2019 Real Estate Tax Strategies | Amanda Han and Matt McFarland of Keystone CPA
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!
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
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
Silicon Valley Investors Club (SVIC) is a community of tech employees who are interested in making smarter financial and career decisions. Our private group page provides SVIC members with a moderated space to engage in rich discussions about investment topics such as real estate, stocks, angel investing, private equity, financial planning, career success, and more, as well as to participate in exclusive Q&A sessions with special guest experts.
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