The Tax Playbook for Real Estate Investors | Ep 70

Tax pain? Meet the fix. In this episode, Alfonso sits down with CPA Gerry Hogenhout—a real estate investor and tax strategist—to unpack practical, legal ways investors can keep more of what they make. They cover when to use corporations and holding companies, how to stop filing “after the fact,” active vs. passive income, capital gains myths, dividend planning, and why your accountant must understand real estate.

Gerry also shares his unlikely origin story—from drummer in a KISS tribute band (!) to 40 years saving Canadians serious tax dollars—plus the mindset investors need to thrive no matter who’s in power.

What you’ll learn:

The simple structure shift that can cut your tax rate from ~50% to ~12%

How (and when) to do proactive tax planning (hint: not in April)

Active income vs. capital gains: when business income beats “cap gains”

Smart ways to pull money out of your corp (salary, dividends, mgmt fees & more)

Integrating tax + investing so you stop the “financial leakage”

Investor-first habits your CPA should already be using

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https://www.wealthgenius.ai/

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