Episode 58

Published on:

31st Jan 2023

Amanda Han | Leveraging a Passion for Tax Strategies

On today's episode of the Passive Wealth Principles podcast, Jake chats with Amanda Han, CPA, Tax Strategist, author and Managing Director of Keystone CPA Inc. As a CPA and real estate investor, Amanda has helped countless investors across the nation to supercharge their wealth building through proactive tax saving with her top selling Amazon books such as "The Book on Tax Strategies for the Savvy Real Estate Investor," and "The Book on Advanced Tax Strategies: Cracking the Code for Savvy Real Estate Investors," as well as her teachings in prominent publications such as Money Magazine, Google Talks, and CNBC. She brings over two decades of tax planning and compliance experience from working in Big 4 Public Accounting as well as public and private companies.

During the episode, Amanda reveals how she and her husband realized that their passion for real estate lay not in the negotiation/hunting for deals side of things, but on the tax side.

She outlines some of the tax strategies and tips that people can use right now to save money on their taxes.

Amanda explains how a 'loophole' in the tax law means that you may be able to use short-term rentals (properties where the average guest's stay during the year is seven days or less) to offset short term losses.

She also reveals what happens when someone begins working with a CPA for the first time (reviewing past tax returns, possible exposures or mistakes made in the past, etc.)

Join Jake and Amanda for this fascinating discussion.


What You Will Learn in this Show:

  • Amanda's journey to start her own accounting firm.
  • How to use short-term rentals to offset short term losses.
  • Some of the best ways to grow from a tax perspective.
  • How to get your effective tax rate down.
  • And so much more...


Keystone CPA Inc.

Amanda's LinkedIn

Show artwork for Passive Wealth Principles

About the Podcast

Passive Wealth Principles
Contrarian Investing for Cash Flow and Freedom
You are listening to the Passive Wealth Principles Podcast. Your host; Jake Harris is the founder of an award-winning real estate investment firm and actively investing in commercial real estate all over the country. This show allows you to tune into interviews, dive deeper and deconstruction many passive wealth principles not just from investing but tactics, strategies, and many fascinating ways in which people have achieved levels of passive wealth.

Through my nearly 20 year career as a professional investor, I have built an amazing network of people and come across some super-savvy investors that not only have a unique stance on the marketplace but look at the same problems we all face and many times have come up with a simple but unconventional approach to solving them.

So come be a fly on the wall. Enjoy the conversations and these amazing passive wealth principle lessons.

Learn more: https://www.catchknives.com/

About your host

Profile picture for Jake Harris

Jake Harris

A sought-after expert and gifted story teller with contagious energy, he inspires everyone around him with encyclopedic research. He can take complicated ideas and convey them simply and clearly for everyone to understand. As a founder and managing partner of an award-winning commercial real estate firm, he has authored a #1 bestselling book (CatchingKnives). He has been featured in many publications including The NY Times & Yahoo Finance, he is a frequent speaker, podcast guest, and a highly valued coach. He uses those superpowers to pioneer cutting-edge bold design into an exciting hotel, infill, and adaptive reuse projects across the country. To date has purchased and sold1200+ properties in23 states and amassed a commercial real estate portfolio of iconic properties. He earned a master's degree in International Real Estate, sits on the FIU real estate board, is an accreditedCongress of New Urbanism city builder, a member of CCIM, Urban Land Institute (ULI) and holds a CA real estate brokers license.