@Collin Hays@Jon Martini agree that tax considerations shouldn't, by themselves, drive business strategy. 

Are there specific qualities or terms you look for that make the relationship a good fit for your investment strategy?

We're open to other strategies, but believe that sounds the most ideal so far. 

The "big" firms like AA may get a lot of hype but they generally can't compete on the next level tax strategies (Family office type strategies) nor customer service as their employee turnover is quite high.  

WaveApps - cheaper than QuickbooksHiring & Onboarding: Any platforms or strategies that have helped you scale your team?

Whether it’s networking, discussing strategies, or exploring potential partnerships, I’m excited to engage with this amazing community.

It creates a space for people to reflect, learn from each other, and even rediscover strategies they’ve forgotten.Revisit the Basics: I love how you mentioned going back to basics.Invitation is open let's have a coffee  next Tuesday  7:00 PM at the Squadron Restaurant next to Miami AirportJan 27,2024. 

This requires more than I can type here in this reply, but essentially there can be more moving parts unless you do it in a sequence.  

Always keep an eye on interest rates to optimize cash flow and return on equity. if you switch to long term hold investing, you'll want to see if equity stripping is a strategy that works for you. 

I thought I would add onto this older post, but I'm curious if anyone has any feedback on Sherman from an MTR or STR Strategy.