Skip to main content

Invest Well. Make Money. Create Freedom.

investCLUB for Women… and men that dig it too!

Home

February 2017 Speaker -  Irvine Meeting 



Find out the most effective tax saving strategies you need to know before filing your 2016 taxes!


Join us to learn: 

  • Strategies to Make Sure You Maximize Your Write Offs this Tax Season
  • How to Save Taxes with the Correct Legal Entity Structures
  • New Potential Tax Changes and What It Can Mean for Real Estate Investors
  • How to Write Off Your Kids, Legally
  • Ways Shift Tax Dollars into Your Retirement Accounts


MATT & AMANDA: KEYSTONE CPA

Wednesday, February 15th, 2017

6:30-9:30PM

South Coast Cultural Center
9 Truman
Irvine, CA 92620
$20 for Pre-Registered
$25 at the Event
Annual Members Free
-Men Welcome- 



 
About Keystone CPA:

With over 38 years of experience in taxation and accounting, Keystone's professional CPAs provide top-notch financial and tax solutions in assisting clients achieve maximum profitability on their businesses and investments. Founders Matt MacFarland and Amanda Han specialize in bringing top-notch tax saving strategies that are traditionally only available to Fortune 500 Companies to their firm clients.


Keystone's unique comprehensive approach provides customized services to our clients throughout the entire business and investment cycle. Our services are designed to significantly add value to our clients' wealth by increasing profitability, minimizing tax burdens, and harvesting wealth for future generations.


 




MATTHEW T. MACFARLAND, CPA, MBT

Managing Director of Business Operations





Matt has over 20 years of experience in public accounting as a CPA & Tax Strategist. He has worked for both the “Big 4” and regional CPA firms. While at Deloitte, Matt served as a Tax Manager in their Private Client Advisor (PCA) group where he focused his expertise in tax planning and compliance for high net worth individuals, business owners, commercial real estate investors, and professional athletes. His diverse portfolio of clients included real estate, manufacturing, retail, technology, and professional services industries.  In addition to his experience at Deloitte, Matt furthered his career with 3 years at a regional CPA firm affiliated with world renowned authors and speakers Diane Kennedy and Robert Kiyosaki.  As a Managing Director at Keystone CPA, Matt provides consulting and strategic planning services specifically developed for real estate investors, small business owners, and wealthy individuals.


Matt teaches creative tax saving strategies to taxpayers and other CPAs nation-wide and is a frequent tax contributor to NBC News Radio's Smart Money Show. Matt is a graduate of UCLA and received his Master’s Degree in Business Taxation from USC. He is certified by the CA State Board of Accountancy and is a member of the prestigious American Institute of Certified Public Accountants (AICPA).


 

 




AMANDA Y. HAN, CPA

Director of Business Development





Amanda has over 18 years of experience as a CPA  with special emphasis in real estate, self-directed investing, and individual tax planning. Amanda has extensive "Big Four" public accounting experience in the Lead Tax Group servicing clients in the  real estate industry. She provided tax consulting and tax compliance for companies engaged in land development, residential development, medical facilities, and conglomerate shopping malls. Subsequent to her work at Deloitte, Amanda served in the Corporate Tax Department for an international Fortune 500 Company in the high tech industry and was responsible for quarterly provisions and various aspects of SEC reporting. Amanda has numerous years of experience in working with international companies in terms of federal and multi-state tax planning as well as audit representation and resolution.

Amanda is a frequent contributor and educator to some of the nation’s top investment companies and is a leading expert on retirement investing.  Amanda’s cutting-edge tax strategies have been featured in prominent publications including Bigger Pockets.com, Realtor Magazine, and AllBusiness.com, a Dunn & Bradstreet Company. She is certified by the CA State Board of Accountancy and is a member of the prestigious American Institute of Certified Public Accountants (AICPA) practicing in all 50 U.S. States.


Keystone CPA, Inc.

Phone: (877) 975-0975

info@keystonecpa.com