This week's radio show and video guests are Amanda Han and Matthew MacFarland of Keystone CPA. See also full video and resources.
Matt and Amanda will be discussing with Aaron Norris different topics related to updates with how things are being handled with the coronavirus, including loan forgiveness, people's main concerns when it comes to uncertainty, the PPP and EIDL loan program, how landlords and property managers are being affected, and much more on the real estate radio show and podcast.
The Norris Group originates and services loans in California and Florida under California DRE License 01219911, Florida Mortgage Lender License 1577, and NMLS License 1623669. For more information on hard money lending, go www.thenorrisgroup.com and click the Hard Money tab.
Video Link
Radio Show
Showing posts with label Amanda Han. Show all posts
Showing posts with label Amanda Han. Show all posts
Friday, May 8, 2020
Friday, April 3, 2020
Covid-19 Tax and Financial Aid for Real Estate with UPDATED INFORMATION #689
This week's radio show and video guests are Amanda Han and Matthew MacFarland of Keystone CPA alongside Bruce and Aaron Norris. Today, they will discuss tax impacts, SBA loans, California resources, and much more.
Matt and Amanda will be answering some of Bruce and Aaron's questions regarding primarily the stimulus package, what is in it for the real estate community, how they are handling CPAs at this time, and other factors related to the coronavirus. Bruce and Aaron will also be answering their subscribers' questions and giving us an update on COVID-19.
The Norris Group originates and services loans in California and Florida under California DRE License 01219911, Florida Mortgage Lender License 1577, and NMLS License 1623669. For more information on hard money lending, go www.thenorrisgroup.com and click the Hard Money tab.
Video Link
Radio Show
Matt and Amanda will be answering some of Bruce and Aaron's questions regarding primarily the stimulus package, what is in it for the real estate community, how they are handling CPAs at this time, and other factors related to the coronavirus. Bruce and Aaron will also be answering their subscribers' questions and giving us an update on COVID-19.
The Norris Group originates and services loans in California and Florida under California DRE License 01219911, Florida Mortgage Lender License 1577, and NMLS License 1623669. For more information on hard money lending, go www.thenorrisgroup.com and click the Hard Money tab.
Video Link
Radio Show
Friday, September 20, 2019
IRAs and CPAs with Amanda Han, Matthew MacFarland, and Kaaren Hall #661
On Friday, September 27, the Norris Group proudly presents its 12th annual award-winning black tie event I Survived Real Estate. An incredible lineup of industry experts will join Bruce and Aaron Norris to discuss perplexing industry trends, head-scratching legislation, massive tech disruption, and opportunities emerging for real estate professionals. All proceeds from the event benefit Make A Wish and St. Jude Children's Research Hospital. This event is not possible without the generous help of the following platinum partners: the San Diego Creative Real Estate Investors Association, InvestClub, ThinkRealty, Coach Fullerton, Keller Williams Corona, PropertyRadar, the Apartment Owners Association, MVT Productions, and Realty411. Visit isurvivedrealestate.com for event information.
This week's radio show hosts are both Bruce and Aaron Norris. I Survived Real Estate is next week, and typically within three or four weeks after that, they have the annual Financial Tactics Breakfast. This is the ninth year, which is very difficult to believe, and it has become more popular over time. They started producing it on Amazon Prime. You can see past events that they've done, and it's by far the most sophisticated thing they do when it comes to estate planning. Aaron always learns a ton. Today's guests on the show are Kaaren Hall of uDirect IRA. She is a longtime friend and board member at the Retirement Industry Trust Association. The Norris Group has an account with her. Joining her are Matt MacFarland and Amanda Han with Keystone CPA. They are real estate all-stars when it comes to CPAs and working with real estate investors.
In this segment, Bruce and Aaron will discuss with them their specialties of CPAs and IRAs, alternative assets in IRAs, retirement account money and whether it is bulletproof, checkbook LLCs, the beneficiaries of last year's tax changes, plus much of what you will hear about at the Financial Tactics Breakfast in October. That and much more on the real estate radio show.
The Norris Group originates and services loans in California and Florida under California DRE License 01219911, Florida Mortgage Lender License 1577, and NMLS License 1623669. For more information on hard money lending, go www.thenorrisgroup.com and click the Hard Money tab.
