Podcasts about keystone cpa

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

What if your next listing appointment helped you build wealth too?

This episode is sponsored by…NCH:Set up an LLC to protect your investments! – https://nchinc.com/rtrHEMLANE:Find better, more transparent property management with Hemlane at https://www.hemlane.com/lp/rent-to-retirement/TARDUS:Get expert financial education and build your Income Snowball at https://renttoretirement.com/tarduswealthUnlock MASSIVE tax savings in 2025!

This episode is sponsored by…NCH:Set up an LLC to protect your investments! – https://nchinc.com/rtrHEMLANE:Find better, more transparent property management with Hemlane at https://www.hemlane.com/lp/rent-to-retirement/TARDUS:Get expert financial education and build your Income Snowball at https://renttoretirement.com/tarduswealthUnlock MASSIVE tax savings in 2025!

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and tricks in this episode are still relevant today but bear in mind that any references to specific dates might be outdated.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.

Want to learn the secrets to business success from company owners who are not only surviving but thriving in this difficult economy? Then join award-winning entrepreneur Mike Bosma and his guests as they provide you with the insight and expertise you need to start a new business or to take your company to a whole new level. In between jobs? Why work for the boss when you can be the boss? With Bosma On Business you can be in conversation with the area’s top corporate executives, community leaders and movers and shakers. The show is the ultimate business networking event and entrepreneurial incubator wrapped up in one and it’s brought to you live weekly over the airwaves and through the Internet. You’ll tap into a wealth of wisdom from top experts in the fields of accounting, marketing, sales, information technology, business law, human resources, corporate real estate, banking and so much more. If you’re doing business in Northern Nevada or have the entrepreneurial itch, then plan on joining us on News Talk 780 KOH every Saturday morning at 10 a.m. With Mike Bosma, the Pied Piper of entrepreneurial excellence leading the way, we’re Getting Northern Nevada…Back to Business.See omnystudio.com/listener for privacy information.

Want to learn the secrets to business success from company owners who are not only surviving but thriving in this difficult economy? Then join award-winning entrepreneur Mike Bosma and his guests as they provide you with the insight and expertise you need to start a new business or to take your company to a whole new level. In between jobs? Why work for the boss when you can be the boss? With Bosma On Business you can be in conversation with the area’s top corporate executives, community leaders and movers and shakers. The show is the ultimate business networking event and entrepreneurial incubator wrapped up in one and it’s brought to you live weekly over the airwaves and through the Internet. You’ll tap into a wealth of wisdom from top experts in the fields of accounting, marketing, sales, information technology, business law, human resources, corporate real estate, banking and so much more. If you’re doing business in Northern Nevada or have the entrepreneurial itch, then plan on joining us on News Talk 780 KOH every Saturday morning at 10 a.m. With Mike Bosma, the Pied Piper of entrepreneurial excellence leading the way, we’re Getting Northern Nevada…Back to Business.See omnystudio.com/listener for privacy information.

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

Want to learn the secrets to business success from company owners who are not only surviving but thriving in this difficult economy? Then join award-winning entrepreneur Mike Bosma and his guests as they provide you with the insight and expertise you need to start a new business or to take your company to a whole new level. In between jobs? Why work for the boss when you can be the boss? With Bosma On Business you can be in conversation with the area's top corporate executives, community leaders and movers and shakers. The show is the ultimate business networking event and entrepreneurial incubator wrapped up in one and it's brought to you live weekly over the airwaves and through the Internet. You'll tap into a wealth of wisdom from top experts in the fields of accounting, marketing, sales, information technology, business law, human resources, corporate real estate, banking and so much more. If you're doing business in Northern Nevada or have the entrepreneurial itch, then plan on joining us on News Talk 780 KOH every Saturday morning at 10 a.m. With Mike Bosma, the Pied Piper of entrepreneurial excellence leading the way, we're Getting Northern Nevada…Back to Business.See omnystudio.com/listener for privacy information.

Want to learn the secrets to business success from company owners who are not only surviving but thriving in this difficult economy? Then join award-winning entrepreneur Mike Bosma and his guests as they provide you with the insight and expertise you need to start a new business or to take your company to a whole new level. In between jobs? Why work for the boss when you can be the boss? With Bosma On Business you can be in conversation with the area's top corporate executives, community leaders and movers and shakers. The show is the ultimate business networking event and entrepreneurial incubator wrapped up in one and it's brought to you live weekly over the airwaves and through the Internet. You'll tap into a wealth of wisdom from top experts in the fields of accounting, marketing, sales, information technology, business law, human resources, corporate real estate, banking and so much more. If you're doing business in Northern Nevada or have the entrepreneurial itch, then plan on joining us on News Talk 780 KOH every Saturday morning at 10 a.m. With Mike Bosma, the Pied Piper of entrepreneurial excellence leading the way, we're Getting Northern Nevada…Back to Business.See omnystudio.com/listener for privacy information.

Want to learn the secrets to business success from company owners who are not only surviving but thriving in this difficult economy? Then join award-winning entrepreneur Mike Bosma and his guests as they provide you with the insight and expertise you need to start a new business or to take your company to a whole new level. In between jobs? Why work for the boss when you can be the boss? With Bosma On Business you can be in conversation with the area's top corporate executives, community leaders and movers and shakers. The show is the ultimate business networking event and entrepreneurial incubator wrapped up in one and it's brought to you live weekly over the airwaves and through the Internet. You'll tap into a wealth of wisdom from top experts in the fields of accounting, marketing, sales, information technology, business law, human resources, corporate real estate, banking and so much more. If you're doing business in Northern Nevada or have the entrepreneurial itch, then plan on joining us on News Talk 780 KOH every Saturday morning at 10 a.m. With Mike Bosma, the Pied Piper of entrepreneurial excellence leading the way, we're Getting Northern Nevada…Back to Business.See omnystudio.com/listener for privacy information.

✅ To get started on your path to save thousands in taxes this year, schedule a free consultation with our team Book A Call Here

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!

Want to learn the secrets to business success from company owners who are not only surviving but thriving in this difficult economy? Then join award-winning entrepreneur Mike Bosma and his guests as they provide you with the insight and expertise you need to start a new business or to take your company to a whole new level. In between jobs? Why work for the boss when you can be the boss? With Bosma On Business you can be in conversation with the area's top corporate executives, community leaders and movers and shakers. The show is the ultimate business networking event and entrepreneurial incubator wrapped up in one and it's brought to you live weekly over the airwaves and through the Internet. You'll tap into a wealth of wisdom from top experts in the fields of accounting, marketing, sales, information technology, business law, human resources, corporate real estate, banking and so much more. If you're doing business in Northern Nevada or have the entrepreneurial itch, then plan on joining us on News Talk 780 KOH every Saturday morning at 10 a.m. With Mike Bosma, the Pied Piper of entrepreneurial excellence leading the way, we're Getting Northern Nevada…Back to Business.See omnystudio.com/listener for privacy information.

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.

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.

This week we have guest host Joey Romero, SVP of The Norris Group giving you a second taste of what we will be doing at Elevated on June 8th at the Riverside Convention Center in Riverside Ca.  Tune in as Joey interviews Kaaren Hall of uDirect IRA Services and Matt MacFarland of Keystone CPA.In an effort to continue the educational legacy of The Norris Group we are proud to present our first Educational Seminar of 2024.  ELEVATED is a day of education designed to help real estate investors “elevate” your market knowledge, “elevate” your investor toolbox, and “elevate” your tax strategies.ELEVATED in an opportunity for real estate investors to learn wealth building tactics from our industry experts.  Join us LIVE in Riverside this June and ELEVATE!ELEVATED- Tax Strategies, Wealth Building Tactics and Market Update/Forecast - June 8Get TicketsMore DetailsIn this episode:Retirement planning, tax benefits, and IRA investments.Common mistakes investors make.Tax planning and preparationPotential changes in taxes and self directed IRAs in 2024The Norris Group originates and services loans in California and Florida under California DRE License 01219911, Florida Mortgage Lender License 1577, and NMLS License 1623669.  For more information on hard money lending, go www.thenorrisgroup.com and click the Hard Money tab.Video LinkRadio Show

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.

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. 

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.

