Earlier this year, our founder Dat Le sat down with Nicole Hartick \u2014 host of the Real Tea podcast and Director of Marketing at Gibson Sotheby\u2019s International Realty \u2014 for a candid, two-part conversation about the questions real estate professionals and business owners should actually be asking their CPA.

It\u2019s the kind of conversation we have with clients every day, just recorded. Both episodes are embedded below so you can watch (or listen) in full.

Part 1 \u2014 What Realtors and Entrepreneurs Should Be Asking Their CPA

In Part 1, Nicole and Dat dig into the fundamentals every realtor and small business owner should know: what to look for on your return, the questions a good CPA welcomes (and the ones they should be raising first), and the practical habits that separate clients who feel in control of their tax life from the ones who dread April every year.

Part 2 \u2014 What Real Estate Investors and High-Income Earners Need to Know

In Part 2, the conversation shifts from agents and entrepreneurs to the investor side of the table \u2014 portfolio owners, flippers, short-term rental hosts, and high-income earners. Dat and Nicole walk through the strategies that tend to move the needle most: entity structure, depreciation and the real estate professional designation, and the planning conversations that have to happen well before year-end.

Why we said yes

Most of the realtors and investors we work with don\u2019t need another 100-page tax guide. They need a CPA who will sit across from them, ask the right questions, and translate the tax code into decisions they can actually act on. That\u2019s the conversation Nicole wanted to have on Real Tea, and it\u2019s the conversation we have every day at Motta Financial.

If something in either episode raises a question about your own situation \u2014 your entity, your rentals, your year-end planning \u2014 we\u2019d be happy to talk it through. Get in touch any time.