Key Topics
International tax optimization
Entity structuring for entrepreneurs
Living abroad and tax benefits

Guest
Bobby Casey
Website - https://businessanywhere.io
YouTube - https://www.youtube.com/c/BusinessAnywhere

Chapters
00:00 Introduction to Tax Strategies and International Consulting
11:02 Bobby's Entrepreneurial Journey and Tax Optimization
19:58 Business Anywhere: Services and Solutions for Entrepreneurs
28:03 Living Abroad: Tax Benefits and Opportunities for Americans
32:46 Understanding Tax Residency and Vital Interest
34:41 Maximizing Tax Benefits for Entrepreneurs
36:04 Navigating Foreign Tax Credits and Exclusions
38:34 Exploring Global Tax Strategies: Costa Rica and Beyond
40:37 Puerto Rico: Tax Benefits and Residency Requirements
42:57 Mexico's Unique Tax Residency Rules
45:06 The Gray Areas of International Tax Law
47:04 Identifying the Ideal Client for International Tax Consulting
51:44 The Non-Habitual Resident Tax Regime in Portugal
54:42 Complexities of LLCs and International Taxation
57:27 The Rise of Digital Nomadism and Remote Work
01:00:03 Exploring Business Structures Globally
01:00:32 Maximizing Tax Incentives and Strategies
01:01:20 Slash Tax (4).mp4

Resources
Business Anywhere.io - https://businessanywhere.io
IRS Form 2555 - Foreign Earned Income Exclusion - https://www.irs.gov/forms-pubs/about-form-2555
U.S. Tax Treaties and International Tax Law - https://www.irs.gov/businesses/international-businesses
Costa Rica Residency and Tax Benefits - https://costarica.com
Portugal Non-Habitual Resident (NHR) Regime - https://portugal.gov.pt/en/services/non-habitual-residents-regime
Congressional Budget Office (CBO) - https://www.cbo.gov

Key Topics

• Staffing shortages and succession concerns
• Growth of advisory and strategic services
• Impact of AI and technology on efficiency
• Private equity influence on firm consolidation
• Shift towards specialization and niche markets

Takeaways

• Firms that adapt to pricing, staffing, and specialization stay profitable
• Advisory services now generate over 32% of revenue, up from 19% in 2015
• Technology investments, including AI, are transforming firm operations
• Private equity-backed firms are more profitable, but not drastically different yet
• Offshoring is increasingly common, with 47% of firms using offshore FTEs

Chapters
00:00 Introduction to Data and Strategy in Accounting
04:47 Shifts in the Accounting Industry
08:07 The Rise of Advisory Services
09:54 Specialization in Accounting Firms
13:14 Impact of Technology on CPA Firms
15:17 The Role of AI in Accounting
16:36 Staffing Challenges and Opportunities
17:20 Trends in Partner Age and Accounting Graduates
19:19 Billing Structures and Profitability
24:07 Mergers and Acquisitions in the CPA Space
26:51 Private Equity's Influence on Accounting Firms
32:59 Emerging Trends and Future Outlook

Resources
Engineered Advisory - https://engineeredadvisory.com/
Heidi Henderson (LinkedIn) - https://www.linkedin.com/in/heidihenderson/

Guest Links
LinkedIn - https://www.linkedin.com/in/chelseasummers/
Inside Public Accounting (IPA) - https://insidepublicaccounting.com/

Takeaways

• Combining financial planning with tax-efficient strategies is crucial.
• Engineering problem-solving skills can be applied to finance.
• Each client presents a unique financial puzzle to solve.
• There is no one-size-fits-all solution in financial planning.
• Planning for longevity and healthcare costs is essential.
• High-income earners face unique challenges in tax planning.
• Insurance can be a valuable tool for wealth building.
• Parents should consider the impact of college funding on retirement.
• Legislative changes can significantly affect tax strategies.
• Understanding the market's response to political changes is important for investors.

Chapters
00:00 Introduction to Tax Strategies and Financial Planning
03:09 Rob Burnette's Journey from Engineering to Finance
05:57 The Importance of Problem Solving in Financial Consulting
09:12 Bridging the Gap Between Tax and Financial Advisors
12:07 Planning for Longevity and Healthcare Costs
15:15 Strategies for High-Income Earners
17:55 Tax-Efficient Investment Approaches
22:28 Tax-Efficient Investment Strategies
24:27 Insurance as a Financial Tool
27:57 Planning for Long-Term Care
30:44 Funding Education and Wealth Transfer
33:01 Navigating Financial Planning for Adult Children
35:55 Understanding Legislative Changes and Their Impact
40:21 Investment Strategies Amid Political Changes

About Rob Burnette
Rob leads Outlook Financial Center in case design, investment management, and daily
operations. He has worked in financial services since 1985 and is licensed to offer investment
advice and insurance products.

As a registered tax preparer with the IRS, Rob participates in the Annual Filing Season Program
and is certified as a National Social Security Advisor. He graduated from the U.S. Naval
Academy with a Bachelor of Science in Electrical Engineering, earned an MBA from the
University of New Haven, and holds a Financial Planning certificate from Kaplan University.