Here is our reflective recap journey through 2023, highlighting remarkable guests, best moments and invaluable insights. 79. Roth Conversion Secrets: Maximizing Your Retirement Savings feat. Craig Wear https://www.thebillionairepodcast.com/79 91. How to Build Your Own Virtual Family Office feat. Jim Dew https://www.thebillionairepodcast.com/91 89. Oil & Gas Masterclass: How to Evaluate Energy Investments - Part 1 https://www.thebillionairepodcast.com/89 90. Oil & Gas Masterclass: How to Evaluate Energy Investments - Part 2 https://www.thebillionairepodcast.com/90 134. Advanced Tax Saving Strategies feat. Keystone CPA https://www.thebillionairepodcast.com/134 133. Overview of Real Estate & Economic Updates feat. John Chang https://www.thebillionairepodcast.com/133 65. Real Estate Tax Shelters for Passive Investors feat. Erik Oliver https://www.thebillionairepodcast.com/65 95. Passive Investor Spotlight #9: Becoming a Lifestyle Investor feat. Justin Donald https://www.thebillionairepodcast.com/95 131. Investing Like the Ultra Wealthy Ft. Tiger 21 Founder Michael Sonnenfeldt https://www.thebillionairepodcast.com/131 106. State of the Multifamily Market: Rents, Supply, Markets & More feat. Jay Parsons https://www.thebillionairepodcast.com/106 Suggest a guest, topic, or simply ask anything https://www.thebillionairepodcast.com/p/ask-anything/ 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

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

Want to learn the secrets to business success from company owners who are not only surviving but thriving in this difficult economy? Then join award-winning entrepreneur Mike Bosma and his guests as they provide you with the insight and expertise you need to start a new business or to take your company to a whole new level. In between jobs? Why work for the boss when you can be the boss? With Bosma On Business you can be in conversation with the area's top corporate executives, community leaders and movers and shakers. The show is the ultimate business networking event and entrepreneurial incubator wrapped up in one and it's brought to you live weekly over the airwaves and through the Internet. You'll tap into a wealth of wisdom from top experts in the fields of accounting, marketing, sales, information technology, business law, human resources, corporate real estate, banking and so much more. If you're doing business in Northern Nevada or have the entrepreneurial itch, then plan on joining us on News Talk 780 KOH every Saturday morning at 10 a.m. With Mike Bosma, the Pied Piper of entrepreneurial excellence leading the way, we're Getting Northern Nevada…Back to Business.See omnystudio.com/listener for privacy information.

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.

This episode welcomes Amanda Han, a CPA specializing in tax strategies for real estate, self-directed investing, and individual tax planning at Keystone CPA. She has been in this field for over 18 years, as well as being an investor herself for over 10 years. Her investment focus is on residential and multifamily assets that are able to hold long-term. Amanda's book “Tax Strategies for the Savvy Real Estate Investor” has been on Amazon's bestseller list and has helped many real estate investors gain the knowledge of tax strategies to really succeed, especially those who may not have that knowledge at their disposal. The main topic of discussion in this episode is those tax strategies that are essential for investors to be aware of.  What are those major tax benefits and tax savings that you can use to your advantage?

We are joined by Amanda Han, a Managing Director for Keystone CPA, and a nationally renowned tax strategist who specializes in real estate investing. Amanda shares her wealth of knowledge and expertise in helping real estate investors leave their W2 jobs to become full-time real estate entrepreneurs. Amanda discusses the key financial planning considerations that investors need to make before leaving their W2 jobs, including how to create a realistic budget and income projection. She also shares strategies for building a solid network of real estate professionals and maximizing your tax savings as a full-time real estate investor. We dive into the tax implications of becoming a full-time real estate investor and how Amanda's expertise can help investors navigate the complex tax landscape. Amanda provides practical advice on minimizing tax liabilities and maximizing deductions, as well as important tax planning strategies for investors to consider. Whether you're a seasoned real estate investor looking to take the leap to full-time or a new investor exploring the idea, this episode is a must-listen. Amanda's insights and guidance will help you make a smooth transition from your W2 job to a successful and profitable career in real estate investing. Links: Amanda Han on Instagram https://www.instagram.com/amanda_han_cpa/ Keystone CPA's website https://www.keystonecpa.com Steadily - Insurance Built for Investors https://resilientrei.steadilypartner.com Cash Flow University https://gumroad.com/a/963661011/ghprfw Signup for the Newsletter https://www.getrevue.co/profile/ResilientREI Hemlane - Property Management Software for Remote Real Estate Investors https://www.hemlane.com/all-in-one-property-management?utm_source=Resilient-RE Contact / Advertising Inquiry https://resilient-rei.com/contact-advertise-inquiry/

Amanda Han is a highly accomplished tax strategist and real estate investor, known for her expertise in working with real estate investors to develop tax-saving strategies. With over a decade of experience in the industry, including time with one of the Big Four accounting firms (Deloitte), Amanda brings a unique blend of financial expertise and real-world investing knowledge to her work. She co-founded Keystone CPA with her husband and immediately saw the need for real estate investors and tax savings, so they bridged that gap. Today, Amanda has helped countless real estate investors navigate the complex world of tax laws and develop strategies to minimize their tax liabilities and maximize their profits. Amanda's impressive portfolio includes a range of long-term rental properties and real estate syndications (catch that at the end of the episode). She is the co-author of several books related to real estate investing and tax strategies, including "The Book on Tax Strategies for the Savvy Real Estate Investor" and "The Book on Advanced Tax Strategies." Her work has been featured in Forbes, CNBC, and Fox Business, among other media outlets. Amanda's deep knowledge of tax laws, combined with her practical experience as a real estate investor, make her an invaluable resource for anyone looking to maximize their investment in real estate. Her expertise helps entrepreneurs discover income they didn't realize was possible with tax savings. Amanda is a true trailblazer, a true expert, and just as passionate as we all are here in the lab. If you're looking to learn from one of the best in the business, Amanda Han is the perfect guide. Let's build! HIGHLIGHTS OF THE EPISODE: 07:03 Amanda talks about translating her big firm CPA experience to regular investors 34:17 Amanda talks about how real estate couples can gain extra household income by quitting their jobs?! KEEPING IT REAL: 03:15 What does Amand do? 04:50 Niching down to real estate 07:03 CPA for regular investors 09:58 What hold people back from real estate investing 12:20 What investors aren't doing 15:13 What investors should be tracking now 19:19 Thoughts on building credit 25:15 Reps tracker and other tools 26:57 Three main tax reduction hurdles 29:28 How often do people get audited 32:29 Tax strategy case studies 34:17 Extra household income 37:13 Tax strategy is not sexy but it changes lives 38:35 What's next for Amanda Han 40:08 Passive investments in syndication 41:15 Where to connect with Amanda CONNECTING WITH THE GUEST Website: https://www.keystonecpa.com/ Instagram: https://www.instagram.com/amanda_han_cpa/ Get Your Airbnb Millionaire Blueprint: https://experimentrealestate.com/#blueprint Get coached on how you can repurpose your existing home or investment property into an Airbnb with me: https://experimentrealestate.com/hospitable-hosts Guesty Unique Link: https://hosts.guesty.com/?=therealestateexperiment Hospitable Hosts book: https://amzn.to/3e4LEhE #taxstrategy #realestateinvesting #taxsavings #CPA #taxdeductions

Amanda Han is a Nationally Recognized Tax Strategist, CPA and Top Selling Author, as well as a member of the Gobundance Women community. Amanda is the Managing Director at Keystone CPA and has been featured on prominent publications like Money Magazine, Talks at Google, NBC News Radio, BiggerPockets, Forbes and many others. The Book on Tax Strategies for the Savvy Real Estate Investor: Powerful Techniques Anyone Can Use to Deduct More, Invest Smarter, and Pay Far Less to the IRS! Purchase here: https://www.amazon.com/dp/B07LB7ZSNK The Book on Advanced Tax Strategies: Cracking the Code for Savvy Real Estate Investors Purchase here: https://www.amazon.com/dp/B084KTLJXC Powerful Moments From The Episode 00:00 - Podcast Teaser 00:47 - Podcast Introduction 01:30 - Amanda Han's Backstory 04:20 - Amanda's First Real Estate Investment Property 06:35 - Amanda On Expanding Her Real Estate Portfolio 07:12 - Collaborating with BiggerPockets & Writing Her First Book 10:15 - Fact or Fiction: Your CPA Should Be A Real Estate Investor 11:17 - Common Mistakes Made By CPA's (Not in the Real Estate Industry) 16:25 - Tax Advice & Depreciation Strategies For Success 20:09 - Addressing The Concerning Growth of the IRS 26:44 - Doing What You Love & Securing Yourself with Real Estate 32:08 - Stop Making These Huge Tax Mistakes 36:16 - How To Be The Ideal Client For Your Tax Professional 40:30 - The Benefits of Using Social Media as a Tax Professional 42:53 - Amanda's Business & Real Estate Goals For 2023 44:23 - The Value of Joining Gobundance Women 47:06 - Gobundance Card Game Question 48:43 - How To Connect with Amanda Han Connect with Amanda Han Instagram https://www.instagram.com/amanda_han_cpa Website https://www.keystonecpa.com Learn More About Our Tribe! https://www.gobundance.com Want to watch the Tribe of Millionaires? YouTube: https://www.youtube.com/channel/UCbczkBHANH9ULLQiSt56bQA/ Watch How To Profit From Your Personal Brand | Mark Lack Ep 241 https://www.youtube.com/watch?v=OLYFjltV69s Want to connect with our community? Instagram: https://www.instagram.com/gobundance Facebook: https://www.facebook.com/gobundance Twitter: https://twitter.com/GoBundance Tribe of Millionaires Podcast by GoBundance is the podcast for healthy wealthy generous people who choose to live epic lives. Each week we connect with featured guests and GoBundance members to bring you the best in our community.

