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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.
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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.
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23 December 2021 | 47 replies
Our planners said it was the cheapest and fastest ADU conversion they had seen.
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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.
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26 December 2021 | 4 replies
There are other financial planner professionals as well.
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25 December 2021 | 14 replies
A financial planner can help you with that.
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11 January 2022 | 5 replies
I am always a worst-case scenario planner.
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14 January 2022 | 2 replies
I am using a Zig Ziglar Performance Planner that is working great; very well organized.
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12 January 2022 | 4 replies
I will continue to verify with local builders / planners and run the different scenarios.
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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.