Rob’s professional memberships include the International Association of Registered Financial
Consultants, Million Dollar Round Table - Court of the Table, and Ed Slott’s Master Elite IRA
Advisor Group. He has contributed to many publications, including USA Today, Barron’s,
Forbes, MarketWatch, WDTN Dayton, and WHIO Dayton. He is a 2017 Alumnus of Leadership
Troy, Ohio, and is passionate about supporting kids' sports programs, 4H, and FFA.

Connect with Rob Burnette
Rob's Website: https://outlookfc.com
LinkedIn: https://www.linkedin.com/company/outlook-financial-center/
Facebook: https://www.facebook.com/OutlookFinancialCenterLLC/

Learn More
Engineered Tax Services has helped investors and business owners unlock millions in tax savings for nearly 25 years through cost segregation, R&D credits, and energy incentives like 179D and 45L. 👉 Visit engineeredtaxservices.com
Subscribe to Slash Tax | Leave a review | Share with business owners ready to find better accounting partners

Tax strategy isn't just about saving money; it's about finding the right partners who can help you build wealth.

Host: Heidi Henderson | Sponsor: Engineered Tax Services

Join host Heidi Henderson for an essential conversation with Blake Oliver, CPA, founder of Earmark CPE and host of The Accounting Podcast. Blake shares insider insights into the dramatic changes reshaping accounting and their implications for taxpayers and business owners.

From musician to Starbucks barista to CPA to tech entrepreneur, Blake's journey gives him a unique perspective on what's broken in traditional accounting and how technology is creating solutions. He reveals why CPAs are retiring en masse, how AI will transform the profession, and what to look for when choosing an accounting partner who can help slash your tax bill.

Key Topics

• The CPA shortage crisis and retirement wave are hitting the profession 
• Why traditional accounting firms burn out talented CPAs  
• The shift from compliance to advisory services 
• How to evaluate if your CPA is actually saving you money 
• Finding specialized CPAs vs generalist firms 
• AI's role in accounting: Excel comparison and what's coming
• Private equity takeover of accounting firms 
• The rise of fractional CFOs and specialized boutique firms 
• Earmark CPE: Free NASBA-approved CPE through podcasts 
• YouTube and content marketing for professional services 
• Fixed-fee vs billable hour pricing models 
• Why giving away knowledge attracts better clients

About Blake Oliver

Blake Oliver is a CPA, entrepreneur, and host of The Accounting Podcast. He founded Earmark CPE, a platform allowing accountants to earn free NASBA-approved CPE credits by listening to podcasts—transforming how CPAs stay current.

Blake studied cello at Northwestern University and performed with the San Francisco Youth Symphony before the Great Recession redirected him to accounting. After working at Starbucks, he transitioned into bookkeeping, discovered his passion for accounting and technology, worked in public accounting, led firms, and eventually sold his practice to focus on technology, education, and media. He uniquely understands both what firms struggle with and what clients need.

Connect with Blake Oliver
Blake's Website: www.blakeoliver.com

Earmark CPE: earmarkcpe.com
The Accounting Podcast: theaccountingpodcast.com
LinkedIn: linkedin.com/in/blaketoliver/
Twitter/X: x.com/BlakeTOliver
YouTube: youtube.com/@BlakeTOliver

Learn More

Engineered Tax Services has helped investors and business owners unlock millions in tax savings for nearly 25 years through cost segregation, R&D credits, and energy incentives like 179D and 45L. 👉 Visit engineeredtaxservices.com
Subscribe to Slash Tax | Leave a review | Share with business owners ready to find better accounting partners

Tax strategy isn't just about saving money—it's about finding the right partners who can help you build wealth.

Host: Heidi Henderson | Sponsor: Engineered Tax Services

This episode reveals the powerful tax advantages of self-storage and mobile home park investing, including massive depreciation benefits through cost segregation and 100% bonus depreciation. Matthew explains how his team identifies undervalued mom-and-pop properties, transforms them through operational excellence, and delivers 55% average IRRs to investors while maintaining integrity and alignment of interests. Heidi, a personal investor in Crystal View Capital, brings unique insider perspective to this conversation about building tax-efficient wealth through alternative real estate.

Key Topics

• Value-add strategy in self-storage and manufactured housing 
• Mom-and-pop acquisitions vs institutional competition 
• Cost segregation and 100% bonus depreciation benefits 
• How investors offset capital gains with NOLs from new acquisitions 
• Fund structure, investor requirements, and expected returns 
• Operational value creation and exit strategies 
• Niche opportunities: RV parks, marinas, industrial outdoor storage Evergreen fund strategy and 2025-2026 opportunities

About Matthew Ricciardella
Matthew Ricciardella is Founder and CEO of Crystal View Capital, managing ~$600 million in self-storage and manufactured housing communities across the U.S. With over 20 years of real estate experience and $1 billion+ in transactions, Matthew has built his reputation through integrity, disciplined value-add investing, and strong alignment with investors. Starting as a residential realtor with a sales background, he discovered exceptional returns in fragmented, mom-and-pop-owned self-storage and mobile home parks. Crystal View Capital focuses on acquiring underperforming assets in secondary and tertiary markets, implementing operational improvements, and delivering outsized risk-adjusted returns. Matthew personally invests alongside his LPs on the same terms, maintaining skin in the game. He lives in Las Vegas with his wife and two children and is actively involved in local charitable foundations.