Amanda is a Managing Director of Keystone CPA, INC. Amanda received her accounting degree from UNLV. As a CPA and real estate investor, Amanda has helped countless investors across the nation to supercharge their wealth building through proactive tax saving with her top-selling Amazon books as well as her teachings on prominent publications such as Money Magazine, Google Talks, and CNBC.  Amanda brings over two decades of tax planning and compliance experience from working in Big 4 Public Accounting as well as public and private companies.  In this episode we talked about: * Amanda's Updates and Changes * Tax Strategies  * Depreciations  * Trump Tax Regime  * Cost Segregation Analysis * Bonus Depreciation  * Partnership Losses * How much to Spend on Accounting  * Tax Designation * How to structure your RE investments  Useful links:
Books: “The Book on Tax Strategies for the Savvy Real Estate Investor: Powerful techniques anyone can use to deduct more, invest smarter, and pay far less to the IRS!” https://www.amazon.com/Book-Strategies-Savvy-Estate-Investor/dp/0990711765 “The Book on Advanced Tax Strategies: Cracking the Code for Savvy Real Estate Investors” https://www.amazon.com/Book-Strategies-Savvy-Estate-Investor/dp/0990711765 https://www.keystonecpa.com/ https://www.keystonecpa.com/eBook-Download Tax Saving Toolkit https://www.instagram.com/amanda_han_cpa/

Amanda is a Managing Director of Keystone CPA, INC. Amanda received her accounting degree from UNLV. As a CPA and real estate investor, Amanda has helped countless investors across the nation to supercharge their wealth building through proactive tax saving with her top-selling Amazon books as well as her teachings on prominent publications such as Money Magazine, Google Talks, and CNBC.  Amanda brings over two decades of tax planning and compliance experience from working in Big 4 Public Accounting as well as public and private companies.  In this episode we talked about: * Amanda's Updates and Changes * Tax Strategies  * Depreciations  * Trump Tax Regime  * Cost Segregation Analysis * Bonus Depreciation  * Partnership Losses * How much to Spend on Accounting  * Tax Designation * How to structure your RE investments  Useful links:
Books: “The Book on Tax Strategies for the Savvy Real Estate Investor: Powerful techniques anyone can use to deduct more, invest smarter, and pay far less to the IRS!” https://www.amazon.com/Book-Strategies-Savvy-Estate-Investor/dp/0990711765 “The Book on Advanced Tax Strategies: Cracking the Code for Savvy Real Estate Investors” https://www.amazon.com/Book-Strategies-Savvy-Estate-Investor/dp/0990711765 https://www.keystonecpa.com/ https://www.keystonecpa.com/eBook-Download Tax Saving Toolkit https://www.instagram.com/amanda_han_cpa/

Our guests for this week's show are real estate tax experts, Matt MacFarland and Amanda Han  They are co-founders of Keystone CPA. Matt is Executive Managing Director and Amanda is Assistant Managing Director. Matt and Amanda are also the co-authors of "The Book on Tax Strategies for the Savvy Real Estate Investor: Powerful techniques anyone can use to deduct more, invest smarter, and pay far less to the IRS”.    Quote:  One of the most common myths that real estate investors have (especially those who are just starting out) is not understanding what they can write off as a tax deduction.     Highlights:   03:30: How Matt and Amanda landing on focusing their practice on real estate 05:25: How the rich can legally not pay income or capital gains taxes 12:40: Planning ahead for recapture with your investments 14:55: The most tax efficient asset classes 17:05: Changes coming our way through the 2023 tax plan (and those that didn't come to pass) 19:55: Clever way to writing off write off real estate expenses on behalf of your children   Guest Website: https://www.keystonecpa.com/   Recommended Resources:  Accredited Investors, you're invited to Join the Cashflow Investor Club to learn how you can partner with Kevin Bupp on current and upcoming opportunities to create passive cash flow and build wealth. Join the Club! If you're a high net worth investor with capital to deploy in the next 12 months and you want to build passive income and wealth with a trusted partner, go to InvestWithKB.com for opportunities to invest in real estate projects alongside Kevin and his team.  Looking for the ultimate guide to passive investing? Grab a copy of my latest book, The Cash Flow Investor at KevinBupp.com.  Tap into a wealth of free information on Commercial Real Estate Investing by listening to past podcast episodes at KevinBupp.com/Podcast. Learn more about Kevin's investment company and opportunities for Lifetime Cashflow at sunrisecapitalinvestors.com.

A humorous quote claims that a person doesn't know how much he has to be thankful for until he has to pay taxes. We incur taxes to enjoy the benefits of living in a civilized society. Hence, it has been a significant cause of worry for many of us. Some believe that taxes rob industrious taxpayers of their hard-earned money since it requires them to part with their own money.    However, we can look at it from a more positive perspective since there are many ways to reduce tax liability legally. Many taxpayers miss out on potential tax advantages and overpay due to inadequate knowledge. We must therefore gain a deeper awareness of these issues because we will undoubtedly be dealing with them for the rest of our lives. Moreover, a thorough financial plan is believed to include tax planning as a critical component to assist people in paying the least amount of taxes necessary in the years leading up to and after retirement.   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 special episode with Amanda Han and Matthew MacFarland, we'll learn about the inspiring passion of a married couple who educate people in strategies to save on taxes, decrease tax burden and help entrepreneurs to take advantage of the opportunities around them concerning tax and financial planning.    "Tax advisors are there to help you explain things and set you up to get you in the right position to take advantage of all the opportunities out there." – Matthew MacFarland   Topics Covered: (00:00:00) Introduction + Episode Snippet (00:00:19) Introducing our special guests, Amanda Han and Matthew MacFarland (00:00:32) Advertisement: Obtain financial freedom with passive income! TimeOut with the SportsDr. teams up with Dr. Ronnie Shalev of Shalwin Properties to discuss things finance! Join Dr. Shalev's webinar or set up a 1-on-1 call; go to https://www.drderrickthesportsdr.com/sponsors. (00:02:38) Podcast about taxes: Why is it the must-listen podcast of the year? (00:04:10) The Certified Public Accountant Couple: What led them to become CPAs? (00:06:00) Take advantage of the same loophole others are benefiting from. (00:07:30) The Birth of Keystone (00:08:22) Tax planning firm: Save on taxes legitimately (00:09:55) A Businessperson's goal: Not to become a CPA but to understand all the tax law (00:12:32) How do business owners benefit tax-wise from having kids? (00:13:07) Make your children involved in your business.  (00:15:53) What is the significant role of a Limited Liability Company? (00:17:42) Legal entity ambiguity and common misconceptions (00:19:13) Understanding Cost vs. Benefit (00:20:00) Lawyer or Accountant: Where to go first for decision-making advice? (00:22:22) Advertisement: Sabre Bats, the training bat that will take you to your next swing. Go to https://www.sabrebats.net to know more. (00:23:21) How do we take advantage of tech strategies for business travel? (00:24:45) Diversification versus specification: The Retirement planning (00:27:34) How does self-directed 401k investment works? (00:28:43) Self-directed investments do not incentivize traditional financial advisors. (00:30:41) How can you gain access to a genuine self-directed 401k? (00:32:01) The Tax deferred exchange: How does a 1031 exchange operate? (00:33:09) Inheritance vs. Gifting: What tax differences exist between them? (00:37:02) Final TimeOut with Amanda Han and Matthew MacFarland: How do we take advantage of some of our tax benefits and get our finances in order? (00:38:22) The higher your income is, the more crucial tax planning is. (00:39:44) It's not how you start but how you finish. (00:41:14) Connect with Amanda Han and Matthew MacFarland.   Key Takeaways:  "Research has shown that the average American, we're losing more money to taxes than we do on food, clothing, and housing combined." – Amanda Han   "If you're doing things correctly, there's ways where you can make a lot of money but pay little to no taxes using real estate as one of the strategies." – Amanda Han   "You can either sit back and complain about taxes or you can learn how you can take advantage of the same loopholes or tax benefits that some of the wealthy can take advantage of because we too can take advantage of many of those if they educate us." – Dr. Derrick Burgess   "In sports, if you play by the rules and you'll be able to win the game while in a tax standpoint, if you have the right facts, then you can pay little taxes." – Amanda Han   "Tax planning is when you're meeting with your advisors throughout the year to know if you're doing the right things and are having the right facts so you can save on taxes legitimately." – Amanda Han   "I think for investors and business owners, your goal is not to become a CPA and understand all the tax law but to know enough so that you know what questions to ask and when to ask them." – Amanda Han   "If you decided to start your business or real estate tomorrow, whether you do that in your name or an LLC, you get the same write-offs in both scenarios." – Amanda Han   "The whole concept of being specific in investing to something where you have unique knowledge, insight, and experience." – Amanda Han   "The reason why a lot of traditional financial advisors don't talk about self-directed 401k or don't want to talk about it is because when you ask them those types of questions, you're sort of taking money away from them." – Amanda Han   "And it does not incentivize traditional financial advisors to advise you on how you can control your own money outside of their platform. That's why we're so passionate about educating people on how they can control their retirement money." – Amanda Han   "True self-directed custodian does not have any portfolio of assets to offer you. The vast majority limit themselves because they won't give you investment advice since they don't know whether you should buy property in one place or another. It has nothing to do with them. They're just holding your money for you, and you are the one making the investment decision." – Amanda Han   "It's a great way to continue to leverage and continue to grow your portfolio into better performing assets without having that tax drag that's slowing you down." – Matthew MacFarland   "When you're spending money before you do it on any significant items, whether it's a trip, car or a vacation, ask yourself how I can make this a tax-deductible expense." – Amanda Han     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 that I can focus on the core functions of my business. Need expert help with your podcast? Go to www.podcastvasph.com.

