The income reclassification fix most CPAs never check
How a surgeon cut $102K off one year's bill by fixing how a $280K K-1 was filed.
Free live masterclass with Amanda Han, CPA & Matt MacFarland, CPA, MST
How high earners are legally keeping an extra $50K to $200K a year from the IRS
Without quitting your job, becoming a "real estate professional," or doing anything in the gray area.
Thursday, October 29 · 12:00 PM PT
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Here's what you'll learn
The short-term rental move that offsets W-2 income
Six-figure write-offs for full-time W-2 couples, no real estate professional status needed.
The entity and retirement stack that pays you before the IRS
How one physician moved an extra $196K into retirement instead of taxes.
Your hosts
Meet your hosts
Amanda Han & Matt MacFarland
Amanda Han, CPA & Matt MacFarland, CPA, MST
Co-founders of Keystone CPA, Inc. · Real estate investors
Amanda started at a Big 4 firm, where for the wealthiest clients tax planning was part of everyday life. Everyone else just filed in April. She and Matt built Keystone around one idea: give every client the planning, not just the filing.
Everything you'll learn on Thursday comes from what they're doing right now for their clients and in their own portfolio.
1,000+
clients served
20+ yrs
of proactive tax planning
$237K
cut from one physician household's tax bill
Money MagazineTalks at GoogleCNBCBiggerPocketsForbes Finance Council
Free when you register
The "Is My CPA Planning or Just Filing?" Scorecard
Twelve yes-or-no questions to put to your current CPA before December 31. It takes five minutes, and it shows you exactly which conversations you've never had.
Delivered in the WhatsApp group when you registerKeystone CPA
The 5-minute scorecard
Is my CPA planning, or just filing?
- Did we talk before December 31?
- Is my K-1 classified the right way?
- Have we run the STR numbers?
- Where should my next dollar go?
12 questionsAmanda Han, CPA
Client reviews
What clients say after the planning
SWSarah WeaverKeystone client
"I have saved $72,000 on taxes thanks to Keystone CPA."
Client review · Aug 2024
TETarek & Heather El MoussaKeystone clients
"They saved us big time when they found some errors in our old tax returns."
Client review · Aug 2024
MMMarlene MartiKeystone client
"...lowered our taxable income by mid six figures and produces a six-figure tax refund."
Client review · Oct 2022
ESErik SolversonKeystone client
"...that 45-minute call generated a 2.3x Return on Investment..."
Client review · Jul 2024
TRTony RobinsonKeystone client
"Amanda and Matt at Keystone CPA have been absolute game changers for me and my business."
Client review · Oct 2025
ABAdriana BraciakKeystone client
"...he identified key mistakes in my previous tax filing that my current CPA had made."
Client review · Oct 2024
TSTony & Sara RobinsonKeystone clients
"...the only regret I have is not starting with them from the beginning."
Client review · Aug 2024
NLNick L.Keystone client
"From the very first conversation, they showed me strategies that made an immediate difference in my tax savings."
Client review · Oct 2025
Client results
Hear from our clients
The physician couple earning $1.5M
They were losing $542K a year to tax. Three strategies later, the bill was down by over $237K.
Tyler, orthopedic surgeon
His old CPA said real estate couldn't help him. One reclassified K-1 later, he kept $102K.
The couple who gave up a $70K salary
One spouse stepped back from her job, and the household saved $105,000 in taxes.
The W-2 earner with half a duplex
About 100 hours on one short-term rental, and close to $80K in write-offs against his W-2.