Podcast appearances and mentions of amanda han

Matt MacFarland and Amanda Han are founders and directors at Keystone CPA. As tax strategists and real estate investors, they combine their passion of investing with their expert knowledge of tax strategies. They've got expert tips to save you big money on your taxes while leveraging your real estate investments. If you enjoy this episode, please consider leaving a rating and a review. It makes a huge difference in spreading the word about the show and helps us get more great guests.  Thanks for listening!Check out Amanda and Matt's website at https://www.keystonecpa.com/ and follow Amanda on IG @amanda_han_cpa. Follow Moshe on social media:Facebook: https://www.facebook.com/MoshePopack/Instagram: https://www.instagram.com/mpopack/YouTube: https://www.youtube.com/@mpopack Topics:  0:00 – Intro2:00 – Why people hate taxes5:00 – Find a specialized accountant7:30 – Depreciation is a goldmine10:00 – Benefits of working with your spouse14:00 – How Amanda and Matt started their business19:00 – “Real estate professionals” get deductions23:00 – The 1031 Exchange25:00 – How to crush your taxes

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This episode of the Hospitable Hosts podcast is a throwback. We're re-releasing some of our past masterclass webinars that were available in video format only for you to listen to on the go. The tips and tricks in this episode are still relevant today but bear in mind that any references to specific dates might be outdated. This webinar ran on March 13, 2024. We invited tax-saving experts Amanda Han and Matt MacFarland from Keystone CPA to share their insights with Hospitable hosts on correctly filing tax returns for their short-term rentals and ensuring they are not overpaying.Sleep easy, host confidently with Hospitable. Automate your guest messages, sync your calendar across booking channels, and protect yourself from bad direct booking guests.Sign up today at hospitable.com/podcast and get 25% off your bill for 3 months.

2024 may be long gone, but it's NOT too late to lower your taxes for the previous year. If you have real estate or retirement accounts, you already hold the key to minimizing your taxable income and owing less to Uncle Sam. But how do you do it? We're sharing 2024 and 2025 top tax reduction strategies in today's show with expert CPA and real estate investor Amanda Han! Do you know about the real estate tax “loophole” that helps everyday investors cut their taxable income by tens of thousands? Got an employer-contributed retirement plan? You could STILL use it to lower your 2024 taxes! And why should you NOT take the standard deduction if you've bought a home in the past few years? We're answering all of these questions so you can keep more of your hard-earned money. Finally, what audit red flags is Amanda seeing with her clients? There's one easily avoidable audit trap that MANY Americans are falling into that could take just minutes to circumvent. Should we even be talking about income taxes if President Trump plans to eliminate them? Amanda, Mindy, and Scott are sharing their opinions on whether this will reach fruition. In This Episode We Cover How to save on your 2024 tax bill and moves to make before Tax Day 2025  The easily avoidable audit red flag that Amanda has seen spike lately  The real estate tax deduction that could save those earning $150K or less tens of thousands Most commonly missed tax write-offs that many Americans can take but forget about  Will President Trump abolish income taxes during his second term? Whether to pay your estimated taxes OR invest instead and take the interest hit  And So Much More! Links from the Show Mindy on BiggerPockets Scott on BiggerPockets Listen to All Your Favorite BiggerPockets Podcasts in One Place Join BiggerPockets for FREE Email Mindy: Mindy@biggerpockets.com Email Scott: Scott@biggerpockets.com BiggerPockets Money Facebook Group Follow BiggerPockets Money on Instagram “Like” BiggerPockets Money on Facebook BiggerPockets Money YouTube Channel Find Investor-friendly Tax and Financial Experts Buy Amanda's Book, “The Book on Tax Strategies for the Savvy Real Estate Investor” Find Investor-Friendly Lenders Tax Audit Tips Connect with Amanda (00:00) Intro (00:56) You Can STILL Save on 2024 Taxes (05:54) Lowering Your Taxable Income (10:27) You Can STILL Contribute for 2024! (14:22) Estimating Your Taxes (16:22) Itemizing vs. Standard Deduction (18:21) Commonly Overlooked Write-offs (21:41) Audit Red Flags! (23:06) Will Tax Rates Rise or Fall? (28:03) Opportunity Zones Have Changed (31:08) How to Prepare for 2024/2025 (35:15) Connect with Amanda! Check out more resources from this show on BiggerPockets.com and https://www.biggerpockets.com/blog/money-608 Interested in learning more about today's sponsors or becoming a BiggerPockets partner yourself? Email advertise@biggerpockets.com Learn more about your ad choices. Visit megaphone.fm/adchoices

The clock is ticking to tax day, and you could be stuck with a big tax bill. Thankfully, if you own real estate, reducing your taxes is easy. Don't know which write-offs to take? We brought CPA and real estate investor Amanda Han on the show to break down the most crucial tax-saving tips for real estate investors. Plus, she sheds light on President Trump's tax plan, how it could significantly benefit real estate investors, and what changes to watch for. If you're not taking advantage of write-offs like depreciation or boosting your retirement with tax-deferred real estate investing, you could be missing out on tens of thousands, if not hundreds of thousands, in tax savings. Keep more money in your pocket come tax day by following Amanda's tips (you don't even need a CPA to take advantage of some of these!).  Will Trump bring back the holy grail of tax deductions—100% bonus depreciation? Could he make “SALT” (state and local tax) deductions uncapped so you can lower your federal taxes even more? What about the other “tax-free” income source that could become a reality in President Trump's second term? Amanda is sharing info on all of it so you can pay less taxes, keep more of your hard-earned money, and invest faster! In This Episode We Cover: The one massive real estate tax deduction that President Trump could bring back soon One real estate write-off every single investor should take advantage of NOW How to use your retirement accounts to buy real estate (and defer your taxes!) “SALT” deductions and how this could significantly reduce your federal income taxes  Do you really need a CPA to take advantage of real estate tax deductions? And So Much More! Links from the Show Join BiggerPockets for FREE Let Us Know What You Thought of the Show! Ask Your Question on the BiggerPockets Forums BiggerPockets YouTube Invest in High-ROI Turnkey Rentals with Rent to Retirement or Txt REI to 33777 Sign Up for BiggerPockets Momentum 2025 to Supercharge Your Investing This Year Grab Amanda's Books on Real Estate Tax Strategies Find Investor-friendly Tax and Financial Experts 4 Real Estate Tax Strategies That Can Protect You From Inflation Connect with Amanda Connect with Dave (00:00) Intro (02:27) Huge Tax Savings of Real Estate (08:05) DON'T Forget About This (13:08) Investing with Retirement Accounts (20:53) New Trump Tax Policies (26:22) “SALT” Tax Savings (31:37) Will Capital Gains Change? Check out more resources from this show on BiggerPockets.com and https://www.biggerpockets.com/blog/real-estate-1076 Interested in learning more about today's sponsors or becoming a BiggerPockets partner yourself? Email advertise@biggerpockets.com. Learn more about your ad choices. Visit megaphone.fm/adchoices

Tax season is coming up! Are you feeling confident or scattered? Tune into our best advice from industry experts about tax planning, investing with your IRA, and becoming a full-time investor. Today on The Lady Landlords Podcast, you'll hear highlights from our favorite interviews below. #1. Jamie Gruber on Pursuing Full-Time Real Estate Investing #2. Amanda Han on Tax Planning Best Practices #3. Mat Sorenson on How to Use Your IRA to Invest in Real Estate Stay tuned until the end to learn how you can grow your retirement account tax-free! === Listen to the full length episodes below. JAMIE GRUBER

Learn how to maximize your short-term rental profits and minimize your tax burden with expert advice from Amanda Han. In this episode, we'll dive deep into the latest tax strategies, deductions, and best practices for STR investors.01:10 - Guest Introduction: Amanda Han's Tax Expertise02:25 - Maximizing Real Estate Tax Advantages04:50 - Understanding the Short-Term Rental Tax Loophole06:30 - Depreciation: A Game-Changer for Real Estate08:45 - Breaking Down Bonus and Accelerated Depreciation11:00 - Leveraging Tax Savings for Portfolio Growth13:15 - Simplifying Material Participation Requirements15:00 - Strategic Planning for Year-End Tax Benefits17:25 - Cost Segregation Studies Demystified19:40 - Tackling Misconceptions About Tax Strategies21:50 - Educating Syndicators on Tax Optimization24:10 - Key Questions to Ask When Hiring a CPA26:30 - Turning Tax Complexity Into Clarity28:45 - Short-Term Rentals as a Wealth-Building Tool31:15 - Navigating Tax Planning for High-Earners33:00 - The Power of Tax Planning for Generational Wealth35:20 - Implementing Tax-Efficient Investment Strategies37:45 - Understanding Tax Laws for STR Professionals40:00 - Strategic Partnerships for Real Estate Growth42:30 - Overcoming Common Tax Pitfalls45:00 - Final Advice for STR and Real Estate EntrepreneursGuest Bio:Amanda Han is a CPA and tax strategist who specializes in helping people use real estate to save massive amounts in taxes and keep their hard-earned money. As founder of Keystone CPA, she educates investors on how to maximize tax write-offs, legal entity strategies, tax-efficient ways to access profit, how to use 401 (k) money for real estate, and much more.She is the author of the highly rated book Tax Strategies for the Savvy Real Estate Investor and has been featured in prominent publications including the Forbes Finance Council, Money Magazine, Talks at Google, CNBC's Smart Money Talk Radio as well as the BiggerPockets podcasts. Today, Amanda has helped thousands of investors nationwide to save on taxes with proactive tax planning.Connect with Guest:https://www.instagram.com/amanda_han_cpa/Get FREE Access to our Community and Weekly Trainings:group.strsecrets.com

