complexities for corporations, partnerships, and individuals, with added specialization for a variety of industries.Learn more about our tax services.

From expiring bonus depreciation to potential tax reforms under different presidential candidates, this special edition episode explores critical tax changes affecting businesses in 2025 and provides actionable planning strategies for business owners and executives. A Proactive Advisor in Tax StrategyBrown Edwards tax advisors take a proactive approach to tax strategy, helping you minimize tax obligations and focus on the big picture. With our tax professionals’ in-depth expertise and education, Brown Edwards can handle complexities for corporations, partnerships, and individuals, with added specialization for a variety of industries.Learn more about our tax services.

Dive into the world of cost segregation studies with expert John Hanning, and discover how this powerful tax strategy can accelerate depreciation and boost cash flow for real estate investors and professionals. A Proactive Advisor in Tax StrategyBrown Edwards tax advisors take a proactive approach to tax strategy, helping you minimize tax obligations and focus on the big picture. With our tax professionals’ in-depth expertise and education, Brown Edwards can handle complexities for corporations, partnerships, and individuals, with added specialization for a variety of industries.Learn more about our tax services.

Welcome to The Real Estate Tax Playbook, your ultimate guide to mastering the tax game in real estate. Join host, Evan Ross, Tax Director at Brown Edwards & Company to discuss key tax strategies that can make a real difference to your bottom line. From historic tax credits to the latest changes in real estate taxation, Get ready to gain valuable insights that could transform your approach to real estate taxation. A Proactive Advisor in Tax StrategyBrown Edwards tax advisors take a proactive approach to tax strategy, helping you minimize tax obligations and focus on the big picture. With our tax professionals’ in-depth expertise and education, Brown Edwards can handle complexities for corporations, partnerships, and individuals, with added specialization for a variety of industries.Learn more about our tax services.