Clients are getting much better terms using their local credit union, and generally really appreciate being the good advice and direction.

Major banks, like Chase and Wells, are offering it to their clients.

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

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.

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

*This post does not create an attorney-client or CPA-client relationship. 

Ensure your investment pipeline justifies the fees, and consult the custodian about rollover options to avoid unnecessary expenses if investments slow.This post does not create a CPA-Client relationship.

My assumption is laundromat clients tend to be on the lower income range.  

The client was willing to gamble on furnishing for STR over LTR route and we were good for 3.5 years, then one day the man came and shut it down. 

We often take over "turnkeys" and find them a bit of a mess.That's why we started doing BRRR Turnkeys for our clients where they buy a fixer-upper and we renovate to THEIR standards, find a tenant and manage for them.