Learn how to maximize your short-term rental profits and minimize your tax burden with expert advice from Amanda Han. In this episode, we'll dive deep into the latest tax strategies, deductions, and best practices for STR investors.01:10 - Guest Introduction: Amanda Han's Tax Expertise02:25 - Maximizing Real Estate Tax Advantages04:50 - Understanding the Short-Term Rental Tax Loophole06:30 - Depreciation: A Game-Changer for Real Estate08:45 - Breaking Down Bonus and Accelerated Depreciation11:00 - Leveraging Tax Savings for Portfolio Growth13:15 - Simplifying Material Participation Requirements15:00 - Strategic Planning for Year-End Tax Benefits17:25 - Cost Segregation Studies Demystified19:40 - Tackling Misconceptions About Tax Strategies21:50 - Educating Syndicators on Tax Optimization24:10 - Key Questions to Ask When Hiring a CPA26:30 - Turning Tax Complexity Into Clarity28:45 - Short-Term Rentals as a Wealth-Building Tool31:15 - Navigating Tax Planning for High-Earners33:00 - The Power of Tax Planning for Generational Wealth35:20 - Implementing Tax-Efficient Investment Strategies37:45 - Understanding Tax Laws for STR Professionals40:00 - Strategic Partnerships for Real Estate Growth42:30 - Overcoming Common Tax Pitfalls45:00 - Final Advice for STR and Real Estate EntrepreneursGuest Bio:Amanda Han is a CPA and tax strategist who specializes in helping people use real estate to save massive amounts in taxes and keep their hard-earned money. As founder of Keystone CPA, she educates investors on how to maximize tax write-offs, legal entity strategies, tax-efficient ways to access profit, how to use 401 (k) money for real estate, and much more.She is the author of the highly rated book Tax Strategies for the Savvy Real Estate Investor and has been featured in prominent publications including the Forbes Finance Council, Money Magazine, Talks at Google, CNBC's Smart Money Talk Radio as well as the BiggerPockets podcasts. Today, Amanda has helped thousands of investors nationwide to save on taxes with proactive tax planning.Connect with Guest:https://www.instagram.com/amanda_han_cpa/Get FREE Access to our Community and Weekly Trainings:group.strsecrets.com

Learn money mindset for FREE! Listen to the full episodes here:  How to Align Your Dreams With Your Purpose with Dr. Derrick Burgess - https://www.youtube.com/watch?v=gCutg3zGU7U How to Maximize Tax Savings Through Strategic Planning with Amanda Han and Matthew MacFarland - https://www.youtube.com/watch?v=gygw7FLFZlc Why Literacy is Key in Managing and Growing Your Finances Effectively with Mariko Gordon - https://www.youtube.com/watch?v=zfTJlhwjCHg How To Build Wealth With Real Estate

Discover the transformative power of tax strategies with Amanda Han from Keystone CPA, as she leads us through her fascinating career shift from a big four accounting firm to launching her own venture during the 2008 financial crisis. Amanda's journey is a testament to resilience and adaptability, shedding light on the dual nature of taxes—both as a burden and a tool for growth when wielded with knowledge. She offers a wealth of knowledge on how commitment to goals and strategic tax planning can empower real estate investors, especially during challenging market conditions. Tune into today's episode and be inspired to take control of your financial well-being through informed tax strategies.Thank you for listening to today's episode. If this podcast has brought a smile to your face or sparked some new ideas, I'd love to hear from you! Leaving a review would mean the world to me. Appreciate you!Connect with Tyler on Instagram: @tyler_deverauxInterested in multifamily investing? Attend one of our events!

Jeff Welgan has over 20 years of experience in the mortgage industry and real estate investing. Specializing in residential 1-4 unit conventional and non-conventional lending, Jeff is an expert in short, mid, and long-term rental strategies. His deep knowledge of financing has helped numerous clients, including notable real estate investors from BiggerPockets. As the loan officer and team leader behind Tony J. Robinson's real estate success, Jeff has been instrumental in scaling businesses and is the preferred lender for Amanda Han. Jeff's experience and insights make him a trusted resource in the world of real estate finance.   In this episode, we talked to Jeff about the essentials to know about investing, down payment assistance programs, strategies for non-occupant investors and common mistakes people make, vetting potential partners and success for investors, understanding the importance of terms in any deal, and much more.   Announcement: Learn about our Apartment Investing Mastermind here.   Cold Emailing;   02:20 Jeff's background; 03:53 Key principles every investor should know; 07:56 An insight into down payment assistance programs; 17:51 Strategies for non-occupant investors; 22:07 Common mistakes people make; 25:33 How to effectively vet potential partners; 29:11 Recipe for success for investors; 31:43 Round of Insights; 37:32 The importance of understanding the loan terms   Announcement: Download our Sample Deal package here.   Round of Insights   Apparent Failure: Not doing the right job he would be successful at, at first. Digital Resource: Mortgage News Daily. Most Recommended Book: Your Next Five Moves & The Obstacle Is the Way. Daily Habit: Exercising and working ahead early in the morning. #1 Insight for getting the best loan for investment: Having a conversation to know where things stand is key. Most recommended tool for cold emailing: Larsen & The Cliff Restaurant.   Contact Jeff: Website   Thank you for joining us for another great episode! If you're enjoying the show, please LEAVE A RATING OR REVIEW,  and be sure to hit that subscribe button so you do not miss an episode.

In this episode of the podcast, discover how to keep more of your hard-earned money with CPA and tax strategist Amanda Han. Learn game-changing strategies for video business owners, including the benefits of S-corps, smart write-offs, and using real estate to build wealth. Amanda shares practical tips to transform your approach to taxes and finance, helping you maximize profits and minimize stress. Key Takeaways  Learn how transitioning to an S-corp could significantly reduce your tax bill and save you thousands Discover often-overlooked tax write-offs for video professionals, including strategies for travel expenses Explore how real estate investments can boost your wealth-building efforts and provide tax advantages Understand the importance of regular bookkeeping and finding the right CPA to support your business goals About Amanda Han Amanda Han & Matt MacFarland are CPAs and tax strategists who specialize in helping people use real estate to save massive amounts in taxes and keep their hard earned money. They help educate investors on how to maximize tax write-offs, legal entity strategies, tax-efficient ways to access profit, how to use 401K money for real estate, and much more. They are authors of the highly rated book Tax Strategies for the Savvy Real Estate Investor and they have been featured in prominent publications including the Forbes Finance Council,  Money Magazine, Talks at Google,  CNBC's Smart Money Talk Radio as well as the BiggerPockets podcasts. Today, Amanda & Matt have helped thousands of investors nationwide to save on taxes with proactive tax planning. In This Episode [00:00] Welcome to the show! [05:52] Meet Amanda Han [11:31] Write-Offs [21:39] S-Corp Versus LLC [35:08] Record-Keeping [38:30] Real Estate [47:01] Connect with Amanda [49:55] Outro Quotes  "It's not about how much money you make, it's about how much of it you actually get to keep." - Amanda Han, quoting Robert Kiyosaki "Saving more money really is the same as making more money. When you save in taxes, that's the easiest money you can make because it was already your money to begin with." - Amanda Han "We don't spend money for the write-off. The best way to do is to take a look at what we are already spending money on anyways, and say, how can I make sure this is a legitimate write-off?" - Amanda Han "What got you here won't get you there." - Ryan Koral, discussing business growth and the need for fresh strategies "I always look at what can we document before the trip, before that transaction, so that if it were to be questioned, I have a legitimate way to say, well, yeah, I spent $5,000 on that trip because I had these requests from these clients." - Amanda Han, on properly documenting business expenses Guest Links  Find Amanda Han online Follow Amanda Han on Instagram Access the free Tax Savings Toolkit Links  Find out more about 10xFILMMAKER   Join the Grow Your Video Business Facebook Group  Follow Ryan Koral on Instagram Follow Grow Your Video Business on Instagram Check out the full show notes

In this episode of The Landlord Diaries, we sit down with Amanda Han, Managing Director of Keystone CPA and one of the nation's top real estate tax strategists. Amanda, a third-generation real estate investor, has helped countless investors maximize wealth through powerful, proactive tax strategies. With best-selling books on Amazon and features in Money Magazine, Google Talks, and CNBC, Amanda brings her unparalleled expertise to the show. Whether you're new to real estate investing or a seasoned pro, this episode will provide valuable insights into building a tax-efficient portfolio. Amanda has 46k subscribers on Instagram & frequently appears as a speaker or author on the Bigger Pockets network. 

In this episode of the Doctors Building Wealth podcast, we're excited to welcome Amanda Hahn and Matthew McFarland, the dynamic duo behind Keystone CPA and bestselling authors. They're here to share game-changing tax strategies for real estate investors—without relying on the short-term rental loophole or real estate professional status. Amanda and Matt reveal how you can use real estate to offset your W2, 1099, and business income, while maximizing depreciation and leveraging powerful tax advantages. Whether you're new to investing or already building your portfolio, this episode is loaded with practical, actionable tips that will help you protect your income, boost your tax savings, and take your real estate game to the next level. Don't miss this one—it could transform your financial future! __________________________________________________________ Looking to learn more? Check out some of our most popular content: Join the waitlist for our flagship course, Zero to Freedom Take our quiz and see if real estate is right for you Learn from more great content on our blog Be part of the conversation - follow our general Semi-Retired MD Facebook page and then join our doctors or professionals group!   Semi-Retired M.D. and its owners', presenters', and employees are not in the business of providing personal, financial, tax, legal or investment advice and specifically disclaims any liability, loss or risk, which is incurred as a consequence, either directly or indirectly, by the use of any of the information contained in this podcast. Semi-Retired M.D., this podcast, and any online tools, if any, do NOT provide ANY legal, accounting, securities, investment, tax or other professional services advice and are not intended to be a substitute for meeting with professional advisors. If legal advice or other expert assistance is required, the services of competent, licensed, and certified professionals should be sought. In addition, Semi-Retired M.D. does not endorse ANY specific investments, investment strategies, advisors, or financial service firms.

