What Your CPA Gets Wrong About The STR Tax Loophole w/ Amanda Han & Matt MacFarland from Keystone...

Michael ChangNov 28, 202541m 55s54 viewsScore 82
Pricing & Profitability
intermediate
Tax Strategy
Bookkeeping
Expenses
Profitability
Experienced Hosts
M

Summary

AI-generated

This episode of "STR Like the Best" features tax experts from Keystone CPA, Amanda Han and Matt MacFarland, discussing the short-term rental (STR) tax loophole and common mistakes made by CPAs. They cover material participation tests, the grouping election, what counts toward hours worked, and best practices for documentation to avoid IRS issues. The discussion emphasizes that the 100% bonus depreciation makes this a good time to offset income through STR investments if done correctly.

Key insights

  • Properties with lower land values offer greater tax benefits due to the higher proportion of the purchase price allocated to the depreciable building.

Mistakes to avoid

  • Don't assume that tax preparers understand the nuances of STR tax rules. Watch out for these red flags with your CPA: saying you make too much money, you work too many hours at your job, and you need to be a real estate professional. Find an accountant experienced in this niche.

Tools & resources

  • Keystone CPAservice

    Consult with Keystone CPA for expert tax advice specific to short-term rental investments.

Curated by Learn STR by GoStudioM · Summary & key insights generated by AI · Reviewed by editorial