Experts Amanda Han and Matt MacFarland of Keystone CPA discuss how investors can utilize real estate and other strategies to reduce tax burdens, optimize returns and increase potential gains from the IRS.
00:00 Introduction
01:10 Tax Strategies for Real Estate Investors
02:34 Short-Term Rental Loophole
06:30 Common Tax Mistakes in Real Estate
10:25 Material Participation in Real Estate
14:10 Common Pitfalls in Real Estate
18:55 Powerful Questions for Tax Advisors
23:45 Transitioning to Passive Real Estate Investments
28:15 Lazy 1031 and Passive Losses
33:25 Expert Advice and Tax Savings
37:35 Real-World Example and Syndication Types
41:11 Conclusion and Gratitude
42:00 Call to Action and Connect with Keystone CPA
Download the Free eBook
“How Passive Investments Can Save You Taxes” https://www.keystonecpa.com/PassiveInvestorTax
Connect with Amanda Han on LinkedIn https://www.linkedin.com/in/amandayhan/
Connect with Matt MacFarland on LinkedIn https://www.linkedin.com/in/mattmacfarland/
Connect with Ben Fraser on LinkedIn https://www.linkedin.com/in/benwfraser/
Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
Get started and download your free economic report today at https://aspenfunds.us/report
Join the Investor Club to get early access to exclusive deals. https://www.aspenfunds.us/investorclub
Subscribe on your favorite podcast app, so you never miss an episode. https://www.thebillionairepodcast.com/subscribe