In today's episode, we're diving deep into the world of tax strategies for short-term rental investors with the renowned Amanda Han, a real estate CPA and tax expert. If you're in the Airbnb business, this episode is a must-watch as Amanda shares how to take advantage of the short-term rental tax loophole to offset your W-2 income, even if you don't qualify as a real estate professional. With over a decade of experience, Amanda has helped countless real estate investors, including myself, save thousands in taxes while building wealth through real estate tax deductions and depreciation strategies. We also discuss critical tax updates for 2024, including changes to bonus depreciation and how it impacts your tax filings. Amanda walks us through the best practices for tracking material participation hours, which are key for audit-proofing your Airbnb business. Whether you're new to the short-term rental market or a seasoned pro, Amanda's insights into real estate tax benefits could make a huge difference to your bottom line. This episode is packed with actionable tips, so get ready to take notes!   In this episode, you'll learn: Airbnb Tax Loophole: Learn how short-term rental owners can use the Airbnb tax loophole to offset W-2 income without qualifying as a real estate professional. Material Participation for STRs: Understand the importance of tracking your hours to meet material participation and how it can help you save on taxes. Bonus Depreciation Updates: Get the latest on bonus depreciation for real estate investors in 2024 and how to apply it to your Airbnb property. Real Estate Professional Status vs Short-Term Rentals: Find out the difference between real estate professional status and material participation for short-term rentals, and how each impacts your tax savings. Audit-Proof Your Airbnb Business: Amanda shares her top tips for tracking hours and expenses, so you can audit-proof your Airbnb business and avoid IRS penalties.   Thanks for tuning in to this episode packed with tax strategies for short-term rental investors! Amanda Han's expertise in navigating the Airbnb tax loophole and the latest updates on bonus depreciation are invaluable for anyone looking to grow their wealth while minimizing taxes. Whether you're aiming to qualify for real estate professional status or just want to ensure your tax filings are audit-proof, Amanda's advice can help you achieve your goals. For more great tips, make sure to visit Amanda's site at KeystoneCPA.com where you'll find a free eBook on short-term rental tax strategies. And don't forget to subscribe to this channel for more insights into real estate tax benefits, Airbnb tax deductions, and other tips to maximize your profits as a short-term rental investor! Need help managing your short-term rental and you don't want to go it alone? Shoot us a message here and we'll see if we can help. Are you enjoying the podcast? Please subscribe, leave a rating and a review, and share it! This helps us reach others that may find the info helpful as well. You can find all of our links here including our website, recommended resources, upcoming live event, short-term rental playbook, Instagram, and more!

Join Sarah Miskelly as she sits down with Amanda Han, one of the top real estate tax strategists in the US with over 20 years of experience. In this episode, Amanda debunks common myths about real estate investing and tax benefits. Discover how passive investors can write off losses against rental income and other passive income streams, why proper tax planning can maximize your benefits, and how to interpret a K1 statement to optimize your tax strategy.Listen to the full episode now!Amanda Han's LinkedIn: https://www.linkedin.com/in/amandayhan/Website: https://www.keystonecpa.com/

On today's episode, Rich sits down with Amanda Han – Real Estate CPA, Tax Strategist, and Managing Director of Keystone CPA. CPA by day and real estate investor by night, Amanda Han is a tax expert who helps entrepreneurs and real estate investors save money. When she's not busy helping others with their taxes, she's looking into the numbers to help leverage her own real estate portfolio. She's been featured on Money Magazine, Google, and Forbes.Rich and Amanda start off by discussing the podcast voice, the times that are most fulfilling in business, connecting with Karlton Dennis and Bethany LaFlam, Weezer, yacht parties, 506b and 506c syndications, what you need to scale up deals,  international interest rates, using debt to create tax benefits, cashflow and hold periods, lazy 1031 exchanges, and finding the right CPA.They then reflect on 100% bonus depreciation and current politics, the IRS and syndication returns, the CPA pay scale working for the government, the step up tax basis, the disconnect of passing down wealth, what happens when you're audited, and cost segregation studies. Lastly, they talk about down payments and roll overs, Amanda's advice for Rich's companies and properties, Yachts, Code section 179 and exotic car clubs, STR Tax loopholes, and taxing unrealized gains.Connect with Amanda on Instagram: @amanda_han_cpa--Connect with Rich on Instagram: @rich_somersInterested in investing with Somers Capital? Visit www.somerscapital.com/invest to learn more. Interested in joining our Boutique Hotel Mastermind? Visit www.somerscapital.com/mastermind to book a free call. Interested in STR/Boutique Hotel Management? Visit www.excelsiorstays.com/management to book a free call.

Jason and Amanda, a certified public accountant and author, discussed the potential negative impact of the 2024 budget proposal on real estate investors, the benefits of cost segregation for tax reduction, and the advantages of being a real estate professional. They also highlighted the importance of tax planning, the depreciation schedule for breast implants, and the potential for cost segregation. Lastly, they cautioned against tax misconceptions and encouraged listeners to consult with their CPAs for maximum tax benefits.  https://www.jasonhartman.com/costseg/  https://www.keystonecpa.com/ #RealEstateTaxSavings #CostSegregationHack #AccelerateDepreciation #RentalPropertyTaxTip #TaxProTip #RealEstateInvesting #TaxSavings #MortgageFree #LinearMarkets #InvestmentStrategy #FinancialAdvice #WealthBuilding #PropertyOwnership #MarketAnalysis #EconomicInsights #AssetAllocation #smartinvesting     Follow Jason on TWITTER, INSTAGRAM & LINKEDIN Twitter.com/JasonHartmanROI Instagram.com/jasonhartman1/ Linkedin.com/in/jasonhartmaninvestor/ Call our Investment Counselors at: 1-800-HARTMAN (US) or visit: https://www.jasonhartman.com/ Free Class:  Easily get up to $250,000 in funding for real estate, business or anything else: http://JasonHartman.com/Fund CYA Protect Your Assets, Save Taxes & Estate Planning: http://JasonHartman.com/Protect Get wholesale real estate deals for investment or build a great business – Free Course: https://www.jasonhartman.com/deals Special Offer from Ron LeGrand: https://JasonHartman.com/Ron Free Mini-Book on Pandemic Investing: https://www.PandemicInvesting.com  

Jason and Amanda, a certified public accountant and author, discussed the potential negative impact of the 2024 budget proposal on real estate investors, the benefits of cost segregation for tax reduction, and the advantages of being a real estate professional. They also highlighted the importance of tax planning, the depreciation schedule for breast implants, and the potential for cost segregation. Lastly, they cautioned against tax misconceptions and encouraged listeners to consult with their CPAs for maximum tax benefits.  https://www.jasonhartman.com/costseg/  https://www.keystonecpa.com/ #RealEstateTaxSavings #CostSegregationHack #AccelerateDepreciation #RentalPropertyTaxTip #TaxProTip #RealEstateInvesting #TaxSavings #MortgageFree #LinearMarkets #InvestmentStrategy #FinancialAdvice #WealthBuilding #PropertyOwnership #MarketAnalysis #EconomicInsights #AssetAllocation #smartinvesting   Follow Jason on TWITTER, INSTAGRAM & LINKEDIN Twitter.com/JasonHartmanROI Instagram.com/jasonhartman1/ Linkedin.com/in/jasonhartmaninvestor/ Call our Investment Counselors at: 1-800-HARTMAN (US) or visit: https://www.jasonhartman.com/ Free Class:  Easily get up to $250,000 in funding for real estate, business or anything else: http://JasonHartman.com/Fund CYA Protect Your Assets, Save Taxes & Estate Planning: http://JasonHartman.com/Protect Get wholesale real estate deals for investment or build a great business – Free Course: https://www.jasonhartman.com/deals Special Offer from Ron LeGrand: https://JasonHartman.com/Ron Free Mini-Book on Pandemic Investing: https://www.PandemicInvesting.com  

Jason discusses saving on taxes with returning guest CPA Amanda Han. He emphasizes the significance of taxes as life's largest expense and the benefits of real estate investment for tax savings. Jason highlights the record number of mortgage-free homeowners in the US, attributing the slight decline to increased investor interest in leveraging investments. Using an interactive map, he illustrates regional variations in mortgage-free homeownership, noting higher percentages in linear markets. Hartman advises prudent investment in linear and hybrid markets for lower downside risk and better long-term returns. Then Jason and Amanda, a certified public accountant and author, discussed the potential negative impact of the 2024 budget proposal on real estate investors, the benefits of cost segregation for tax reduction, and the advantages of being a real estate professional. They also highlighted the importance of tax planning, the depreciation schedule for breast implants, and the potential for cost segregation. Lastly, they cautioned against tax misconceptions and encouraged listeners to consult with their CPAs for maximum tax benefits. https://www.jasonhartman.com/costseg/ https://www.keystonecpa.com/ #RealEstateTaxSavings #CostSegregationHack #AccelerateDepreciation #RentalPropertyTaxTip #TaxProTip #RealEstateInvesting #TaxSavings #MortgageFree #LinearMarkets #InvestmentStrategy #FinancialAdvice #WealthBuilding #PropertyOwnership #MarketAnalysis #EconomicInsights #AssetAllocation #SmartInvesting   Key Takeaways: Jason's editorial 1:29 Life's greatest expense 2:17 Free and clear houses 3:18 Economic cushion 5:50 Mortgage-free owners; interactive map Amanda Han interview 11:14 Welcome Amanda Han 11:57 Taxes- the silent wealth killer 14:52 Cost segregation and other tax write offs 20:17 Who can and should use it 24:19 A few misconceptions of cost seg 26:09 Being a RE professional 29:47 Going to ZERO tax 31:43 More benefits  37:25 Take time to plan   Follow Jason on TWITTER, INSTAGRAM & LINKEDIN Twitter.com/JasonHartmanROI Instagram.com/jasonhartman1/ Linkedin.com/in/jasonhartmaninvestor/ Call our Investment Counselors at: 1-800-HARTMAN (US) or visit: https://www.jasonhartman.com/ Free Class:  Easily get up to $250,000 in funding for real estate, business or anything else: http://JasonHartman.com/Fund CYA Protect Your Assets, Save Taxes & Estate Planning: http://JasonHartman.com/Protect Get wholesale real estate deals for investment or build a great business – Free Course: https://www.jasonhartman.com/deals Special Offer from Ron LeGrand: https://JasonHartman.com/Ron Free Mini-Book on Pandemic Investing: https://www.PandemicInvesting.com  

Kiyoshi Simon and Amanda Han join host Slocomb Reed on the Best Ever Show from the Best Ever Conference in Salt Lake City. In this episode, they discuss tax compliance, financial health checks, and why your tax strucutres need to evolve along wiht you and your real estate business. They also share the tax mistake investors make that drive CPAs crazy, and how to avoid them. Sponsors: Viking Capital Baselane

This podcast invites vacation rental expert Amanda Han, Tax Strategist and Managing Director at Keystone CPA, to share her insights with Hospitable Hosts on ways that short-term rental investors can save on their tax bills thanks to offsetting techniques and tax loopholes.Sleep easy, host confidently with Hospitable. Automate your guest messages, sync your calendar across booking channels, and protect yourself from bad direct booking guests.Sign up today at hospitable.com/podcast and get 25% off your bill for 3 months.

