Physicians and Properties

Unlocking Tax Strategies for Physicians: Advanced Insight With Amanda Han


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๐ŸŽ™๏ธ ๐—ช๐—ฒ๐—น๐—ฐ๐—ผ๐—บ๐—ฒ ๐—ฏ๐—ฎ๐—ฐ๐—ธ ๐˜๐—ผ ๐˜๐—ต๐—ฒ ๐—ฃ๐—ต๐˜†๐˜€๐—ถ๐—ฐ๐—ถ๐—ฎ๐—ป๐˜€ ๐—ฎ๐—ป๐—ฑ ๐—ฃ๐—ฟ๐—ผ๐—ฝ๐—ฒ๐—ฟ๐˜๐—ถ๐—ฒ๐˜€ ๐—ฃ๐—ผ๐—ฑ๐—ฐ๐—ฎ๐˜€๐˜ ๐˜„๐—ถ๐˜๐—ต ๐—ต๐—ผ๐˜€๐˜ ๐——๐—ฟ. ๐—”๐—น๐—ฒ๐˜… ๐—ฆ๐—ฐ๐—ต๐—น๐—ผ๐—ฒ.

ย ๐Ÿ” ๐—ง๐—ผ๐—ฑ๐—ฎ๐˜†, ๐˜„๐—ฒโ€™๐—ฟ๐—ฒ ๐—ฏ๐—ฟ๐—ถ๐—ป๐—ด๐—ถ๐—ป๐—ด ๐—ฏ๐—ฎ๐—ฐ๐—ธ ๐—ฎ๐—ป ๐—ฒ๐—ฝ๐—ถ๐˜€๐—ผ๐—ฑ๐—ฒ ๐˜๐—ต๐—ฎ๐˜โ€™๐˜€ ๐˜„๐—ผ๐—ฟ๐˜๐—ต ๐—ฎ ๐˜€๐—ฒ๐—ฐ๐—ผ๐—ป๐—ฑ ๐—น๐—ถ๐˜€๐˜๐—ฒ๐—ป ๐˜„๐—ถ๐˜๐—ต ๐—”๐—บ๐—ฎ๐—ป๐—ฑ๐—ฎ ๐—›๐—ฎ๐—ป.ย 

๐Ÿ’ก What if the problem isnโ€™t that physicians pay too much in taxesโ€ฆโ€ฆbut that most of us donโ€™t understand the rules well enough to use real estate the way the wealthy do?

In this replay episode, Iโ€™m joined by Amanda Hanโ€”CPA, real estate investor, educator, and one of the clearest voices in the tax strategy world.

Amanda was one of the most popular guests weโ€™ve had on the podcast, and for good reason.

This conversation is packed with practical, advanced insights for physicians who want to think more strategically about taxes, real estate, retirement accounts, and long-term wealth building.

We cover:
ย โœ… bonus depreciation and cost seg strategy
ย โœ… when a 1031 exchange actually makes sense
ย โœ… self-directed IRA vs solo 401k
ย โœ… UBIT / UDFI and the hidden tax issue many investors miss
ย โœ… how passive losses really work for physicians
ย โœ… when to use retirement money vs cash for deals

This is one of those episodes worth revisiting because the lessons are that valuable.

๐Ÿ”ฅ ๐—ช๐—ต๐—ฎ๐˜ ๐˜†๐—ผ๐˜‚โ€™๐—น๐—น ๐—น๐—ฒ๐—ฎ๐—ฟ๐—ป:
ย โœ”๏ธ Why bonus depreciation and cost segregation are powerfulโ€”but not always the right move
ย โœ”๏ธ The biggest 1031 exchange mistakes physicians need to avoid
ย โœ”๏ธ Why Amanda often prefers a solo 401k over a self-directed IRA when possible
ย โœ”๏ธ The hidden UBIT / UDFI issue that can create taxes inside retirement-account investments
ย โœ”๏ธ Why not all real estate investments get the same tax treatment
ย โœ”๏ธ How passive losses can still create real tax value for physicians
ย โœ”๏ธ When to use retirement account money vs non-retirement cash for different types of deals

If youโ€™re a physician investor who wants to stop guessing and start making smarter tax decisions, this replay is for you.


Listen to Amanda Han's First Episode Here

Connect with Amanda Han:

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Physicians and PropertiesBy Dr. Alex Schloe

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