Unlocking Tax Strategies for Physicians: Advanced Insight With Amanda Han

🎙️ 𝗪𝗲𝗹𝗰𝗼𝗺𝗲 𝗯𝗮𝗰𝗸 𝘁𝗼 𝘁𝗵𝗲 𝗣𝗵𝘆𝘀𝗶𝗰𝗶𝗮𝗻𝘀 𝗮𝗻𝗱 𝗣𝗿𝗼𝗽𝗲𝗿𝘁𝗶𝗲𝘀 𝗣𝗼𝗱𝗰𝗮𝘀𝘁 𝘄𝗶𝘁𝗵 𝗵𝗼𝘀𝘁 𝗗𝗿. 𝗔𝗹𝗲𝘅 𝗦𝗰𝗵𝗹𝗼𝗲.

🔁 𝗧𝗼𝗱𝗮𝘆, 𝘄𝗲’𝗿𝗲 𝗯𝗿𝗶𝗻𝗴𝗶𝗻𝗴 𝗯𝗮𝗰𝗸 𝗮𝗻 𝗲𝗽𝗶𝘀𝗼𝗱𝗲 𝘁𝗵𝗮𝘁’𝘀 𝘄𝗼𝗿𝘁𝗵 𝗮 𝘀𝗲𝗰𝗼𝗻𝗱 𝗹𝗶𝘀𝘁𝗲𝗻 𝘄𝗶𝘁𝗵 𝗔𝗺𝗮𝗻𝗱𝗮 𝗛𝗮𝗻.

💡 What if the problem isn’t that physicians pay too much in taxes……but that most of us don’t understand the rules well enough to use real estate the way the wealthy do?

In this replay episode, I’m joined by Amanda Han—CPA, real estate investor, educator, and one of the clearest voices in the tax strategy world.

Amanda was one of the most popular guests we’ve had on the podcast, and for good reason.

This conversation is packed with practical, advanced insights for physicians who want to think more strategically about taxes, real estate, retirement accounts, and long-term wealth building.

We cover:
✅ bonus depreciation and cost seg strategy
✅ when a 1031 exchange actually makes sense
✅ self-directed IRA vs solo 401k
✅ UBIT / UDFI and the hidden tax issue many investors miss
✅ how passive losses really work for physicians
✅ when to use retirement money vs cash for deals

This is one of those episodes worth revisiting because the lessons are that valuable.

🔥 𝗪𝗵𝗮𝘁 𝘆𝗼𝘂’𝗹𝗹 𝗹𝗲𝗮𝗿𝗻:
✔️ Why bonus depreciation and cost segregation are powerful—but not always the right move
✔️ The biggest 1031 exchange mistakes physicians need to avoid
✔️ Why Amanda often prefers a solo 401k over a self-directed IRA when possible
✔️ The hidden UBIT / UDFI issue that can create taxes inside retirement-account investments
✔️ Why not all real estate investments get the same tax treatment
✔️ How passive losses can still create real tax value for physicians
✔️ When to use retirement account money vs non-retirement cash for different types of deals

If you’re a physician investor who wants to stop guessing and start making smarter tax decisions, this replay is for you.

Listen to Amanda Han's First Episode Here

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