Amanda Han and Mauricio Rauld are Brandon's personal CPA and attorney, respectively. They both work with real estate investors of all stripes to help them avoid taxes (legally) and protect their assets.In this episode, they speak directly to 6 different types of investors ranging from newbie to syndicator – and break down how each type of investor should approach their tax strategy, entity formation, insurance, estate planning, and more.Amanda and Mauricio also talk about: - LLCs: how, when, and where you should form them- How to avoid a nasty surprise tax bill (common LLC mistake)- What accelerated depreciation is and how to use it to supercharge your returns- How to know when it's time to bring in a CPA or attorney- When to consider an S Corp structure- How flippers can minimize their liability- Whether your rental properties need to be in separate LLC's- What real estate professional status can do for you- What Mauricio learned from a near-death experience- How they run their businesses and the habits that let them live a BetterLife- And much more!Books Mentioned:- Atomic Habits by James Clear- The 4-Hour Workweek by Tim Ferriss- Legal Strategies for Everyone by Mauricio Rauld- The Book on Tax Strategies for the Savvy Real Estate Investor by Amanda Han and Matthew MacFarland- Rich Dad, Poor Dad by Robert Kiyosaki- Traction by Gino Wickman- Buy Back Your Time by Dan MartellConnect with Amanda: Book: https://www.amazon.com/Book-Strategies-Savvy-Estate-Investor/dp/0990711765Website: https://keystonecpa.comInstagram: https://www.instagram.com/amanda_han_cpaTikTok: https://www.tiktok.com/@amandahancpaConnect with Mauricio:Book: https://www.amazon.com/Legal-Strategies-Everyone-Maximizing-Protecting/dp/B0CVKWWLQ5Website: https://www.premierlawgroup.net/Instagram: https://www.instagram.com/mauriciorauld/?hl=enTikTok: https://www.tiktok.com/@mauriciorauldConnect with us!Website: https://abetterlife.com/Instagram: https://www.instagram.com/betterlife/?hl=enhttps://www.instagram.com/beardybrandonMauricio's charitable cause (100% of ad revenue goes here):- Tim Tebow Foundation https://timtebowfoundation.orgAmanda's charitable cause- Animals for Armed Forces, her nonprofit which covers the cost of pet adoption for veteran families https://www.animalsforarmedforces.org/Show Sponsor:- The BetterLife REI Summit May 3-5 in Denver, CO. The most actionable “how to” real estate event for new and experienced investors. Grab your tickets here: https://reisummit2024.com/Interested in building wealth without losing your soul? Join the BetterLife Tribe here: https://join.abetterlife.com/tribe

When properly utilized, 1030 exchanges can be an invaluable tool in the savvy real estate investor's arsenal. Joining me today are Amanda Han and Matt MacFarland, husband and wife team at Keystone CPA, who expertly break down the complex web of rules surrounding these tax-deferral strategies. Our conversation begins with the foundational principles of 1031 exchanges, where Amanda and Matt illustrate how this mechanism allows investors to sidestep immediate tax liabilities, fostering portfolio growth. They compare the process to a game of Monopoly - upgrading from green houses to a red hotel without the tax burden, a concept that's as strategic as it is financially beneficial. Yet, the devil is in the details, from the stringent monetary and timing requirements to the tactical deployment of depreciation and the nuanced approach to syndication investments, you're getting some serious details on this important benefit afforded by the tax Code for real estate investors. You'll hear about the pivotal role of strategic planning and will be guided through potential pitfalls, learning about common missteps that could jeopardize the tax-deferral benefits. Whether you're an experienced 1031er or contemplating your first, this episode is a detailed overview, not just about deferring taxes but about amplifying your investment potential through strategic, informed decisions. Join us as we unravel the complexities of 1031 exchanges and get the tools you need to harness their full potential. **** In this brand new podcast series at GowerCrowd, The Real Estate Reality Show, we take a realistic view of commercial real estate investing, providing pragmatic insights for passive investors who are looking for sponsors they can trust and distressed opportunities they can invest in. You'll find no quick fixes or easy money ideas here, no sales pitches, big egos or hype. You'll learn how to build your wealth while protecting your capital investing as a limited partner in commercial real estate investments, even and especially during an economic downturn. Subscribe to our free newsletter here. 

Our CEO Renaud is joined by Marc Burban and Amanda Han, insurance brokers from Asian Risks Management Services. We get advice from these two China insurance experts, explore the typical risks that manufacturers and buyers in China face, and learn how you can use insurance and risk management to mitigate them. For anyone manufacturing in China, this information will help you understand your best options moving forward and how an insurance broker can assist you in making the right choices.   Show Sections 00:00 - Greetings and introduction. 01:54 - What are the major risks that companies who are manufacturing or buyers having products manufactured in China need to keep in mind? 06:04 - How can these risks be mitigated? 10:02 - How does insurance work? 15:07 - Why national safety regulatory compliance is not necessarily enough to save a business when the worst happens? 20:30 -  What kind of insurance policies are available in China for manufacturers and buyers? 25:12 - Changing EU liability laws will mean product liability insurance will be even more important in Europe. 26:34 - Why work with an insurance broker instead of going direct? 31:35 - Amanda introduces Asian Risks Management Services & wrapping up.   Related content... Visit https://asian-risks.com/ to learn more about how they can help you with insurance in China. Getting Ahead Of The Upcoming EU Product Liability Directive   Get in touch with us Connect with us on LinkedIn Send us a tweet @sofeast Prefer Facebook? Check us out on FB Contact us via Sofeast's contact page Subscribe to our YouTube channel   Subscribe to the podcast  There are more episodes to come, so remember to subscribe! You can do so in your favorite podcast apps here and don't forget to give us a 5-star rating, please: Apple Podcasts Spotify TuneIn Amazon Podcasts Deezer iHeartRADIO PlayerFM Listen Notes Podcast Addict Podchaser

Today's episode is a journey into the world of taxes, investments, and the unique dynamics of running a successful business with your life partner! We're thrilled to have the dynamic duo, Amanda Han and Matt MacFarland, the brains behind Keystone CPA, grace our show with their insights and stories.   Dive deep with us as Amanda and Matt unravel their origin story, taking us behind the scenes of their entrepreneurial venture in the tax planning realm. Discover the intricacies of merging personal and professional lives, as they share the secrets to harmonizing diverse skill sets and personalities within a partnership. But that's not all—we're peeling back the layers of tax planning strategies that are essential for savvy investors. Ever wondered about the golden keys to a robust investment portfolio? Our guests shed light on the pivotal role a top-notch tax firm plays in safeguarding and maximizing your investments. Get ready to demystify the world of Self-Directed IRAs, as Amanda and Matt break down their benefits, guiding you through how to leverage these tools for a brighter financial future. And if you're sitting on the fence about when to start your investment journey, this conversation is the nudge you need to dive in sooner rather than later. Hungry for more golden nuggets of wisdom? Keystone CPA is not just a powerhouse in the tax world; it's a treasure trove of free knowledge waiting for you at keystonecpa.com. And for those daily doses of tax enlightenment, be sure to follow Amanda's tax tips @amanda_han_cpa on Instagram. Buckle up for an episode packed with invaluable advice, heartwarming anecdotes, and actionable insights that could very well transform your approach to taxes and investments.   Thanks for listening!   Never Miss An Episode! Follow the Podcast on: Apple Spotify YouTube Google Podcasts Android Visit InvestingForFreedom.co. Follow Mike Ayala on: Instagram Twitter Facebook Tik Tok LinkedIn

Today, we're talking about real estate tax strategies with Amanda Han, CPA. Amanda helps people use real estate to save massive amounts in taxes and keep their hard earned money. She is the author of Tax Strategies for the Savvy Real Estate Investor and has been featured in Forbes Finance Council, Money Magazine, and Talks at Google. In this episode, you'll learn about: 1. 2022's new law regarding 1099s. 2. Tax write offs you may be eligible for in 2024. 3. How your family members can help save you money. Stay tuned until the end to find out when you should seek the help of a CPA that specializes in real estate to help save you money! To connect with Amanda and Keystone CPA, click here. ===

