Скачать или смотреть The Tax Playbook for Real Estate Investors | WealthGenius Podcast 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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⏱️ Chapters
00:05 – Show intro & sponsor
00:44 – Meet Gerry: “the tax man”
01:58 – 40 years in tax & why audits feel tougher now
02:29 – Saving vs. filing: the problem with “compliance accountants”
04:05 – Stop paying 50%: routing rent income through a corp (~12%)
05:54 – Why investors fear taxes (and miss easy wins)
07:01 – Tax planning is 12 months, not 12 days
08:40 – Educating clients to challenge bad returns
09:41 – From drummer to CPA: Gerry’s origin story
10:48 – Deep dive at Deloitte; obsession with the Tax Act
11:08 – Early investing mistakes: selling & avoiding leverage
12:24 – Embracing OPM: the mindset shift
12:58 – Owning Alberta multis (29 & 21 units)
13:53 – Your accountant must be an investor
15:44 – Playing the game under new “rules” (policy changes & mindset)
16:24 – Capital gains chatter & why planning matters
18:31 – Corp capital gains, refundable tax & dividends (the real flow)
19:00 – Capital gains vs. business income (25% vs. ~12% example)
20:24 – Pulling money out: salary, dividends, fees, allowances
21:00 – New to REI? Why money needs a better home than mutual funds
22:22 – Busy season vs. planning season: when to meet your CPA
23:22 – KISS tribute band days (yes, full makeup)
26:07 – Integrating tax + investing to stop “financial leakage”
28:15 – Community, inspiration & giving credit
29:21 – Parting mantra: “Pay less taxes”
30:04 – Conference promo & sign-off