2019 Real Estate Tax Strategies

At our last Silicon Valley Investors Club meet up, my friends Amanda Han and Matt McFarland, the husband and wife CPA team behind Keystone CPA and authors of The Book on Tax Strategies for the Savvy Real Estate Investor, discussed strategies to maximize the tax benefits involved in real estate investing.

In this talk you’ll learn about:

  • Tax Reforms effect on tax brackets
  • Differences in taxes between C-Corp and S-Corp
  • How to use the Flow-Through Entity tax break
  • How to maximize Real Estate investment potential through retirement accounts
  • How to take advantage of the new investment vehicle, The Opportunity Zone!
  • How to use cost segregation and depreciation recapture
  • Learn Interest Tracing and how it works
  • Understand 1031 exchange and reverse 1031 exchange
  • General mistakes and misconceptions about taxes
  • And much more!
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Quote From The Interview: “Your Retirement money does not necessarily have to be stuck in the stocks, bonds, and mutual funds market… from the retirement account you can invest in Real Estate” – Amanda Han

Notes From the Talk:

3:36:  Tax Reform’s Effect on Tax Deduction in Real Estate

5:10:  Detrimental Changes for W2 Employees

8:18:  No Major Tax Changes for Real Estate Investors

9:21:  Tax Changes for Primary Residents and Rentals

13:26:  How C-Corps and S-Corps Apply to Landlords

17:01:  Flow-Through Entity Tax Break

19:27: Which Income is Eligible for the Flow-Through Entity Tax Break

23:10: Retirement Accounts Vs. Investing in Real Estate

25:50: Opportunity Zone Investment Benefits

28:51: Requirements for Opportunity Zones

33:21: Interest Tracing and Tax Deduction Eligibility

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35:21: Common Tax Mistakes

37:32: Eligibility for Solo 401K

39:02: Which Income is Eligible for the Flow-Through Entity Tax Break Continued

39:44: Using 401K for Property Investment

41:09: Cost Segregation and Depreciation Recapture

43:01: Short Term Capital Gain Tax Workarounds

44:03: Opportunity Zone Clarifications

46:24: Reverse 1031 Exchange

48:45: Living in an Opportunity Zone

51:03: Pros and Cons of Using a Roth IRA to Invest in Real Estate

53:41: How Interest or Capital Gains are Taxed From Investments

Related Links

How To Invest In Real Estate While Working A Full-Time Job – Mike Fuller

Amanda Han & Matthew MacFarland: “The Book on Tax Strategies…” | Talks at Google

The Tech Employee’s Ultimate Guide to Getting Started in Real Estate Investing

Real Estate Investors Toolbox

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