A funny quote goes like this, “The tax code is like a foreign language, nobody understands it, and it's always changing.” Paying taxes is a legal obligation of every citizen as it ensures that the government has the necessary funds to provide essential services and maintain public infrastructure. However, it can seem overwhelming, especially for those who are not familiar with financial matters or the nitty gritty of tax laws.    Hence, we must seek guidance and education to not perceive it as a burden but as an opportunity to strategically manage our finances and minimize our tax liabilities. Therefore, the more you talk to experts in fields where you are having difficulty, the more you know.  Moreso, in financial matters, we must be wise and proactive in staying informed about changes in tax regulations. Remember, exploring available tax-saving strategies and seeking professional advice can lead to maximizing potential savings and reducing the stress associated with tax season.    Amanda Han is a Certified Public Accountant, tax strategist, author, and managing director of Keystone CPA.  She specializes in creating tax-saving strategies for real estate investors. As a CPA, she has helped countless national investors to supercharge their wealth-building through proactive tax saving.  Some of the tools she uses are her top-selling Amazon books and teachings on prominent publications such as Money Magazine, Google Talks, and CNBC. As a real estate investor of more than ten years, she combines her passion for investing with her tax expertise to help others supercharge their wealth and keep more of what they make.    Matthew MacFarland is a Certified Public Accountant, author, managing director of Keystone CPA, and tax strategist with over 20 years of experience handling individuals, families, real estate investors, and closely held businesses. Matt received his accounting degree from UCLA and a Master's in Taxation degree from USC. As a CPA, Matt brings over two decades of tax planning expertise working specifically with real estate investors and high-net-worth individuals.  He has experience in both Big 4 Public Accounting and private client advisory. Matt is an avid speaker and educator on real estate tax strategies who authored The Book on Advanced Tax Strategies for Real Estate Investors. Matt has a passion for animals and founded the Animals for Armed Forces Foundation.   In this episode with Amanda Han and Matthew MacFarland, we will guide you in a step-by-step process to optimize your tax strategy and maximize your savings. Our conversation touches on the difference between filing and planning taxes, the importance of proactive tax planning, and a deeper understanding of what bonus depreciation law is. Furthermore, we explore effective tactics for leveraging both short-term and long-term real estate investments to their fullest potential within the tax framework. Tune in as we unlock the secrets to strategic tax planning and financial freedom.   "Most people are just hoping and praying they don't get a big surprise tax bill. When it comes to tax savings, it's usually not by chance, it's with design and careful planning." – Amanda Han   Topics Covered: (00:00:41) Introducing our special guests, Amanda Han & Matthew MacFarland. (00:02:06) Filing taxes vs. Planning tax strategies (00:06:23) Short-term real estate investment strategies (00:08:27) Material participation requirements for short-term rental tax benefits. (00:13:10) Long-term real estate (00:13:47) Real estate professional qualification (00:14:59) Quick Reminder: Are you enjoying this episode? Please share it, leave a five-star review, and give feedback. Go to TimeOut with the SportsDr website. (00:17:33) What is bonus depreciation? (00:20:21) How to leverage self-directed retirement accounts (00:22:23) How does seller financing work? (00:24:47) The Book on Advanced Tax Strategies: Cracking the Code for Savvy Real Estate Investors (00:26:18) How does 1031 Exchange work? (00:28:06) Where to connect with Amanda Han & Matthew MacFarland   Key Takeaways:    “You can use your retirement account to invest in a syndication. Real estate is one of those asset classes.” – Amanda Han   "You have a lot more people who are retiring, so for them to carry knowing that their money is secured by that same property they used to own, I think it's pretty reassuring to them." – Amanda Han   "Real estate professional status offers tax advantages but requires meeting specific time and participation criteria." – Matthew MacFarland   Connect with Amanda Han: Email: media@keystonecpa.com Website: https://www.keystonecpa.com/ Facebook: https://www.facebook.com/keystonecpainc/ LinkedIn: https://www.linkedin.com/in/amandayhan/ Instagram: https://www.instagram.com/amanda_han_cpa/ YouTube: https://www.youtube.com/channel/UCvL8-Sq9NtVbh_SO6oDmmAg/   Connect with Matthew MacFarland:  Email: media@keystonecpa.com Website: https://www.keystonecpa.com/; animalsforarmedforces.org  Facebook: https://www.facebook.com/keystonecpainc/ YouTube: https://www.youtube.com/channel/UCvL8-Sq9NtVbh_SO6oDmmAg/ Instagram: https://www.instagram.com/keystone.cpa/ LinkedIn: https://www.linkedin.com/in/mattmacfarland/   Connect with Dr. Derrick Burgess: Website: https://www.drderrickthesportsdr.com/ Instagram: https://www.instagram.com/drderrickthesportsdr/ Facebook: https://www.facebook.com/TimeOut.SportsDr LinkedIn: https://www.linkedin.com/in/derrick-burgess-72047b246/ YouTube: https://www.youtube.com/channel/UCHGDu1zT4K_X6PnYELu8weg Email: thesportsdoctr@gmail.com   This episode of TimeOut with the SportsDr. is produced by Podcast VAs Philippines - the team that helps podcasters effectively launch and manage their podcasts, so we don't have to. Record, share, and repeat! Podcast VAs PH gives me back my time so I can focus on the core functions of my business. Need expert help with your podcast? Go to www.podcastvasph.com.

Join us in this insightful episode as we dive into the intricacies of tax season with tax expert, Amanda Han, Real Estate CPA at Keystone CPA, Inc. With tax season already started and potential changes on the horizon, Amanda brings her wealth of experience and expertise to the table to guide real estate agents through the complexities of their taxes. As a seasoned tax strategist specializing in real estate, Amanda shares valuable advice on what to expect this tax season and how agents can proactively prepare for any impending changes in tax laws. With her insights and practical tips, she helps listeners understand the nuances of tax planning and how to stay ahead of the curve in optimizing their tax situation. This episode is chock-full of strategies and advice to help you navigate tax season with confidence. Tune in now to ensure you're equipped with the knowledge and tools to make the most of your tax situation in the ever-evolving landscape of real estate.

Last week we went over all the basic tax deductions that rental property owners can take.  And believe me, many of you are missing out on some of those expense deductions that have REALLY GOOD advantages.This week we are digging a little deeper and discussing more advanced tax strategies that take a little time to consider and put in place.  Like the tax benefits of holding your rentals in a legal entity, creative ways to use funds you already have to buy rental properties tax free or tax deferred, the ins and outs of cost segregation, and how if you can qualify as a real estate professional, you should!If you know us, we are not just tossing out info to say you should, we are telling you why they are important to your growth as a real estate investor and how to implement these tax advantages to scale your portfolio of rental properties. LINKS

In this conversation, Graham Cochrane interviews Amanda Han, a tax advisor and expert on tax advice for business owners and real estate. They discuss Amanda's journey from working for other firms to starting her own business, the challenges and rewards of working with her husband, and the importance of involving children in business and financial education. They also talk about Amanda's collaboration with Brandon Turner and BiggerPockets, the dangers of misleading tax advice on social media, the tax benefits of running your own business, and the advantages of investing in real estate from a tax savings perspective. In this conversation, Amanda Han discusses the benefits of real estate investing, including passive cash flow and tax advantages. She also explains the pros and cons of syndicated real estate and the tax implications of syndicated real estate profits. Amanda emphasizes the importance of diversifying investments and highlights the tax benefits of charitable planning. The conversation concludes with Amanda sharing her golden rule of imparting confidence to her children. Listeners are directed to visit Amanda's website for more tax resources and to connect with her on Instagram. Takeaways - Consider starting your own business to take advantage of tax benefits and build additional sources of income. - Involve your children in your business and financial education to teach them valuable skills and create quality time together. - Be cautious of misleading tax advice on social media and seek advice from qualified professionals. - Explore the tax benefits of running your own business, such as deducting business expenses and investing in retirement accounts. - Consider incorporating real estate into your investment strategy to benefit from tax advantages like depreciation and tax-deferred appreciation. Real estate investing offers passive cash flow and tax benefits. - Syndicated real estate can be a good option for those who don't have time to manage their own properties. - Syndicated real estate provides tax benefits similar to owning a property directly. - Investing in other asset classes, such as stocks or businesses, can help diversify income and reduce risk. - Charitable planning can provide significant tax write-offs and benefits. Imparting confidence in oneself is a valuable piece of advice for success. Visit Amanda Han's website https://www.keystonecpa.com/ for tax resources and connect with her on Instagram @AmandaHanCPA

If you're like most real estate investors, tax season likely produces sweaty palms, an intimidating “to do” list, and an overwhelming sense of dread. It doesn't have to be this way.  This is why we are discussing basic tax strategies early in the year so you can make the adjustments needed and do a little upfront work to self-educate on the “best practices” for tax strategy for rental property owners (which is why you're here).We are discussing valuable tax strategies you can implement now to minimize your 2024 tax bill—and maximize your annual revenue, making tax season actually enjoyable. After all, who doesn't like found money?From common everyday expenses to travel, home office, vehicles, and depreciation, we are going over all you need to know to maximize your deductions and have unexpected funds to use towards your next rental property.LINKS

Experts Amanda Han and Matt MacFarland of Keystone CPA discuss how investors can utilize real estate and other strategies to reduce tax burdens, optimize returns and increase potential gains from the IRS. Download the Free eBook “How Passive Investments Can Save You Taxes” https://www.keystonecpa.com/PassiveInvestorTax Connect with Amanda Han on LinkedIn https://www.linkedin.com/in/amandayhan/ Connect with Matt MacFarland on LinkedIn https://www.linkedin.com/in/mattmacfarland/ Connect with Ben Fraser on LinkedIn ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/in/benwfraser/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠   Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors. Get started and download your free economic report today at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://aspenfunds.us/report⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠  Join the Investor Club to get early access to exclusive deals. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.aspenfunds.us/investorclub⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠  Subscribe on your favorite podcast app, so you never miss an episode. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.thebillionairepodcast.com/subscribe⁠⁠

Join us as we chat with CPA power duo, Amanda Han and Matt MacFarland from Keystone CPA, Inc. Dive into the tax implications of short-term rentals, explore the benefits of holiday homes, and learn key strategies for maximizing tax benefits in real estate investments. Plus, discover the importance of planning your taxes before year-end. Episode Summary In this episode, we explore vacation homes and what they could mean for you and your taxes. We decided to go all-in and dive into the tax implications relating to short-term rentals, and we couldn't think of a better pair to join us for this conversation than the vastly experienced and widely knowledgeable CPA duo, Amanda Han and Matt MacFarland! Amanda and Matt are the founders and managing directors of Keystone CPA, Inc., a financial advisory firm centered on the tax strategies of real estate investing. Join us as we define “depreciation” and “short-term rental,” compare the tax benefits of short-term and long-term, find out how holiday homes fit into the picture, tell you everything you need to know about material participation, and discuss the benefits of doing your tax planning and research before the end of the year. We also learn about the implications of changing your property from short- to mid- to long-term rentals, and after honing in on the strategies for maximizing tax benefits in investment partnerships, Amanda and Matt still have some tricks up their sleeve as they share more valuable tax-saving advice! About Today's Guest Amanda Han & Matt MacFarland are CPAs and tax strategists who specialize in helping people use real estate to save massive amounts in taxes and keep their hard earned money. They help educate investors on how to maximize tax write-offs, legal entity strategies, tax-efficient ways to access profit, how to use 401K money for real estate, and much more. They are authors of the highly rated book Tax Strategies for the Savvy Real Estate Investor and they have been featured in prominent publications including the Forbes Finance Council,  Money Magazine, Talks at Google,  CNBC's Smart Money Talk Radio as well as the BiggerPockets podcasts. Today, Amanda & Matt have helped thousands of investors nationwide to save on taxes with proactive tax planning. Mentioned on the Show Amanda Han Amanda Han on LinkedIn Amanda Han on Instagram Amanda Han on X Matt McFarland LinkedIn Keystone CPA, Inc.  The Book on Tax Strategies for the Savvy Real Estate Investor ‘Episode 109: How Two Pharmacists Pay No Income Tax through Real Estate'  ‘Episode 18: Tax Strategies for Real Estate Investing'  Animals for Armed Forces  Airbnb Vrbo  ‘Episode 54: Using Cost Segregation to Optimize Real Estate Tax Benefits' Nate Hedrick on Instagram David Bright on Instagram Your Financial Pharmacist YFP Real Estate Investing Facebook Group

