Slash Tax

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...

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-p...

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 standards Differences between engineering-based and basic reports Red flags in cost segregation studies Impo...

Summary Explore 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 Topics International tax optimization Entity structuring for entrepreneurs Living abroad and tax benefits Guest Bobby Casey Website - https://businessa...

Summary This 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...

Summary In 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, emphasizi...

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...

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...

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 Pro...

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 c...

 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 strateg...

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...

Want to lower your taxes while building wealth for retirement? Discover how cash balance plans can be a game-changer for high-income earners. Summary In 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...

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, highlightin...

Want a legal way to turn $1 into up to $4 in deductions—while getting a backstage pass to Hollywood? This episode reveals how IRC §181 lets accredited investors pair strategic tax planning with independent film deals alongside CPA David Scott and producer John Lankford. Summary Host Heidi Henderson sits down with David Scott, CPA (Scott CPAs) and John Lankford (Founder, Three Legends Entertainment...

Is your marketing really working—or just draining your budget? In this episode, Heidi sits down with Tom Hootman, founder of Mixtape Digital, to unpack how businesses can calculate ROI, leverage AI responsibly, and build authentic marketing strategies that fuel long-term growth and valuation. Summary In this episode of the Slash Tax podcast, host Heidi Henderson speaks with Tom Hootman, founder an...

Discover how Julio Gonzalez turned his mission for tax equality into the nation’s leading tax consulting firm, Engineered Tax Services. In this conversation with Heidi Henderson, he shares the evolution of tax strategies, the power of cost segregation, and why proactive planning is essential for small business success. Summary In this conversation, Heidi Henderson interviews Julio Gonzalez, the fo...

What if your CPA could help you build generational wealth instead of just filing your taxes? In this episode, Heidi sits down with real estate tax strategist Nick Aiola to explore how proactive planning, smart documentation, and material participation can transform your tax burden into a wealth-building strategy. Summary In this conversation, Heidi Henderson interviews Nick Aola, a CPA specializin...

What does it really take to scale a small business fast? In this episode, Bill Walsh—America’s small business expert—unpacks the leadership, mindset, and tax strategies that fuel growth in today’s evolving economy. Summary In this episode of the Slash Tax Podcast, Bill Walsh, America's small business expert, shares his entrepreneurial journey and insights on helping small businesses scale. He disc...

Curious about oil and gas investing? In this episode, Heidi sits down with Gulf Coast Western’s John Engel and Steve Ziemke to break down the tax benefits, risk strategies, and real returns behind one of the most misunderstood asset classes. Guest Information: Name: Steve Ziembe Email: Stevez@gulfcoastwestern.com  Phone: (972) 284-0602  Website: www.gulfcoastwestern.com  LinkedIn: linkedin.com/ste...

What if your company’s biggest growth opportunity isn’t in the numbers—but in your people? Brian Payne shares how leadership, culture, and mindset are transforming the future of tax strategy. Guest Information Name: Brian Payne Email: bpayne@engineeredadvisory.com Website: https://engineeredtaxservices.com/ LinkedIn: https://www.linkedin.com/in/brian-payne-b0576720  Summary In this episode of the...

What if being a “misfit” is your greatest asset in business and life? Dave Lukas shares how reprogramming your mindset and embracing nonconformity can unlock personal success and transform the future of tax strategy with TaxPlan IQ. Discount Code for HWW Podcast Listeners: TaxPlanIQ Summary In this engaging conversation, Dave Lukas shares his entrepreneurial journey, insights on tax planning, and...

Tired of trading hours for dollars in your tax practice? Discover how strategic planning and AI-powered tools are helping CPAs reclaim their time and boost their value. Summary In this conversation, Heidi Henderson and Dr. Jackie Meyer discuss the transformative power of strategic tax planning and advisory services. They explore Dr. Meyer's personal journey, the challenges faced by CPAs in achievi...

What if one of real estate’s most powerful tax strategies—1031 exchanges—could be accessed with zero fees and maximum efficiency? Join Heidi Henderson and Judd Schoenholtz as they reveal how Deferred is using technology and transparency to revolutionize the investment landscape. Visit the website: Deferred.com Summary In this conversation, Heidi Henderson and Judd Schoenholtz discuss the transform...

Discover legal tax strategies, powerful incentives, and smart investing insights with Slash Tax , the podcast hosted by Heidi Henderson. Learn how to cut your tax bill, protect wealth, and reinvest smarter. Summary In this inaugural episode of the Slash Tax Podcast, host Heidi Henderson shares her personal journey from a college mentorship in the early '90s to becoming a tax strategist, real estat...