Slash Tax

Heidi Henderson
  • 5.0 (1)
  • Investing
  • Updated Biweekly

Slash Tax is your go-to podcast for legal tax strategies, powerful incentives, and tax-advantaged investments. Hosted by Heidi Henderson, this show is designed for high-income earners, business owners, real estate investors, and CPAs who want to cut tax bills, keep more cash, and build lasting wealth. Each episode brings expert insights, actionable strategies, and real-world examples—helping you take control of your financial future.

  1. 4d ago

    The Roth IRA for Capital Gains Nobody Talks About

    What if a capital gain could be deferred for five years, partly discounted, and then everything it grows into came back to you tax free? Opportunity Zones started under the 2017 Tax Cuts and Jobs Act to push private investment into underserved communities. The One Big Beautiful Bill Act made them permanent and created a new generation of zones starting in 2027. In Part 2 of her conversation with Todd Lofgren of Alternative Tax Management, Heidi Henderson walks through what Opportunity Zones 2.0 actually changes and who it makes sense for. The original program had one fixed deferral date. The new version rolls. Every investment gets its own five year deferral, a 10% step up in basis if held five years, and 30% if the project sits in a rural zone, which now includes farms, ranches, and agricultural land. Hold for 10 years and the growth can be sold with no tax owed. That is why the industry calls a QOZ a Roth IRA for capital gains. Heidi also raises a difference she says nobody talks about. In a 1031 exchange, every dollar of proceeds has to roll into the next property. With a QOZ, you only reinvest the gain and you keep the rest. For investors who want out of real estate entirely, it works as a second exit after the DST strategy covered in Part 1. Todd covers what qualifies as a gain, why you have 180 days to invest it, and how some funds return capital at year five to help cover the tax bill when the deferred gain comes due. He explains why a gain triggered in the second half of 2026 can end up with close to six years of deferral, and why his team only brings on funds with a track record through multiple economic cycles. Both of them keep coming back to the same rule. Investment first, tax benefit second. A great tax incentive does not make a bad investment good. KEY TOPICSWhat an Opportunity Zone is and how each governor picks the tracts | The $160 billion invested since 2017 and what it did to household income and unemployment | Why the zones are now permanent and what is still unknown about the new tracts | The rolling five year deferral under QOZ 2.0 | The 10% step up in basis, and 30% for rural zones | Why a QOZ behaves like a Roth IRA for capital gains | QOZ 1.0 vs QOZ 2.0 | Why only the gain is reinvested, not the full sale price | 1031 exchange vs Opportunity Zone | Stock, crypto, art, and business sales as qualifying gains | The 180 day investment window | How some funds help investors pay the tax at year five through energy and real estate refinancing | Why business QOZs are rare and most funds are run by developers | Only investing what you can leave alone for 10 years | The biggest mistake: chasing the tax break without vetting the investment ABOUT TODD LOFGRENTodd Lofgren has over 25 years of experience in the financial services industry working with institutional asset managers, providing investment solutions to financial advisors and CPAs. He uses his diverse background to partner with advisors, accounting professionals, and others to deliver tax advantaged solutions for high net worth clients and small business owners. Todd lives in Berwyn, Pennsylvania with his wife Lianne and their three children, and in his free time enjoys tennis, pickleball, golf, and live music. CONNECT WITH TODD LOFGREN & ALTERNATIVE TAX MANAGEMENTWebsite: https://www.alternativetaxmanagement.com/LinkedIn: https://www.linkedin.com/in/todd-lofgren-awm/Email: tlofgren@alternativetm.com Resources:Get A Free Cost Segregation Benefit Analysis Here:https://portal.engineeredtaxservices.com/get-started?ref_id=njg2zdv IRS Audit Technique Guidelines:https://www.irs.gov/pub/irs-pdf/p5653.pdf Baselane Affiliate Link:https://baselane.com/engineeredtaxservices Baselane Promo Code: ENGINEERING6Use promo code ENGINEERING6 to receive 6 months of free Baselane Smart premium tier. Enter the code when prompted to subscribe to Baselane Smart. Links:LinkedIn - linkedin.com/in/heidihendersonInstagram - instagram.com/slashtaxwithheidiFacebook - facebook.com/slashtaxwithheidihttps://app.411core.com/r/XCB LEARN MOREEngineered 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 Qualified Opportunity Zone funds carry risk, fees, illiquidity, and strict compliance requirements. Any figures discussed are illustrative and not a guarantee of future results. Nothing in this episode is investment, tax, or legal advice. Evaluate any QOZ investment with a qualified tax, legal, and investment professional before acting. Subscribe to Slash Tax | Leave a review | Share with someone sitting on a big capital gain

