
22 February 2025 | 23 replies
Ask lots of questions and you will receive great insight from professionals!

3 February 2025 | 8 replies
I don't receive a referral fee I'm just happy to share as it took me going through several CPAs to find the right one.

22 February 2025 | 10 replies
You’ve received some insightful replies already.

22 February 2025 | 11 replies
Our system only knows how to pull the data that is received from the Connected Accounts.

4 February 2025 | 3 replies
A trust transfer allows for smoother estate planning, and if inherited after their passing, the land receives a step-up in basis, reducing future capital gains tax.Each method has pros and cons depending on their estate plans and your long-term goals.

4 February 2025 | 17 replies
I am continuing to make payments on the existing mortgage from the payments received from my buyer, which I am assuming is a characteristic of a wrap-around mortgage where the seller acts as the financier for the difference between the existing mortgage and the sale price.

14 February 2025 | 15 replies
I haven’t received the quote back for this place yet, but other similar properties we offered on were in the $4k/year range for insurance.

31 January 2025 | 5 replies
I sent a rent increase notice by mail 60 days ago, but they never received it.

7 February 2025 | 6 replies
Generally, applying any monies received to fees first leaves the deficit as "rent".

17 February 2025 | 12 replies
If your IRA receives an equity portion of profits from the business, it will likely have tax liability via UBIT that would be detrimental.Owning income producing real estate or interest from lending are passive activities not subject to UBIT.