Inside Real Estate Tax Planning with Amanda Han & Matt MacFarland | Part 1 #950

In this episode, Joey Romero sits down with Matt MacFarland and Amanda Han of Keystone CPA to explore the tax strategies real estate investors need to know. From cost segregation and bonus depreciation to real estate professional status and the short-term rental loophole, the conversation breaks down complex tax concepts into practical insights. Matt and Amanda also share how they transitioned into working with real estate investors and why staying ahead of changing tax laws is critical for both CPAs and investors.

Amanda Han and Matthew MacFarland are CPAs and Managing Directors with more than two decades of experience in tax planning and advisory for real estate investors and high-net-worth individuals. Amanda, a UNLV graduate and seasoned real estate investor, is the author of several bestselling tax strategy books and has shared her expertise on platforms including Money Magazine, Google Talks, and CNBC. Matt, who earned his accounting degree from UCLA and a Master’s in Taxation from USC, is the author of The Book on Advanced Tax Strategies for Real Estate Investors and a frequent speaker on real estate tax planning. Together, they help investors build wealth through proactive and strategic tax planning.

In this episode:

Joey welcomes Matt MacFarland and Amanda Han of Keystone CPA.How Keystone CPA helps investors navigate tax strategy and long-term financial planning.The journey from traditional accounting to specializing in real estate investor tax planning.Common tax planning mistakes real estate investors make and how proactive strategies can improve outcomes.Why CPAs must constantly adapt to evolving tax laws and industry changes.How bonus depreciation affects cost segregation strategies for real estate investors.A breakdown of the requirements for qualifying as a real estate professional, including material participation hours.An explanation of the short-term rental loophole and how some investors use it for tax advantages.

The Norris Group originates and services loans in California and Florida under California DRE License 01219911, Florida Mortgage Lender License 1577, and NMLS License 1623669.  For more information on hard money lending, go www.thenorrisgroup.com and click the Hard Money tab.


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