  2. Sep 23

    Sell Your Rentals, Skip the Tax Bill: The 1031 DST Explained

    You have owned the property for years. It has appreciated. You have depreciated it down to almost nothing. Now you are tired of tenants, tired of toilets, tired of property managers, tired of making decisions about roofs and HVAC systems and lease renewals. So you decide to sell, and then your CPA tells you exactly how much tax you are going to owe. Most investors know a 1031 exchange defers that gain. The catch is that a traditional 1031 puts you right back into another piece of real estate you have to identify, acquire, own, and manage. Heidi Henderson sits down with Todd Lofgren of Alternative Tax Management to walk through the option a surprising number of investors have never heard of. The Delaware Statutory Trust. A DST lets you roll your proceeds into fractional ownership of a professionally managed portfolio of properties. It satisfies the 1031 requirements, it keeps you invested in real estate, and it moves the day to day management to a sponsor. Todd calls it the exit ramp from the managerial role. Todd and Heidi get into the mechanics. What you actually own, how sponsors structure the trust, why the debt on your old property has to come with you, and how distributions come back tax friendly because depreciation starts over. They also cover what you give up: zero liquidity, no control, and a four to seven year hold. If you ever cash out, the capital gains and 25% depreciation recapture from that original property follow you the entire way. Todd also breaks down the due diligence side, which is where most investors are flying blind. Boutique shops with creative marketing and nothing behind the fact sheets. Offerings that hit their capital raise and vanish. Why real inventory matters when your proceeds are ready to move. KEY TOPICSWhat a Delaware Statutory Trust is, its 1988 origin in Delaware, and the 2004 IRS ruling that made DSTs valid 1031 replacement property in all states | Sponsors, accredited investors, and the $100,000 typical minimum | The boot problem and how leftover 1031 proceeds avoid a tax bill | Diversifying across sponsors, locations, and asset classes from multifamily to self storage to net lease | Why the qualified intermediary process stays the same and why constructive receipt kills the exchange | Why a low basis after cost segregation makes selling so expensive | A $500,000 purchase that appreciated to $1 million, and why your debt has to be replaced inside the DST | Monthly and quarterly distributions and why the income is tax friendly | The four to seven year horizon and what happens at full cycle | What it costs to exit: capital gains plus 25% depreciation recapture | The legacy play and the step up in basis for heirs | Zero liquidity in a DST vs UPREIT liquidity windows | How to tell a quality DST from one to avoid | Why calling before you sell beats calling on day 43 ABOUT TODD LOFGRENTodd Lofgren has over 25 years of experience in the financial services industry working with institutional asset managers, providing investment solutions to financial advisors and CPAs. Todd uses his diverse background to partner with advisors, accounting professionals, and others to deliver tax advantaged solutions for high net worth clients and small business owners. He lives in Berwyn, Pennsylvania with his wife Lianne and their three children, and in his free time enjoys tennis, pickleball, golf, and live music. CONNECT WITH TODD LOFGREN & ALTERNATIVE TAX MANAGEMENTWebsite: https://www.alternativetaxmanagement.com/LinkedIn: https://www.linkedin.com/in/todd-lofgren-awm/Email: tlofgren@alternativetm.com Resources:Get A Free Cost Segregation Benefit Analysis Here:https://portal.engineeredtaxservices.com/get-started?ref_id=njg2zdv IRS Audit Technique Guidelines:https://www.irs.gov/pub/irs-pdf/p5653.pdf Baselane Affiliate Link:https://baselane.com/engineeredtaxservices Baselane Promo Code: ENGINEERING6Use promo code ENGINEERING6 to receive 6 months of free Baselane Smart premium tier. Enter the code when prompted to subscribe to Baselane Smart. Links:LinkedIn - linkedin.com/in/heidihendersonInstagram - instagram.com/slashtaxwithheidiFacebook - facebook.com/slashtaxwithheidihttps://app.411core.com/r/XCB LEARN MOREEngineered 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 DSTs are investments. They carry risk, fees, liquidity restrictions, and specific tax requirements. Any return figures discussed are historical or hypothetical and are not a guarantee of future performance. Nothing in this episode is investment, tax, or legal advice. Evaluate any DST with a qualified tax, legal, and investment professional before acting. Subscribe to Slash Tax | Leave a review | Share with an investor who is ready to stop managing property TIMESTAMPS00:00 Tired of tenants, tired of toilets00:40 The problem with selling appreciated real estate01:44 Why a traditional 1031 puts you back into another property02:20 Meet Todd Lofgren of Alternative Tax Management05:02 Who comes looking for a DST and why06:32 The boot problem: leftover 1031 proceeds with nowhere to go07:38 What a Delaware Statutory Trust actually is07:52 1988 in Delaware and the 2004 IRS ruling that opened it up09:12 Accredited investors and the $100,000 minimum09:48 What you actually own and how property type drives distributions11:25 Diversifying across sponsors, locations, and asset classes12:37 The qualified intermediary and avoiding constructive receipt13:47 Why DSTs fill their capital raise and disappear14:43 When cost segregation leaves you with no basis left15:12 The due diligence gap most investors never see18:08 Smaller trusts vs the massive conglomerate funds20:29 The numbers: a $500,000 purchase that appreciated to $1 million21:03 Why your debt has to come with you into the DST22:01 How you get paid: monthly and quarterly distributions23:42 The four to seven year horizon and expected returns24:23 Capital gains and 25% depreciation recapture if you exit24:49 The legacy play: step up in basis for your heirs26:19 UPREIT liquidity windows vs zero liquidity in a DST28:05 Why baby boomers are driving DST demand28:40 What separates a great DST from one to avoid30:24 When to call: before you sell, or on day 43 if you have to32:20 How to reach Todd and final takeaways