Today's guest is Amanda Han, Managing Director at Keystone CPA where she helps real estate investors nationwide to save on taxes. Their Strategic Tax Savings Program allows them to bring advanced tax strategies to everyday investors at an affordable price point!  Learn more about Amanda Han below: Website Facebook Instagram Youtube   ∗∗∗∗∗∗   Interested in signing up for Kajabi? SIGN UP NOW   If you enjoyed the podcast please leave a review and rating to help inspire more online entrepreneurs to take their business to the next level. Your review will help create more Kajabi Heroes.    Share this episode on social media & tag us to get a shoutout on the show:  Facebook Instagram Twitter LinkedIn   Interested in being a guest on the podcast to share your Kajabi journey with the world? SIGN UP FOR OUR GUEST LIST!

Today Jonny is joined by a CPA, Tax Strategist, and the Managing Director for Keystone CPA, Inc., Amanda Han. She is an official member of the Forbes Finance Council. She is also a best-selling author of her books, The Book of Tax Strategies For The Savvy Real Estate Investor and The Book on Advanced Tax Strategies: Cracking the Code for Savvy Real Estate Investors.They discuss:1. What got her into real estate investing2. Keeping taxable activities in order3. Bonus depreciationAmanda received her accounting degree from UNLV. As a CPA and real estate investor, Amanda has helped countless investors across the nation to supercharge their wealth building through proactive tax saving with her top-selling Amazon books and her teachings on prominent publications such as Money Magazine, Google Talks, and CNBC.  Amanda brings over two decades of tax planning and compliance experience from working in Big 4 Public Accounting and public and private companies. In her spare time, Amanda enjoys canvas painting, biking by the beach, and seeking out the best hole-in-the-wall dining options where ever she visits.Learn more about Amanda:Website: https://www.keystonecpa.com/LinkedIn: https://www.linkedin.com/in/amandayhan/Connect with Jonny!Cattani Capital Group: https://cattanicapitalgroup.com/Invest with us: invest@cattanicapitalgroup.comLinkedIn: https://www.linkedin.com/in/jonathan-cattani-53159b179Jonny's Instagram: https://www.instagram.com/jonnycattani/IRR Podcast Instagram: https://www.instagram.com/theirrpodcast/TikTok: https://www.tiktok.com/@jonnycattaniYouTube: https://www.youtube.com/channel/UCljEz4pq_paQ9keABhJzt0AFacebook: https://www.facebook.com/jonathan.cattani.1

Nobody likes paying taxes. With the proper planning, however, you can create a financial situation where you minimize or eliminate your taxes while creating a portfolio that great benefits you today and your family tomorrow. Adam Schroeder and Zach Lemaster are joined by Keystone CPA's Matt MacFarland and Amanda Han to discuss ways you can employ your children, minimize your taxable income, and keep more of YOUR money for YOURSELF. Use the code: RTRTAX and receive $200 off on any of these courses or live webinars! Live Stream Webinar Strategic Tax Savings Program eBooks -------------------------------------------------------- Website - www.RentToRetirement.com YouTube - www.YouTube.com/RentToRetirement Current Hotlist Properties - www.RentToRetirement.com/Hotlist

Nobody likes paying taxes. With the proper planning, however, you can create a financial situation where you minimize or eliminate your taxes while creating a portfolio that great benefits you today and your family tomorrow. Adam Schroeder and Zach Lemaster are joined by Keystone CPA's Matt MacFarland and Amanda Han to discuss ways you can employ your children, minimize your taxable income, and keep more of YOUR money for YOURSELF. Use the code: RTRTAX and receive $200 off on any of these courses or live webinars! Live Stream Webinar Strategic Tax Savings Program eBooks -------------------------------------------------------- Website - www.RentToRetirement.com YouTube - www.YouTube.com/RentToRetirement Current Hotlist Properties - www.RentToRetirement.com/Hotlist

  In this episode of Cash Flow Pro, we talk with Amanda Han, Managing Director at Keystone CPA, Inc. Amanda is a CPA by day and a real estate investor by night. She started her career as part of an international accounting firm that helped individuals who made much of their wealth through cash flow and appreciation pay little to no taxes. Her goal is to help her clients identify ways to save taxes through their real estate portfolios. Today, she is here to share two decades' knowledge on real estate and taxes- let's take some notes!   Keystone CPA, Inc is an accounting firm in Fullerton, CA, that focuses on helping investors save on taxes nationwide.     In this episode, we discuss: The tax benefits of investing in syndication What depreciation is and how it works 1031 exchange | K-1 | The importance of open communication with your CPA Real estate partnerships and taxes   If you are interested in learning about real estate and taxes, tune in to this episode!   Find your flow, Casey Brown Resources mentioned in this podcast: KeystoneCPA.com https://www.linkedin.com/in/amandayhan/

There's been a lot of talk about potential tax changes under the Biden administration. They haven't happened yet and it's possible they won't happen until after the midterm elections, but it's good to know about these proposals ahead of time. As they old saying goes: “Being forewarned is being forearmed.” So we have invited a guest onto the Real Wealth Show to talk about the status of tax change proposals including those that seem to have disappeared and those that are still on the table. She also gives her expert opinion on the two best reasons to invest in real estate, from a tax perspective.Our guest is real estate investor and tax strategist Amanda Han of Keystone CPA. Her goal is to help clients supercharge their wealth-building process with money-saving tax strategies. She co-authored a top selling book with her husband, Matt MacFarland, called “Tax Strategies for the Savvy Real Estate Investor.” The husband and wife duo have also been featured guests by prominent media outlets that include Money Magazine, Talks at Google, CNBC's Smart Money Talk Radio, and the BiggerPockets podcasts.If you'd like to learn more about get those wealth-building assets in place, go to realwealthshow.com and sign up for free. As a member, you'll get access to the Investor Portal where you can learn about single-family rentals and other investment opportunities in strong housing markets around the country. You'll also have access to our network of resources, including investment counselors, property teams, lenders, 1031 exchange facilitators, attorneys, CPAs and much more.And please remember to subscribe to our podcast and leave a review! Thank you!

