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7 January 2025 | 5 replies
@Cristal Ochoa @Leiah DotlichI will preface this with the fact that I have a legal background, specifically with estate planning and asset protection.
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9 January 2025 | 2 replies
If you planned on moving out of a house and buy another property, as an example, you could pull a HELOC before you moved out and keep it as an emergency fund.
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20 January 2025 | 31 replies
I'm looking to get their "package" which includes a Holding company, LLC Subsidiary, Corporate Financial Program and an Estate Plan.
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9 January 2025 | 3 replies
Does anyone know of any other ways to gauge the effectiveness of this plan?
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15 January 2025 | 14 replies
Edit: I don't plan on doing any of the work myself aside from the most basic of things.
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9 January 2025 | 20 replies
I'm finishing up the last of my engagement letters for next year and I know many of us will have sporadic availability for tax planning after this week due to the holidays.
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10 January 2025 | 2 replies
A tax advisor specializing in real estate can help you navigate deductions, plan for 1031 exchanges, and ensure compliance with ever-changing regulations.
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11 January 2025 | 7 replies
Plan for a smooth transition: Respect the notice period and prepare for any potential disputes.
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7 January 2025 | 8 replies
I would encourage you to learn the market you plan to invest in now and to continue to learn about the different methods of investing.
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23 January 2025 | 15 replies
@Cal Dunagan Cal, in addition to an LLC we plan on purchasing some additional insurance.