Tax Strategies that Save $50k-$200K+ | Keystone CPA, Inc.

Join host Heidi Henderson as she sits down with Amanda Han and Matt MacFarland, founders of Keystone CPA and leading voices in real estate tax strategy. Amanda and Matt reveal the proactive tax planning strategies that have helped thousands of investors save hundreds of thousands of dollars and build sustainable wealth.This conversation covers cost segregation, bonus depreciation, Real Estate Professional Status, passive activity rules, and the critical shift from reactive compliance to proactive year-round tax planning. Amanda and Matt share their mission to democratize sophisticated tax strategies—making the same tools used by billion-dollar REITs accessible to everyday investors.Key Topics-Real estate tax strategies including cost segregation, grouping elections, and passive activity rules -Proactive tax planning vs. reactive compliance -Building Keystone CPA and serving everyday investors -The CPA shortage crisis and why tax knowledge is critical -Legacy, impact, and teaching the next generationAbout the GuestsAmanda Han, CPA - Third-generation real estate investor and co-founder of Keystone CPA. Featured on BiggerPockets and NBC News, Amanda specializes in bringing Big Four-level tax strategies to everyday investors.Matt MacFarland, CPA - Co-founder of Keystone CPA, who discovered his passion for real estate taxation while working at a Big Four firm. Matt focuses on proactive year-round tax planning and educating investors on how to control their tax destiny.Connect with Amanda Han & Matt MacFarlandKeystone CPA Website: https://www.keystonecpa.com/Amanda Han LinkedIn: https://www.linkedin.com/in/amandayhan/Matt MacFarland LinkedIn: https://www.linkedin.com/in/mattmacfarland/Instagram: https://www.instagram.com/amanda_han_cpa/Facebook: https://www.facebook.com/keystonecpainc/YouTube: https://www.youtube.com/@amandahancpaLearn MoreEngineered Tax Services has helped CPA firms, investors, and business owners unlock tax incentives for nearly 25 years. From cost segregation to R&D credits and energy incentives like 179D and 45L, ETS uncovers real savings.👉 Visit engineeredtaxservices.comSubscribe to Slash Tax | Leave a review | Share with a colleague ready to optimize their tax strategy