Connect with Matthew Ricciardella
Website: www.crystalviewcapital.com
LinkedIn: www.linkedin.com/company/crystalviewcapital/

Learn More About Tax-Efficient Investing
Engineered Tax Services has helped investors and business owners unlock millions in tax savings for nearly 25 years through cost segregation, R&D credits, and energy incentives like 179D and 45L. Their engineering-based approach ensures every benefit is captured accurately.

👉 Visit engineeredtaxservices.com
Subscribe to Slash Tax | Leave a review | Share with investors ready to build tax-efficient wealth

Tax strategy isn't just about saving money—it's about creating freedom, building wealth, and designing the life you want.

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

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

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! 

In this episode of Slash Tax, host Heidi Henderson sits down with Adam Carver, CEO and Founder of SunSaver Tax Equity, to reveal how corporations, family offices, and accredited investors can offset 10–25% of their federal tax liability through renewable energy tax credits and bonus depreciation.
Adam explains how clean energy tax equity structures work, who qualifies, and how SunSaver’s technology platform enables investors to participate in renewable energy projects that reduce taxes while supporting the transition to clean power. From C-corporations to high-net-worth individuals using the 100-hour rule, this episode dives deep into the future of sustainable tax strategy.

Summary
Heidi and Adam unpack how tax equity investing in renewable energy works, how to navigate passive vs. active income, and why timing your investment before December 31 is critical. Adam shares how SunSaver sources, builds, and manages solar and battery storage projects across the U.S., giving investors access to the same IRS-backed strategies used by Fortune 100 companies.
Listeners will also learn how SunSaver’s proprietary platform tracks the 100 hours of active participation needed for individuals to apply these credits against W-2 or portfolio income—creating an IRS-compliant digital audit trail.

Guest Information:
Name: Adam Carver
Email: adam@sunsaver.com
Website: www.sunsaver.com
LinkedIn: https://linkedin.com/in/adamcarver
Instagram: @adamcarver

Takeaways

• 10–25% Tax Mitigation: Investors can offset a significant portion of federal taxes through renewable credits and bonus depreciation.
• Who Qualifies: C-corps, passive investors with K-1 income, and individuals meeting the 100-hour rule.
• LLC Tax Equity Structure: Investors own ~99% of a project LLC; SunSaver manages ~1% and operations.
• Residential Solar + Battery Portfolios: Built across TX, CA, and DC for diversified clean energy exposure.
• PPAs (Power Purchase Agreements): Homeowners receive $0-down solar; investors earn credits, depreciation, and small cash returns.
• Timing Is Critical: Credits must be applied in the same year the project is placed in service.
• Reduce Quarterly Payments: Credits can offset estimated tax payments before year-end.
• 100% Bonus Depreciation: “Big Beautiful Bill” restored immediate first-year depreciation.
• Digital Audit Log: SunSaver’s tech tracks participation for compliance.
• Institutional Validation: JPMorgan, BofA, Goldman Sachs, and others deploy billions annually in this market.

Chapters
00:00 — Welcome & Q4 tax planning announcement
02:03 — Meet Adam Carver, CEO of SunSaver
03:07 — From structured finance to clean energy investing
06:18 — Demystifying tax equity and the IRS code
07:43 — How clean energy tax credits work
08:35 — Technologies covered: solar, wind, geothermal, CCS & more
09:27 — Transferability and investor eligibility post-IRA
10:21 — Who qualifies and how
12:28 — Passive vs. portfolio income
13:40 — The 100-hour rule explained
17:28 — Building tax equity through LLC structures
19:19 — How SunSaver identifies and builds projects
21:33 — Managing residential solar portfolios
23:26 — Spouses can combine hours for material participation
24:02 — Power Purchase Agreements vs. leases/loans
28:46 — How credits and depreciation generate returns
30:07 — Example: $812K investment vs. $1M liability
34:04 — Timing and year-end deadlines
38:04 — Residential warehousing advantage
39:00 — Using credits to reduce quarterly taxes
44:56 — Bonus depreciation behaves like a credit
49:36 — IRS audit readiness and documentation
58:18 — How SunSaver makes this strategy accessible
1:00:42 — Closing and next steps

Summary
In this episode of the Slash Tax Podcast, host Heidi Henderson interviews Chris Roehm, a cash balance plan specialist. They discuss the intricacies of cash balance and defined benefit plans, highlighting their tax benefits, ideal candidates, and the importance of proper management. Chris explains how these plans can help high-income earners defer taxes and build retirement savings, while also addressing common misconceptions and the costs associated with setting up such plans. The conversation emphasizes the need for professional guidance in navigating the complexities of cash balance plans.
 
