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In this episode of the Mailbox Money Show, Bronson and Nate sit down with leading real estate tax strategists Amanda Han and Matt MacFarland to unpack the most effective tax strategies for real estate investors today.
Amanda is a CPA and real estate investor with a degree from UNLV, over two decades of tax planning experience, and national features in outlets like CNBC, Money Magazine, and Google Talks. Matt is a CPA with an accounting degree from UCLA and a Masters in Taxation from USC, specializing in tax strategies for real estate investors and high-net-worth clients for over 20 years.
Together, Amanda and Matt explain why taxes are the greatest lever for growing wealth, how proactive planning can dramatically reduce tax burdens, and why most investors miss the biggest deductions available to them. They break down how high-income earners can use real estate to offset taxes, why timing matters in tax planning, and the common misconceptions that hold investors back.
TIMESTAMPS
00:41 - Episode Overview
01:06 - Nate's Low Effective Tax Rate Story
01:39 - Tax Challenges for High-Net-Worth Investors
02:01 - CPAs vs. True Tax Strategists
02:24 - Guest Intro: Amanda Han and Matt MacFarland
03:29 - Guests' Background in Real Estate and Big Four
04:37 - Starting a Firm for Everyday Real Estate Investors
05:19 - Tax Rate Disparities: Self-Employed vs. Real Estate Investors
07:04 - Overcoming CPA Conservatism and Audit Fears
07:46 - Introducing Tax Strategy to New Clients
08:54 - Proactive Tax Planning Before Major Life Events
09:36 - Tax Avoidance vs. Evasion Explained
09:47 - Strategies for Business Exits and Big Gains
11:04 - Planning 2-3 Years Ahead for Large Exits
11:42 - Opportunity Zones: Deferral and Tax-Free Growth
13:30 - Navigating Tax Law Changes and Self-Education Resources
15:53 - Role of ChatGPT in Tax Planning
17:47 - Offsetting Gains from Development Projects
20:08 - New 100% Write-Off for Manufacturing Real Estate
21:40 - Unique Real Estate Niches for Tax Benefits
23:02 - Foundational Buy-Create-Refi-Depreciate Strategy
24:58 - Key Questions to Vet a Tax Strategist
26:48 - Lifetime Tax Losses for Physicians
28:57 - Real Estate Marriage Tax Loophole
29:52 - Short-Term Rental Loophole for W-2 Offset
30:54 - Closing and Contact Info
31:52 - Debrief: Value of Tax Strategists and Resistance Mindset
Connect with the Guest:
Website: https://www.keystonecpa.com/
Instagram (Amanda Han): @amanda_han_cpa
Youtube (Amanda Han): https://www.youtube.com/@amandahancpa
#TaxStrategy
#RealEstateInvesting
#WealthBuilding
#PassiveIncome
#OpportunityZones
#CPATips
#MailboxMoney
