
1 December 2024 | 21 replies
@Matt Wan around 50% of our clients are from overseas.Some, we've only done a Zoom video chat with!

2 December 2024 | 34 replies
this is an old old program I had clients of mine doing this in Detroit back in the GFC they would buy a house 1 to 2k sell it on contract for 20 to 30k..

27 November 2024 | 2 replies
I am working through this structure with a number of clients right now from a tax perspective.I highly recommend Mark Fetzer at KKOS - I work with him often on these clients and he is set up to advise in Texas.

26 November 2024 | 12 replies
Clients are getting much better terms using their local credit union, and generally really appreciate being the good advice and direction.

27 November 2024 | 4 replies
And the only "client" reviews I've seen mention that their customer service is non responsive and difficult to get a hold of once you're purchased their services.

29 November 2024 | 5 replies
Transferring a 1031 exchange property into an LLC shortly after purchase typically won’t trigger immediate tax consequences for your wife if the LLC is a disregarded entity, as you file jointly.This post does not create a CPA-Client relationship.

30 November 2024 | 10 replies
Hi @Luca Perinuzzi, I work with New Western and we only sell investment properties, so all of our clients are naturally investors.

26 November 2024 | 17 replies
Pennsylvania even had cases where lawyers were disbarred for selling overly complicated trust structures to older clients who didn’t need them.2.

2 December 2024 | 13 replies
Hello @Patricia Via,Our investment business in Las Vegas has delivered over 530 investment properties to clients worldwide.

2 December 2024 | 33 replies
A balanced approach, combining financing with a cash reserve for stability, maximizes tax efficiency, inflation protection, and aligns with your goal of retiring sooner.This post does not create a CPA-Client relationship.