Please contact Heidi for more information.
Engineered Tax Services
Direct: (801) 564-4464
Email: hhenderson@engineeredtaxservices.com

Takeaways
Cash balance plans are a powerful tool for tax deferral.
Defined benefit plans differ significantly from defined contribution plans.
High-income earners can benefit greatly from cash balance plans.
Mismanagement of plans poses a greater risk than IRS scrutiny.
Actuaries play a crucial role in managing cash balance plans.
The cost of setting up a cash balance plan is reasonable today.
Flexibility in plan design allows for tailored solutions.
Cash balance plans can provide benefits for rank and file employees.
Understanding the rules is essential to avoid penalties.
Professional guidance is necessary for effective implementation.

Chapters
00:00 Introduction to Cash Balance Plans
02:02 Understanding Defined Benefit vs. Defined Contribution Plans
05:00 The Mechanics of Cash Balance Plans
09:06 Tax Benefits of Cash Balance Plans
13:01 Ideal Candidates for Cash Balance Plans
19:58 Setting Up Cash Balance Plans for Small Businesses
24:05 Managing Cash Balance Plans and Company Sales
25:05 Understanding Cash Balance Plans
28:24 Shutting Down Plans: Reasons and Implications
30:11 The Importance of Expert Guidance
31:30 Cash Balance Plans in Agriculture
34:12 Legislative Changes and Their Impact
35:10 IRS Scrutiny and Stigma
39:22 Mismanagement vs. Abuse in Cash Balance Plans
43:37 Cost Structure of Cash Balance Plans

Summary

In this episode, Heidi Henderson interviews Marc Goodin, CEO of Storage Authority Franchise, discussing the lucrative world of self-storage investing. Marc shares his journey from civil engineer to self-storage expert, highlighting the profitability and tax advantages of this asset class. The conversation covers the development process, common mistakes investors make, and the importance of understanding local market dynamics. Marc emphasizes the support provided through franchising and the potential for significant returns in the self-storage market. Listeners will gain insights into why self-storage is a compelling investment opportunity and how to navigate the complexities of the industry.

Contact info:
Email: Marc@storageauthority.com 

Phone: 860-830-6764 

LinkedIn: www.linkedin.com/in/marcgoodinstorageauthority 
Website: www.storageauthorityfranchise.com

Takeaways

• Self-storage is a profitable real estate business.
• The market for self-storage is growing steadily.
• Investors can benefit from tax advantages in self-storage.
• The development process is crucial for success in self-storage.
• Understanding local market dynamics is key to self-storage success.
• Self-storage has a low failure rate compared to other real estate investments.
• Franchising offers support and guidance for new investors.
• Building a self-storage facility can be a lucrative venture.
• Mistakes in self-storage investing can be costly and should be avoided.
• The auction process can help recover costs from defaulting tenants.

Chapters

00:00 Introduction to Self Storage and Marc's Journey

04:34 The Evolution of Self Storage Franchising

07:31 Market Insights and Location Strategies

10:35 Why Self Storage is a Profitable Investment

13:39 The Secret Sauce of Storage Authority

16:28 Navigating the Self Storage Market

19:29 Tax Advantages of Self Storage Investments

22:37 Future Trends in Self Storage

25:35 Common Mistakes in Self Storage Investments

28:40 Building vs. Buying Self Storage Facilities

34:22 Introduction to Coaching and Support

36:46 Building a Team for Success

40:18 Navigating the Construction Process

43:36 Franchise Structure and Financials

48:18 Understanding Auctions and Tenant Payments

51:59 Identifying the Ideal Candidate for Self-Storage Investment

01:01:54 Introduction to Self-Storage Investing

01:02:24 Marc's System for Fast-Tracking Success

Summary

Host Heidi Henderson sits down with David Scott, CPA (Scott CPAs) and John Lankford (Founder, Three Legends Entertainment) to unpack a tax-advantaged investment strategy in independent film production. They explain how IRC §181 can allow qualifying investors to deduct first-year production costs—often creating a 3–4× deduction relative to cash invested—why material participation (≈500 hours) can unlock offsets against ordinary income, how state film credits and pre-sales help de-risk projects, and what real investor participation looks like (budgets, set visits, premieres). Ideal for accredited investors and high W-2 earners with meaningful tax liability, this convo blends practical tax planning with a behind-the-scenes look at Hollywood.

Guest(s) Information:

Name: David Scott

Email: david@scottcpas.cpa

Website: https://scottcpas.cpa

Name: John Lankford

Email: John@scottcpas.cpa

Takeaways

• IRC §181 101: Deduct your share of qualified production costs in year one, often creating 3–4× deduction vs dollars invested.
• Participation matters: With ~500 hours of documented, meaningful involvement, losses may offset ordinary income (not just passive).
• Risk & upside: Immediate tax benefit is the “floor”; film performance can add upside via distribution and revenue share.
• Deals are structured: Budgets commonly $2–5M (sometimes higher); funding stacks mix state credits (often 35–40% in some states), foreign/domestic pre-sales (20–30%), and equity.
• Where projects film: States like GA/LA/NY are active; California recently improved incentives but has higher production costs.
• Investor experience: Regular updates, budgets, casting news, set visits, and premiere invites—you’re truly part of the process.
• Who’s a fit: Accredited investors with significant tax liability (e.g., high W-2 earners, liquidity events, or retirement payouts).
• Typical minimum: About $100,000 per project.
• Planning first: Integrate with your broader tax plan (W-2, K-1s, real estate, QBI, state impact).

