NYN E15: Maximizing Tax Savings and Building Wealth: Strategies for Everyday Investors with Amanda Han

The Investor Mindset - Name Your Number Show [$]

Key Takeaways

1. The influence of childhood experiences: Learn how Amanda's upbringing in a family of entrepreneurs and real estate investors shaped her entrepreneurial spirit and ultimately led her to pursue a career in accounting and real estate.
2. Uncovering the secrets of the wealthy: Understand the tax-saving strategies that wealthy individuals use, such as leveraging their team of experts, utilizing tax codes for depreciation and 1031 exchanges, and taking advantage of leverage in real estate investments.
3. Breaking free from traditional mindsets: Discover how Amanda's decision to break away from the traditional path of a W-2 job and start her own firm and real estate investing journey was influenced by her parents' entrepreneurial lifestyle and her exposure to the potential of real estate investing.
4. Building the right team: Learn what to look for in a CPA when building your team, including finding someone well-versed in your industry, asking about successful investor clients, and seeking expertise in advanced tax planning strategies.
5. Leveraging expertise for financial success: Understand the importance of leveraging the knowledge and insights of your team members, including CPAs and legal advisors, to expand your understanding of wealth-building strategies and achieve financial success.

Resources Mentioned

Interested in connecting with other like-minded individuals? Then join our VonFinch Private Capital Network. Learn more at http://www.vonfinch.com/invest.

About our Guest:

Amanda Han is a CPA specializing in tax planning and real estate investments. With a background in accounting and experience working with wealthy individuals, she has extensive knowledge of tax codes and strategies that can benefit everyday investors. Amanda is passionate about helping others navigate the tax landscape and maximize their wealth-building opportunities through real estate.

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