The Best Ever CRE Show JF 4025: 100% Bonus Depreciation, SALT Cap Relief and PTET Strategies ft. Amanda Han and Matt MacFarland
Sep 11, 2025
Amanda Han and Matt MacFarland, co-founders of Keystone CPA, share expert insights for real estate investors. They discuss the crucial reinstatement of 100% bonus depreciation and how placed-in-service timing impacts tax savings. The duo highlights strategies for managing depreciation recapture and utilizing SALT cap relief. They also reveal savvy 'strategy stacking' techniques that can enhance tax advantages. Expect practical tips on due diligence red flags and aligning exit timelines with your CPA for optimal investment success.
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CPA-Investor Dual Vantage
- Keystone CPAs Amanda Han and Matt McFarland combine professional tax work with active real estate investing experience.
- Their dual vantage (CPA + investor) shapes practical, investor-focused tax advice and deal diligence.
Do Sponsor Due Diligence
- Do heavy sponsor due diligence: search names, complaints, and investor reviews before investing.
- Ask other investors about communication and distributions to assess operator integrity.
Watch For Operator Disorganization
- Evaluate operator organization as a red flag by requesting financial statements and documentation.
- Avoid operators who respond disorganized or can’t provide clear reporting promptly.