If you want to pay fewer taxes or outright avoid taxes in 2024, you're in the right place. We're about to give you all the last-chance tax tips and loopholes you can use NOW to pay WAY less in taxes in 2024. All of these are perfectly legal, but many will require some form of real estate investing. Don't own any rental property yet? Not a problem! You can STILL start planning to pay lower taxes BEFORE you buy! We brought back our two favorite tax experts, Amanda Han and Matt MacFarland, on to the show to share all the last-minute tax tips YOU can use to pay Uncle Sam less and keep more in your pocket. Plus, Amanda and Matt share a tax “loophole” that anyone who makes under $100K per year OR owns a short-term rental property can use to save thousands, if not tens of thousands, in taxes. We'll also get into common ways anyone can reduce their taxes through retirement account contributions, charitable donations, and more. Plus, the common misconception costing you thousands of dollars in write-offs that you never knew you could take! In This Episode We Cover The one rental property “loophole” that allows you to take a MASSIVE deduction A huge real estate write-off any investor who makes under $100K is able to take  Retirement investing and how boosting your nest egg can dramatically lower your taxes Common real estate write-offs that you've probably missed  How to use your home equity for tax-free income AND a big tax write-off  What to do RIGHT NOW to avoid paying taxes in 2024 (and beyond!) And So Much More! Click here to listen to the full episode: https://www.biggerpockets.com/blog/real-estate-846 Interested in learning more about today's sponsors or becoming a BiggerPockets partner yourself? Email advertise@biggerpockets.com. Learn more about your ad choices. Visit megaphone.fm/adchoices

Welcome to another episode of Passive Income through Multifamily Real Estate. During today's conversation, our new host, Peter Pomeroy, speaks with Jenny Gou, managing partner at Vertical Street Ventures. Jenny has recently been named one of Bigger Pockets Wealth Magazine's top 40 under 40, and during today's conversation, she tells us how her humble beginnings keep her thankful for every milestone of success. Listeners will gain insight into Jenny's career at Procter & Gamble prior to starting Vertical Street Ventures, how she found her mentor, Steven Louie, and why she made the decision to quit her job before purchasing her first property. We talk about team culture, and Jenny reveals the complementary skills that make her and Kyle such a great team, before chatting property managers, and discussing what motivated Vertical Street Ventures to open up their own academy, and how they went about doing so. We also hear some intriguing details about their upcoming conference in Arizona and the exciting guests that will be speaking, and much more! Tune in to hear more today. Key Points From This Episode:Welcoming our new host: Peter Pomeroy.An introduction to today's guest, Jenny Gou, and her role at Vertical Street Ventures.Jenny's recent mention as one of Bigger Pockets Wealth Magazine's top 40 under 40.How she keeps it real despite Vertical Street Ventures' exponential growth: gratitude.Her career at Procter and Gamble leading up to becoming managing director at Vertical Street.The story of how she quit her job before purchasing her first property.How she found her mentor, Steven, and why coaching is so important. What the first six months of starting Procter & Gamble were like. Why she is such a huge believer in team culture and what that means.How Vertical Street Ventures acquired 86 million in acquisitions throughout COVID.Where she sees the company in five years time. What piece of asset management she finds most exciting and why it is so productive to work with Kyle.Why it is so important to have a good property manager. Why there is so much to be said for finding your property management sweet spot.What motivated them to start their own academy to add more value.What differentiates their academy: it is a true hands on approach with one-on-one training.Their upcoming conference on June 4th and 5th in Arizona featuring Hunter Thompson, Bronson Hill, Amanda Han, Michael Becker, and more.Equinox on Prince, Jenny's investment property in Tucson.What is so productive about a market like Tucson or Phoenix.What Jenny and her husband to nurture their relationship while working together.Links Mentioned in Today's Episode:Equinox on PrinceVSV Conference Jenny Gou on LinkedInVertical Street VenturesNorthlight Growth PropertiesPeter Pomeroy on LinkedInLimitless EstatesPassive Income Through Multifamily Real Estate Facebook Group

Taxes can be tricky for anyone, but they can be especially challenging for new investors. Finding the right tax professional to help can save you tremendous amounts of time and money. On this episode of Zen and the Art of Real Estate Investing, Jonathan sits down with accountants Amanda Han and Matt MacFarland to untangle some of the mysteries surrounding real estate investing and taxes. Amanda and Matt are the founders of Keystone CPA. They are also real estate investors, so they have a unique understanding of what beginners and expert investors need to know when it comes to taxes. Jonathan, Amanda, and Matt identify one of the main pillars of effective tax savings for investors, why there is no one-size-fits-all property for investors, and the benefits a 1031 exchange can bring to your tax situation. They also explore the concept of depreciation, why investors are required to take depreciation, and what makes it a significant benefit to investors. Finally, you'll hear Amanda and Matt's take on leverage and some of the investors' biggest tax blunders. If you're confused about taxes and want to feel more confident as you up your real estate investing game, you won't want to miss this episode with Amanda Han and Matt MacFarland. In this episode, you will hear: The one area of taxes where real estate investors need the most help The value of good bookkeeping and getting a system in place that works for you Who can save money on taxes, and why your investor level doesn't matter How Amanda Han and Matt MacFarland decided to get into real estate together as a married couple Why there isn't one particular property type that can allow a regular investor to save on taxes The pros and cons of using a 1031 exchange What a reverse 1031 exchange is, and who it works best for The real definition of “like-kind” when using a 1031 exchange Where real estate investors can take depreciation, which can be a big benefit to them as investors. and some misconceptions surrounding depreciation Leverage and how you can use it to your benefit  How Amanda and Matt began to understand more about the investing world as they helped investor clients The story behind the book they wrote for Bigger Pockets Some areas of taxes where real estate investors are making blunders Who LLCs are for and when they become useful The benefits of using trusts to place property in your kids' names Some pitfalls investors may run into as they buy properties in the current economic climate Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. If you enjoyed this episode, we've created a PDF that has all of the key information for you from the episode. Just go to the episode page at http://www.trustgreene.com/podcast/zen/071 to download it. Supporting Resources: Keystone CPA's website - https://www.keystonecpa.com/ Keystone CPA on YouTube - www.youtube.com/channel/UCvL8-Sq9NtVbh_SO6oDmmAg/featured Amanda Han on Facebook - www.facebook.com/amanda.han.71 Connect with Amanda on Instagram - www.instagram.com/amanda_han_cpa Amanda's LinkedIn profile - www.linkedin.com/in/amandayhan Find Amanda Han on Twitter - twitter.com/AmandaHanCPA Amanda on TikTok - www.tiktok.com/@amandahancpa Website - www.streamlined.properties YouTube - www.youtube.com/c/JonathanGreeneRE/videos Instagram - www.instagram.com/trustgreene Instagram - www.instagram.com/streamlinedproperties TikTok - www.tiktok.com/@trustgreene Zillow - www.zillow.com/profile/Streamlined%20Prop%20eXp Bigger Pockets - www.biggerpockets.com/users/TrustGreene Facebook - www.facebook.com/streamlinedproperties Email - info@streamlined.properties   Episode Credits: If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

Allow Amanda Han, CPA, to guide you into the intricate art of shaping your success in today's episode as she reveals the secrets to offsetting your income with advanced real estate tax strategies. Never be afraid of tax seasons and keep more of your hard-earned money by tuning in!Key Takeaways to Listen forReal estate tax-reduction strategies high-income earners need to know aboutHow to qualify as a Real Estate Professional for tax purposesBenefits of bonus depreciation investors should be aware ofCommon tax-related mistakes and how you can avoid themInsider tips for successful investments in 2024 real estateResources Mentioned in This EpisodeRich Dad Poor Dad by Robert T. Kiyosaki | Kindle and PaperbackGoogle CalendarThe Book on Tax Strategies for the Savvy Real Estate Investor by Amanda Han and Matthew McFarland | Kindle and PaperbackFree Apartment Syndication Due Diligence Checklist for Passive Investor If you are interested in learning more about how to save on taxes, download Amanda's free tax savings toolkit on https://www.keystonecpa.com/.About Amanda Han, CPAAmanda Han is a CPA and tax strategist specializing in helping people use real estate to save massive amounts in taxes and keep their hard-earned money. Amanda is co-author of the highly rated book Tax Strategies for the Savvy Real Estate Investor. She has been featured in prominent publications, including the Forbes Finance Council, Money Magazine, Talks at Google, CNBC's Smart Money Talk Radio, and the BiggerPockets podcasts. Today, Amanda has helped thousands of investors nationwide to save on taxes with proactive tax planning.Connect with AmandaWebsite: Keystone CPAInstagram: @amanda_han_cpaFacebook: amanda_han_cpaTo Connect With UsPlease visit our website: www.bonavestcapital.com, and please click here, to leave a rating and review!SponsorsGrow Your Show, LLCThinking About Creating and Growing Your Own Podcast But Not Sure Where To Start?Visit GrowYourShow.com and Schedule a call with Adam A. Adams

Key TakeawaysThe influence of childhood experiences: Learn how Amanda's upbringing in a family of entrepreneurs and real estate investors shaped her entrepreneurial spirit and ultimately led her to pursue a career in accounting and real estate.Uncovering the secrets of the wealthy: Understand the tax-saving strategies that wealthy individuals use, such as leveraging their team of experts, utilizing tax codes for depreciation and 1031 exchanges, and taking advantage of leverage in real estate investments.Breaking free from traditional mindsets: Discover how Amanda's decision to break away from the traditional path of a W-2 job and start her own firm and real estate investing journey was influenced by her parents' entrepreneurial lifestyle and her exposure to the potential of real estate investing.Building the right team: Learn what to look for in a CPA when building your team, including finding someone well-versed in your industry, asking about successful investor clients, and seeking expertise in advanced tax planning strategies.Leveraging expertise for financial success: Understand the importance of leveraging the knowledge and insights of your team members, including CPAs and legal advisors, to expand your understanding of wealth-building strategies and achieve financial success.Resources MentionedInterested in connecting with other like-minded individuals? Then join our VonFinch Private Capital Network.  Learn more at http://www.vonfinch.com/invest. About our Guest:Amanda Han is a CPA specializing in tax planning and real estate investments. With a background in accounting and experience working with wealthy individuals, she has extensive knowledge of tax codes and strategies that can benefit everyday investors. Amanda is passionate about helping others navigate the tax landscape and maximize their wealth-building opportunities through real estate. CTAsAre you looking for High-Performance Business & Mindset Coaching?  Schedule a call now and see how we can be of service to you. http://www.investormindset.com/discoverEstablish your relationship with VonFinch now for exclusive invite-only opportunities. Schedule an introductory call now at http://www.vonfinch.com/call.Download your free strategy guide, The Passive Investor Playbook at http://www.vonfinch.com/playbookAre you looking for High-Performance Business & Mindset Coaching?  Schedule a call now and see how we can be of service to you. http://www.investormindset.com/discoverInvesting to Hedge Against Inflation - Free online training at https://investormindset.com/start

