Slash Tax
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.
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
Takeaways
LLC Structuring Secrets For Real Estate & Digital Nomads: Bobby Casey on International Tax Strategy
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://businessanywhere.io
YouTube - https://www.youtube.com/c/BusinessAnywhere
"Tax incentives drive economic growth and investment"
"The U.S. is the biggest tax...
Why Your CPA is Busier (and More Expensive) Than Ever: Inside Public Accounting Data Reveals What's Really Happening
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 shortages and succession concernsGrowth of advisory and strategic servicesImpact of AI and technology on efficiencyPrivate equity influence on firm consolidationShift towards specialization and niche markets
Takeaways
Tax Efficient Retirement Planning for High Earners: Rob Burnette on Social Security, IRAs, and Long-Term Care
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, 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...
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, an...
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...
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...
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...
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 t...
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...
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.
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 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...
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 signif...
SCOTT CPA’s: From Set to Savings: Film Production Deals That Cut Your Tax Bill
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) to unpack a tax-advantaged investment strategy in independent film production. They explain how IRC §181 can allow qualifying investors to deduct first-year production costs—often creating a 3–4× deduction relative to cash invested—...
SCOTT CPA’s: From Set to Savings: Film Production Deals That Cut Your Tax Bill
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) to unpack a tax-advantaged investment strategy in independent film production. They explain how IRC §181 can allow qualifying investors to deduct first-year production costs—often creating a 3–4× deduction relative to cash invested—...
Tom Hootman: The ROI Equation in the Age of AI and Changing Strategies
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 and CEO of Mixtape Digital, about the evolving landscape of marketing. They discuss the importance of authenticity in marketing, the challenges of calculating ROI, and the impact of AI on the industry. To...
The Most Interesting Man in Tax: The Heart and Mind Behind ETS
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 founder and CEO of Engineered Tax Services (ETS), discussing the inception of ETS, the evolution of tax strategies, and the importance of cost segregation. Julio shares insights on the challenges of educating small businesses about tax be...
The Ultimate Tax Saving Strategy
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 specializing in real estate tax strategies. They discuss the evolution of Nick's virtual accounting firm, the importance of proactive tax planning for real estate investors, and the various strategies that can help clients maximize their...
How Smart Entrepreneurs Grow and Scale Fast — with Bill Walsh
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 discusses the evolution of his company, PowerTeam International, and the importance of adapting to the current economic landscape, particularly in real estate. Walsh emphasizes the challenges small businesses face in scaling...
Demystifying the World of Oil & Gas Investing
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.comÂ
Phone: (972) 284-0602Â
Website: www.gulfcoastwestern.comÂ
LinkedIn: linkedin.com/steve-ziemkeÂ
Summary
In this episode, Heidi Henderson hosts John Engel and Steve Ziemke from Gulf Coast Western to discuss the intricacies of oil and gas investing. They explore the si...
Beyond the Numbers: Building Leadership in Finance
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-b0576720Â
Summary
In this episode of the Slash Tax Podcast, host Heidi Henderson speaks with Brian Payne, the President and CFO of Engineered Tax Services. They discuss the importance of integrating human elements into finance and tax str...
The Ironman of Tax Strategy - Dave Lukas of TaxPlanIQ
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 the importance of mindset in achieving success. He discusses his experiences as a misfit entrepreneur, the impact of conditioning on personal and professional growth, and the innovative features of TaxPlan IQ, a software desi...
The Future of Tax Planning: Jackie Meyer on Innovation, AI, and Value Pricing
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 achieving work-life balance, and the innovative solutions offered by Tax Plan IQ. The discussion highlights the importance of boundaries, the shift towards value pricing, and the integration of AI in tax planning. Dr. Meyer shares...
Invest Smarter: How Deferred and ETS Are Simplifying the 1031 Strategy
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 transformative potential of 1031 exchanges in real estate investment, focusing on the innovative no-fee exchange model offered by Deferred. They explore the historical context of 1031 exchanges, the importance of compliance and transparency, and the role of tec...
Welcome to Slash Tax
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 estate investor, and executive at Engineered Tax Services and Engineered Insurance Services. She discusses her passion for helping clients reduce their largest expense—income taxes—and reinvest those savings into income-producing assets. Heid...