Chapters
00:00 Welcome: Tax strategy meets the movie business; meet David Scott, CPA & producer John Lankford

01:13 Family ties & Scott CPAs origins (founded 1979; second-generation firm)

04:10 John’s path: on-camera start → backend film/TV work (BH90210, Melrose Place, Weeds, Nip/Tuck, Ocean’s 13) and venue ties (TCL Chinese Theatre, Dolby Theatre)

07:35 Connecting film to taxes: IRC §181 and why deductions can exceed cash invested

09:50 How the deduction works: estimated production costs, “at-risk” concept, first-year expensing analogy

14:32 Passive vs ordinary income & material participation (~500 hrs); tracking involvement

19:09 State film credits: who claims them and how investors benefit via K-1

20:30 Risk management: experienced teams, credible producers, and where the upside comes from

25:38 What investors actually do: updates, budgets, set visits, and premieres

28:38 Indie vs studio: typical $2–5M budgets; credits + pre-sales + equity stack

32:42 Case example: investor offsets large tax from retirement/W-2 income using §181

35:51 Holistic planning: everything flows to the personal return

36:23 California vs federal: fed benefit leads; CA depreciation differences noted

38:29 Where incentives shine now; CA’s competitive push vs GA/LA/NY; cost realities

41:20 Who’s ideal for this strategy (and who isn’t)

45:07 Minimum investment (~$100k) & keeping investor counts manageable
47:11 How to connect + final takeaways

Summary

In this episode of the Slash Tax podcast, host Heidi Henderson speaks with Tom Hootman, founder and CEO of Mixtape Digital, about the evolving landscape of marketing. They discuss the importance of authenticity in marketing, the challenges of calculating ROI, and the impact of AI on the industry. Tom shares his journey in marketing, insights on lead generation, and the necessity of adapting to changes in digital marketing strategies. The conversation emphasizes the need for businesses to be transparent, test different approaches, and maintain a human touch in their marketing efforts.

Guest Information:
Name: Tom Hootman 

Email: tom@mixtapedigital.com
Website: https://www.mixtapedigital.com/

Instagram: https://www.instagram.com/the_hootman/

TikTok/Other: https://x.com/The_Hootman

Takeaways

• Marketing should feel human and authentic.
• Understanding ROI is crucial for effective marketing.
• Lead generation is a primary focus of marketing efforts.
• AI is changing the landscape of marketing but won't replace jobs.
• Authenticity builds credibility and trust with clients.
• Testing and learning are essential for successful marketing strategies.
• Businesses must adapt to the evolving digital marketing landscape.
• Transparency in marketing efforts fosters better client relationships.
• The importance of being present across multiple marketing channels.
• Consistency in marketing efforts leads to better results.

Chapters

00:00 Introduction to Marketing and Authenticity

03:00 Tom Hootman's Journey in Marketing

05:56 The Evolution of Marketing Strategies

09:12 Understanding ROI in Marketing

12:07 Lead Generation and Marketing Effectiveness

15:00 Navigating AI in Marketing

18:01 The Future of Marketing Jobs and AI

28:12 The Evolution of Media Planning and Audience Intelligence

30:11 The Role of AI in Marketing

31:50 The Importance of Human Element in AI

33:06 Content Gating and Its Implications

36:39 Strategies for Business Growth

39:12 Authenticity in Professional Services

41:43 Testing and Learning in Marketing

43:19 Mixtape Digital: Services and Philosophy

44:30 The Story Behind Mixtape Digital

50:08 Innovative Swag Ideas for Events

Summary

In this conversation, Heidi Henderson interviews Julio Gonzalez, the founder and CEO of Engineered Tax Services (ETS), discussing the inception of ETS, the evolution of tax strategies, and the importance of cost segregation. Julio shares insights on the challenges of educating small businesses about tax benefits, his involvement in tax reform, and the role of technology in enhancing tax services. The discussion also highlights the mission-driven approach of ETS, the impact on clients, and advice for entrepreneurs navigating the tax landscape.

Discover how Julio Gonzalez turned his mission for tax equality into the nation’s leading tax consulting firm, Engineered Tax Services. In this conversation with Heidi Henderson, he shares the evolution of tax strategies, the power of cost segregation, and why proactive planning is essential for small business success.

Takeaways

• Julio Gonzalez founded Engineered Tax Services to bring tax equality to small businesses.
• Cost segregation was a pioneering effort to help small businesses access tax benefits.
• The tax code is complex, and education is crucial for small business owners.
• Technology plays a significant role in scaling tax services but cannot replace personal touch.
• Tax reform is essential for creating opportunities for small businesses.
• Julio emphasizes the importance of being proactive in tax planning.
• The IRS can be unforgiving, making attention to detail vital in tax studies.
• Julio's mission is to help clients preserve wealth and create jobs.
• The landscape of tax incentives is constantly evolving, requiring ongoing education.
• Julio believes that knowledge is power, especially in navigating the tax system.

