S2 Episode 21: Tax Tips & Wealth Building | Your Financial Foundation

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In our latest episode “Tax Tips & Wealth Building | Your Financial Foundation,” listeners are treated to the expertise of two special guests Amanda Han and Matt MacFarland, both CPAs and renowned tax strategists. This episode offers a deep dive into crucial tax strategies and wealth-building techniques tailored to real estate investors.

Amanda and Matt are known for their ability to help individuals use real estate investments to significantly reduce their tax liabilities and retain more of their earnings. 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 also authors of “Tax Strategies for the Savvy Real Estate Investor.”

During this episode, Amanda and Matt discuss the foundation of taxes and wealth-building, emphasizing that it’s never too late to start investing in real estate. They also cover essential topics such as the importance of not overlooking deductions, tips for making payments, and how to properly organize a real estate portfolio to ensure everything is done correctly. Their practical advice and real-world examples provide listeners with helpful tips to optimize their financial strategies and achieve long-term success in real estate investing.

If you wish to get in touch with Amanda and Matt or learn more tax strategies, please feel free to visit their website at: https://www.keystonecpa.com/ to schedule a consultation.

If you have questions or would like to recommend a topic for us to cover, email [email protected]. We would love to partner with you on this journey, text “ALTS” to (407) 708-1853, to learn more about how to get started today.

Disclaimer: The views and opinions expressed by guests on the All About Alts podcast are solely their own and do not necessarily reflect the views or opinions of NuView Trust Company, the podcast host, or any affiliated individuals or organizations. We encourage listeners to seek professional advice or conduct their own research on any topics discussed in the podcast. Thank you.

 

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