Why Real Estate Investors Should Not Do Their Own Bookkeeping and Tax Planning

Описание: In this episode, Dylan Silver sits down with Angie Toney, a seasoned CPA and tax strategist with over 30 years of experience. Angie breaks down the complexities of tax planning for real estate professionals, investors, and entrepreneurs transitioning from W-2 employment to business ownership.They discuss common tax mistakes, the importance of proper bookkeeping, how the IRS defines a real estate professional, and why tax strategy should support wealth building—not drive investment decisions. Angie also shares practical advice on finding the right tax professional and maintaining accurate records to avoid costly mistakes.

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💼 Guest Resources
Connect with Angie Toney on social media:
Website: https://myoasistax.com/
LinkedIn: https://www.linkedin.com/in/toneyam?u...

💼 Show Resources
Chapters

0:00 Best Tax Advice for Investors
0:38 Meet Angie Toney
1:17 Why Real Estate Pros Get Hit With Big Tax Bills
2:40 Feast-or-Famine Income and Tax Discipline
4:27 Can Real Estate Offset W-2 Taxes?
5:17 Real Estate Professional Status Explained
7:41 What Counts as Real Estate Hours?
9:02 How to Find the Right Tax Professional
11:02 Tax Preparation vs Real Tax Strategy
13:58 Biggest Bookkeeping Mistakes Investors Make
16:32 Retirement, Healthcare, and Long-Term Planning
17:34 How to Contact Angie Toney