Ep 71 – Understanding Investment Tax Issues with Chase Insogna

Watch the Episode


AIA podcast YouTube banner button

AIA Apple Podcasts banner button


AIA podcast Spotify banner button

AIA Google Podcasts banner button

Listen to the Episode 

All Episodes 

The Alternative Investing Advantage Learn how to take control and give yourself the freedom to choose where you invest your money

This week on the Alternative Investing Advantage podcast, host Alex Perny welcomes Chase Insogna for a discussion on investment tax issues. Chase is the President of Insogna CPA, a licensed firm that offers year-round tax strategy, wealth creation, and accounting for small businesses.

During this episode, Chase covers investment tax issues, specifically the issue related to the large amounts of write-offs for easement investments, which are often structured as syndicated investments. He touches on other tax trends, such as the Secure Act 2.0. Additionally, Chase highlights the importance of understanding and addressing tax issues in the current market. He emphasizes the need for tax professionals and experts to stay informed and aware of the latest tax laws and regulations. Chase also discusses the tax implications of buying a single-family home or investing in multiple rental properties, particularly for high-income W2 income taxpayers.

Learn about investment tax issues and other tax strategies.

Do you want to be a guest on the Alternative Investing Advantage? Contact us.

Headshot of Chase InsognaAbout Our Guest Chase Insogna

Chase Insogna is the President of Insogna CPA PC, specializing in paperless QuickBooks and income tax preparation. A graduate of Texas State University with a BBA in Accounting and Management. He received his CPA designation and is licensed to practice in the State of Texas. Chase also received his Chartered Global Management Accountant (CGMA).

Chase’s CPA firm, Insogna CPA PC, serves filmmakers through the use of their paperless and cloud-based technologies. These technologies allow the firm the ability to serve its clients from anywhere. Insogna CPA PC ensures that your financial details are handled accurately, whether your project is local or international.

About Our Host Alex Perny, CISP

Headshot of Alex Perny

Alex Perny is a business development specialist and host of Advanta IRA’s podcast, the Alternative Investment Advantage. He is a self-described policy geek who loves learning the rules and technical aspects of SDIRAs, employer plans, and IRS regulations.

For more than a decade, Alex has helped thousands invest in alternative assets. These include precious metals, real estate, private stock, notes, and countless others. Additionally, he has spoken to investors across the country about using retirement plans to invest outside the stock market. Alex also believes so strongly in self-direction that he invests his own IRA and HSA in real estate and private equity.