Slash Tax

Heidi Henderson
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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. FEB 4

    How to Choose the Right CPA in 2026: Blake Oliver on AI, Private Equity, and Better Tax Advice

    Slash Tax Podcast – Blake Oliver (Earmark CPE & The Accounting Podcast) Join host Heidi Henderson for an essential conversation with Blake Oliver, CPA, founder of Earmark CPE and host of The Accounting Podcast. Blake shares insider insights into the dramatic changes reshaping accounting and their implications for taxpayers and business owners. From musician to Starbucks barista to CPA to tech entrepreneur, Blake's journey gives him a unique perspective on what's broken in traditional accounting and how technology is creating solutions. He reveals why CPAs are retiring en masse, how AI will transform the profession, and what to look for when choosing an accounting partner who can help slash your tax bill. Key Topics The CPA shortage crisis and retirement wave are hitting the profession Why traditional accounting firms burn out talented CPAs  The shift from compliance to advisory services How to evaluate if your CPA is actually saving you money Finding specialized CPAs vs generalist firms AI's role in accounting: Excel comparison and what's comingPrivate equity takeover of accounting firms The rise of fractional CFOs and specialized boutique firms Earmark CPE: Free NASBA-approved CPE through podcasts YouTube and content marketing for professional services Fixed-fee vs billable hour pricing models Why giving away knowledge attracts better clientsAbout Blake Oliver Blake Oliver is a CPA, entrepreneur, and host of The Accounting Podcast. He founded Earmark CPE, a platform allowing accountants to earn free NASBA-approved CPE credits by listening to podcasts—transforming how CPAs stay current. Blake studied cello at Northwestern University and performed with the San Francisco Youth Symphony before the Great Recession redirected him to accounting. After working at Starbucks, he transitioned into bookkeeping, discovered his passion for accounting and technology, worked in public accounting, led firms, and eventually sold his practice to focus on technology, education, and media. He uniquely understands both what firms struggle with and what clients need. Connect with Blake OliverBlake's Website: www.blakeoliver.com Earmark CPE: earmarkcpe.com The Accounting Podcast: theaccountingpodcast.com LinkedIn: linkedin.com/in/blaketoliver/ Twitter/X: x.com/BlakeTOliver YouTube: youtube.com/@BlakeTOliver 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.comSubscribe to Slash Tax | Leave a review | Share with business owners ready to find better accounting partners Tax strategy isn't just about saving money—it's about finding the right partners who can help you build wealth. Host: Heidi Henderson | Sponsor: Engineered Tax Services

    43 min

  2. JAN 22

    Self Storage & Manufactured Housing Investing: Matthew Ricciardella's Tax Efficient Fund Strategy

    Join host Heidi Henderson as she sits down with Matthew Ricciardella, Founder and CEO of Crystal View Capital, a private equity real estate firm managing $600 million in self-storage and manufactured housing communities. With over 20 years in real estate and more than $1 billion in transactions, Matthew shares his journey from cold-calling residential realtor to building one of the most respected value-add funds in the industry. This episode reveals the powerful tax advantages of self-storage and mobile home park investing, including massive depreciation benefits through cost segregation and 100% bonus depreciation. Matthew explains how his team identifies undervalued mom-and-pop properties, transforms them through operational excellence, and delivers 55% average IRRs to investors while maintaining integrity and alignment of interests. Heidi, a personal investor in Crystal View Capital, brings unique insider perspective to this conversation about building tax-efficient wealth through alternative real estate. Key Topics Value-add strategy in self-storage and manufactured housing Mom-and-pop acquisitions vs institutional competition Cost segregation and 100% bonus depreciation benefits How investors offset capital gains with NOLs from new acquisitions Fund structure, investor requirements, and expected returns Operational value creation and exit strategies Niche opportunities: RV parks, marinas, industrial outdoor storage Evergreen fund strategy and 2025-2026 opportunitiesAbout Matthew RicciardellaMatthew Ricciardella is Founder and CEO of Crystal View Capital, managing ~$600 million in self-storage and manufactured housing communities across the U.S. With over 20 years of real estate experience and $1 billion+ in transactions, Matthew has built his reputation through integrity, disciplined value-add investing, and strong alignment with investors. Starting as a residential realtor with a sales background, he discovered exceptional returns in fragmented, mom-and-pop-owned self-storage and mobile home parks. Crystal View Capital focuses on acquiring underperforming assets in secondary and tertiary markets, implementing operational improvements, and delivering outsized risk-adjusted returns. Matthew personally invests alongside his LPs on the same terms, maintaining skin in the game. He lives in Las Vegas with his wife and two children and is actively involved in local charitable foundations. Connect with Matthew RicciardellaWebsite: www.crystalviewcapital.comLinkedIn: www.linkedin.com/company/crystalviewcapital/ Learn More About Tax-Efficient InvestingEngineered 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. Their engineering-based approach ensures every benefit is captured accurately. 👉 Visit engineeredtaxservices.comSubscribe to Slash Tax | Leave a review | Share with investors ready to build tax-efficient wealth Tax strategy isn't just about saving money—it's about creating freedom, building wealth, and designing the life you want.

