Invest Like a Billionaire Advanced Tax Saving Strategies for Passive Investors
Sep 23, 2025
Tax strategists Amanda Han and Matt MacFarland from Keystone CPA share their expertise on ways to maximize gains while minimizing tax burdens for passive investors. They delve into the nuances of K-1 forms and the benefits of real estate professional status. Discover the 'lazy 1031' method and how strategic planning around sales can optimize returns. They also explore the short-term rental loophole and the importance of depreciation, revealing common pitfalls investors should avoid.
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Passive Investing Produces Hidden Tax Benefits
- Passive real estate investors still get tax benefits through cash flow that isn’t taxed more even if losses don’t offset W-2 income.
- Amanda Han emphasizes holistic view: extra untaxed income from syndications is itself a tax advantage.
Match Passive Losses To Passive Gains
- Track income types carefully because passive losses generally only offset other passive income, not W-2 wages.
- Use K-1s to match passive losses with appropriate passive gains like sale of rental property.
Capital Gains Vary By Asset Class
- Not all capital gains are treated the same; gains from selling rental real estate can be passive and offset by rental losses.
- Gains from stock sales generally do not get offset by real estate passive losses.
