On this week’s episode, Avery is joined by Brandon Hall and Nathan Sosa of Hall CPA to dive deep into the short-term rental tax loophole and how investors can legitimately use it to offset W2 and business income. They discuss the origins of the loophole, how to qualify through material participation tests, and what documentation is necessary to survive an IRS audit. The conversation also covers depreciation recapture, bonus depreciation updates, and common traps tax influencers don’t warn you about. Whether you’re an investor with one STR or 100, this is a must-listen for anyone trying to minimize taxes the right way.

How to connect with Brandon:

https://www.linkedin.com/in/brandonhallcpa/
https://www.facebook.com/realestatecpa
https://x.com/TheRECPA
www.therealestatecpa.com

How to connect with Avery:

The Short Term Shop - https://theshorttermshop.com/
www.strquestions.com
Follow Avery Carl on Instagram
Follow Avery Carl on TikTok
Join the Short Term Shop Facebook group
Check out the Short Term Shop on YouTube

For more information on how to get into short term rentals, read Avery’s books:

Smarter Short Term Rentals - Buy it on Amazon
Short-Term Rental, Long-Term Wealth: Your Guide to Analyzing, Buying, and Managing Vacation Properties – Buy it on Amazon

On this week's episode, Avery is joined by Yonah Weiss, an expert on cost segregation and a favorite among real estate investors. They break down what a cost segregation study is, how it allows short-term rental owners to accelerate depreciation and save on taxes, and who qualifies to benefit from this strategy. Yonah explains how to navigate bonus depreciation, recapture tax, and 1031 exchanges, emphasizing the importance of having a real estate-focused CPA.

How to connect with Yonah:

https://yonahweiss.madisonspecs.com/
https://www.yonahweiss.com/
https://www.instagram.com/yonahweiss/
https://www.linkedin.com/in/cost-segregation-yonah-weiss/
https://twitter.com/YonahWeiss

How to connect with Avery:

The Short Term Shop - https://theshorttermshop.com/
www.strquestions.com
Follow Avery Carl on Instagram
Follow Avery Carl on TikTok
Join the Short Term Shop Facebook group
Check out the Short Term Shop on YouTube

For more information on how to get into short term rentals, read Avery’s books:

Smarter Short Term Rentals - Buy it on Amazon
Short-Term Rental, Long-Term Wealth: Your Guide to Analyzing, Buying, and Managing Vacation Properties – Buy it on Amazon

On this week's episode, Avery is joined by Heather Meuer, a Missouri-based real estate investor who transitioned from running an auto parts business to building and managing RV parks and glamping resorts. Heather shares how she and her husband turned an abandoned campground into a thriving $7.8M resort in Branson, complete with glamping tents, RV pads, a coffee shop, and pizza kitchen—all designed to elevate the guest experience. She walks through the challenges of securing an SBA loan, tips for working with your spouse, and how creating multiple revenue streams can supercharge a hospitality business.

How to connect with Heather:

@roaminghomeheather

theembersbranson.com

How to connect with Avery:

The Short Term Shop - https://theshorttermshop.com/
www.strquestions.com
Follow Avery Carl on Instagram
Follow Avery Carl on TikTok
Join the Short Term Shop Facebook group
Check out the Short Term Shop on YouTube

For more information on how to get into short term rentals, read Avery’s books:

Smarter Short Term Rentals - Buy it on Amazon
Short-Term Rental, Long-Term Wealth: Your Guide to Analyzing, Buying, and Managing Vacation Properties – Buy it on Amazon