Having helped thousands of investors across the US to save on taxes, Matt MacFarland and Amanda Han are founders at Keystone CPA, Inc. As both tax strategists and real estate investors, Amanda and Matt combine their passion for real estate investing with their expertise and knowledge in tax strategies. Their goal is to help investors with strategies designed to supercharge their wealth-building using entity structuring, self-directed investing, and income offset opportunities to keep more of what they make.Amanda and Matt's highly rated book Tax Strategies for the Savvy Real Estate Investor is amongst Amazon's top seller list.They are also frequent contributors, speakers, and educators to some of the nation's top investment and self-directed IRA companies.  Their cutting-edge tax strategies have been featured in prominent publications including Money Magazine, Realtor.com, and AllBusiness.com. Matt and Amanda were speakers at “Talks at Google” that features influential thinkers and creators. They have also appeared in CNBC's Smart Money Talk Radio as well as BiggerPockets podcasts.Matt and Amanda specialize in bringing top-notch tax-saving strategies that are traditionally only available to high net-worth clients to everyday investors nationwide. They both have experience working for the “Big 4” CPA firms specializing in the real estate and high net-worth individual specialty groups. Amanda is a graduate of UNLV and Matt is a graduate of UCLA with a Master's Degree from USC. Both of them are certified by the CA State Board of Accountancy and are members of the prestigious American Institute of Certified Public Accountants (AICPA).The Norris Group originates and services loans in California and Florida under California DRE License 01219911, Florida Mortgage Lender License 1577, and NMLS License 1623669.  For more information on hard money lending, go www.thenorrisgroup.com and click the Hard Money tab.Video LinkRadio Show

Having helped thousands of investors across the US to save on taxes, Matt MacFarland and Amanda Han are founders at Keystone CPA, Inc. As both tax strategists and real estate investors, Amanda and Matt combine their passion for real estate investing with their expertise and knowledge in tax strategies. Their goal is to help investors with strategies designed to supercharge their wealth-building using entity structuring, self-directed investing, and income offset opportunities to keep more of what they make.Amanda and Matt's highly rated book Tax Strategies for the Savvy Real Estate Investor is amongst Amazon's top seller list.They are also frequent contributors, speakers, and educators to some of the nation's top investment and self-directed IRA companies.  Their cutting-edge tax strategies have been featured in prominent publications including Money Magazine, Realtor.com, and AllBusiness.com. Matt and Amanda were speakers at “Talks at Google” that features influential thinkers and creators. They have also appeared in CNBC's Smart Money Talk Radio as well as BiggerPockets podcasts.Matt and Amanda specialize in bringing top-notch tax-saving strategies that are traditionally only available to high net-worth clients to everyday investors nationwide. They both have experience working for the “Big 4” CPA firms specializing in the real estate and high net-worth individual specialty groups. Amanda is a graduate of UNLV and Matt is a graduate of UCLA with a Master's Degree from USC. Both of them are certified by the CA State Board of Accountancy and are members of the prestigious American Institute of Certified Public Accountants (AICPA).The Norris Group originates and services loans in California and Florida under California DRE License 01219911, Florida Mortgage Lender License 1577, and NMLS License 1623669.  For more information on hard money lending, go www.thenorrisgroup.com and click the Hard Money tab.Video LinkRadio Show

ROYAL LEGAL SOLUTIONS Learn how to free your time, protect your assets, and create lasting wealth with asset protection attorney and long-time real estate investor, Scott Royal Smith. When a close friend lost over $3 million in a single lawsuit, Scott decided to leave his litigation practice to help people protect themselves from frivolous lawsuits. His law firm, Royal Legal Solutions, now helps thousands of real estate investors and entrepreneurs protect more than $1.2 billion in assets. Join Scott as he deconstructs the lawsuit game and shows you how to protect yourself and your hard-earned wealth.MEET THE HOSTScott Royal Smith, Esq., CEO, Real Estate Investor. As the founder of Royal Legal Solutions, I am an asset protection attorney and long-time real estate investor in every asset class in 10+ states. My background in litigation and investing uniquely has provided me with insights into how to best use the law for maximum legal advantage while streamlining operations, taxes, and compliance.KEY TAKEAWAYSSpecial guest, Amanda Han will be attending to share her expertise. Amanda is the Managing Director at Keystone CPA, a fellow real estate investor, UNLV alumni, and a published author. She brings a wealth of knowledge that she's accumulated over the course of her successful 20+ year career. Come learn from the best!Want a refresher or to see what you missed? Watch the replay. REGISTER FOR ROYAL INVESTING and attend LIVE on Zoom, Wednesdays at 11:30 p.m. CST.Ready to go beyond basics and take your education to the next level? Get FREE Access to the Asset Protection Vault. This resource contains our top 5 video Masterclasses and ebooks.WEBSITE: http://royallegalsolutions.comFACEBOOK: Join our exclusive group to discover the tax, legal, & asset protection secrets every real estate investor needs to know. https://www.facebook.com/groups/495820367909918/

FOR MORE INFORMATION ABOUT US: https://linktr.ee/Wynningteam757 https://wynningteam757.buzzsprout.com/ In this episode you will  learn clever ways to write off your kids, how to write off every penny of your travel, and how to invest using your retirement accounts!!Music Featuring - King Reynard (https://www.instagram.com/kingreynard11/?hl=en)Featuring- Amanda Han (https://www.keystonecpa.com/)Host- Tyler Wynn (https://www.instagram.com/wynningteam757/?hl=en ) CoHost- Kim Pimento (https://www.instagram.com/kimpimento_realtor/?hl=en )Show Sponsor-    visit app.avenuehq.com/signup, and let them  know we referred you. Intro – Tyler                   Amanda Han – real estate tax expert, investor, and author of ( tax strategies for the Savvy Real Estate Investor)(https://www.amazon.com/Book-Advanced-Tax-Strategies-Investors/dp/1947200224)Interview Tyler·       What's your backstory? ·       What made you want to get into the tax world?·       Is this something you had ever seen yourself doing?·       What are the advantages of buying real-estate?·       What are some ways to write off my kids?o   Vacation/travel expenses?o   Maximize writing off home office?·       Is there one entity that is better to have then the rest?·       How do I set up an LLC?·       How can I protect myself from an IRS Audit?Kim·       How can you use retirement plans to fund your investments?·       Can you explain a self-directed IRA vs a solo 401k?Advantages and disadvantages of each?·       What are some common mistakes people make when they set up a self directed IRA?o   What's the correct way?·       How do you gift properties so that they are tax free?Wrap up – Tyler·       Best advice for anyone starting out ·       Now tell us where we can find you  MUSIC FEATURING: King Reynard  (https://www.instagram.com/kingreynard11/?hl=en)*****DISCLAIMER****I AM NOT A CPA, ATTORNEY, INSURANCE, CONTRACTOR, LENDER, OR FINANCIAL ADVISOR. THE CONTENT IN THESE  VIDEOS SHALL NOT BE CONSTRUED AS TAX, LEGAL,INSURANCE, CONSTRUCTION, ENGINEERING, HEALTH OR SAFETY, ELECTRICAL, FINANCIAL ADVICE, OR OTHER AND MAY BE OUTDATED OR INACCURATE; IT IS YOUR RESPONSIBILITY TO VERIFY ALL INFORMATION YOURSELF. THIS IS A PODCAST AND YOUTUBE VIDEO FOR ENTERTAINMENT PURPOSES ONLY

See omnystudio.com/listener for privacy information.

As investors we have the natural tendency to increase revenues and increase our bottom line. One of the ways we can do that in the short-term rental world is by increasing our exposure. In other words, increasing the amount of people that can see, view, and potentially book our properties. This is exactly where online travel agencies (OTA's) come in to play. They spend 100's of millions of dollars every year on marketing so they can successfully link the properties (us) and the potential guests together. There are lots of options for OTA's but which ones are best? Doesn't it make sense to just be on as many as possible to increase our exposure? Not necessarily. I've played around with this for years and have tried lots and lots of different listings sites with mixed feelings. This week I want to break down one of the largest ones that you MAY NOT be using; Booking.com. We'll discuss:  How to decide if you should increase your exposure Booking.com statistics Getting started and the setup The pros and cons with Booking.com Should you use them or not?    You can also find the whole, hour long video webinar by visiting https://restmethods.com/recommended-resources/ and finding “Keystone CPA. Want a crash course in just two days with everything you need to know to find, acquire and operate a short-term rental with passive operations? Good news! We have our  latest live webinar recording available!   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!

