Lauren Merendino
Pre retirement Strategy
1 February 2025 | 30 replies
@Lauren Merendino I know a lot of my CFO clients like to see a picture vs. just numbers.
Will Daugherty
Building a portfolio dashboard
4 February 2025 | 2 replies
I build a lot of similar tools for my CFO clients, so I may be interested in discussing.
Robert Brock
Wholesaling Commercial Real Estate
4 February 2025 | 9 replies
My clients buy from wholesalers all the time.
Sarp Ka
Cheapest way to make a cash offer???
22 January 2025 | 14 replies
Since my firm is an investor private client boutique, I do not share resources outside of my client base.
Alec Jacobs
What bank account should I use for my rental property?
29 January 2025 | 4 replies
@Alec JacobsI often recommend Relay to my clients.
Aaron Bard
Easy Street Capital (Legit or No?)
1 February 2025 | 19 replies
For my clients, I like Easy Streets bridge purchase and STR DSCR programs.
Annie Anson
How to meet material participation hours for out of state investors
22 January 2025 | 25 replies
This post does not create a CPA-Client relationship.
Cameron Porter
City worker who can purchase properties for half off on land bank
7 February 2025 | 5 replies
@Cameron Porter half off of a $30-40K price may not be enough to make a purchase work.We've seen clients quickly get upside down with Land Bank purchases:(So, proceed with caution and hire a great inspector and contractor to go thru the property before you agree to buy it.
Kenneth Joseph Perfido
Creating LLC in a new state
29 January 2025 | 2 replies
Additionally, forming a new LLC may require obtaining a new EIN and business bank account.This post does not create a CPA-Client relationship.
Bryce Miller
New Member Intro (Looking to House Hack)
5 February 2025 | 7 replies
I'm in Phoenix as well, started out house hacking and have helped out a few other clients to do the same.