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A real client of ours

One of my clients, a surgeon earning about $750K, was paying over $232K a year in tax.

You make too much money. There is no benefit to you for owning real estate.

His old CPA

The advice he got

When Tyler asked his CPA what he could do about it, this was the whole answer.

Schedule K-1Imaging center

Income to Tyler$280,000

Filed as ✓ActivePassive

He was a passive investor.

What we found

On his return, a $280K K-1 from an imaging center was filed as active income when he was really a passive investor.

1
Reclassified the K-1 as passiveSo passive losses could offset it
2
Cost seg study on his Arizona rentalA rental he already owned
3
Added real estate syndicationsAll IRS-compliant

What we changed

So we fixed how that K-1 was filed, then added a cost seg study on his Arizona rental and a few syndications.

Over$232KBefore

Just under$130KAfter

$102K+ kept in one year

His tax bill

His bill went from over $232K to just under $130K in one year, and every move was legal.

Filing vs planning

His old CPA wasn't a bad person. Most CPAs are trained to file what already happened instead of planning what comes next.

Amanda Han, CPA and Matt MacFarland, CPA, MST

Free live masterclass

The Windshield Plan

Matt and I are walking through exactly how we do this for high earners, live and free.

Thursday, October 29 · 12:00 PM PT

Tap Sign up below to register.

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amanda_han_cpaTyler's CPA told him he made too much money for real estate to help him, and we took over $102K off his bill in one year. Matt and I are teaching how, live and free on Thursday, Oct 29, so tap Sign up to grab your seat ... more

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