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24 December 2024 | 6 replies
With some of my clients, I've seen discounts of 30% to 90%.Here is a real-life example: I invested in a $50K note; it was second TD but with significant equity (over $200K) protecting my investment.
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24 December 2024 | 44 replies
Yeah @Kent Fang ching, you detailed a couple of the strategy actions we are doing for clients right now in MN.
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2 January 2025 | 37 replies
I reject a lot of investors as clients because they can't handle no.
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23 December 2024 | 5 replies
Future gains on the investment portion may be deferred with another 1031 exchange, while gains on the primary residence may qualify for the $250k/$500k exclusion if residency requirements are met.This post does not create a CPA-Client relationship.
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30 December 2024 | 7 replies
My friend had a client who nearly missed a crucial clause that let the syndicator raise additional capital from new investors, which would have watered down existing shares in a pinch.But it all comes down to how hands-on or hands-off you want to be.
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9 January 2025 | 46 replies
And I know when I was funding a big operation in Orlando the wholesaler bringing the deals to my clients were licensed brokerage in FLA.
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23 December 2024 | 5 replies
Advanced options like a charitable remainder trust can provide tax deductions while avoiding immediate capital gains.This post does not create a CPA-Client relationship.
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23 December 2024 | 0 replies
There, you'll find detailed information on investing, both in general and specifically in Las Vegas.Before I continue, note that unless otherwise noted, the charts only include properties that match the following profile.Type: Single-familyConfiguration: 1,000 SF to 3,000 SF, 2+ bedrooms, 2+ baths, 2+ garages, minimum lot size is 3,000 SF.Price range: $320,000 to $475,000Location: All zip codes marked in green below have one or more of our client’s investment properties.What we are seeing:The chart below, from the MLS, includes ALL property types and price ranges.
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23 December 2024 | 15 replies
It's not uncommon for clients to be working on their refi while they are completing the purchase.
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23 December 2024 | 6 replies
However, this does not impact the sale proceeds.This post does not create a CPA-Client relationship.