
7 December 2024 | 150 replies
If a stock broker were to do the same thing with bond holders in his agency with investor clients it would be illegal, (churning accounts) in the note business it's accepted practice.

21 November 2024 | 3 replies
Proper structuring with professional guidance is key to achieving both parties' goals.This post does not create a CPA-Client relationship.

18 November 2024 | 11 replies
I have plenty of clients who manage long distance and around the world.

22 November 2024 | 9 replies
We received this letter from Toledo LMHA Lucas County's Section 8 administrator.I don't know if they had a data breach and a bunch of landlord and client personal information was stolen or if they lost their server and backups.

25 November 2024 | 19 replies
Having a PMC myself (probably will never happen and I'll just manage my stuff) I would never allow my clients to have to ask for proof.thank you for the insights!

18 November 2024 | 1 reply
Personal Videos - Sending personal videos to your client whether that'd be congratulating them on getting under contract or getting to closing is a great way to connect.

19 November 2024 | 12 replies
While these losses won’t immediately offset W2 income without REPS, they can be carried forward to offset future rental income or capital gains when you sell the property, lowering your tax burden long-term.This post does not create a CPA-Client relationship.

21 November 2024 | 19 replies
I haven’t invested in a property myself but all of my clients are basically investors!

19 November 2024 | 1 reply
Hello,We are being approached to GC/partner on a spec home with whom the client owns the lot and will be securing the construction financing himself in order to do the deal.

19 November 2024 | 7 replies
Mid-quarter convention: This applies if more than 40% of the basis is placed in service in the last quarter, limiting first-year depreciation.This post does not create a CPA-Client relationship.