You can pretty much rent anything as an airbnb these days, can't you? From a treehouse, to a houseboat, to a luxury villa to a castle! And everything in between. But what makes the best investment? Many times when investing we simply look at the numbers but that's not the whole equation. This week we'll break down the pro's and con's between three different categories of short-term:    Luxury rentals Affordable rentals “Exotic” or unique rentals Back up plans for each Ability to sell How they are affected in a recession Financing options for each category   You can also find the whole, hour long video webinar by visiting https://restmethods.com/recommended-resources/ and finding “Keystone CPA. Want a crash course in just two days with everything you need to know to find, acquire and operate a short-term rental with passive operations? Good news! We have our  latest live webinar recording available!   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!

We've talked before about how photos are NOT the most important piece of your short-term rental listing. They are not. There are greater forces at play that are the main reason for your success and we've talked about that before, so if you missed those episodes go back and check them out :)This week, I want to talk about:    The ultimate guest experience Why pictures are not the most important Things you are doing WRONG with your photos How to know you are doing them wrong You can also find the whole, hour long video webinar by visiting https://restmethods.com/recommended-resources/ and finding “Keystone CPA. Want a crash course in just two days with everything you need to know to find, acquire and operate a short-term rental with passive operations? Good news! We have our  latest live webinar recording available!   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!

One of the two biggest expenses that everyone incurs are taxes. Which means, legally lowering our taxes should be of the utmost importance! For easy numbers and simplicity's sake, if you have $1000 in income taxes and you neglect to write off an immediately deductible $500 expense you incurred operating your short-term rentals then you just unnecessarily GAVE your government $500! For many people taxes are intimidating. You may be asking, “Can I write this off? “I don't want to get audited.” But I'm here to tell you, as long as you follow the rules you should NOT be concerned. My tax advisor specializes in real estate and they recently put together a great webinar dedicated to tax advice and your STR's… and since I know we are all busy and taxes aren't necessarily the most fun topic, so I took the liberty of breaking down the webinar FOR YOU with my biggest takeaways that you need to know!This week we'll talk taxes and break down:    How the IRS defines a short term rental Different types of income reporting (Schedule E vs C) How your tax losses are treated?  What it means to be a “real estate professional” and how that can benefit you  How you can become a Real estate professional EASIER with STR's than you can with traditional long term rentals Depreciation  How much you can use your property for “personal use”   HUGE DISCLAIMER: I am not a tax professional and these are just recommendations of topics to look into so please check with your tax advisor and accountant to confirm they will work for you. You can also find the whole, hour long video webinar by vising https://restmethods.com/recommended-resources/ and finding “Keystone CPA. Want a crash course in just two days with everything you need to know to find, acquire and operate a short-term rental with passive operations? Good news! We have our  latest live webinar recording available!   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!

You are seeing it, aren't you? The instagram photos popping up. The long-delayed weddings that are now taking place. Airline flights being oversold. New travel videos on Youtube. Yep, it's happening, travel is back! This has been a long time coming. What else would happen bottling the world up for over a year and half and preventing one of our biggest joys (and necessities) travel. But how do we know travel is really back? And of course, it's not quite back everywhere but as short-term rental operators we have the inside scoop. So this week I want to break down a few of the signs that show us travel is looking promising. Let's dive into: Personal experiences Advance booking times Nightly rates Which properties are being booked Guest communications OTA sentiment Quarterly earnings report from Airbnb My upcoming travel & event You can also find the whole, hour long video webinar by vising https://restmethods.com/recommended-resources/ and finding “Keystone CPA. Want a crash course in just two days with everything you need to know to find, acquire and operate a short-term rental with passive operations? Good news! We have our  latest live webinar recording available!   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!

“A lot of investors might hear & know the strategy, but if you're not implementing it correctly before you sell the property, then your CPA however good they are, cannot help you.” -Amanda Han   Today I am interviewing Amanda Han, who is one of the founders of Keystone CPA alongside her partner Matt MacFarland. Keystone CPA focuses on tax strategies for the everyday investor to help them achieve wealth building by using entity structuring, income offset opportunities and self-directed investing. They are the Authors of two best selling books on Amazon,  The Book on Tax Strategies for the Savvy Real Estate Investor and The Book on Advanced Strategies. They are educators, speakers and contributors to platforms like Bigger Pockets, The Norris Group, Talks at Google and more.   Amanda Han: Didn’t begin her career as a real estate CPA. Coming from a lineage of investors, Amanda didn't get involved in real estate until after she began working with a CPA company that required her to work in the real estate department. That is where she gained her footing into becoming a Tax Strategist for real estate investors. As an investor herself Amanda and Keystone CPA flourish on helping their clients get the most out of their investment portfolios.    TOPICS COVERED IN THE EPISODE: What it means to have connection and community  Rich Dad Poor Dad What is a 1031 exchange and how is it used What is the difference between a CPA and a real estate based CPA Income shifting and how it works  What are the tax advantages for real estate investors How can your kids contribute to your tax write offs What are legal entities and are they necessary  Wealth transfer What is the difference between a lifetime gift vs an annual gift  Know your risk tolerance  Understanding California’s tax fees  What happens when you use out ot state entities What is the CA code language and does your CPA know it Tax changes and what they mean  Rolling suspended losses  Self directed investing    Listen now on Spotify or Apple iTunes or watch on Youtube to find out how Amanda found her Real Estate Breakthrough! The Real Estate Breakthrough Show with Christina Suter is where we talk about the reality of real estate, the mindset you need and the tips and tricks to get you moving forward in investing. Join us every week and learn everything you need to know to invest in real estate education and create real wealth for a lifetime.   Find out more about Amanda here:  Website KeystondCPA.com Phone 877-9775-0975

Having helped thousands of investors across the US to save on taxes, Matt MacFarland and Amanda Han are founders at Keystone CPA, Inc. As both tax strategists and real estate investors, Amanda and Matt combine their passion of real estate investing with their expertise knowledge in tax strategies. Their goal is to help investors with strategies designed to supercharge their wealth building using entity structuring, self-directed investing, and income offset opportunities to keep more of what they make.Amanda and Matt's highly rated book Tax Strategies for the Savvy Real Estate Investor is amongst Amazon's top seller list.They are also frequent contributors, speakers, and educators to some of the nation's top investment and self-directed IRA companies.  Their cutting-edge tax strategies have been featured in prominent publications including Money Magazine, Realtor.com, and AllBusiness.com. Matt and Amanda were speakers at “Talks at Google” that features influential thinkers and creators. They have also appeared in CNBC's Smart Money Talk Radio as well as BiggerPockets podcasts.Matt and Amanda specialize in bringing top-notch tax-saving strategies that are traditionally only available to high net-worth clients to everyday investors nationwide. They both have experience working for the “Big 4” CPA firms specializing in the real estate and high net-worth individual specialty groups. Amanda is a graduate of UNLV and Matt is a graduate of UCLA with a Master's Degree from USC. Both of them are certified by the CA State Board of Accountancy and are members of the prestigious American Institute of Certified Public Accountants (AICPA).The Norris Group originates and services loans in California and Florida under California DRE License 01219911, Florida Mortgage Lender License 1577, and NMLS License 1623669.  For more information on hard money lending, go www.thenorrisgroup.com and click the Hard Money tab.Video LinkRadio Show

Having helped thousands of investors across the US to save on taxes, Matt MacFarland and Amanda Han are founders at Keystone CPA, Inc. As both tax strategists and real estate investors, Amanda and Matt combine their passion of real estate investing with their expertise knowledge in tax strategies. Their goal is to help investors with strategies designed to supercharge their wealth building using entity structuring, self-directed investing, and income offset opportunities to keep more of what they make.Amanda and Matt's highly rated book Tax Strategies for the Savvy Real Estate Investor is amongst Amazon's top seller list.They are also frequent contributors, speakers, and educators to some of the nation's top investment and self-directed IRA companies.  Their cutting-edge tax strategies have been featured in prominent publications including Money Magazine, Realtor.com, and AllBusiness.com. Matt and Amanda were speakers at “Talks at Google” that features influential thinkers and creators. They have also appeared in CNBC's Smart Money Talk Radio as well as BiggerPockets podcasts.Matt and Amanda specialize in bringing top-notch tax-saving strategies that are traditionally only available to high net-worth clients to everyday investors nationwide. They both have experience working for the “Big 4” CPA firms specializing in the real estate and high net-worth individual specialty groups. Amanda is a graduate of UNLV and Matt is a graduate of UCLA with a Master's Degree from USC. Both of them are certified by the CA State Board of Accountancy and are members of the prestigious American Institute of Certified Public Accountants (AICPA).The Norris Group originates and services loans in California and Florida under California DRE License 01219911, Florida Mortgage Lender License 1577, and NMLS License 1623669.  For more information on hard money lending, go www.thenorrisgroup.com and click the Hard Money tab.Video LinkRadio Show

