The Book on Advanced Tax Strategies: Cracking the Code for Savvy Real Estate Investors

This book is a great tutorial-style introduction for anyone looking to better understand how to structure and grow a real estate investing business. It breaks down complex tax concepts in a way that’s approachable and actionable, especially if you’re serious about investing strategically. I appreciated that it’s written with a business-owner mindset, not just theory. It helped clarify how different strategies fit together and gave me a clearer framework as I think about my next investment. Bottom line: A solid, educational read for investors who want to be more intentional and informed about building a real estate business. I’m looking forward to putting some of these ideas into practice.

Great book.

I thoroughly enjoyed this book. As a novice investor, I was able to better understand and plan how my decisions will affect my taxes. Tax planning is key and should be proactive. Highly recommend this book for any RE investor, established or brand new.

The "sequel" to the authors' first book on tax strategies for real estate investors is an easy to read, approachable and well written book that allows the investor to "issue spot" and ask questions to their tax preparer and legal advisor on deal structuring, 1031 exchanges, Opportunity Zones, self-directed retirement accounts and more. While not as useful or actionable as the first book (which is a five star must read) this book truly is advanced strategies that are not going to be able to be implemented by the investor without professional help. A good read, and if you are pushing that six figure income/seven figure portfolio value, a must read.

They covered a lot of new and more in depth material that I hadn’t read before and I was pleasantly surprised about all the strategies!

I just converted a personal residence to a rental property and thought it would be helpful to become familiar with some of the potential implications. I am glad I selected this book. It presents the tax consequences of various real estate investment strategies in a straight forward manner. It offers many ways to potentially reduce or defer taxes through a number of different strategies. Some of the strategies can be quite complex and they emphasize the need to work with a knowledgeable tax advisor, but sufficient background is provided to be able to discuss your specific situation to maximize your potential benefits.

This was a fantastic book. Concise, well written with numerous examples. It saved me thousands. One misconception I had was that my cpa would be proactive about reducing my tax burden. I was wrong. I brought up a few strategies laid out in this book, specifically full time real estate designation for my spouse and cost segregation analysis. His reply was "yes, that would save you a lot of money". Thanks pal. I am likely not alone in this situation. Highly recommend reading this book and then consulting your cpa to see if the strategies are appropriate for you. Also, fire your cpa if they're anything like mine!

We recently purchased this book. We started reading and have not finished yet. So far the book is very good. It is straight to the point and backed by examples. So it’s very easy to understand. We also recently decided to become Amanda and Matt’s client. We have not had a meeting yet but we are confident that we are in good hands.

great book, a lot of insights not easy to get elsewere