Chapters

00:00 The Genesis of Engineered Tax Services

04:52 Pioneering Cost Segregation

07:52 The Evolution of the Industry

11:00 Expanding Services Beyond Cost Segregation

13:48 Involvement in Tax Reform

16:38 Opportunities and Threats in Tax Incentives

19:55 The Role of Technology in Tax Services

22:52 Advice for Entrepreneurs and Taxpayers

Summary

In this conversation, Heidi Henderson interviews Nick Aola, a CPA specializing in real estate tax strategies. They discuss the evolution of Nick's virtual accounting firm, the importance of proactive tax planning for real estate investors, and the various strategies that can help clients maximize their tax benefits. The conversation also covers material participation, investment opportunities, and the significance of documentation in navigating audits. Nick shares success stories of clients who have transformed their financial situations through strategic tax planning, emphasizing the collaborative nature of their work with clients and other professionals.

Guest Information:
Name: Nick Aiola 

Email: nick@aiolacpa.com
Website: https://www.aiolacpa.com/
Facebook: https://www.facebook.com/aiolacpa 

Instagram: https://www.instagram.com/aiolacpa/ 

Takeaways

• Nick Aiola founded Aiola CPA to focus on real estate tax strategies.
• The firm operates virtually, allowing for flexibility and a wider talent pool.
• Proactive tax planning is essential for maximizing tax benefits.
• Material participation is crucial for real estate investors to offset income.
• Short-term rentals are a growing trend among real estate investors.
• Documentation is key in proving material participation during audits.
• Clients can achieve financial freedom through strategic tax planning.
• The burden of proof lies with the taxpayer in audits.
• Collaboration with other professionals enhances client outcomes.
• Investing in real estate can lead to generational wealth.

Chapters

00:00 Introduction and Background

03:13 The Evolution of a Virtual CPA Firm

05:27 Client Interaction in a Virtual World

07:54 Strategic Tax Planning vs. Compliance

09:23 Real Estate Investment Strategies

13:25 The Role of Real Estate in Wealth Building

13:47 Tax Advantages of Real Estate Investments

16:36 Current Trends in Real Estate Investment

20:30 Exploring Diverse Investment Opportunities

24:24 Material Participation and Tax Strategies

28:01 Understanding Material Participation in Real Estate

29:56 Navigating IRS Audits and Tax Strategies

33:11 Proving Material Participation: The Burden of Proof

36:05 Tools for Tracking Material Participation

38:25 The Impact of Bonus Depreciation on Real Estate Investments

41:12 Client Success Stories: Transforming Lives Through Real Estate

45:31 The Importance of Tax Strategy in Wealth Management

49:31 Introduction to Tax Strategies for Investors

49:54 Leveraging Expertise in Real Estate Tax Planning

This podcast is brought to you by Engineered Tax Services. To learn more go to https://engineeredtaxservices.com/

Summary

In this episode of the Slash Tax Podcast, Bill Walsh, America's small business expert, shares his entrepreneurial journey and insights on helping small businesses scale. He discusses the evolution of his company, PowerTeam International, and the importance of adapting to the current economic landscape, particularly in real estate. Walsh emphasizes the challenges small businesses face in scaling and the necessity of effective marketing and community building. He also highlights the significance of leveraging tax incentives for business success, encouraging entrepreneurs to invest in themselves and their teams.

Takeaways

• Bill Walsh has over two decades of experience helping entrepreneurs.
• Entrepreneurship offers the freedom to create and manage one's own time.
• Most small businesses fail within the first five years.
• Scaling requires strong leadership and the willingness to adapt.
• Active community building is essential for business growth.
• Marketing strategies must evolve with changing consumer behaviors.
• Fear can hinder business success; confidence is key.
• Knowledge of tax incentives can significantly benefit businesses.
• Investing in a good CPA and lawyer is crucial for entrepreneurs.
• Continuous learning and adaptation are vital for long-term success.

Chapters

00:00 Introduction to Bill Walsh and His Journey

02:58 The Evolution of PowerTeam International

06:17 Navigating Business Challenges and Opportunities

09:06 The Importance of Scaling and Leadership

11:58 Adapting to Market Changes and Innovations

15:10 The Role of Tax Incentives in Business Success

17:56 Building Active Communities for Business Growth

21:00 Overcoming Fear and Embracing Change

23:57 The Future of Business with AI and Technology

27:01 Conclusion and Key Takeaways

Guest Information:
Name: Steve Ziembe
Email: Stevez@gulfcoastwestern.com 
Phone: (972) 284-0602 
Website: www.gulfcoastwestern.com 
LinkedIn: linkedin.com/steve-ziemke 

Summary

In this episode, Heidi Henderson hosts John Engel and Steve Ziemke from Gulf Coast Western to discuss the intricacies of oil and gas investing. They explore the significant tax benefits available to accredited investors, the structure of Gulf Coast Western's joint ventures, and the strategies employed to mitigate risks associated with oil and gas investments. The conversation also touches on the potential returns and the impact of legislative changes on the industry, providing listeners with a comprehensive understanding of how to navigate this investment landscape.

For more information or to contact Gulf Coast Western, please visit: www.gulfcoastwestern.com, or contact Heidi at hhenderson@engineerdtaxservices.com and mention this podcast episode for a special offer!