  3. Sep 9

    Active vs Passive: Why Your Rental Losses Can't Touch Your W-2

    You bought the rental. You ran the cost segregation study. Now you have a six figure paper loss sitting on your return and it does nothing for the tax coming out of your paycheck.   In this solo deep dive, Heidi Henderson breaks down the rule that decides all of it. Active versus passive activity. The IRS treats every rental as passive by default, so those losses get trapped and never offset your W-2 income unless you cross into material participation. You don't get to step over that line. You have to earn your way across it.   Heidi walks through both routes. Real estate professional status takes 750 hours a year plus more than half of your total working time, which is close to impossible if you have a full time job. She also kills the myth that you need a real estate license to qualify. The short term rental loophole is the far more realistic path. If your average stays are seven days or less, the IRS stops treating the property as a rental at all, and 100 documented hours can be enough to trigger active treatment.   She also covers the play most investors miss completely. On a joint return, only one spouse has to materially participate for the whole portfolio to go active.   Then the five mistakes that blow the strategy apart, including the personal use limit that quietly wipes out every dollar of depreciation, and why documentation is the only thing standing between you and a disallowed deduction under audit.   KEY TOPICS Why the IRS classifies every rental as passive by defaultThe 750 hour rule for real estate professional status and the more than 50% catchWhy a real estate license is not required for REPSHow the short term rental loophole works and the seven day average stay testThe 500 hour test versus the 100 hour test and the "more than anyone else" requirementThe married filing jointly strategy that unlocks an entire portfolioFive ways investors destroy the STR strategy: misclassification, stacked lease extensions, personal use over 14 days or 10% of rental days, untracked helper hours, and local bansWhy short term rentals depreciate over 39 years instead of 27.5$64,000 versus $795,000 in year one depreciation on the same buildingWhy structure comes first and cost segregation second  ABOUT HEIDI HENDERSON Heidi Henderson is an Executive Vice President at Engineered Tax Services and the host of Slash Tax. She has spent over 25 years in the tax world and is an active real estate investor herself, helping business owners and real estate investors apply specialty tax incentives like cost segregation, R&D credits, and energy incentives, legally and ethically.   Resources: Get A Free Cost Segregation Benefit Analysis Here: https://portal.engineeredtaxservices.com/get-started?ref_id=njg2zdv   IRS Audit Technique Guidelines: https://www.irs.gov/pub/irs-pdf/p5653.pdf   Baselane Affiliate Link: https://baselane.com/engineeredtaxservices   Baselane Promo Code: ENGINEERING6 Use promo code ENGINEERING6 to receive 6 months of free Baselane Smart premium tier. Enter the code when prompted to subscribe to Baselane Smart.   Links: LinkedIn - linkedin.com/in/heidihenderson Instagram - instagram.com/slashtaxwithheidi Facebook - facebook.com/slashtaxwithheidi https://app.411core.com/r/XCB   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 an investor whose losses are stuck on paper

  4. Jul 8

    Mr. Wonderful's Tax Firm Is Breaking the Mold (Here's How)

