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All Forum Posts by: Kelly O'Keefe

Kelly O'Keefe has started 0 posts and replied 123 times.

Tax, SDIRAs & Cost Segregation

Post: Is cost segregation really worth it due to recapture?

Kelly O'KeefePosted
  • Accountant
  • North Carolina
  • Posts 123
  • Votes 163

Great Post Julio! Thank you

1 Vote
Tax, SDIRAs & Cost Segregation

Post: CPA Recommendations: 1 triplex, 1 primary / Married Filing Separately due to PSLF

Kelly O'KeefePosted
  • Accountant
  • North Carolina
  • Posts 123
  • Votes 163

The "Build Your Team" has a list of tax professionals that could help. Here is the Link: https://www.biggerpockets.com/...

Some people want to have a local CPA, but I think anyone on that list would more than qualify. 

Good luck!

0 Votes
Chicago, Illinois
Personal Finance

Post: How to avoiding commingling

Kelly O'KeefePosted
  • Accountant
  • North Carolina
  • Posts 123
  • Votes 163

I would agree with most people commenting and say you should use a separate Account. I know some software companies lets you pull the transactions into a separate spread sheet. specifically Digb allows you to connect to your banks account and it automatically characterizes transactions.  

0 Votes