    40 min

  3. JAN 8

    Tax Strategies that Save $50k-$200K+ | Keystone CPA, Inc.

    Join host Heidi Henderson as she sits down with Amanda Han and Matt MacFarland, founders of Keystone CPA and leading voices in real estate tax strategy. Amanda and Matt reveal the proactive tax planning strategies that have helped thousands of investors save hundreds of thousands of dollars and build sustainable wealth. This conversation covers cost segregation, bonus depreciation, Real Estate Professional Status, passive activity rules, and the critical shift from reactive compliance to proactive year-round tax planning. Amanda and Matt share their mission to democratize sophisticated tax strategies—making the same tools used by billion-dollar REITs accessible to everyday investors. Key Topics-Real estate tax strategies including cost segregation, grouping elections, and passive activity rules -Proactive tax planning vs. reactive compliance -Building Keystone CPA and serving everyday investors -The CPA shortage crisis and why tax knowledge is critical -Legacy, impact, and teaching the next generation About the GuestsAmanda Han, CPA - Third-generation real estate investor and co-founder of Keystone CPA. Featured on BiggerPockets and NBC News, Amanda specializes in bringing Big Four-level tax strategies to everyday investors.Matt MacFarland, CPA - Co-founder of Keystone CPA, who discovered his passion for real estate taxation while working at a Big Four firm. Matt focuses on proactive year-round tax planning and educating investors on how to control their tax destiny. Connect with Amanda Han & Matt MacFarlandKeystone CPA Website: https://www.keystonecpa.com/Amanda Han LinkedIn: https://www.linkedin.com/in/amandayhan/Matt MacFarland LinkedIn: https://www.linkedin.com/in/mattmacfarland/Instagram: https://www.instagram.com/amanda_han_cpa/Facebook: https://www.facebook.com/keystonecpainc/YouTube: https://www.youtube.com/@amandahancpa Learn MoreEngineered Tax Services has helped CPA firms, investors, and business owners unlock tax incentives for nearly 25 years. From cost segregation to R&D credits and energy incentives like 179D and 45L, ETS uncovers real savings. 👉 Visit engineeredtaxservices.com Subscribe to Slash Tax | Leave a review | Share with a colleague ready to optimize their tax strategy

    54 min

  4. 12/11/2025

    15 years of Collaboration: Heidi and Michael on Building ETS and Saving Clients Millions

