My current goal is to transform my professional Excel budgeting tools into an AI-powered app to streamline day-to-day property management, particularly for financial operations.

They not only specialize in self-directed IRAs and solo 401(k)s but also have an entire team specifically dedicated to supporting BiggerPockets members like you.

You have to do some work to create real estate specific "Classes" and expense accounts for QB.

By tackling them early on, you minimize the risk of missing critical dates.In my experience, closing a deal within a specific timeframe requires meticulous planning.

What I like about it is the fact I can reach out to them when I have specific questions about a topic or if I wanted more details.Information like this can be found through reading REI books and scourging YT videos.

.- Depends on what you're doing specifically, but usually I'd recommend getting an EIN at least to give access to business bank accounts- Repeating #1, if you're going to a property and 100% of your time is spent doing renovations and the like, sure, but if any of it is for personal benefit, that'd be disallowed.

If you have specific questions about property management, I'll be happy to help!

Can anyone recommend a PM, specifically that work on the west side of Cincy?

If you have specific questions about property management, I'll be happy to help!

., the specific procedures laid out by the SEC in Regulation D.