Videos
YouTube Recordings
Investors Call This The Real Estate Loophole — And Yes, It’s Real.
Date: 07 October 2025
You may have heard about the real estate professional tax loophole. This strategy lets qualifying investors deduct rental losses against other income—but the IRS rules are strict. In this video, I explain…
Want To Use Your Rental Losses To Wipe Out W-2 Income? Here’s How.
Date: 07 October 2025
As a CPA, I often get asked how to qualify for real estate professional tax status. This designation can help investors use rental losses to offset other income—but the IRS rules are strict. In this video, I explain the…
Thinking About Switching From A C Corp To An S Corp? Here’s What To Know First.
Date: 07 October 2025
As a CPA, one of the most common questions I get is: Should I convert my C corporation to an S corporation? In this video, I break down the key differences, benefits, and trade-offs of converting. You’ll learn…
Investment Property Taxation Strategies for Long-Term Gains
Date: 04 November 2025
Owning investment properties can be a strong way to build wealth through rental income and property appreciation. However, understanding investment property taxation is essential to maximizing returns and…
How Is Depreciation Recapture Taxed? What Investors Need to Know Before Selling
Date: 05 November 2025
Investing in rental properties and other depreciable assets provides significant tax benefits, especially in the form of depreciation deductions that reduce taxable income each year. However, when you sell these assets…
Asset Purchase Agreement vs Stock Purchase
Date: 19 December 2025
Whether you’re buying or selling a business, the structure you choose—asset purchase or stock purchase—has major tax and liability implications. Learn the difference, see which benefits your position, and understand how to avoid costly mistakes in M&A planning…
Accounting Issues for Startups: What Tech Founders Overlook (Until It’s Too Late)
Date: 19 January 2026
Starting a tech company is exciting, but it also comes with challenges, especially when it comes to accounting. Many founders focus heavily on product development, marketing, and user growth, often overlooking key…
Advice From a CPA: 7 Things Business Owners Wish They Knew Earlier
Date: 02 February 2026
Most business owners do not realize how many costly decisions they have already made until years later. By the time problems surface, missed deductions, inefficient structures, and compliance gaps are already baked into the business…
Real Estate Tax Preparation Services: What Investors Need to Know Before Filing
Date: 08 April 2026
In this video, we explain why technically accurate tax returns can still create costly issues for real estate investors and what to watch for before filing…
Real Estate Adjusted Basis: The Key to a Tax-Efficient Property Sale
Date: 08 April 2026
Your real estate adjusted basis is the most important number in your tax strategy when it comes time to sell. It represents the true cost of your investment in the eyes of the IRS and dictates your final capital gains liability…
What Is A 1045 Rollover? How Investors Use It To Defer Taxes On QSBS Gains
Date: 25 June 2026
Selling your startup before the 5-year QSBS mark? You don’t have to lose your momentum to capital gains taxes. In this video, Chris Pantoja, CPA, explains the 1045 rollover, a strategic tax tool that allows founders and…
Capital Gains Tax Deferral Strategies: What Investors Should Know Before They Sell
Date: 04 August 2026
One of the biggest mistakes I see investors make is waiting until after the sale to think about taxes. By then, many of the best opportunities are already gone…