EZ FI (Financial Independence) University

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Tax Strategies for the Savvy Real Estate Investor with Amanda Han

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On this episode, Elisa interviews Amanda Han. Amanda specializes in creating tax-saving strategies for real estate investors. She is certified by the CA State Board of Accountancy and is a member of the prestigious American Institute of Certified Public Accountants (AICPA).

As a real estate investor of more than ten years, she combines her passion of investing with her tax expertise to help others supercharge their wealth and keep more of what they make. Her cutting-edge tax strategies—including entity structuring, self-directed investing, and income-offset opportunities—have been featured on prominent platforms including Money Magazine, Realtor.com, and “Talks at Google.”

Amanda is the co-author of the Tax Strategies series, including the bestseller Tax Strategies for the Savvy Real Estate Investor, which has sold more than 50,000 copies. Amanda currently lives in Fullerton, CA.

Hungry for more of the How in real estate investing?  Visit www.ezfiuniversity.com for in-depth articles and webinar recordings to start down your own road to Financial Independence.

1. Listen and Learn on our Podcast, "10,000 Roads to Financial Independence": https://bityl.co/4l3z

2. Subscribe to our channel: https://ytube.io/3C4F

3. Check out Amanda's book: https://amz.run/4yDi

About Elisa Zhang:

I am an owner and principal of over 1,000 apartment units across the USA.  I’m an educator, an artist and a mother of two beautiful children.

I am on a mission to help motivated individuals make money while they sleep and retire faster than they dreamed.

What makes me so confident that I can guide someone to achieving this goal?  It’s the exact process I used to replace my annual full-time corporate income of over $200K.  I came from the IT world and focused on leveraging the power of real estate investing to form passive streams of income that now funds my family's life, independent from working at a day job.

Why not keep this all a secret for myself?

Sharing the formula for Financial Independence is my way of showing gratitude and adding more value to the world.

⏰ Timestamps ⏰:

00:00 Introduction

01:40 Entrepreneurial influences and mindset

03:40 Getting started with Real Estate investing

05:45 First real estate investment through syndication

08:56 Transition from W-2 job to full-time real estate entrepreneurship

12:50 Hiring the first employee

16:30 Tax advice for real estate investors

20:13 Taxation on rental income

21:38 Passive investing vs. active investing

25:47 Which property is better from tax perspective: Old or New?

28:40 Cost segregation tips

31:11 Managing side businesses from tax standpoint

34:33 Tax advantages for real estate investors

38:52 When to start with full-time entrepreneurship

43:00 Wrap up