The Norris Group would like to thank its gold sponsors for supporting I Survived Real Estate: Coldwell Banker Town and Country, In A Day Development, Inland Valley Association of Realtors, Keystone CPA, Las Brisas Escrow, LA South REIA, Michael Ryan and Associates, NorcalREIA, NSDREI, Orange County Real Estate Investors, Pacific Premier Bank, Pasadena FIBI, Shenbaum Group, SJREI, Spinnaker Loans, South OC REIA, uDirect IRA Services, White House Catering, Wilson Investment Properties. See isurvivedrealestate.com for event information.
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This week's radio show hosts are both Bruce and Aaron Norris. I Survived Real Estate is next week, and typically within three or four weeks after that, they have the annual Financial Tactics Breakfast. This is the ninth year, which is very difficult to believe, and it has become more popular over time. They started producing it on Amazon Prime. You can see past events that they've done, and it's by far the most sophisticated thing they do when it comes to estate planning. Aaron always learns a ton. Today's guests on the show are Kaaren Hall of uDirect IRA. She is a longtime friend and board member at the Retirement Industry Trust Association. The Norris Group has an account with her. Joining her are Matt MacFarland and Amanda Han with Keystone CPA. They are real estate all-stars when it comes to CPAs and working with real estate investors.
In this segment, Bruce and Aaron will discuss with them their specialties of CPAs and IRAs, alternative assets in IRAs, retirement account money and whether it is bulletproof, checkbook LLCs, the beneficiaries of last year's tax changes, plus much of what you will hear about at the Financial Tactics Breakfast in October. That and much more on the real estate radio show.
The Norris Group originates and services loans in California and Florida under California DRE License 01219911, Florida Mortgage Lender License 1577, and NMLS License 1623669. For more information on hard money lending, go www.thenorrisgroup.com and click the Hard Money tab.
The Norris Group would like to thank its gold sponsors for supporting I Survived Real Estate: Coldwell Banker Town and Country, In A Day Development, Inland Valley Association of Realtors, Keystone CPA, Las Brisas Escrow, LA South REIA, Michael Ryan and Associates, NorcalREIA, NSDREI, Orange County Real Estate Investors, Pacific Premier Bank, Pasadena FIBI, Shenbaum Group, SJREI, Spinnaker Loans, South OC REIA, uDirect IRA Services, White House Catering, Wilson Investment Properties. See isurvivedrealestate.com for event information.
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Friday, January 5, 2018
Bruce Norris Is Joined By Amanda Han and Matthew MacFarland on the Real Estate Radio Show #572
This week Bruce Norris is joined again by Amanda Han and Matthew MacFarland, owners of Keystone CPA in Orange County. Matt has over 20 years of experience in public accounting as a CPA and tax strategist. He has worked for both the Big Four and regional CPA firms. Amanda has over 18 years of experience as a CPA with special emphasis in real estate, self-directed investing, and individual tax planning. Amanda has extensive Big Four public accounting experience, and you can catch her book on BiggerPockets called Tax Strategies for Savvy Real Estate Investors.
They discuss many topics covering the new tax bill passed, including changes that took place in California as well as things that stayed the same, changes regarding withholding Social Security and Medicare tax, changes to capital gains rates, how much it will help lower the tax bill for Americans, how it will affect charitable donations, its effect on itemized deductions, whether or not these changes are pro real estate for both investors and homeowners, and much more more on the real estate radio show and podcast.
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They discuss many topics covering the new tax bill passed, including changes that took place in California as well as things that stayed the same, changes regarding withholding Social Security and Medicare tax, changes to capital gains rates, how much it will help lower the tax bill for Americans, how it will affect charitable donations, its effect on itemized deductions, whether or not these changes are pro real estate for both investors and homeowners, and much more more on the real estate radio show and podcast.
Play Now
Thursday, December 21, 2017
Bruce Norris Is Joined By Amanda Han and Matthew MacFarland on the Real Estate Radio Show #571
This week Bruce Norris is joined by Amanda Han and Matthew MacFarland, owners of Keystone CPA in Orange County. Matt has over 20 years of experience in public accounting as a CPA and tax strategist. He has worked for both the Big Four and regional CPA firms. Amanda has over 18 years of experience as a CPA with special emphasis in real estate, self-directed investing, and individual tax planning. Amanda has extensive Big Four public accounting experience, and you can catch her book on BiggerPockets called Tax Strategies for Savvy Real Estate Investors.
