Tax Savings for 2026 with Tony Hong, CPA
Tue Feb 03 2026
📚 Unlock the secrets to building wealth! My book and 12-module Masterclass cover everything I’ve learned about passive investing and creating financial freedom. Watch it on-demand for FREE: http://thewealthelevator.com/master
🤝 Join the Hui Deal Pipeline Club and get a one-on-one call with me to discuss your investment goals: https://thewealthelevator.com/club
Join Tony Hong, a licensed CPA with over a decade of experience, as he walks you through essential tax planning strategies in this comprehensive masterclass. Discover the importance of having a tax strategy versus just filing taxes, and learn how to save money and stay compliant. Tony delves into common tax misconceptions, the pitfalls of using TurboTax for complex tax situations, and the levels of tax management from basic to advanced. Learn about various tax-saving opportunities, including the benefits and drawbacks of different business structures, investment tax credits, income shifting, and the importance of real estate professional status. Tony also discusses practical scenarios, such as the real-world struggles of W2 employees to optimize their taxes and how certain tax strategies can significantly reduce your tax liability. This session is packed with valuable insights to help you create an effective tax strategy for the new year. Don’t miss out on tips that could save you thousands of dollars annually.
00:00 Introduction and Welcome
00:26 Meet Your CPA: Tony Hong
00:58 The Importance of Tax Planning
01:24 TurboTax vs. Professional CPA
03:12 Tax Strategies for Real Estate Investors
08:04 Advanced Tax Planning Techniques
09:42 Entity Structures: LLCs, S Corps, and C Corps
14:10 Tax Benefits for Passive Investors
19:16 Income Shifting and Investment Tax Credits
21:22 Introduction to Capital Gains and Depreciation Recapture
21:36 Unlocking Passive Losses from Syndication Deals
23:37 Grouping Elections and Their Implications
26:51 Charity and Tax Deductions
29:38 Real Estate Professional Status and Tax Strategies
33:51 Investment Tax Credits and Passive Investing
43:24 Final Thoughts and Tax Planning Advice
Connect with me:
LinkedIn: https://www.linkedin.com/in/lanekawaoka/
Facebook: https://www.facebook.com/TheWealthElevator
Instagram: https://www.instagram.com/TheWealthElevator
Lane Kawaoka is a developer and multi-family syndicator who owns 10,000+ rental units and is the leader of “Hui Deal Pipeline Club” which has acquired over $2.1 Billion AUM of real estate by syndicating over $200 Million Dollars of private equity and most importantly distributed more than $45M back to our investors since 2016.
Check out our Top-50 Investing Podcast, The Wealth Elevator.
Hosted on Acast. See acast.com/privacy for more information.
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📚 Unlock the secrets to building wealth! My book and 12-module Masterclass cover everything I’ve learned about passive investing and creating financial freedom. Watch it on-demand for FREE: http://thewealthelevator.com/master 🤝 Join the Hui Deal Pipeline Club and get a one-on-one call with me to discuss your investment goals: https://thewealthelevator.com/club Join Tony Hong, a licensed CPA with over a decade of experience, as he walks you through essential tax planning strategies in this comprehensive masterclass. Discover the importance of having a tax strategy versus just filing taxes, and learn how to save money and stay compliant. Tony delves into common tax misconceptions, the pitfalls of using TurboTax for complex tax situations, and the levels of tax management from basic to advanced. Learn about various tax-saving opportunities, including the benefits and drawbacks of different business structures, investment tax credits, income shifting, and the importance of real estate professional status. Tony also discusses practical scenarios, such as the real-world struggles of W2 employees to optimize their taxes and how certain tax strategies can significantly reduce your tax liability. This session is packed with valuable insights to help you create an effective tax strategy for the new year. Don’t miss out on tips that could save you thousands of dollars annually. 00:00 Introduction and Welcome 00:26 Meet Your CPA: Tony Hong 00:58 The Importance of Tax Planning 01:24 TurboTax vs. Professional CPA 03:12 Tax Strategies for Real Estate Investors 08:04 Advanced Tax Planning Techniques 09:42 Entity Structures: LLCs, S Corps, and C Corps 14:10 Tax Benefits for Passive Investors 19:16 Income Shifting and Investment Tax Credits 21:22 Introduction to Capital Gains and Depreciation Recapture 21:36 Unlocking Passive Losses from Syndication Deals 23:37 Grouping Elections and Their Implications 26:51 Charity and Tax Deductions 29:38 Real Estate Professional Status and Tax Strategies 33:51 Investment Tax Credits and Passive Investing 43:24 Final Thoughts and Tax Planning Advice Connect with me: LinkedIn: https://www.linkedin.com/in/lanekawaoka/ Facebook: https://www.facebook.com/TheWealthElevator Instagram: https://www.instagram.com/TheWealthElevator Lane Kawaoka is a developer and multi-family syndicator who owns 10,000+ rental units and is the leader of “Hui Deal Pipeline Club” which has acquired over $2.1 Billion AUM of real estate by syndicating over $200 Million Dollars of private equity and most importantly distributed more than $45M back to our investors since 2016. Check out our Top-50 Investing Podcast, The Wealth Elevator. Hosted on Acast. See acast.com/privacy for more information.