    Summary What if you could unlock thousands—or even millions—in hidden tax savings just by understanding how your building is classified? In this episode, Heidi Henderson welcomes Michael D'Onofrio, Chief Product Officer at Engineered Tax Services and a veteran with over 18 years in specialty tax consulting. Mike has worked alongside some of the largest real estate developers and investors in the country, and today he breaks down cost segregation, one of the most potent yet underutilized tax strategies for real estate investors. Beyond cost seg, Mike shares how ETS has expanded its services to deliver comprehensive tax solutions, from R&D credits to energy incentives, helping clients and CPA firms maximize every opportunity in the tax code. Whether you're an investor looking to accelerate depreciation or a professional seeking to better serve your clients, this episode delivers the insights you need to transform tax planning into wealth building. Key Topics Covered: Mike's 18-year journey in specialty tax consulting and what he's learned working with the nation's largest real estate developers and investorsCost segregation explained: what it is, how it works, and why it's a game-changer for real estate investorsThe property types and client profiles that benefit most from cost segregation studiesReal-world case study showcasing the transformational impact of a cost seg strategyETS's expanded service offerings, including R&D tax credits, 179D energy incentives, and insurance servicesHow these specialty tax strategies work together to create a comprehensive wealth-building approachWhat sets Engineered Tax Services apart in the specialty tax industry, and why clients trust their expertiseThe biggest opportunities for real estate investors and business owners in the coming yearsEssential advice for CPAs and investors looking to maximize tax incentives and capture every legal deductionAbout Michael D'Onofrio Michael D'Onofrio is the Chief Product Officer at Engineered Tax Services, where he leads operations and drives the development of innovative service lines that deliver maximum value to clients and CPA firms nationwide. With over 18 years of experience in specialty tax and consulting, Mike has built a reputation for working with some of the largest real estate developers and investors in the country, helping them unlock significant tax savings through cost segregation and other advanced strategies. His expertise spans the full spectrum of specialty tax services, and his commitment to education and client success has made him a trusted leader in the industry. Connect with Michael D'Onofrio: LinkedIn: https://www.linkedin.com/in/michaelfdonofrio/Instagram: https://www.instagram.com/mfdonofrio/ Ready to slash your tax bill and uncover hidden savings? Subscribe to the Slash Tax Podcast for expert insights on cost segregation, specialty tax strategies, and wealth-building opportunities you can't afford to miss. Leave us a review, share this episode with your network, and visit the link in our bio to learn more about how Engineered Tax Services can help you or your clients capture every tax advantage you're legally entitled to. Don't wait... Your financial future starts now! Chapters 00:00 Introduction to Specialty Tax and Cost Segregation 11:01 Understanding Cost Segregation 21:04 Client Profiles and Material Participation 26:10 Expanding Services at Engineered Tax Services 26:39 Exploring Equipment Investment Strategies 31:50 Innovative Financing Options for Clean Energy 36:24 Understanding R&D Tax Credits 40:50 Differentiating Engineered Tax Services 45:44 Proactive Tax Planning for Investors

    49 min

  5. 11/27/2025

    How to Save Six Figures in Taxes | Mark Kohler's Advisory Blueprint

    What if the difference between paying taxes and building wealth is just a shift in mindset? In this episode, Heidi Henderson sits down with Mark J. Kohler, attorney, CPA, bestselling author, and one of the most trusted voices in tax and legal strategy for small business owners and real estate investors. Mark shares how to move beyond compliance into actual advisory work, revealing the tax strategies and legal tools that help entrepreneurs protect their wealth and maximize value. Whether you're a professional looking to elevate your practice or an investor ready to sharpen your tax game, this conversation delivers the frameworks and insights you need to take control of your financial future. On today's episode, we'll cover: Mark's journey from compliance-focused professional to attorney, CPA, author, and advisor helping thousands build more innovative wealth strategiesThe mindset shift required to move from "filing returns" to delivering transformational tax and legal advisory servicesThe most significant tax and legal mistakes small business owners and real estate investors make and how to avoid themBalancing aggressive tax strategies with client protection and IRS complianceOverlooked tax strategies for real estate investors and business owners, including navigating passive loss limitations and basis calculationsNear-term tax opportunities with evolving legislation that savvy investors should act on nowPractical steps for professionals ready to transition into advisory work and create lasting client impact Mark J. Kohler is an attorney, CPA, author, speaker, and educator who has spent his career empowering small business owners, professionals, and real estate investors to master the intersection of tax, law, and wealth. Through his firm, books, and educational platform, Mark has served thousands of clients, helping them move beyond basic compliance into strategic advisory that protects assets and maximizes financial opportunities. His work focuses on making complex tax and legal concepts accessible while delivering high-impact strategies that drive real results. Connect with Mark: TikTok: https://www.tiktok.com/@markjkohlerInstagram: https://www.instagram.com/markjkohlerFacebook: https://www.facebook.com/markkohler/LinkedIn: https://www.linkedin.com/company/mark-j-kohler-company/YouTube: https://www.youtube.com/c/markjkohlerX (Twitter): https://x.com/markkohler Ready to slash your tax bill and build lasting wealth? Subscribe to the Slash Tax Podcast for more expert insights, proven strategies, and actionable advice. Leave us a review, share this episode with your network, and visit the link in our bio to explore resources that can transform your financial future. Don't miss the next episode. Your wealth depends on it!