They discuss many topics covering the new tax bill passed, including changes that took place in California as well as things that stayed the same, changes regarding withholding Social Security and Medicare tax, changes to capital gains rates, how much it will help lower the tax bill for Americans, how it will affect charitable donations, its effect on itemized deductions, whether or not these changes are pro real estate for both investors and homeowners, and much more more on the real estate radio show and podcast.
Play Now
They discuss many topics covering the new tax bill passed, including changes that took place in California as well as things that stayed the same, changes regarding withholding Social Security and Medicare tax, changes to capital gains rates, how much it will help lower the tax bill for Americans, how it will affect charitable donations, its effect on itemized deductions, whether or not these changes are pro real estate for both investors and homeowners, and much more more on the real estate radio show and podcast.
Play Now
Wednesday, November 22, 2017
Bruce Norris Interviews Amanda Han and Matthew MacFarland On the Real Estate Radio Show #566
This week Bruce Norris is joined by Amanda Han and Matthew MacFarland. Matt has over 20 years of experience in public accounting as a CPA and tax strategist. He has worked for both the big four and regional CPA firms. Amanda has over 18 years of experience as a CPA with special emphasis in real estate, self-directing investments, and individual tax planning. She has extensive Big 4 public accounting experience, and you can catch her book on BiggerPockets Tax Strategies for Savvy Real Estate Investors.
Bruce discusses with Matt and Amanda the different income brackets and which allow some to not pay Federal taxes, the new plans passed by the House and Senate that could affect these tax brackets, what is currently tax deductible, what be can itemized, big changes happening on the mortgage interest side, changes with corporate taxes, shocking changes occurring with the CPAs, and much more on this week's Norris Group real estate radio show and podcast.
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Bruce discusses with Matt and Amanda the different income brackets and which allow some to not pay Federal taxes, the new plans passed by the House and Senate that could affect these tax brackets, what is currently tax deductible, what be can itemized, big changes happening on the mortgage interest side, changes with corporate taxes, shocking changes occurring with the CPAs, and much more on this week's Norris Group real estate radio show and podcast.
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Friday, August 22, 2014
Amanda Han and Matt MacFarland of Keystone CPA Join Bruce Norris on the Real Estate Radio Show #396
Bruce Norris is joined this week by Amanda Han
and Matt MacFarland. They are the owners
of Keystone CPA. Matt has over 20 years
of experience in public accounting as a CPA and tax strategist. He has worked for both the Big Four and
Regional CPA firms. Matt has served as a
tax manager in the private client advisor group, where he focuses his expertise
in tax planning and compliance for high worth individuals, business owners,
commercial real estate investors, and professional athletes. The man has over 18 years of experience as a
CPA with special emphasis in real estate, self-directed investing, and
individual tax-planning. Amanda has
extensive Big Four public accounting experience in the lead tax groups serving
clients in the real estate industry. Bruce, Amanda, and Matt discuss tax season, the busiest time for CPAs, the diversity of clients, the time in California when they reached the upper limits of the tax rate in California, the federal rate and new additions to the tax, the brand new Unearned Medicare Contribution tax and social security tax, possible changes in the tax rate structure, and much, much more on this week's real estate radio show and podcast.
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Friday, March 7, 2014
Amanda Han and Matt MacFarland of Keystone CPA Join Bruce Norris on the Real Estate Radio Show #372
Bruce Norris is joined again this week by Matt
MacFarland and Amanda Han. They are
owners of Keystone CPA in Orange County, voted one of the top 100 CPA
firms. Bruce has had the privilege of
speaking with them in front of at least 4 or 5 audiences. Bruce has always learned something from them
since they have an expertise in real estate and in their own business now for
seven years. Bruce was pleased to speak
with them since they saved him money and he has learned something from them
every time he has heard them. Bruce, Amanda, and Matt discuss contributions to retirement accounts, ROTH and SEP IRAs, reducing taxable income, recapturing, flipping properties and how this saves money, fixable income as active income, short sales, and much, much more on this week's real estate radio show and podcast.
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