
3 March 2025 | 2 replies
It’s a powerful way to help clients build and sell in single-family zones.

7 March 2025 | 7 replies
. - When we've review these options with clients the ending outcome is typically that it's easier to forgo the 121 exclusion if you want to keep this property; and do a cash-out refinance (taking on more debt isn't taxable) instead.

6 March 2025 | 2 replies
If keeping things simple is your priority, strong insurance coverage and separate bank accounts for each property can be a solid starting point.This post does not create a CPA-Client relationship.

23 February 2025 | 9 replies
"The man who represents himself has a fool for a client" was said about attorneys, but it could be said about a new investor representing himself in a sales transaction.

5 March 2025 | 1 reply
The nudge in interest rates makes pre-approvals a smart move for buyers, and I agree it’s a prime seller’s window to showcase those standout features.Your tip about 24 Suns reopening at Copperwood Center with Chinese cuisine and craft cocktails by ex-Addison chefs is a nice local touch—could be a great spot to network with clients!

10 March 2025 | 14 replies
I have had several of my clients do it this year.

2 March 2025 | 41 replies
If I have a good client that buys multiple houses, I will gladly throw some money in to keep them happy.

27 February 2025 | 10 replies
The last 3 clients I worked with all ended up with Chase.

2 March 2025 | 1 reply
I opened my own business in 2015 and I stayed pretty busy with working as a sub and building new clients.

25 February 2025 | 5 replies
However, be mindful of the Section 461 business loss limitation, which could restrict your ability to deduct excess losses in a given year, depending on how your rentals are reported.This post does not create a CPA-Client relationship.