    This episode breaks down the difference between tax preparation and tax strategy using one of the best analogies we've heard: your CPA is like the grocery store cashier ringing you up accurately, but nobody walked the aisles with you finding coupons and better deals. TaxHive is that missing piece. With their average client saving $60-70K in identified tax savings, a money-back guarantee, and Kevin O'Leary as an equity partner, this conversation will change how you think about your tax team. Host Heidi Henderson sits down with Devan Egan, President of TaxHive, a Kevin O'Leary-backed tax strategy firm that's redefining how business owners and real estate investors approach tax planning. Devan shares how TaxHive identified a massive gap between tax compliance and tax strategy, and why most business owners are unknowingly overpaying simply because their CPA was never hired to find savings. KEY TOPICSTax strategy vs tax compliance and why most CPAs only do one | How Kevin O'Leary became an equity partner in TaxHive | The grocery store cashier analogy for understanding your CPA | Why 86% of CPA firms have fewer than 10 employees and what that means for you | Most commonly missed strategies: Augusta Rule, S-corp elections, cost segregation, R&D credits, solo 401Ks, oil and gas | Dynasty strategies for high-impact savings | TaxHive's money-back guarantee model | Why AI can help but cannot replace licensed tax professionals | Forward-looking tax planning vs rearview mirror filing | How TaxHive scales with technology while maintaining personal service ABOUT DEVAN EGANDevan Egan is an entrepreneur and business strategist serving as President of TaxHive, where he leads the company's vision, business development, and strategic partnerships. With a background in real estate sales and marketing, Devan identified a critical gap between tax compliance and proactive tax strategy for Main Street business owners. He also owns three Club Pickleball USA locations in Utah and leads Club Mastermind, a private network of 125+ clubs across the U.S. and Canada. CONNECT WITH DEVAN EGAN & TAXHIVE Website: taxhive.comInstagram: @realtaxhiveEmail: devan@taxhive.com Resources:Get A Free Cost Segregation Benefit Analysis Here: https://portal.engineeredtaxservices.com/get-started?ref_id=njg2zdv IRS Audit Technique Guidelines: https://www.irs.gov/pub/irs-pdf/p5653.pdf Baselane Affiliate Link: https://baselane.com/engineeredtaxservices Baselane Promo Code:ENGINEERING6 Use promo code ENGINEERING6 to receive 6 months of free Baselane Smart premium tier. Enter the code when prompted to subscribe to Baselane Smart. Get A Free Cost Segregation Benefit Analysis Here: https://portal.engineeredtaxservices.com/get-started?ref_id=njg2zdvIRS Audit Technique Guidelines: https://www.irs.gov/pub/irs-pdf/p5653.pdf Links:LinkedIn - https://linkedin.com/in/heidihendersonInstagram - https://www.instagram.com/slashtaxwithheidi/Facebook - https://www.facebook.com/slashtaxwithheidi/https://app.411core.com/r/XCB LEARN MOREEngineered 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 a business owner ready to stop overpaying TIMESTAMPS00:00 Introduction to TaxHive and Devan Egan03:07 Identifying the gap between compliance and strategy05:55 Why specialized tax knowledge matters for real estate investors09:14 Democratizing the tax code for every taxpayer12:05 The grocery store cashier analogy: CPA compliance vs strategy15:13 How Kevin O'Leary became an equity partner18:15 Maintaining service quality while scaling to thousands of clients27:49 Technology as the backbone of client experience28:53 TaxHive's money-back guarantee and ROI model32:07 Top missed tax strategies: Augusta Rule, S-corp, cost seg, R&D36:27 Navigating complex strategies: Is the juice worth the squeeze?40:34 AI in tax planning: Helpful tool but not a replacement46:07 The onus is on the taxpayer: Why documentation matters49:09 Serving clients nationwide through technology and portals53:32 Outro and how to connect with TaxHive

