The only exchanges I see fail usually are where the client doesn't know what and where they want to invest next.5.

I have clients that work all kinds of stratagies and programs.

As a client of 5+ years, it has just been TOO MUCH, recently.

As a Mexican realtor, I’ve worked with clients alongside an accountant to simplify the process, including setting up the necessary bank account for rental income.Let me know if you'd like more guidance! 

It's not that you would not have the skills, but most clients want to work with someone who is at least their own age.

We play matchmaker, put our clients first in all arenas, and also manage.

I also thought to myself: what if your trying to be all fancy with it and try it with a new client and can’t get it to work?

I just ran numbers for a client on a $550,000 property.

Currently, I self manage using software program that centralizes the majority of information and messaging and pushes to all the platforms that we list the properties on. 

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.