☕ Coffee Playdate Podcast with Amanda Han, CPA

Amanda Han has been a CPA for 25+ years and co-leads Keystone CPA with her husband. Most people find her because their current accountant is reactive. She is not. Her firm works nationwide with investors who want to use real estate, entity structure, retirement planning, and alternative investments to build wealth and pay less tax — legally.

Two myths she hears constantly:

• Tax benefits are only for people with huge portfolios. Not true.
• You have to do real estate full-time. Also not true.

We also talk about:

• How she landed in real estate tax by accident at a Big Four firm
• Why wealthy clients call their CPA before they make decisions
• Writing tax books in plain English instead of code-speak
• Working with her husband (she’s the visionary; he’s the technical filter)
• Hiring before it feels “affordable”
• Looking at out-of-state rentals as investments, not vacation homes
• AI tools like Hospitable and strIQ
• Specializing like a physician instead of being a “do everything” accountant
• The One Thing by Gary Keller and Jay Papasan

If you are a physician or high earner who keeps saying “I should look at real estate,” this episode is the planning conversation most people never have with their accountant.

Timelines

00:00 – Welcome + pineapple strawberry tea ☕+ Opening games
02:38 – Who Amanda is + Keystone CPA
04:26 – Two big real estate tax myths
06:45 – How she got into this work
08:20 – Why they wrote the books in plain English
09:44 – Working with her husband
10:35 – Mindset: hire for profit, not “cost”
13:09 – First property fear + out-of-state investing
14:48 – AI in rentals (Hospitable, strIQ)
16:16 – Team cruise after tax season
18:14 – Advice: pick a specialty
19:56 – How she keeps learning
21:24 – Book pick: The One Thing
22:41 – How to find Amanda

Want more from Amanda Han?

• Keystone CPA → https://www.keystonecpa.com/
• Instagram & YouTube → Amanda Han CPA
• Book → Tax Strategies for the Savvy Real Estate Investor (Amazon, Barnes & Noble)

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💬 Subscribe & Share. If this conversation helped you think differently about taxes and real estate, send it to a colleague who is still waiting until December. One intentional step at a time ✨
— Dr. Olga Deengar, Coach Olga MD
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