Financial freedom isn't important until your life flashes before your eyes. When everything could end, thoughts of your partner, children, and family come to mind, and most notably, what you left behind for them. Pasha Maleknia was thrown into a warzone and came within minutes of meeting his end. As he sat, not knowing whether or not he would ever see his wife again, he made a promise to build financial freedom for his family so that if anything happened to him, they would be protected. Pasha kept his promise and is here to share exactly how he got it done. Through chaos, Pasha was given a second chance at building the life he dreamed of, starting a real estate investment portfolio that has grown to a double-digit unit count with close to six figures in expected cash flow. None of what he did was easy, but using his background in coding, systems, and optimizing everything for efficiency, Pasha is building a hands-off real estate empire that will set his whole family financially free. If you've struggled to progress with rental properties, do NOT miss out on Pasha's story. He explains exactly how his “why” forced him to reach financial freedom in only a few years and what he's doing now to ensure his wealth never stops growing. Don't wait for it to be too late. Put your life in your hands, and take Pasha's words to heart. In This Episode We Cover: The near-death experience that forced Pasha to find financial freedom for his family  Building your “income-producing box” that will take care of your family for decades  DIY rehabs and why you DON'T need to know everything before you start investing  Pasha's killer first rental property and the “surprise” basement that came with it  Using the BRRRR method to quickly multiply your portfolio without much cash needed  How to automate your ENTIRE rental property portfolio so you do nothing  And So Much More! Links from the Show Find an Agent Find a Lender BiggerPockets Youtube Channel BiggerPockets Forums BiggerPockets Pro Membership BiggerPockets Bookstore BiggerPockets Bootcamps BiggerPockets Podcast BiggerPockets Merch BPCON2023 Listen to All Your Favorite BiggerPockets Podcasts in One Place Learn About Real Estate, The Housing Market, and Money Management with The BiggerPockets Podcasts Get More Deals Done with The BiggerPockets Investing Tools Find a BiggerPockets Real Estate Meetup in Your Area Hear Dave on the “On the Market” Podcast Subscribe to the “On The Market” YouTube Channel David's BiggerPockets Profile David's Instagram David's YouTube Channel Work with David Henry's BiggerPockets Profile Henry's Instagram Hear the Latest Episode on Analyzing Real Estate Deals Understand The BRRRR Method in Real Estate – A Beginner's Guide Books Mentioned in the Show: BRRRR by David Greene The Book on Advanced Tax Strategies by Amanda Han & Matt MacFarland The Book on Estimating Rehab Costs by J Scott Long-Distance Real Estate Investing by David Greene Raising Private Capital by Matt Faircloth Rich Dad Poor Dad by Robert Kiyosaki Connect with Pasha: Pasha's BiggerPockets Pasha's Instagram Click here to listen to the full episode: https://www.biggerpockets.com/blog/real-estate-773 Interested in learning more about today's sponsors or becoming a BiggerPockets partner yourself? Email advertise@biggerpockets.com. Learn more about your ad choices. Visit megaphone.fm/adchoices

Want more real estate tax deductions? If you're a savvy investor, you can use the tax code to avoid income tax, keep more money, and grow your portfolio even faster. But it's hard to do so without a rock-solid CPA behind you. Thankfully, we have some of the world's top real estate CPAs on the show, and they're giving their take on tough tax questions (WITHOUT sending you a bill!). If you want to lower your tax burden, keep more of your hard-earned money, and play the tax game to WIN, stick around! Welcome back to another Seeing Greene! This time, we're joined by some of the most beloved real estate tax rockstars. Amanda Han, Matt Bontrager, and Tom Wheelwright have spent their careers helping real estate investors get the most out of their investments. From eliminating income tax to finding hidden deductions, boosting depreciation, and getting their clients into more tax-advantaged assets, these CPAs practice what they preach and are here to help you too! They'll be answering questions about how to unlock the MASSIVE tax benefits of real estate investing while working a W2, when to start an LLC, how to protect your assets, whether a 1031 exchange is really worth it, and how to find the right CPA. Their suggestions could save you THOUSANDS in taxes, so don't miss this one!  In This Episode We Cover: How to avoid income tax through real estate investing (even with a W2 job!) When to pull equity out of a property and how long to hold a rental Crucial questions to ask a CPA and how to know that they're truly “investor-friendly” The 1031 exchange explained and when it's NOT a good option for eager sellers Private money lending and how to ensure your lender shares in your property's tax benefits  Capital gains tax and how to AVOID it when selling a primary residence And So Much More! Links from the Show Find an Investor-Friendly Real Estate Agent BiggerPockets Youtube Channel BiggerPockets Forums BiggerPockets Pro Membership BiggerPockets Bookstore BiggerPockets Bootcamps BiggerPockets Podcast BiggerPockets Merch BPCON2023 Listen to All Your Favorite BiggerPockets Podcasts in One Place Learn About Real Estate, The Housing Market, and Money Management with The BiggerPockets Podcasts Get More Deals Done with The BiggerPockets Investing Tools Find a BiggerPockets Real Estate Meetup in Your Area David's BiggerPockets Profile David's Instagram David's YouTube Channel Work with David Hear Our Past Episodes with Amanda: BiggerPockets Podcast 49 BiggerPockets Podcast 162 BiggerPockets Podcast 269 BiggerPockets Podcast 370 BiggerPockets Podcast 424 BiggerPockets Rookie 77 BiggerPockets Rookie 255 BiggerPockets Rookie 260 Hear Our Past Episodes with Matt: BiggerPockets Podcast 689 Hear Our Past Episodes with Tom: BiggerPockets Podcast 569 BiggerPockets Podcast 631 Connect with Amanda, Matt, & Tom: Amanda's BiggerPockets Profile Amanda's Instagram Amanda's Website Matt's BiggerPockets Matt's Website Tom's BiggerPockets Tom's Website Click here to listen to the full episode: https://www.biggerpockets.com/blog/real-estate-753 Interested in learning more about today's sponsors or becoming a BiggerPockets partner yourself? Email advertise@biggerpockets.com. Learn more about your ad choices. Visit megaphone.fm/adchoices

Remember!  None of this is tax advice. Always consult with your legal and tax professionals before making investment decisions…  It's tax time… another year of wishing we had planned differently… As a real estate investor, it's really hard to predict what your tax exposure will look like in a given year.  We often get a pile of K1s with losses, gains, sales, and a lot more stuff we probably don't understand… However, one of the reasons we love real estate is that it reduces our tax burden! The difficulty is that the rules are always changing, and there's always a better way to optimize.  Today, I interview two of the leading tax experts in real estate so you will have the information you need to begin a discussion with your own tax advisor about some of the best tax savings strategies available! Amanda Han and Matt MacFarland are the authors of one of the best tax strategy books in the industry.  Today, we talk about the Lazy 1031, Self-Directed retirement, RE professional status, and depreciation, which are all things you have to know a little bit about to get the most out of your real estate investments. So, tune in today if you want to keep more of the wealth your investments generate! Take Control, Hunter Thompson Resources mentioned in the episode: 1. Amanda Han & Mathew MacFarland Website Instagram Interested in investing in Asym Capital? Check out our webinar.   Please note that investing in private placement securities entails a high degree of risk, including illiquidity of the investment and loss of principal. Please refer to the subscription agreement for a discussion of risk factors. Tired of scrambling for capital?  Check out our new FREE webinar -  How to Ensure You Never Scramble for Capital Again (The 3 Capital-Raising Secrets). Click Here to register.   CFC Podcast Facebook Group

CPA by day and real estate investor by night, Amanda Han is a tax expert who helps entrepreneurs and real estate investors save money. When she's not busy helping others with their taxes, she's looking into the numbers to help leverage her own real estate portfolio. On today's episode, she shares a wealth of knowledge on the best tax strategies and incentives for short-term rentals, multifamily, tips for W-2 employees, and passive investing in syndications. Rich and Amanda also do a deep dive into 1031 exchanges, 401(k)s, and self-directed IRAs. Connect with Amanda on Instagram: @amanda_han_cpa --Connect with Rich on Instagram: @rich_somersInterested in investing with Somers Capital? Visit www.somerscapital.com/invest to learn more. Interested in joining our Boutique Hotel Mastermind? Visit www.somerscapital.com/mastermind to book a free call. Interested in STR/Boutique Hotel Management? Visit www.excelsiorstays.com/management to book a free call.

When can you refinance your home? How do you avoid taxes when selling a property? And is there a legal limit on when you can raise rent? Unfortunately, for most new investors, many of these questions don't come with a straight answer. And when talking about taxes, even experienced investors like Ashley and Tony can't give advice. So, we brought back Amanda Han, CPA and real estate investor, to provide us with the facts about tax benefits, trusts, and how to pay less when you sell a property.But before that, Ashley and Tony will share their experiences on raising rent, seasoning periods when refinancing, and why you should always talk to a lender before you buy. Many of these topics, such as taxes, refinances, and raising rents, come with pitfalls that a beginner property investor WON'T know about. So stick around because this episode could save you a TON of trouble on your next purchase, refinance, or sale!If you want Ashley and Tony to answer a real estate question, you can post in the Real Estate Rookie Facebook Group! Or, call us at the Rookie Request Line (1-888-5-ROOKIE).In This Episode We CoverWhen you can refinance your home and “seasoning periods” explainedWhen you're legally allowed to raise rents and how to make adjustments to your leasePassing down rental properties and how to do so without triggering significant tax eventsRent-to-own vs. seller financing and using these strategies to avoid taxes on a saleThe “lazy” 1031 exchange and how to offset your capital gains tax with paper lossesAnd So Much More!Links from the ShowFind an Investor-Friendly Real Estate AgentAshley's InstagramTony's InstagramReal Estate Rookie Facebook GroupHow to (Legally) Avoid Taxes by Investing in Real EstateThe Real Estate PodcastAirbnbConnect with Amanda:Amanda's BiggerPockets ProfileAmanda's InstagramAmanda's WebsiteCheck the full show notes here: https://www.biggerpockets.com/blog/rookie-260Interested in learning more about today's sponsors or becoming a BiggerPockets partner yourself? Check out our sponsor page!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