    46 min

  6. 10/08/2025

    The SunSaver Strategy: How to Cut Taxes with Renewable Energy Investments

    Want to turn your tax bill into an investment? In this episode, Heidi Henderson and Adam Carver reveal how renewable energy tax credits can legally offset up to 25% of your federal taxes—while helping fund the future of clean energy. In this episode of Slash Tax, host Heidi Henderson sits down with Adam Carver, CEO and Founder of SunSaver Tax Equity, to reveal how corporations, family offices, and accredited investors can offset 10–25% of their federal tax liability through renewable energy tax credits and bonus depreciation.Adam explains how clean energy tax equity structures work, who qualifies, and how SunSaver’s technology platform enables investors to participate in renewable energy projects that reduce taxes while supporting the transition to clean power. From C-corporations to high-net-worth individuals using the 100-hour rule, this episode dives deep into the future of sustainable tax strategy. SummaryHeidi and Adam unpack how tax equity investing in renewable energy works, how to navigate passive vs. active income, and why timing your investment before December 31 is critical. Adam shares how SunSaver sources, builds, and manages solar and battery storage projects across the U.S., giving investors access to the same IRS-backed strategies used by Fortune 100 companies.Listeners will also learn how SunSaver’s proprietary platform tracks the 100 hours of active participation needed for individuals to apply these credits against W-2 or portfolio income—creating an IRS-compliant digital audit trail. Guest Information:Name: Adam CarverEmail: adam@sunsaver.comWebsite: www.sunsaver.comLinkedIn: https://linkedin.com/in/adamcarverInstagram: @adamcarver Takeaways 10–25% Tax Mitigation: Investors can offset a significant portion of federal taxes through renewable credits and bonus depreciation.Who Qualifies: C-corps, passive investors with K-1 income, and individuals meeting the 100-hour rule.LLC Tax Equity Structure: Investors own ~99% of a project LLC; SunSaver manages ~1% and operations.Residential Solar + Battery Portfolios: Built across TX, CA, and DC for diversified clean energy exposure.PPAs (Power Purchase Agreements): Homeowners receive $0-down solar; investors earn credits, depreciation, and small cash returns.Timing Is Critical: Credits must be applied in the same year the project is placed in service.Reduce Quarterly Payments: Credits can offset estimated tax payments before year-end.100% Bonus Depreciation: “Big Beautiful Bill” restored immediate first-year depreciation.Digital Audit Log: SunSaver’s tech tracks participation for compliance.Institutional Validation: JPMorgan, BofA, Goldman Sachs, and others deploy billions annually in this market.Chapters00:00 — Welcome & Q4 tax planning announcement02:03 — Meet Adam Carver, CEO of SunSaver03:07 — From structured finance to clean energy investing06:18 — Demystifying tax equity and the IRS code07:43 — How clean energy tax credits work08:35 — Technologies covered: solar, wind, geothermal, CCS & more09:27 — Transferability and investor eligibility post-IRA10:21 — Who qualifies and how12:28 — Passive vs. portfolio income13:40 — The 100-hour rule explained17:28 — Building tax equity through LLC structures19:19 — How SunSaver identifies and builds projects21:33 — Managing residential solar portfolios23:26 — Spouses can combine hours for material participation24:02 — Power Purchase Agreements vs. leases/loans28:46 — How credits and depreciation generate returns30:07 — Example: $812K investment vs. $1M liability34:04 — Timing and year-end deadlines38:04 — Residential warehousing advantage39:00 — Using credits to reduce quarterly taxes44:56 — Bonus depreciation behaves like a credit49:36 — IRS audit readiness and documentation58:18 — How SunSaver makes this strategy accessible1:00:42 — Closing and next steps