    Mr. Wonderful's Tax Firm Is Breaking the Mold (Here's How)

  5. May 27

    Clean Books, Bigger Deductions, More Free Time: The Platform Built Just for Real Estate Investors

    What if your books were tax-ready every single day without spending hours on spreadsheets, chasing receipts, or juggling multiple bank accounts? "Information is power." In this episode, Heidi Henderson sits down with Mathias Korder, co-founder of Baselane, to break down the financial platform built exclusively for real estate investors. From automated bookkeeping and property-level banking to AI-powered transaction categorization with 95% accuracy, Baselane is solving the problems that have plagued rental property owners for years. "Can you tell me your annual rate of return? There's like one person in every room that can answer that question." Heidi and Mathias dig into how the platform consolidates every LLC, every property, and every transaction into one login. They talk about why most investors can't answer the simple question of what their actual ROI is, and how having clean, organized financial data changes everything from tax strategy to long-term wealth building. Whether you own two doors or two hundred, this conversation covers why the right financial infrastructure is the foundation of every smart real estate investment. "What you get in is what you get out. Garbage in, garbage out." What You'll Learn in This Episode: How Baselane consolidates banking, bookkeeping, and rent collection into one platform designed specifically for real estate investors. Why clean financial data is the foundation of every effective tax strategy and how messy books lead to missed deductions. How AI-powered transaction tagging works and why it's replacing hours of manual categorization. The simple onboarding process for investors who already have existing bank accounts, properties, and years of transaction history. How Baselane's receipt capture tool matches expenses to transactions automatically. Why the platform is free to start and how it makes money without hidden fees. What's coming next with AI-driven financial intelligence that proactively identifies savings opportunities for investors. "A customer needs to get value within the first five minutes." Chapters: 00:00 Introduction to the Slash Tax Podcast and Baselane Partnership 02:59 Why Most Investors Don't Actually Know Their ROI 06:06 How Baselane Automates Banking, Bookkeeping, and Rent Collection 09:03 Onboarding: Bringing Existing Accounts and History Into the Platform 12:15 Receipt Management and AI-Powered Transaction Matching 15:03 Customer Support Built by Real Estate Finance Experts 18:09 The Future of AI-Driven Financial Intelligence for Investors 19:55 Growth, Market Positioning, and Who Baselane Serves 22:03 How to Get Started and Final Takeaways "We want to be a CFO in our customers' pockets." Resources: Get A Free Cost Segregation Benefit Analysis Here: https://portal.engineeredtaxservices.com/get-started?ref_id=njg2zdv IRS Audit Technique Guidelines: https://www.irs.gov/pub/irs-pdf/p5653.pdf Baselane Affiliate Link: https://baselane.com/engineeredtaxservices Baselane Promo Code:ENGINEERING6 Use promo code ENGINEERING6 to receive 6 months of free Baselane Smart premium tier. Enter the code when prompted to subscribe to Baselane Smart. Get A Free Cost Segregation Benefit Analysis Here: https://portal.engineeredtaxservices.com/get-started?ref_id=njg2zdvIRS Audit Technique Guidelines: https://www.irs.gov/pub/irs-pdf/p5653.pdf Links:LinkedIn - https://linkedin.com/in/heidihendersonInstagram - https://www.instagram.com/slashtaxwithheidi/Facebook - https://www.facebook.com/slashtaxwithheidi/

