Tax Wisdom for Real Estate Professionals with CPA and CFO Sheena Jones episode artwork

EPISODE · Sep 27, 2024 · 25 MIN

Tax Wisdom for Real Estate Professionals with CPA and CFO Sheena Jones

from Pursuing Freedom: Helping Realtors & Mortgage Lenders Build Profitable, Scalable Businesses and Lives They Love — No Hustle, No Burnout · host Erin Bradley

                    Listen in as Erin and Sheena discuss: How a dislike of needles derailed Sheena's original career path and led to her becoming a real estate investor and then to a CPA specializing in real estate and real estate investors The importance of setting up your real estate business in a way to maximize tax benefits, particularly relevant if you're set up as self-employed or a sole proprietor How many in the real estate industry miss deductions such as depreciation The potential tax savings benefits of professional cost segregation analysis How real estate professional status is very special and how to qualify What happens with passive income and losses from a tax perspective …and much more!                                       About Sheena is a dynamic CPA with 16 years of experience, passionate about demystifying taxes and financial reporting for her clients. She transforms complex financial concepts into understandable, actionable insights, making every meeting feel like a friendly chat over coffee. Sheena earned her Bachelor's degree from Boise State University and honed her expertise at PwC in Chicago, a prestigious Big 4 accounting firm. After thriving in the fast-paced environment, she returned to Idaho to create a more personalized approach, founding her own firm to serve clients one-on-one as a CFO specializing in Strategic Tax and Financial support for business owners and real estate investors. Sheena's portfolio includes a stunning waterfront condo in Florida and a long-term rental in Idaho, reflecting her passion for financial independence and a life she loves. Sheena is dedicated to empowering her clients to achieve their financial goals and live their best lives. How to Connect With Sheena LinkedIn: https://www.linkedin.com/in/sheenajonescpa/ Facebook: https://www.facebook.com/growthadvisorstax Instagram: https://www.instagram.com/growthadvisors_tax/

Episode metadata supplied by the publisher feed · Published Sep 27, 2024

Embed this episode

Ready to play

Tax Wisdom for Real Estate Professionals with CPA and CFO Sheena Jones

0:00 25:36

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

No similar episodes found.

No similar podcasts found.

Frequently Asked Questions

How long is this episode of Pursuing Freedom: Helping Realtors & Mortgage Lenders Build Profitable, Scalable Businesses and Lives They Love — No Hustle, No Burnout?

This episode is 25 minutes long.

When was this Pursuing Freedom: Helping Realtors & Mortgage Lenders Build Profitable, Scalable Businesses and Lives They Love — No Hustle, No Burnout episode published?

This episode was published on September 27, 2024.

Can I download this Pursuing Freedom: Helping Realtors & Mortgage Lenders Build Profitable, Scalable Businesses and Lives They Love — No Hustle, No Burnout episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.
URL copied to clipboard!