Join host Heidi Henderson as she sits down with Amanda Han and Matt MacFarland, founders of Keystone CPA and leading voices in real estate tax strategy. Amanda and Matt reveal the proactive tax planning strategies that have helped thousands of investors save hundreds of thousands of dollars and build sustainable wealth.

This conversation covers cost segregation, bonus depreciation, Real Estate Professional Status, passive activity rules, and the critical shift from reactive compliance to proactive year-round tax planning. Amanda and Matt share their mission to democratize sophisticated tax strategies—making the same tools used by billion-dollar REITs accessible to everyday investors.

Key Topics
-Real estate tax strategies including cost segregation, grouping elections, and passive activity rules
-Proactive tax planning vs. reactive compliance
-Building Keystone CPA and serving everyday investors
-The CPA shortage crisis and why tax knowledge is critical
-Legacy, impact, and teaching the next generation

About the Guests
Amanda Han, CPA - Third-generation real estate investor and co-founder of Keystone CPA. Featured on BiggerPockets and NBC News, Amanda specializes in bringing Big Four-level tax strategies to everyday investors.
Matt MacFarland, CPA - Co-founder of Keystone CPA, who discovered his passion for real estate taxation while working at a Big Four firm. Matt focuses on proactive year-round tax planning and educating investors on how to control their tax destiny.

Connect with Amanda Han & Matt MacFarland
Keystone CPA Website: https://www.keystonecpa.com/
Amanda Han LinkedIn: https://www.linkedin.com/in/amandayhan/
Matt MacFarland LinkedIn: https://www.linkedin.com/in/mattmacfarland/
Instagram: https://www.instagram.com/amanda_han_cpa/
Facebook: https://www.facebook.com/keystonecpainc/
YouTube: https://www.youtube.com/@amandahancpa

Learn More
Engineered Tax Services has helped CPA firms, investors, and business owners unlock tax incentives for nearly 25 years. From cost segregation to R&D credits and energy incentives like 179D and 45L, ETS uncovers real savings.

👉 Visit engineeredtaxservices.com

Subscribe to Slash Tax | Leave a review | Share with a colleague ready to optimize their tax strategy

Summary

What if you could unlock thousands—or even millions—in hidden tax savings just by understanding how your building is classified? In this episode, Heidi Henderson welcomes Michael D'Onofrio, Chief Product Officer at Engineered Tax Services and a veteran with over 18 years in specialty tax consulting. Mike has worked alongside some of the largest real estate developers and investors in the country, and today he breaks down cost segregation, one of the most potent yet underutilized tax strategies for real estate investors. Beyond cost seg, Mike shares how ETS has expanded its services to deliver comprehensive tax solutions, from R&D credits to energy incentives, helping clients and CPA firms maximize every opportunity in the tax code. Whether you're an investor looking to accelerate depreciation or a professional seeking to better serve your clients, this episode delivers the insights you need to transform tax planning into wealth building.

Key Topics Covered:

• Mike's 18-year journey in specialty tax consulting and what he's learned working with the nation's largest real estate developers and investors
• Cost segregation explained: what it is, how it works, and why it's a game-changer for real estate investors
• The property types and client profiles that benefit most from cost segregation studies
• Real-world case study showcasing the transformational impact of a cost seg strategy
• ETS's expanded service offerings, including R&D tax credits, 179D energy incentives, and insurance services
• How these specialty tax strategies work together to create a comprehensive wealth-building approach
• What sets Engineered Tax Services apart in the specialty tax industry, and why clients trust their expertise
• The biggest opportunities for real estate investors and business owners in the coming years
• Essential advice for CPAs and investors looking to maximize tax incentives and capture every legal deduction

About Michael D'Onofrio

Michael D'Onofrio is the Chief Product Officer at Engineered Tax Services, where he leads operations and drives the development of innovative service lines that deliver maximum value to clients and CPA firms nationwide. With over 18 years of experience in specialty tax and consulting, Mike has built a reputation for working with some of the largest real estate developers and investors in the country, helping them unlock significant tax savings through cost segregation and other advanced strategies. His expertise spans the full spectrum of specialty tax services, and his commitment to education and client success has made him a trusted leader in the industry.

Connect with Michael D'Onofrio:

• LinkedIn: https://www.linkedin.com/in/michaelfdonofrio/
• Instagram: https://www.instagram.com/mfdonofrio/

Ready to slash your tax bill and uncover hidden savings? Subscribe to the Slash Tax Podcast for expert insights on cost segregation, specialty tax strategies, and wealth-building opportunities you can't afford to miss. Leave us a review, share this episode with your network, and visit the link in our bio to learn more about how Engineered Tax Services can help you or your clients capture every tax advantage you're legally entitled to. Don't wait... Your financial future starts now!

Chapters

00:00 Introduction to Specialty Tax and Cost Segregation

11:01 Understanding Cost Segregation

21:04 Client Profiles and Material Participation

26:10 Expanding Services at Engineered Tax Services

26:39 Exploring Equipment Investment Strategies

31:50 Innovative Financing Options for Clean Energy

36:24 Understanding R&D Tax Credits

40:50 Differentiating Engineered Tax Services

45:44 Proactive Tax Planning for Investors

What if the difference between paying taxes and building wealth is just a shift in mindset? In this episode, Heidi Henderson sits down with Mark J. Kohler, attorney, CPA, bestselling author, and one of the most trusted voices in tax and legal strategy for small business owners and real estate investors. Mark shares how to move beyond compliance into actual advisory work, revealing the tax strategies and legal tools that help entrepreneurs protect their wealth and maximize value. Whether you're a professional looking to elevate your practice or an investor ready to sharpen your tax game, this conversation delivers the frameworks and insights you need to take control of your financial future.

On today's episode, we'll cover:

• Mark's journey from compliance-focused professional to attorney, CPA, author, and advisor helping thousands build more innovative wealth strategies
• The mindset shift required to move from "filing returns" to delivering transformational tax and legal advisory services
• The most significant tax and legal mistakes small business owners and real estate investors make and how to avoid them
• Balancing aggressive tax strategies with client protection and IRS compliance
• Overlooked tax strategies for real estate investors and business owners, including navigating passive loss limitations and basis calculations
• Near-term tax opportunities with evolving legislation that savvy investors should act on now
• Practical steps for professionals ready to transition into advisory work and create lasting client impact

Mark J. Kohler is an attorney, CPA, author, speaker, and educator who has spent his career empowering small business owners, professionals, and real estate investors to master the intersection of tax, law, and wealth. Through his firm, books, and educational platform, Mark has served thousands of clients, helping them move beyond basic compliance into strategic advisory that protects assets and maximizes financial opportunities. His work focuses on making complex tax and legal concepts accessible while delivering high-impact strategies that drive real results.

Connect with Mark:

• TikTok: https://www.tiktok.com/@markjkohler
• Instagram: https://www.instagram.com/markjkohler
• Facebook: https://www.facebook.com/markkohler/
• LinkedIn: https://www.linkedin.com/company/mark-j-kohler-company/
• YouTube: https://www.youtube.com/c/markjkohler
• X (Twitter): https://x.com/markkohler

Ready to slash your tax bill and build lasting wealth? Subscribe to the Slash Tax Podcast for more expert insights, proven strategies, and actionable advice. Leave us a review, share this episode with your network, and visit the link in our bio to explore resources that can transform your financial future. Don't miss the next episode. Your wealth depends on it!