Well my client who thought he was so smart and was going to save all this money moving..

I've also had clients look into different Facebook groups that they can find about moving to a certain area and learn that way. 

Though, if your client base is nice retired people, it probably won't matter.  

But I’ve never personally invested in real estate using business credit more traditional for my first property, so I’m always curious when clients say they want to use this funding for a real estate deal.Here’s where I get stuck:Real estate deals can be risky, especially if the project takes longer than 12 months to close or unexpected costs pop up.With prices climbing, it feels like the margin for error is smaller than ever.Would you recommend someone use business credit to invest in real estate?

@Jake AndronicoI’ve looked into them but have never executed one.Let me say they will be expensive and complicated.I think what you will find if one is trying to defer $50,000 to $100,000 in gain, it’s not going to be worth the time and trouble.On the other hand, if client is trying to defer gain of $500,000 to $1,000,000, it’s worth the time and trouble.I use First American Exchange for my own account a dozen times and they have been right on the money.Google them and reach out.Arn

Start small with a single property to learn the process and scale as you gain experience.This post does not create a CPA-Client relationship.

Lilia’s breakdown of what to consider before investing is something I wish I’d read when I started.To add some color, I had a client a few years ago who purchased a duplex in Austin with a plan to hold for 12+ years.

I have a question maybe someone can guide me to the right source,I have a client who's house I am buying, she is currently in foreclosure and refuses to rent.

Quote from @Clint Miller: How are you supporting your clients during this festive season?

Based upon the cost seg studies of my clients, a building will typically yield 25-30% of the total cost that can be segregated into personal property and land improvements.