Real Estate Tax Playbook is your go-to resource for navigating the complex world of real estate taxation. Each episode delivers expert insights on tax strategies and credits tailored specifically for the real estate industry, helping investors and professionals maximize their financial potential.
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In this episode of Real Estate Tax Playbook, I sit down with Derek Cagness from Foundry Realty LLC to discuss the transformative redevelopment of the Walker Foundry site in Roanoke, Virginia. We explore the challenges and opportunities presented by this project, particularly in relation to workforce housing and the innovative use of Opportunity Zones 2.0. Derek shares insights into how these initiatives aim to foster community development and provide affordable housing solutions. We also dive into the intricacies of grants received for this project and how they will aid in creating a sustainab
In this episode of Real Estate Tax Playbook, I sit down with Nathan Walker from Pinnacle Financial Partners to explore the current state of financing in real estate. We discuss the eagerness of banks for loan growth and how lending standards remain stringent despite a competitive market for quality projects. Nathan shares insights into the lending landscape, including the focus on stress testing and the importance of providing comprehensive financial information when seeking loans. We also touch on the challenges of obtaining financing for various asset classes and the impact of interest rates
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 t
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 inves
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 i
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
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 incenti
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 ma
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 act
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 Loft
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 Proac
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
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,
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 Strategy Brown Edwards
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 Strategy Brown Edward
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 Strategy Bro
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
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 acti
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 Strategy Brown 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
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 Strategy Brown 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
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 Strategy Brown 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 complexiti
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 Strategy Brown 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
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 Strategy Brown 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 a
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 Strategy Brown Edwards tax advisors take a proactive approach to tax strategy, helping you minimize tax obligations and focus on the big picture. With our t
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