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Updated over 3 years ago,

User Stats

2
Posts
1
Votes
Eric Bader
1
Votes |
2
Posts

New in REI, eager to start, looking for CPA

Eric Bader
Posted

Hello everyone, my name is Eric, and I live outside Seattle.

I work for a large corporation that gives me restricted stock units every three months for at least the next four years. I would like to start cashing out for my real-estate investment without having to pay short-term capital gain taxes.

My long term objective is to be financially independent and live off our real-estate investment.
My first goal is to allow my wife to quit her job, yet still maintain our monthly income.

I would like to better understand the opportunities and limitations in regard to tax deduction, and short-term versus long-term capital gain taxes on RSUs. I have many more questions on different topics (LLC, REI while having a normal job, etc.) and would love to connect with a CPA.

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