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. They have helped thousands of investors nationwide to save on taxes with proactive tax planning. 

Amanda and Matt shed light on the importance of working with a knowledgeable real estate expert, who specializes in navigating the complex tax landscape. As they discuss the limitations of CPAs' understanding of real estate investing, they emphasize the value of strategic planning in this lucrative market.

They dive deep into the three most effective tax strategies for passive investors. These secret sauces are a game-changer! They uncover the latest tax benefits, incentives, and economic changes to ensure maximum returns. 

Looking to improve your tax strategy? In this episode, Amanda and Matt share valuable insights on how to develop a new mindset and approach taxes with confidence. Grab a notebook and get ready to take notes!

 

In this episode we discuss:

1. Amanda and Matt’s background and how it all started for them. 
2. The importance of working with a tax strategist. 
3. Top 3 tax strategies for passive investors. 
4. Key tax changes to be aware of in the current economy. 
5. What recapture is and how you can plan it as a strategy. 

 

Connect with Amanda Han & Matt Macfarland: 

www.keystonescpa.com 

Instagram: https://www.instagram.com/amanda_han_cpa/ 

 

Connect with Pantheon Investments: 

Join the Pantheon Investor Club: https://pantheoninvest.com/investor-signup/ 

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Podcast: www.pantheoninvest.com/podcast 

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Instagram: www.instagram.com/pantheoninvest 

LinkedIn: https://www.linkedin.com/company/pantheon-invest 

Twitter: https://twitter.com/Pantheon_Invest  

Youtube: https://www.youtube.com/channel/UC8EsPFlwQUpMXgRMvrmbAfQ 

Holistic Wealth Strategy Book: https://www.amazon.com/Holistic-Wealth-Strategy-Framework-Extraordinary-ebook/dp/B0BX4SDMS7/ref=sr_1_1?keywords=holistic+wealth+strategy&qid=1681472301&sprefix=holistic+wealth%2Caps%2C99&sr=8-1 

Email: [email protected] 

Get you FREE copy of the book here:

https://holisticwealthstrategy.com/