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28 February 2019 | 5 replies
I've started using a paper day planner, which helps me keep a running list of tasks.
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27 February 2019 | 7 replies
This will elevate the chaos and give you a sense of control and know, to some degree, what the future holds.Although I use a commercial version, this planner looks great with gantt chart, colors and ease of change; QuickPlan - Project Management by Hao Li. https://itunes.apple.com/us/app/quickplan-project-management/id782346977?
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10 March 2019 | 50 replies
I can only assume other city planners will follow suit.
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3 March 2019 | 2 replies
You can get an estoppel from the tenant as to their personal information and current rental agreement if necessary.Adjacent properties, including property lines, and neighborsNeighborhood, including crime historyVisit the property and neighborhood numerous times at all times of day and night and observe what you see and hearAlso, look at current zoning and anything in the pipeline from the city planners office about the areaPublic transportation accesssPolice and Fire District info regarding services providedInsurance you will needFinancing you may needAs to what the property management company may need or want.... ask them!
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11 March 2019 | 19 replies
The latter does stretch the tax, but your clients don't get the cash upfront, and they bear the risk of buyer's default.1031s are not applicable, unless the property has been converted into a rental property for a significant period of time.There are some real advanced strategies that could be applicable, such as a private annuity trust, but that requires serious professional help: a specialized financial planner, an attorney and/or a CPA.
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11 March 2019 | 5 replies
Maybe even a certified financial planner?
21 March 2019 | 16 replies
Let me know if you need CPA, attorney, realtor, or financial planner references in San Diego.
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12 January 2019 | 0 replies
I have a residential lot I need some help with. I saw Terry Wise recommended for Tacoma but couldn't find one for Seattle. Thanks.
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14 January 2019 | 38 replies
I use a quarterly planner that always starts with the annual goals, even if we're in the 3rd quarter, setting quarterly goals, reviewing and setting weekly goals and then daily action steps.
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24 January 2019 | 4 replies
Yes, I think there is a market for financial planners (and even real estate agents/lenders/CPAs) to start offering that kind of service.