Takeaways

• Oil and gas investments offer unique tax advantages not found in other sectors.
• Gulf Coast Western has not drilled a dry hole in seven years, showcasing their risk mitigation strategies.
• Investors can achieve significant deductions in the first year of investment due to intangible drilling costs.
• The depletion allowance allows for tax-free income, enhancing the attractiveness of oil and gas investments.
• Diversification is key; Gulf Coast Western structures joint ventures with multiple wells to spread risk.
• Investing in oil and gas can be accessible to accredited investors with varying financial backgrounds.
• The company emphasizes transparency and communication with investors, providing regular updates and reports.
• Understanding the operational risks and commodity pricing is crucial for potential investors.
• Investors can utilize self-directed IRAs to invest in oil and gas, providing additional tax benefits.
• The oil and gas sector plays a vital role in promoting U.S. energy independence.

Chapters

00:00 Introduction to Gulf Coast Western

04:08 The Evolution of Gulf Coast Western's Operations

07:02 Understanding the Tax Advantages in Oil and Gas Investments

10:06 Investment Accessibility for Accredited Investors

13:07 Risk Mitigation Strategies in Oil and Gas Investments

15:49 Operational Risks and Market Fluctuations

19:02 The Future of Oil and Gas Investments

29:40 Exploring Risk vs. Reward in Oil Investments

31:05 Understanding ROI and Legislative Impacts

35:28 Investment Strategies and Expected Returns

40:18 Differentiating Gulf Coast Western in the Market

46:59 Advice for New Investors in Oil and Gas

56:20 Demystifying Oil and Gas Investments

56:46 Resources and Support for Investors

Website: https://engineeredtaxservices.com/
LinkedIn:https://www.linkedin.com/in/brian-payne-b0576720 

Summary

In this episode of the Slash Tax Podcast, host Heidi Henderson speaks with Brian Payne, the President and CFO of Engineered Tax Services. They discuss the importance of integrating human elements into finance and tax strategies, the challenges of navigating change in established companies, and the significance of company culture and values. Brian shares his journey, insights on leadership, and the necessity of understanding people in a remote work environment. The conversation emphasizes the mindset shift from viewing problems as obstacles to seeing them as opportunities for growth and innovation.

Takeaways

• Brian Payne emphasizes the importance of integrating human elements into finance.
• Company culture and values are critical for navigating change in established organizations.
• Leadership plays a vital role in guiding teams through transformation.
• Understanding people in a remote work environment enhances collaboration and productivity.
• Inspiration is a key differentiator in a technology-driven world.
• Breaking down silos within organizations can lead to exponential growth.
• Empowering staff fosters a culture of stewardship and accountability.
• Tax strategies should be viewed as tools for business growth and innovation.
• A mindset shift from problems to opportunities is essential for success.
• Creating a flourishing work environment leads to happier, more productive teams.

Chapters

00:00 Introduction 

01:32 Tax Strategies and Wealth Optimization

04:38 Navigating Change in Established Organizations

07:26 The Importance of People in Business

10:25 Creating a Culture of Growth and Innovation

13:35 The Role of Leadership in Transformation

16:37 Inspiration as a Business Differentiator

21:42 Breaking Down Silos for Collective Growth

29:24 Empowering Staff in a Remote Environment

34:19 Integrating Strategy with People-Centric Approaches

37:33 The Power of Perspective in Business

43:41 Creating a Culture of Joy and Fulfillment

Discount Code for HWW Podcast Listeners: TaxPlanIQ

Summary
In this engaging conversation, Dave Lukas shares his entrepreneurial journey, insights on tax planning, and the importance of mindset in achieving success. He discusses his experiences as a misfit entrepreneur, the impact of conditioning on personal and professional growth, and the innovative features of TaxPlan IQ, a software designed to revolutionize tax planning for CPAs. The discussion also touches on the evolving CPA industry, the significance of finding harmony in life and work, and practical takeaways for listeners to implement in their own lives.

Guest Information
Name: Dave Lukas
Email: dave@taxplaniq.com 

Website: www.TaxPlanIQ.com
LinkedIn: https://www.linkedin.com/in/davelukas/ 

Takeaways

• Dave's entrepreneurial journey began at a young age.
• The concept of being a 'misfit' is central to success.
• Conditioning from childhood shapes our beliefs and actions.
• TaxPlan IQ offers innovative solutions for tax planning.
• The CPA industry is undergoing significant changes.
• Success is often about replacing bad habits with good ones.
• Finding harmony in life is more important than balance.
• The little things in business can lead to big differences.
• Recognizing and changing limiting beliefs is crucial for growth.
• Focus on what you truly want to achieve in life.

