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Results (3,173+)
Julien Bartolo Rental Investment Units Purchase - LLC's & Bank Accounts
30 August 2022 | 12 replies
As I embark on this journey and based on recent discussions held with both financial advisors and estate planners, it was explained to me that each unit I purchase should be placed under its own LLC for both asset protection, liability coverage, taxes and estate planning purposes.
Eric Kelly Looking for a CPA/tax advisor to help prepare taxes and tax plan
14 December 2021 | 1 reply
Hi, I am looking for an experienced CPA that can eventually become a long term tax advisor and tax planner, I have one investment property set up through an LLP  in SC and one 2nd home vacation rental in AZ that I recently just purchased.
Brian Bakerman Why doesn't every investment property in California have an ADU?
23 December 2021 | 47 replies
Our planners said it was the cheapest and fastest ADU conversion they had seen. 
Lisa Hall I have Outgrown my Accountant -Looking for Recommendations RE CPA
16 December 2021 | 6 replies
If your next CPA is not a Certified Financial Planner, then you should engage one if you have significant assets - real, stocks, bond, cash, etc.
Trevor Smith Consultant to maximize earnings on retail front?
26 December 2021 | 4 replies
There are other financial planner professionals as well.
Jamaica Adviento 401k (specifically TSP)
25 December 2021 | 14 replies
A financial planner can help you with that.
Ashley Shudan WWYD? Help me with analysis paralysis
11 January 2022 | 5 replies
I am always a worst-case scenario planner.
Andrew Haney Goal setting template Needed
14 January 2022 | 2 replies
I am using a Zig Ziglar Performance Planner that is working great; very well organized.
Cian O'Donnell Advice Needed: Helping my mother build homes
12 January 2022 | 4 replies
I will continue to verify with local builders / planners and run the different scenarios.
Trent Reeve Is a pool worth the investment for beach property?
9 September 2022 | 13 replies
You will first want to check with the local town planner to verify what the maximum lot coverage allowance is for the subject property.