Episodes

Tax Strategy vs TikTok Hacks: 7 Viral Myths That Trigger Audits Are you tired of scrolling through TikTok and seeing “tax hacks” and viral write-off tricks that could actually land you in hot water with the IRS? In this episode of The Tax Strategy Playbook, host David Wiener, also known as “Mr. Cash Flow,” cuts through the noise. He exposes 7 common social media tax myths that are actually audit bait and reveals the legitimate, long-term tax strategies that wealthy investors use instead. If yo...

If you’re a high-income W-2 earner, 1099 professional, real estate investor, or business owner looking for advanced tax strategies to reduce taxes, this episode breaks down a powerful oil and gas tax strategy to legally offset W-2 income, use intangible drilling costs (IDC) deductions, and stack oil and gas investing with cost segregation and other tax planning moves to cut your IRS bill and increase cash flow. In this episode of The Tax Strategy Playbook, David Wiener (Mr. Cash Flow) and CPA M...

The short term rental tax loophole is how a high-income W-2 earner or business owner can use rental losses against wages and business income without qualifying as a real estate professional. Pair it with a cost segregation study and 100% bonus depreciation, and one property can produce a first-year loss big enough to matter on a six-figure return. In this episode of The Tax Strategy Playbook, David Wiener, Mr. Cash Flow, sits down with Ryan Bakke, CPA, real estate investor, and founder of Tax S...

The R&D tax credit is a dollar-for-dollar federal credit for businesses that solve technical problems, and most of the companies that qualify have never claimed it. No lab coats, no patents, and no research department required. If you run a manufacturer, a software company, an architecture or engineering firm, a construction company, or even a winery or brewery, and your people are paid to work through problems they don't already know how to solve, this episode is for you. In this episode of Th...

Section 179D is the energy efficient commercial buildings deduction, and it's one of the least understood tax breaks available to commercial building owners, developers, and the architects and engineers who design government and nonprofit buildings. The One Big Beautiful Bill Act ended it for buildings whose construction begins after June 30, 2026. Projects that began construction on or before that date can still qualify, and the deduction is claimed in the year the property is placed in service...

What if you could sell a rental property, defer 100% of your capital gains tax and depreciation recapture, and roll every dollar into a bigger, better deal, then keep doing it forever? That's exactly what a 1031 like-kind exchange allows real estate investors to do. In this episode of The Tax Strategy Playbook, host David Wiener sits down with Dave Foster, founder of The 1031 Investor and one of the country's leading experts on 1031 exchange strategies. Dave breaks down the exact rules, timelin...

This episode dives into how landlords use real estate to build durable wealth and tax efficiency, featuring investor, broker, and educator Christian Walsh. Christian shares his journey from traditional real estate work into becoming a trusted guide for everyday investors who want to play the game more strategically. He breaks down how to think like a long-term investor, why understanding local market dynamics matters more than chasing national headlines, and how to structure deals so they actually support your lifestyle and goals. You’ll hear practical examples of using leverage wisely, positioning yourself for opportunities in shifting markets, and avoiding the common mistakes that keep investors stuck. The conversation also touches on building a personal brand as an agent or advisor, communicating clearly with clients, and creating content that attracts serious investors instead of tire-kickers. By the end, listeners walk away with a clearer blueprint for growing a resili…

The 2025 Tax Bill, officially known as the One Big Beautiful Bill, is the biggest tax law change in nearly a decade. And most small business owners and real estate investors are about to sleepwalk right past it. In this episode of The Tax Strategy Playbook, host David Wiener breaks down exactly what the One Big Beautiful Bill means for small businesses, real estate investors, rental property owners, and entrepreneurs, and how to turn these new tax law changes into a concrete action plan before ...

Most real estate investors assume a cost segregation study automatically creates a tax win. But if the IRS classifies your rental activity as passive, those losses may be trapped, unable to offset your W-2 income or active business income the way you expected. In this episode of The Tax Strategy Playbook, David Wiener and CPA Gabriel Virdaru break down the passive vs. active deduction rules in plain English. You'll learn exactly how the IRS distinguishes passive income from active income, why...

Choosing the wrong entity structure is one of the most expensive mistakes real estate investors and small business owners make, and most don't find out until it's too late. In this episode of The Tax Strategy Playbook, host David Wiener sits down with Matt Bontrager, CPA and managing partner of TrueBooks, a firm that works almost exclusively with real estate investors and entrepreneurs. Matt has reviewed hundreds of real-world LLC and S corp structures and pulls back the curtain on how entity s...

In this episode, we break down cost segregation for real estate investors who want more cash flow and less tax drag on their rentals and commercial properties. You’ll learn how cost segregation accelerates depreciation by carving out 5, 7, and 15-year components inside your property, and how bonus depreciation lets you front load those deductions into the early years of ownership. We cover how cost segregation applies to everyday investors across many asset types: single-family rentals, dupl...

If you're a real estate investor or business owner, tax strategy is the single most powerful wealth multiplier available to you, and most people are using it wrong. In this debut episode of The Tax Strategy Playbook, host David Wiener ("Mr. Cash Flow") sits down with tax strategist Greg Taylor, founder of Taylor Tax Strategy, to unpack exactly why real estate investors and business owners quietly overpay the IRS year after year, and what proactive tax planning can do about it. Greg shares the ...