Chapters

00:00 Introduction to Tax Strategies and Wealth Building

00:36 Meet Dave Lucas: Entrepreneur and Tax Innovator

01:18 The Impact of TaxPlan IQ on Business Tax Planning

01:48 Strategic Tax Planning for Financial Freedom

02:19 New Chapter

01:00:56 Insights on Entrepreneurship and Tax Strategy

01:01:24 Tools for Cutting Tax Bills and Building Wealth

01:01:39 Signing Off

Summary

In this conversation, Heidi Henderson and Dr. Jackie Meyer discuss the transformative power of strategic tax planning and advisory services. They explore Dr. Meyer's personal journey, the challenges faced by CPAs in achieving work-life balance, and the innovative solutions offered by Tax Plan IQ. The discussion highlights the importance of boundaries, the shift towards value pricing, and the integration of AI in tax planning. Dr. Meyer shares success stories from users of Tax Plan IQ and emphasizes the need for women in business to find their support networks and take decisive action in their careers.

Guest Information
Name: Jackie Meyer
Email: cpa@meyertax.com 

Website: taxplaniq.com
Facebook: facebook.com/jackiemeyercpa
LinkedIn: linkedin.com/in/jackiemeyercpa
TikTok / Other: https://www.youtube.com/@jackiemeyercpa

Takeaways

• Strategic tax planning can significantly enhance client outcomes and firm success.
• Personal pain often drives entrepreneurial inspiration and innovation.
• Work-life balance is crucial for CPAs to avoid burnout and maintain productivity.
• Setting boundaries is essential for managing client expectations and personal well-being.
• The shift towards strategic tax planning is being driven by industry changes and technology.
• Tax Plan IQ automates and simplifies the tax planning process for professionals.
• The ROI method of value pricing allows CPAs to charge based on estimated tax savings.
• AI can enhance tax planning efficiency but should be used thoughtfully.
• Success stories from Tax Plan IQ users demonstrate the platform's effectiveness in increasing revenue.
• Women in business should seek supportive networks and take bold actions to achieve their goals.

Chapters

00:00 Jackie Interview

37:44 Transforming Client Outcomes with Strategic Tax Planning

38:40 Innovative Value Pricing and Technology in Tax Advisory

39:08 New Chapter

Visit the website:
Deferred.com

Summary

In this conversation, Heidi Henderson and Judd Schoenholtz discuss the transformative potential of 1031 exchanges in real estate investment, focusing on the innovative no-fee exchange model offered by Deferred. They explore the historical context of 1031 exchanges, the importance of compliance and transparency, and the role of technology and AI in streamlining the process. Judd shares insights on the challenges faced by investors and the need for better tools and resources, while also providing advice for entrepreneurs looking to innovate in the financial space.

 
Guest Information
Name: Judd Schoenholtz

Email: judd@deferred.com

Phone Number: (866) 442-1031

Website: www.deferred.com

LinkedIn: https://www.linkedin.com/in/juddschoenholtz/ 

Takeaways

• Deferred is revolutionizing the 1031 exchange process.
• The no-fee exchange model eliminates unnecessary costs for clients.
• 1031 exchanges have been part of the tax code since 1921.
• Less than 10% of eligible properties utilize 1031 exchanges.
• Transparency and compliance are crucial in the exchange process.
• Technology can significantly improve the efficiency of exchanges.
• AI tools are being developed to assist in the exchange process.
• Entrepreneurs should focus on starting and iterating based on customer feedback.
• The partnership between cost segregation and 1031 exchanges maximizes tax benefits.
• Innovative tools can help real estate brokers explain tax implications effectively.

Chapters

00:00 Introduction to 1031 Exchanges and Deferred
05:30 The Evolution of 1031 Exchanges
08:21 The Impact of Tax Reform on 1031 Exchanges
11:31 Innovations in Technology for 1031 Exchanges
14:23 Understanding the No Fee Exchange Model
17:23 IRS Compliance and Audit Trails
20:24 Advantages for First-Time Investors
24:24 Self-Service Revolution in 1031 Exchanges
27:56 Enhancing CPA Collaboration and Efficiency
32:09 The Role of Technology in Real Estate Transactions
35:32 Innovations on the Horizon for 1031 Exchanges
42:26 Advice for Aspiring Entrepreneurs
49:03 Introduction to Deferred and Its Impact
50:06 Final Outro

Summary

In this inaugural episode of the Slash Tax Podcast, host Heidi Henderson shares her personal journey from a college mentorship in the early '90s to becoming a tax strategist, real estate investor, and executive at Engineered Tax Services and Engineered Insurance Services. She discusses her passion for helping clients reduce their largest expense—income taxes—and reinvest those savings into income-producing assets. Heidi outlines the mission of the podcast: to bring together leading CPAs, tax strategists, investors, and entrepreneurs to share insights, real-world strategies, and inspiring stories. Listeners can expect complex topics broken down into practical and actionable steps to reduce tax burdens, protect wealth, and build a financial legacy.

Host Information

This episode features host Heidi Henderson.

Email: heidi@engineeredtaxservices.com
Website: www.engineeredtaxservices.com
Linktree: Heidi Henderson
Instagram: @Engineeredtaxadvisory

Takeaways

• Strategic tax planning is essential for financial freedom.
• Combining business acumen with strategic thinking can unlock new possibilities.
• Understanding and utilizing tax incentives can significantly reduce income taxes.
• Reinvesting tax savings into income-producing assets is a pathway to building wealth.
• The Slash Tax Podcast aims to provide actionable insights for CPAs, investors, and entrepreneurs.