What if you won the HGTV Dream Home? If you've heard of the sweepstakes before, you know what it feels like to watch the walkthroughs, read about the top-tier renovations, and imagine yourself soaking in the bliss of winning a mansion, tucked away in some of America's most serene areas. But this dream may never come to fruition because the reality of winning the HGTV Dream Home is much different than most people think. To explain, we brought on CPA and tax expert Amanda Han.Amanda admits that even though she threw her name in for the Dream Home drawing, she has some reservations about winning. While HGTV promises a multi-million dollar mansion in the mountains of Colorado, the reality is far from a turnkey option. With so many winners either choosing to sell the home or take the cash prize, one wonders, “what really happens when you win?” If you decide to keep the home, you better have mountains of cash available to pay for it because this prize is far from free.But even if you don't, you aren't entirely out of luck. Amanda highlights a few strategies that one lucky winner can use to keep the home, how to dodge an almost unbelievable tax burden, what to do if you opt for cash, and whether turning the Dream Home into a rental property makes more financial sense. We hope you win, and if you do, please send a housewarming party invitation to BiggerPockets at 3344 Walnut Street, Denver, CO 80205!In This Episode We CoverThe 2023 HGTV Dream Home and why it's a perfect Colorado wilderness getawayThe MASSIVE tax implications of winning a sweepstakes and what you can expect to oweTaking the cash prize option and why this may be a better bet than keeping the homeTax saving strategies that can help you owe even less to the IRSHow much you need to make to afford the upkeep on this $2M+ mansion Donating the Dream Home to charity and whether you'll still owe taxes afterReal estate professional status, depreciation, and turning the Dream Home into a rental for ongoing cash flowAnd So Much More!Links from the ShowBiggerPockets Money Facebook GroupBiggerPockets ForumsFinance Review Guest OnboardingScott's InstagramMindy's TwitterListen to All Your Favorite BiggerPockets Podcasts in One PlaceApply to Be a Guest on The Money ShowPodcast Talent Search!Subscribe to The “On The Market” YouTube ChannelListen to The “On The Market” Podcast: Spotify, Apple Podcasts, BiggerPocketsCheck Out Mindy's 2022 Live Spending Tracker and BudgetClick here to check the full show notes: https://www.biggerpockets.com/blog/money-382Interested in learning more about today's sponsors or becoming a BiggerPockets partner yourself? Check out our sponsor page!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Everyone wants to know how the rich avoid taxes. You hear about it on the news, “billionaire pays zero dollars in taxes this year,” or “this real estate tycoon made millions but gets a tax refund!” This can seem like blatant tax abuse for those not in the investing game. Why do some people get to pay no taxes while others are stuck with a sky-high return just for working their W2 job? The answer lies in the assets you invest in.Real estate investing is one of the most tax-advantaged assets around. As a real estate investor, you can almost automatically count on lower income taxes while making more money. Don't believe us? We brought Amanda Han, CPA to top investors, on the show to explain how investors avoid taxes while still striking it rich in real estate. Amanda understands the ins and outs of the tax code, and as a real estate investor, she benefits from knowing real estate write-offs and deductions better than the rest!On today's show, Amanda will walk through the top real estate tax deductions and how rookie real estate investors can start paying less in taxes. She'll also explain real estate professional status (REPS) and using it to lower your taxable income and how to find the perfect tax advisor for you and your properties. If you want to start using the same strategies that the wealthy use to avoid taxes, this is the episode to tune into!In This Episode We CoverThe biggest real estate tax deductions and some that many investors often missDepreciation explained and how this paper loss can help you keep your passive incomeThe best tax strategies for investors trying to minimize their taxable W2 incomeHow to find the right tax advisor and what they MUST know about real estateTracking expenses and making it easy on yourself during tax timeLLCs for rental properties and whether you even need one in the first placeAnd So Much More!Links from the ShowFind an Investor-Friendly Real Estate AgentAshley's InstagramTony's InstagramBiggerPockets ProReal Estate Rookie Facebook GroupStessaQuickbooksBiggerPockets BookstoreREPStrackerGoogle SheetsMileIQZapierConnect with Amanda:Amanda's BiggerPockets ProfileAmanda's InstagramAmanda's WebsiteCheck the full show notes here: https://www.biggerpockets.com/blog/rookie-255Interested in learning more about today's sponsors or becoming a BiggerPockets partner yourself? Check out our sponsor page!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Most investors buy rental property for cash flow, and much to their surprise, no cash flow is to be found once the deal is done. Maybe they'll get some limited returns in their first year of landlording, but with cash flow-induced frustration, they decide to try another strategy. This happens again and again as real estate investors struggle to realize anything other than a meager return on what was supposed to be a financially-freeing investment. But worry not—this is all part of the plan.David is back on another episode of Seeing Greene, where he answers the most-pressing real estate questions from across the web. But David isn't alone in the episode! He brings along real estate investing experts Brandon Turner, Pat Hiban, and Zeona McIntyre to help answer hard-hitting questions surrounding anything and everything related to real estate. This week's topics touch on shiny object syndrome, when to pay for real estate leads, assisted living investing, 1031 exchanges, short-term rentals vs multifamily investing, and how to find the right mentor.If you've been looking to up your real estate game, head over to the BiggerPockets Bookstore and take advantage of MASSIVE discounts on some of the best real estate books around! And remember to use ANY of today's hosts' names as a discount code to get even more off when buying any BiggerPockets books!In This Episode We Cover:How to avoid shiny object syndrome when no real estate strategy seems to workWhy most new investors have the wrong idea about cash flow and rental propertiesAssisted living investing and who should make the jump into this high-cash flow asset class1031 exchanges explained and using them to become a passive real estate investorShort-term rentals vs. multifamily investing and which is the better bet in 2023How to find a mentor when you're just starting in your real estate investing journeyAnd So Much More!Links from the ShowFind an Investor-Friendly Real Estate AgentBiggerPockets Youtube ChannelBiggerPockets ForumsBiggerPockets Pro MembershipBiggerPockets BookstoreBiggerPockets BootcampsBiggerPockets PodcastBiggerPockets MerchListen to All Your Favorite BiggerPockets Podcasts in One PlaceLearn About Real Estate, The Housing Market, and Money Management with The BiggerPockets PodcastsGet More Deals Done with The BiggerPockets Investing ToolsFind a BiggerPockets Real Estate Meetup in Your AreaDavid's BiggerPockets ProfileDavid's InstagramHear Our Interview with Assisted Living Investing Expert, Isabelle Guarino-SmithStay Up-to-Date on All the New BiggerPockets Books Coming SoonShop the BiggerPockets Bookstore and Use Codes BRANDON, DAVID, PAT, or ZEONA for a Special DiscountBooks Mentioned in the ShowTax Strategies by Amanda Han & Matt MacFarlandAdvanced Tax Strategies by Amanda Han & Matt MacFarland30-Day Stay by Zeona McIntyre & Sarah WeaverReal Estate by Numbers by J Scot & Dave Meyer6 Steps to 7 Figures by Pat HibanSKILL by David GreeneBRRRR by David GreeneLong Distance Real Estate Investing by David GreeneConnect with Brandon, Pat, & Zeona:Brandon's BiggerPockets ProfilePat's BiggerPockets ProfileZeona's BiggerPockets ProfileClick here to check the full show notes: https://www.biggerpockets.com/blog/real-estate-690Interested in learning more about today's sponsors or becoming a BiggerPockets partner yourself? Check out our sponsor page!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Non-investors hate real estate tax loopholes. It always seems like the wealthiest landlords, apartment owners, or short-term rental hosts walk away with not only massive income but little-to-no tax bills at the end of the year. Are investors unethically avoiding taxes OR are they carefully, quietly using the tax code to build wealth and bring their tax burden down to zero? And if the big investors can do it, can average investors use the same strategies?Whether you own one, ten, or a thousand rental units, Matt Bontrager, CPA at TrueBooks, has a solution for you. He's been working with real estate investors for years to help them minimize their tax burdens and maximize their portfolio values. And unlike most CPAs, Matt can explain these strategies in a way that excites you, instead of slowly lulling you into a depreciation-induced dream.Matt touches on the most powerful ways to eliminate your taxes in 2022. These tax strategies work for almost every type of investor, whether you've got a full-blown business or just a short-term rental side hustle. These tax tactics, when used correctly, can allow you to walk away from 2022 with a bigger refund, no tax bill, or years' worth of losses to roll over so you walk into 2023 in a better reposition than ever before.In This Episode We Cover:The massive short-term rental tax “loophole” most investors are unaware ofTax preparers vs. advisors and when you should start hiring these team membersCost segregation studies and using them to eliminate years' worth of tax billsBonus depreciation write-offs and why every investor MUST take advantage of this before the end of the yearReal estate professional status, its benefits, and what you need to do to obtain itTax avoidance strategies the wealthy use that almost any investor can mimicAnd So Much More!Links from the ShowFind an Investor-Friendly Real Estate AgentBiggerPockets Youtube ChannelBiggerPockets ForumsBiggerPockets Pro MembershipBiggerPockets BookstoreBiggerPockets BootcampsBiggerPockets PodcastBiggerPockets MerchListen to All Your Favorite BiggerPockets Podcasts in One PlaceLearn About Real Estate, The Housing Market, and Money Management with The BiggerPockets PodcastsGet More Deals Done with The BiggerPockets Investing ToolsFind a BiggerPockets Real Estate Meetup in Your AreaDavid's BiggerPockets ProfileDavid's InstagramRob's BiggerPockets ProfileRob's YoutubeRob's InstagramRob's TikTokRob's TwitterUnderstanding Rental Property Depreciation—A Real Estate Investor's Guide4 Real Estate Tax Strategies That Can Protect You From InflationBooks Mentioned in the ShowTax Strategies by Amanda Han & Matt MacFarlandAdvanced Tax Strategies by Amanda Han & Matt MacFarlandConnect with Matt:Matt's BiggerPockets ProfileMatt's InstagramMatt's WebsiteClick here to check the full show notes: https://www.biggerpockets.com/blog/real-estate-689Interested in learning more about today's sponsors or becoming a BiggerPockets partner yourself? Check out our sponsor page!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.