The Tax Strategy
High-Income Earners Aren’t Taught
A 90-minute workshop for high-income professionals, real estate investors, and business owners who are tired of being surprised by their tax bill and ready to be strategic instead.
Access is available for a limited time!
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How a $350k business owner slashed her taxes by over $30k
How a couple making $500k+ in W-2 unlocked over $105k in tax savings
How a $1.5M+ physician slashed their taxes with just 3 strategies
How a $4M creator offset their taxes using entities, retirement, & investments
Who This Training is For
This workshop is perfect if you are:
✅ A high-income professional or business owner
✅ A real estate investor or aspiring investor
✅ Paying too much in taxes year after year
✅ Ready to implement advanced, real-world tax & investing strategies
✅ Interested in building generational wealth (not just working harder)
The 5 Tax Mistakes You’re Probably Making
❌ Mistake #1 — Missing Strategic Tax Deductions
Most taxpayers leave deductions on the table every year, especially business owners, high-income earners, and real estate investors.
Getting an understanding of what you can legally write-off is the first step to keeping more of your earnings.
❌ Mistake #2 — Being Reactive Instead of Proactive With Tax Planning
Dealing with taxes once a year, scrambling at filing time and hoping for the best.
The biggest tax savings opportunities happen when you plan ahead.
❌ Mistake #3 — Not Using the Optimal Entity Structures
A simple S-Corp or LLC may not be enough. The wrong entity can cost you thousands in tax savings.
Without holistic planning, you lose access to powerful tax savings & wealth acceleration opportunities.
❌ Mistake #4 — Working With Tax Preparers Instead of Tax Strategists
Most accountants are trained to file tax returns, not to proactively design tax strategies.
If you’re the one bringing ideas you learned online to your accountant and asking, “Can we do this?”, you’re working with the wrong person.
❌ Mistake #5 — Lack of Integrated Tax + Investment Plan
When your accountant, financial advisor, and attorney don’t work together cohesively, your wealth leaks through gaps.
Having a team of advisors working together helps to ensure your financial decisions are optimized for growth and protection.
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Amanda Han, CPA & Matt MacFarland CPA, MST
Founders of Keystone CPA, Inc., an award-winning CPA firm helping clients nationwide to save on taxes using proactive tax planning strategies.
Amanda and Matt are known for their proactive, strategy-first approach to tax planning. They have unique experience in bringing top-notch tax saving strategies of America's super wealthy clients to everyday taxpayers.
Career Highlights
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Helped thousands of clients nationwide legally reduce their tax liability through proactive, strategy-driven tax planning.
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Author of the top-selling book Tax Strategies for the Savvy Real Estate Investor, widely regarded as a foundational guide for real estate tax planning.
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Featured experts in major media outlets including the Forbes Finance Council, Money Magazine, CNBC News, and Talks@Google.
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Recognized as an Inc. 5000 company, reflecting Keystone CPA’s rapid growth and impact nationally.
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Trusted personal tax advisor to some of today's top thought-leaders in real estate and business.
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Known for translating complex tax law into practical, investor-focused strategies that emphasize compliance, clarity, and long-term wealth preservation.
Sarah Weaver
I don’t know about you, but I do not like recommending anything unless I have personally tried it. Which is why I am excited to share that I have saved $72,000 on taxes thanks to Keystone CPA. After extensive research, I decided to work with Amanda Han and her team at Keystone CPA. Here’s what I can tell you: after eight months of working with them, I have saved tens of thousands and have a better understanding of my tax plan not only for 2023 and 2024 but also for the next three to five years and beyond.
Tarek & Heather El Moussa
Both of us have been extremely happy working with Keystone CPA on our tax planning for both personal and business. They saved us big time when they found some errors in our old tax returns. Thanks to them, we're able to claim our tax refunds and get our money back. We can't recommend them enough because we've finally found a tax team who truly specializes in tax planning and that we can trust.
Albert Bui
There are many accountants who are experts in taxation, but knowing the code is just the science part of it. It takes a fine combination of art & science to be effective at really listening to a client's lifestyle, scenario, work, & hobbies to marry these to the legally tax saving strategies available. This is the element they have that separates them from the competition!
