Interview: How to Harness the Power of Real Estate Tax Strategies to Grow Your Investments

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I had the pleasure of interviewing my friends Amanda Han and Matthew MacFarland, authors of  The Book on Tax Strategies for the Savvy Real Estate Investor.

Amanda and Matt are the husband and wife CPA team behind Keystone CPA, a certified public accountant practice that specializes in helping real estate investors create plans that keep more of their cash and give less to the IRS. In addition to advising real estate investors every day, Matt and Amanda are also real estate investors who understand the power that tax savings can have on the growth of an investment.

Related: Tax-Saving Strategies for Real Estate Investors: How to Pay Less & Keep More This Year

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What This Interview Covers

We talk about:

  • Can I write off expenses incurred when investigating the purchase of an investment property (e.g. travel, inspections) if I ultimately decided not to purchase the property?
  • How does tax strategy or planning differ from just doing taxes retroactively?
  • What software do you prefer your client to use to track their expenses?
  • How can we write our kids off? Economically and also emotionally?
  • How should someone pick a CPA?
  • What are some common mistakes CPAs might make when doing a real estate investor’s taxes?
  • How can I write off my vacation?
  • Do I need an LLC? Why should I have one? And when it does make sense to go without one? If I’m buying my first property, can I get away with not having an LLC? Does a legal entity mean more tax deductions?
  • And much more!

Also, if you missed my last interview with Gino Blefari, the chief executive officer for HSF Affiliates LLC, you can find it here.

Have any questions about the topics covered in this interview?

Let’s talk in the comments section below!

About Author

Jordan Thibodeau

Jordan Thibodeau is a writer for the blog. He currently lives in Silicon Valley and works for a fortune 500 tech company. Jordan’s family has been investing in real estate for four generations. In 2014 Jordan founded the Silicon Valley Investors club that is decided to helping current and former tech employees make smarter investment decisions. He was featured in BP Podcast Show 74. Jordan is the author of a free investment newsletter called Investors Therapy. The newsletter covers all forms of investing and helps investors understand their psychology to make better investment decisions.


    • Jordan Thibodeau

      Hey Tim!

      I’m glad you like it. I’m going to start doing more interviews as time goes on. I have another with Gino Blefari. It’s linked in the article, please check it out and share with your friends.

      FYI: I have another scheduled in October with Jay Papasan, Author of “The One Thing” and “The Millionaire Real Estate Investor.” Stay tuned!

      And make sure to add me as a friend on BP 🙂

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