I’ve mentioned the benefits of being a real estate investor when it comes to taxes in multiple episodes, but no one knows this subject better than Amanda Han, my CPA and personal tax advisor. Not to mention, she sees the behind the scenes PROOF that short-term rentals can earn excellent returns! Since she is the professional in the space I thought it would be great to bring her on in a 2-part series to hear directly from the source. You don’t want to miss this!  In this second part of a two part series we’ll cover:  Selling a property and considerations with depreciation Defferring capital gains tax with 1031’s or “Opportunity zones” The benefits of filing extensions  Living in a multi unit that is ALSO an investment (a 4 plex for example) No capital gains tax up to $250 / $500k(if married) for personal residence exclusion  Recap of our typical expenses for the RE investor Recap of how to use your STR expenses to write off “other” income through “materially participating” Tax differences if you are doing lease arbitrage To find out more about Amanda and her company “Keystone CPA” visit www.keystonecpa.com To find out more about cost segregations you can contact Scott at scott@sudykainc.com  Thinking of doing a 1031 exchange? Check out http://www.exeter1031.com/    Want a crash course in just two days with everything you need to know to find, acquire and operate a short-term rental with passive operations? Good news! We have our latest live webinar recording available here; https://restmethods.com/virtual  For more info on finding the best properties join our email list and get our free guide and more at www.restmethods.com  If you want to learn more about Tim’s journey, email us at resilience@restmethods.com for a  free copy of the Amazon Best Selling book Tim co-authored: “Resilience, Turning Your Setback Into a Comeback.” Please make sure your subject line says “Book Copy”  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.

I’ve mentioned the benefits of being a real estate investor when it comes to taxes in prior episodes, but no one knows this subject better than Amanda Han, my CPA and personal tax advisor. She sees the behind-the-scenes PROOF that short-term rentals can yield excellent returns! Since Amanda is the professional in the space I thought it would be great to bring her on in a 2-part series to hear directly from the source. You don’t want to miss this! In this first part we’ll cover:  How does the IRS define a short-term rental? How can you offset W2 income or business income with STR expenses? Are you offering services with your rental? What do you need to consider? Passive income vs. business income - what's the difference? Becoming a real estate professional? What does that mean and what are the benefits?  Why many investors are looking to STR’s to help with their taxes as long as they “materially participate” - What does that mean?  The different types of depreciation benefits This is the first part of a two-part series so make sure to tune in next week so you don’t miss a thing.To find out more about Amanda and her company “Keystone CPA” visit www.keystonecpa.com To find out more about cost segregations you can contact Scott at scott@sudykainc.com  Thinking of doing a 1031 exchange? Check out http://www.exeter1031.com/    Want a crash course in just two days with everything you need to know to find, acquire and operate a short-term rental with passive operations? Good news! We have our latest live webinar recording available here; https://restmethods.com/virtual  For more info on finding the best properties join our email list and get our free guide and more at www.restmethods.com  If you want to learn more about Tim’s journey, email us at resilience@restmethods.com for a free copy of the Amazon Best Selling book Tim co-authored: “Resilience, Turning Your Setback Into a Comeback.” Please make sure your subject line says “Book Copy”  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.

It has been just about a year since the Living Off Rentals podcast released its first episode. Why was the Living Off Rentals podcast started? Because there is no other podcast quite like this focused on the decision making that goes into building a portfolio of rental properties with the focus of living off your rental income. Host, Kirby Atwell, is a firm believer that you can find Financial Freedom through your rental property investing if you set your mind to it and set your goals. He wanted to be able to share this knowledge with everyone who is interested via his podcasts, and he created a social media Facebook group for individuals to share, discuss and ask questions with other like-minded individuals. In today’s episode, we reflect on the past year and visit a couple highlights from two podcast that are really timely as you wrap up your year and focus on next years goals. You don’t want to miss this episode! Enjoy! Key Takeaways Andy McFarland’s background, how he got started, and what he learned A comparison of Andy’s early years to now Key players in Andy McFarland’s team What drives him and what are his goals Amanda Hahn’s background What Amanda Hahn suggests for rental investors getting started Perks of a real estate professional from a tax perspective Records that should be kept throughout the year Links: Living Off Rentals Facebook group: www.facebook.com/groups/livingoffrentals Living Off Rentals YouTube channel: https://www.youtube.com/channel/UCRpWXe2mWqBm5vvbO2R2AdA?sub_confirmation=1 Podcast Links: Andy McFarland https://podcasts.apple.com/us/podcast/building-team-systems-to-scale-your-operation-andy/id1498343271?i=1000487893162 Amanda Hahn https://podcasts.apple.com/us/podcast/big-tax-savings-for-rental-property-investors-amanda/id1498343271?i=1000488574933 Youtube Highlights: Andy McFarland                https://youtu.be/UTNQ4Fvlmds                https://youtu.be/ctmG96ox6gc                https://youtu.be/qMq9mPlYkJI                https://youtu.be/684kQOxE9p0                https://youtu.be/Yc4Vd11l7NE Amanda Hahn                https://youtu.be/WCiiJFXBmx0                https://youtu.be/5dUcha5ivyA                https://youtu.be/XmxTaqRenpw                Links: Andy McFarland on Flip Hacking Live - https://7figureflipping.com/7ff-256-andy-mcfarland-on-leadership-struggles-and-profit-3-million/ Flip Hacking Live - https://fliphackinglive.com/virtual2020 Money Dials - https://www.iwillteachyoutoberich.com/blog/money-dials/ DiSC Assessment - https://www.discprofile.com/ Kolbe Index - https://www.kolbe.com Culture Index - https://www.cindexinc.com The Predictive Index - https://www.predictiveindex.com Amanda Han’s Profile in BiggerPockets - https://www.biggerpockets.com/blog/contributors/amandahan Keystone CPA, Inc. Website - www.keystonecpa.com Living Off Rentals FB Group - https://www.facebook.com/groups/LivingOffRentals/   Profiles and Books: I Love Real Estate Stories Website - http://www.iloverealestatestories.com I Love Real Estate Stories Facebook - https://www.facebook.com/iloveREstories I Love Real Estate Stories YouTube - https://www.youtube.com/channel/UCbeGfP8EfyHeVF6W9lrjvbg?sub_confirmation=1 Enlight Homebuyers Website - https://enlighthomebuyers.com The Book on Tax Strategies for the Savvy Real Estate Investor: Powerful Techniques Anyone Can Use to Deduct More, Invest Smarter, and Pay Far Less to the IRS - https://www.amazon.com/Book-Strategies-Savvy-Estate-Investor-ebook/dp/B01BWDHLTQ/ref=tmm_kin_swatch_0?_encoding=UTF8&qid=&sr= The Book on Advanced Tax Strategies: Cracking the Code for Savvy Real Estate Investors - https://www.amazon.com/Book-Advanced-Tax-Strategies-Investors-ebook/dp/B0846GTYGK/ref=tmm_kin_swatch_0?_encoding=UTF8&qid=&sr=  

