Passive Real Estate Investing Tax Strategies Your CPA Never Told You About (Real Estate Edition)
Jul 1, 2025
Matt McFarland and Amanda Hahn, CPAs and co-authors specializing in real estate tax strategies, share invaluable insights on tax benefits often overlooked by everyday investors. They reveal how W-2 employees can legally reduce their tax liabilities while building wealth without quitting their jobs. The duo discusses the integration of personal expenses as business deductions and the advantages of short-term rentals. Listeners will learn about the importance of collaborating with their financial teams to navigate the complexities of tax classifications and maximize their earnings.
AI Snips
Chapters
Transcript
Episode notes
Real Estate Tax Benefits Are Broad
- Real estate tax benefits apply to W-2 employees making $100,000 or less with passive investments.
- You don't need to be a full-time investor or wealthy to save significantly on taxes through real estate.
Begin Tax Planning Early
- Start tax planning before purchasing your first rental property for more strategy options.
- Choices of property and income methods can affect potential tax benefits especially for offsetting W-2 income.
Coordinate CPA and Lender Strategy
- Collaborate closely with both your CPA and lender when planning deductions to optimize borrowing and tax savings.
- Adjust your write-offs strategically to maintain borrowing ability without sacrificing all tax benefits.