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Amanda Han has been a CPA specializing in tax strategies for real estate, self-directed investing, and individual tax planning for over 18 years. She’s been investing in real estate herself for over 10 years with a focus on long-term hold residential and multifamily assets across multiple states.  As both a tax strategist and real estate investor, Amanda combines her passion of real estate investing with her expertise in tax. 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.

 

[00:01 - 03:33] Opening Segment

Get to know Amanda Han

 Always happy to talk taxes, never happy to pay taxes

Amanda shares her brief background

Helping investors to achieve tax savings through real estate investment.

 

[03:34 - 12:03] Want Tax Savings? Do These Things!

When is the best time to plan your taxes?

Tax savings does not happen in April

How to Plan Your Taxes and Earn Savings!

The importance of having good books

This is what you should do before the year ends

The action item to shifting income 

 

[12:04 - 21:04] Incomes and Taxes

There is no shortcut: When is receiving income reasonable?

Amanda talks about the impact of active and passive income to her clients’ decision-making process

Writing off your expenses against K-1 incomes as a passive investor

How you can reduce taxes from your W-2 income

 

[21:05 - 29:19] Closing Segment

Quick break for our sponsors

Groundfloor offers short-term, high-yield real estate debt investments to the general public. Check www.passivewealthstrategy.com/groundfloor/ to get started.

What is the best investment you've ever made other than your education?

“The first rental property that I bought.”

What is the most important lesson that you've learned in business and investing?

“Continue to learn.”

Connect with my guest. See the links below.

 

Tweetable Quotes:

“The best time to do tax planning is actually before the end of the year. ” - Amanda Han

“There is no age requirement into how young or old a person receiving income might be. But it does have to be reasonable.” - Amanda Han

“When you have an expense, that's real estate related, make sure you're tracking information reported on the tax return.” - Amanda Han

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Connect with Amanda Han through Instagram, Facebook, and their Facebook page.  Visit their website https://www.keystonecpa.com/. Grab a copy of her book, The Book on Tax Strategies for the Savvy Real Estate Investor. 

 

Invest passively in multiple commercial real estate assets such as apartments, self storage, medical facilities, hotels and more through https://www.passivewealthstrategy.com/crowdstreet/

Participate directly in real estate investment loans on a fractional basis. Go to www.passivewealthstrategy.com/groundfloor/ and get ready to invest on your own terms. 

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