Amanda Han has been a real estate investor for more than a decade now. She is certified by the CA State Board of Accountancy and is a member of the American Institute of Certified Public Accountants (AICPA). Amanda is also a 40 under 40 honoree of the CPA Practice Advisor and has been featured in many different publications. Amanda has also co-authored a series of books called the “Tax Strategies Series.” The book sold over 50,000 copies and is on Amazon’s bestseller list. In the book, Amanda shares many cutting-edge tax strategies including self-directed investing, income-offset opportunities, and entity structuring. In this episode, Amanda shares her expertise on taxes—tax strategies for real estate investing, how to apply the concepts, and how it can save you money. She also shared her insights as a real estate investor from a tax perspective. If you want to supercharge your wealth and keep more of what you are making, this episode is for you! Key Takeaways On her background as a CPA and how she got into real estate Her suggestions for rental investors who are just getting started Common misconceptions of real estate investors Strategies to benefit on bonus depreciation Perks of a real estate professional from a tax perspective What the main roles of real estate professionals are What she recommends for an entity structure How self-directed investing can help with real estate investments Misconceptions about IRA and their functions The difference between 1031 exchange and opportunity zone fund Mistakes rental property investors are making Qualities of a tax strategist and CPA to look for Records that should be kept throughout the year Links Amanda Han’s Profile in BiggerPockets - https://www.biggerpockets.com/blog/contributors/amandahan Keystone CPA, Inc. Website - www.keystonecpa.com Living Off Rentals FB Group - https://www.facebook.com/groups/LivingOffRentals/ Books The Book on Tax Strategies for the Savvy Real Estate Investor: Powerful Techniques Anyone Can Use to Deduct More, Invest Smarter, and Pay Far Less to the IRS - https://www.amazon.com/Book-Strategies-Savvy-Estate-Investor-ebook/dp/B01BWDHLTQ/ref=tmm_kin_swatch_0?_encoding=UTF8&qid=&sr= The Book on Advanced Tax Strategies: Cracking the Code for Savvy Real Estate Investors - https://www.amazon.com/Book-Advanced-Tax-Strategies-Investors-ebook/dp/B0846GTYGK/ref=tmm_kin_swatch_0?_encoding=UTF8&qid=&sr=

Amanda Han is the author of The Book on Tax Strategies for the Savvy Real Estate Investor and The Book on Advanced Tax Strategies: Cracking the Code for Savvy Real Estate Investors. As both a tax strategist and real estate investor, Amanda Han combines her passion of real estate investing with her expertise knowledge in tax strategies. Her goal is to help investors with strategies designed to supercharge their wealth building using entity structuring, self-directed investing, and income offset opportunities to keep more of what they make. Amanda's highly rated book Tax Strategies for the Savvy Real Estate Investor is amongst Amazon's best seller list.  Amanda is a frequent contributor, speaker, and educator to some of the nation's top investment and self-directed IRA companies.  Amanda's cutting-edge tax strategies have been featured in prominent publications including Money Magazine, Realtor.com, and AllBusiness.com. Amanda was a speaker at “Talks at Google” that features influential thinkers and creators. Amanda has also appeared in CNBC's Smart Money Talk Radio as well as BiggerPockets podcasts. Amanda is a 40 under 40 honoree by CPA Practice Advisor showcased amongst the best and brightest talent in the accounting profession. Her firm Keystone CPA, Inc. was awarded a two-time winner of the Top CPA of Orange County Award by OC Metro Magazine.  She is certified by the CA State Board of Accountancy and is a member of the prestigious American Institute of Certified Public Accountants (AICPA) with clients across the nation.   --- Send in a voice message: https://anchor.fm/incubatorhedgefund/message

This week's radio show and video guests are Amanda Han and Matthew MacFarland of Keystone CPA. See also full video and resources.Matt and Amanda will be discussing with Aaron Norris different topics related to updates with how things are being handled with the coronavirus, including loan forgiveness, people's main concerns when it comes to uncertainty, the PPP and EIDL loan program, how landlords and property managers are being affected, and much more on the real estate radio show and podcast.   The Norris Group originates and services loans in California and Florida under California DRE License 01219911, Florida Mortgage Lender License 1577, and NMLS License 1623669.  For more information on hard money lending, go www.thenorrisgroup.com and click the Hard Money tab.Video LinkRadio Show http://www.thenorrisgroup.com/

This week's radio show and video guests are people from all over the real estate industry sharing what is happening in particular cities.  Featured are Kaaren Hall of uDirect IRA, Amanda Han and Matthew MacFarland of Keystone CPA, Iris Veneracion of InvestClub, Derek Harms of NSDREI, Lenksa Bracknell of SDCIA, Lisa Hoegler of LA South REIA, Christina Suter of Pasadena FIBI, Paul Herrera of IVAR, Kathleen Kramer of OCREIA, and David Granzella of NorcalREIA..  This week's radio show features experts from all over California, many who have known and supported Bruce and Aaron Norris for many years, to give us an update on the virus in the different areas of California.  They will be discussing everything from what is going on in the different cities, EIDL loans and the PPP program, tax law changes and deadlines, the latest unemployment numbers, what programs are available under a self-directed IRA, Prop 13, GDP, and much, much more.   The Norris Group originates and services loans in California and Florida under California DRE License 01219911, Florida Mortgage Lender License 1577, and NMLS License 1623669.  For more information on hard money lending, go www.thenorrisgroup.com and click the Hard Money tab.Video LinkRadio Showhttp://www.thenorrisgroup.com/

This week's radio show and video guests are Amanda Han and Matthew MacFarland of Keystone CPA alongside Bruce and Aaron Norris. Today, they will discuss tax impacts, SBA loans, California resources, and much more.  Matt and Amanda will be answering some of Bruce and Aaron's questions regarding primarily the stimulus package, what is in it for the real estate community, how they are handling CPAs at this time, and other factors related to the coronavirus.  Bruce and Aaron will also be answering their subscribers' questions and giving us an update on COVID-19.   The Norris Group originates and services loans in California and Florida under California DRE License 01219911, Florida Mortgage Lender License 1577, and NMLS License 1623669.  For more information on hard money lending, go www.thenorrisgroup.com and click the Hard Money tab.Video LinkRadio Show http://www.thenorrisgroup.com/

We’ve all had some great and not-so-great stories about making deals. No matter what it is, you can trust that it’ll leave you a lot of learning to ponder on for the better. Amanda Han of Keystone CPA shares two of her best and worse deals. Looking from a tax and investment perspective, she provides […]

Amanda Han of Keystone CPA is a tax strategist who specializes in creating cutting-edge tax saving strategies for real estate investors. As real estate investors herself, Amanda has an in-depth understanding of the various aspects of investing including taxation, self-directed investing, entity structuring, and money-raising. It todays episode you will learn about: Treating yourself like a business Making accounting part of your daily life Proactive planning tips for business trips Most common deductions investors miss Home office myths and deductions Entities common do's and don'ts Legal Entity Lies Exposed Retirement Planning How to choose the right tax advisor IRS pitfalls Being Audited How to RUN a business correctly by being PROACTIVE Self directed 401k, ROTH, Solo 401k Gifting properties to our family instead of IRS Amanda Han: https://www.biggerpockets.com/renewsblog/author/amandahan/ Keystone CPA: http://www.keystonecpa.com/ Book: https://get.biggerpockets.com/taxbook/ Listen to the interview here: https://itunes.apple.com/us/podcast/the-book-club-interview/id1370130445?mt=2

One of the biggest benefits of real estate investing is the tax benefits you can get from it. However, if you don’t set things up right it can also be one of the perils. Today we are interviewing Amanda Han, CPA, managing director at Keystone CPA, Inc. who will share some expert guidance on how best to take advantage of the tax benefits, what tax changes may be coming around the bend with the new adminstration, and much more. Amanda has over 18 years of experience as a CPA with special emphasis in real estate, self-directed investing, and individual tax planning. Amanda has extensive “Big Four” public accounting experience in the Lead Tax Group servicing clients in the real estate industry. She provided tax consulting and tax compliance for companies engaged in land development, residential development, medical facilities, and conglomerate shopping malls. ***************** WHO WE ARE: Real Estate Investor Goddesses is a group dedicated to inspiring and supporting women to pleasurably build massive wealth through real estate investing by: making our properties and the communities they are located in better than we found them; engaging only in win-win transactions; and ensuring that everyone touched by our deals is uplifted and benefits. To receive your FREE VIDEO on 9 Key Items Experienced Investors Look for When Checking Out a Property click here:https://realestateinvestorgoddesses.clickfunnels.com/squeeze-pagelpyizbpv visit: www.RealEstateInvestorGoddess.com

One of the biggest benefits of real estate investing is the tax benefits you can get from it. However, if you don't set things up right it can also be one of the perils. Today we are interviewing Amanda Han, CPA, managing director at Keystone CPA, Inc. who will share some expert guidance on how […]

Is a self-directed IRA for everyone? How long does it take to self-direct an IRA? What can a self-directed IRA invest in? These are just a few of the questions we will be asking our guests Matt MacFarland and Amanda Han from Keystone CPA and Kaaren Hall from UDirect IRA Services.

Kaaren Hall, Manager of Entrust Financial Services in Orange County, CA will be talking with Amanda Han and Matt MacFarland of Keystone CPA about tax strategies for April 15th and beyond.

Kaaren Hall, Manager of Entrust Financial Services in Orange County, CA will be talking with Amanda Han and Matt MacFarland of Keystone CPA about tax strategies for April 15th and beyond.