The CPA search continues...

[Paul Vail]

Hi folks -- am seeking a RE-savvy CPA for simple work.  Thus far, the firms locally and in Charlotte that have been recommended are not presently taking new clientele.    If you have someone you would use again, and don't mind offering a recommendation (maybe ask them first), would you share?   Publicly or PM.  Thank you!

[Paul Vail]

Hi Basit --

My current question was more for tax planning on selling some equities to explore private lending.  How interest income from PL could be protected from taxes as much as legally possible.  I see that such interest from an individual or LLC is treated as ordinary income, so if I can tax-loss harvest from equities to offset the gains, how to optimize?    I think I've answered my own questions, but curious how others manage to minimize taxes on lending if this isn't done from within a SD-IRA.