September 27, 2024

Sheena Jones

Episode 233: Tax Wisdom for Real Estate Professionals with CPA and CFO Sheena Jones

PF Pod 233 Promo

Listen in as Erin and Sheena discuss:

  • How a dislike of needles derailed Sheena’s original career path and led to her becoming a real estate investor and then to a CPA specializing in real estate and real estate investors
  • The importance of setting up your real estate business in a way to maximize tax benefits, particularly relevant if you’re set up as self-employed or a sole proprietor
  • How many in the real estate industry miss deductions such as depreciation
  • The potential tax savings benefits of professional cost segregation analysis
  • How real estate professional status is very special and how to qualify
  • What happens with passive income and losses from a tax perspective
  • …and much more!

PF pod 233 quote

About

Sheena is a dynamic CPA with 16 years of experience, passionate about demystifying taxes and financial reporting for her clients. She transforms complex financial concepts into understandable, actionable insights, making every meeting feel like a friendly chat over coffee.

Sheena earned her Bachelor’s degree from Boise State University and honed her expertise at PwC in Chicago, a prestigious Big 4 accounting firm. After thriving in the fast-paced environment, she returned to Idaho to create a more personalized approach, founding her own firm to serve clients one-on-one as a CFO specializing in Strategic Tax and Financial support for business owners and real estate investors.

Sheena’s portfolio includes a stunning waterfront condo in Florida and a long-term rental in Idaho, reflecting her passion for financial independence and a life she loves. Sheena is dedicated to empowering her clients to achieve their financial goals and live their best lives.

How to Connect With Sheena