    Clean Books, Bigger Deductions, More Free Time: The Platform Built Just for Real Estate Investors

  6. Apr 30

    Cost Segregation Secrets They Don't Tell You: Why Your Cheap Report Could Cost You Everything

    Summary Heidi Henderson from Engineered Tax Services discusses the complexities of cost segregation studies, emphasizing the importance of quality, methodology, and supporting documentation to maximize tax benefits and ensure IRS audit readiness. Key  Topics Cost segregation methodology and standardsDifferences between engineering-based and basic reportsRed flags in cost segregation studiesImportance of detailed documentation and site visitsFuture asset disposition and ongoing benefitsTakeaways Cost segregation is not a commodity; quality varies significantly.The IRS has no formal standards for cost segregation studies.A detailed engineering approach provides the most support and benefit.Red flags include no land value, no site visit, and lack of detail.Choosing a licensed engineering firm ensures audit protection.Chapters 00:00 Understanding Cost Segregation Pricing Variability 03:02 Defining Quality in Cost Segregation Studies 06:00 IRS Guidelines and Methodologies for Cost Segregation 08:52 Key Elements of a Quality Cost Segregation Study 12:11 Comparing Engineering-Based Studies to Basic Reports 15:03 Identifying Red Flags in Cost Segregation Reports 18:14 The Importance of Detailed Engineering in Cost Segregation 21:04 Understanding Partial Asset Disposition (PAD) 23:59 Evaluating Cost Segregation Providers 26:50 The Long-Term Value of Quality Cost Segregation 29:58 Questions to Ask Your Cost Segregation Provider 33:08 The Risks of Low-Cost Cost Segregation Studies 36:04 Final Thoughts on Cost Segregation ResourcesGet A Free Cost Segregation Benefit Analysis Here: https://portal.engineeredtaxservices.com/get-started?ref_id=njg2zdvIRS Audit Technique Guidelines: https://www.irs.gov/pub/irs-pdf/p5653.pdf Links:LinkedIn - https://www.linkedin.com/in/heidihenderson/Instagram - https://www.instagram.com/slashtaxwithheidi/Facebook - https://www.facebook.com/slashtaxwithheidi/

    Cost Segregation Secrets They Don't Tell You: Why Your Cheap Report Could Cost You Everything

  7. Apr 15

    LLC Structuring Secrets For Real Estate & Digital Nomads: Bobby Casey on International Tax Strategy

