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

    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/

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

    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

    1h 2m

  3. 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/

    43 min

  4. FEB 18

    Tax Efficient Retirement Planning for High Earners: Rob Burnette on Social Security, IRAs, and Long-Term Care

    SummaryIn this episode of the Slash Tax podcast, host Heidi Henderson and guest Rob Burnette discuss the intersection of tax strategies and financial planning. They explore how to effectively combine smart financial planning with tax-efficient strategies to support long-term goals, particularly in retirement and wealth building. Rob shares his unique journey from engineering to finance, emphasizing the importance of problem-solving in financial consulting. The conversation also addresses the challenges faced by high-income earners, the role of insurance in wealth building, and the impact of legislative changes on taxation. Listeners gain insights into navigating the complexities of financial planning and tax strategies, ensuring they are well-prepared for their financial futures. Takeaways Combining financial planning with tax-efficient strategies is crucial.Engineering problem-solving skills can be applied to finance.Each client presents a unique financial puzzle to solve.There is no one-size-fits-all solution in financial planning.Planning for longevity and healthcare costs is essential.High-income earners face unique challenges in tax planning.Insurance can be a valuable tool for wealth building.Parents should consider the impact of college funding on retirement.Legislative changes can significantly affect tax strategies.Understanding the market's response to political changes is important for investors.Chapters00:00 Introduction to Tax Strategies and Financial Planning03:09 Rob Burnette's Journey from Engineering to Finance05:57 The Importance of Problem Solving in Financial Consulting09:12 Bridging the Gap Between Tax and Financial Advisors12:07 Planning for Longevity and Healthcare Costs15:15 Strategies for High-Income Earners17:55 Tax-Efficient Investment Approaches22:28 Tax-Efficient Investment Strategies24:27 Insurance as a Financial Tool27:57 Planning for Long-Term Care30:44 Funding Education and Wealth Transfer33:01 Navigating Financial Planning for Adult Children35:55 Understanding Legislative Changes and Their Impact40:21 Investment Strategies Amid Political Changes About Rob BurnetteRob leads Outlook Financial Center in case design, investment management, and daily operations. He has worked in financial services since 1985 and is licensed to offer investment advice and insurance products. As a registered tax preparer with the IRS, Rob participates in the Annual Filing Season Program and is certified as a National Social Security Advisor. He graduated from the U.S. Naval Academy with a Bachelor of Science in Electrical Engineering, earned an MBA from the University of New Haven, and holds a Financial Planning certificate from Kaplan University. Rob’s professional memberships include the International Association of Registered Financial Consultants, Million Dollar Round Table - Court of the Table, and Ed Slott’s Master Elite IRA Advisor Group. He has contributed to many publications, including USA Today, Barron’s, Forbes, MarketWatch, WDTN Dayton, and WHIO Dayton. He is a 2017 Alumnus of Leadership Troy, Ohio, and is passionate about supporting kids' sports programs, 4H, and FFA.Connect with Rob BurnetteRob's Website: https://outlookfc.com LinkedIn: https://www.linkedin.com/company/outlook-financial-center/ Facebook: https://www.facebook.com/OutlookFinancialCenterLLC/ 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.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

    45 min

  5. 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

  6. 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

  7. 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

  8. 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
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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
    23
  • Rating
    Clean
  • Copyright
    © 2026 Heidi Henderson

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