    1h 2m

  7. 09/24/2025

    The Cash Balance Blueprint: IRS-Approved Tax Savings for Entrepreneurs

    Want to lower your taxes while building wealth for retirement? Discover how cash balance plans can be a game-changer for high-income earners. SummaryIn this episode of the Slash Tax Podcast, host Heidi Henderson interviews Chris Roehm, a cash balance plan specialist. They discuss the intricacies of cash balance and defined benefit plans, highlighting their tax benefits, ideal candidates, and the importance of proper management. Chris explains how these plans can help high-income earners defer taxes and build retirement savings, while also addressing common misconceptions and the costs associated with setting up such plans. The conversation emphasizes the need for professional guidance in navigating the complexities of cash balance plans. Please contact Heidi for more information.Engineered Tax ServicesDirect: (801) 564-4464Email: hhenderson@engineeredtaxservices.com TakeawaysCash balance plans are a powerful tool for tax deferral.Defined benefit plans differ significantly from defined contribution plans.High-income earners can benefit greatly from cash balance plans.Mismanagement of plans poses a greater risk than IRS scrutiny.Actuaries play a crucial role in managing cash balance plans.The cost of setting up a cash balance plan is reasonable today.Flexibility in plan design allows for tailored solutions.Cash balance plans can provide benefits for rank and file employees.Understanding the rules is essential to avoid penalties.Professional guidance is necessary for effective implementation. Chapters00:00 Introduction to Cash Balance Plans02:02 Understanding Defined Benefit vs. Defined Contribution Plans05:00 The Mechanics of Cash Balance Plans09:06 Tax Benefits of Cash Balance Plans13:01 Ideal Candidates for Cash Balance Plans19:58 Setting Up Cash Balance Plans for Small Businesses24:05 Managing Cash Balance Plans and Company Sales25:05 Understanding Cash Balance Plans28:24 Shutting Down Plans: Reasons and Implications30:11 The Importance of Expert Guidance31:30 Cash Balance Plans in Agriculture34:12 Legislative Changes and Their Impact35:10 IRS Scrutiny and Stigma39:22 Mismanagement vs. Abuse in Cash Balance Plans43:37 Cost Structure of Cash Balance Plans

    47 min

  8. 09/18/2025

    The Tax Advantages of Self Storage Investing | Marc Goodin, Storage Authority

    Self-storage isn’t just extra space—it’s one of the fastest-growing real estate opportunities with steady returns and tax advantages waiting for savvy investors. Summary In this episode, Heidi Henderson interviews Marc Goodin, CEO of Storage Authority Franchise, discussing the lucrative world of self-storage investing. Marc shares his journey from civil engineer to self-storage expert, highlighting the profitability and tax advantages of this asset class. The conversation covers the development process, common mistakes investors make, and the importance of understanding local market dynamics. Marc emphasizes the support provided through franchising and the potential for significant returns in the self-storage market. Listeners will gain insights into why self-storage is a compelling investment opportunity and how to navigate the complexities of the industry.Contact info: Email: Marc@storageauthority.com  Phone: 860-830-6764  LinkedIn: www.linkedin.com/in/marcgoodinstorageauthority Website: www.storageauthorityfranchise.com Takeaways Self-storage is a profitable real estate business.The market for self-storage is growing steadily.Investors can benefit from tax advantages in self-storage.The development process is crucial for success in self-storage.Understanding local market dynamics is key to self-storage success.Self-storage has a low failure rate compared to other real estate investments.Franchising offers support and guidance for new investors.Building a self-storage facility can be a lucrative venture.Mistakes in self-storage investing can be costly and should be avoided.The auction process can help recover costs from defaulting tenants.Chapters 00:00 Introduction to Self Storage and Marc's Journey 04:34 The Evolution of Self Storage Franchising 07:31 Market Insights and Location Strategies 10:35 Why Self Storage is a Profitable Investment 13:39 The Secret Sauce of Storage Authority 16:28 Navigating the Self Storage Market 19:29 Tax Advantages of Self Storage Investments 22:37 Future Trends in Self Storage 25:35 Common Mistakes in Self Storage Investments 28:40 Building vs. Buying Self Storage Facilities 34:22 Introduction to Coaching and Support 36:46 Building a Team for Success 40:18 Navigating the Construction Process 43:36 Franchise Structure and Financials 48:18 Understanding Auctions and Tenant Payments 51:59 Identifying the Ideal Candidate for Self-Storage Investment 01:01:54 Introduction to Self-Storage Investing 01:02:24 Marc's System for Fast-Tracking Success

    1h 3m
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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.

Information

  • Creator
    Heidi Henderson
  • Years Active
    2025 - 2026
  • Episodes
    19
  • Rating
    Clean
  • Copyright
    © 2026 Heidi Henderson