    SummaryExplore international tax strategies, entity structuring, and how entrepreneurs can optimize their global presence to reduce tax liabilities and enhance wealth preservation. Featuring expert Bobby Casey, founder of Business Anywhere.io. Key TopicsInternational tax optimizationEntity structuring for entrepreneursLiving abroad and tax benefits GuestBobby CaseyWebsite - https://businessanywhere.ioYouTube - https://www.youtube.com/c/BusinessAnywhere "Income tax fuels almost nothing in local communities""Tax incentives drive economic growth and investment" "The U.S. is the biggest tax haven in the world" Chapters00:00 Introduction to Tax Strategies and International Consulting11:02 Bobby's Entrepreneurial Journey and Tax Optimization19:58 Business Anywhere: Services and Solutions for Entrepreneurs28:03 Living Abroad: Tax Benefits and Opportunities for Americans32:46 Understanding Tax Residency and Vital Interest34:41 Maximizing Tax Benefits for Entrepreneurs36:04 Navigating Foreign Tax Credits and Exclusions38:34 Exploring Global Tax Strategies: Costa Rica and Beyond40:37 Puerto Rico: Tax Benefits and Residency Requirements42:57 Mexico's Unique Tax Residency Rules45:06 The Gray Areas of International Tax Law47:04 Identifying the Ideal Client for International Tax Consulting51:44 The Non-Habitual Resident Tax Regime in Portugal54:42 Complexities of LLCs and International Taxation57:27 The Rise of Digital Nomadism and Remote Work01:00:03 Exploring Business Structures Globally01:00:32 Maximizing Tax Incentives and Strategies01:01:20 Slash Tax (4).mp4 ResourcesBusiness Anywhere.io - https://businessanywhere.ioIRS Form 2555 - Foreign Earned Income Exclusion - https://www.irs.gov/forms-pubs/about-form-2555U.S. Tax Treaties and International Tax Law - https://www.irs.gov/businesses/international-businessesCosta Rica Residency and Tax Benefits - https://costarica.comPortugal Non-Habitual Resident (NHR) Regime - https://portugal.gov.pt/en/services/non-habitual-residents-regimeCongressional Budget Office (CBO) - https://www.cbo.gov

    LLC Structuring Secrets For Real Estate & Digital Nomads: Bobby Casey on International Tax Strategy

  8. Mar 25

    Why Your CPA is Busier (and More Expensive) Than Ever: Inside Public Accounting Data Reveals What's Really Happening

    SummaryThis episode explores transformative trends in the CPA industry, including staffing shortages, growth in advisory services, technological advancements such as AI, and private equity influence. Hosted by Heidi Henderson with Chelsea Summers, the discussion provides valuable insights for CPA firms, business owners, and investors on navigating industry changes effectively. Key Topics Staffing shortages and succession concernsGrowth of advisory and strategic servicesImpact of AI and technology on efficiencyPrivate equity influence on firm consolidationShift towards specialization and niche marketsTakeaways Firms that adapt to pricing, staffing, and specialization stay profitableAdvisory services now generate over 32% of revenue, up from 19% in 2015Technology investments, including AI, are transforming firm operationsPrivate equity-backed firms are more profitable, but not drastically different yetOffshoring is increasingly common, with 47% of firms using offshore FTEsChapters00:00 Introduction to Data and Strategy in Accounting04:47 Shifts in the Accounting Industry08:07 The Rise of Advisory Services09:54 Specialization in Accounting Firms13:14 Impact of Technology on CPA Firms15:17 The Role of AI in Accounting16:36 Staffing Challenges and Opportunities17:20 Trends in Partner Age and Accounting Graduates19:19 Billing Structures and Profitability24:07 Mergers and Acquisitions in the CPA Space26:51 Private Equity's Influence on Accounting Firms32:59 Emerging Trends and Future Outlook ResourcesEngineered Advisory - https://engineeredadvisory.com/Heidi Henderson (LinkedIn) - https://www.linkedin.com/in/heidihenderson/ Guest LinksLinkedIn - https://www.linkedin.com/in/chelseasummers/Inside Public Accounting (IPA) - https://insidepublicaccounting.com/

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About

Slash Tax is your go-to podcast for legal tax strategies, powerful incentives, and tax-advantaged investments. Hosted by Heidi Henderson, this show is designed for high-income earners, business owners, real estate investors, and CPAs who want to cut tax bills, keep more cash, and build lasting wealth. Each episode brings expert insights, actionable strategies, and real-world examples—helping you take control of your financial future.

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  • Creator
    Heidi Henderson
  • Years Active
    2025 - 2026
  • Episodes
    28
  • Rating
    Clean
  • Copyright
    © 2026 Heidi Henderson

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