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14 March 2024 | 16 replies
Work with an experienced tax planner/strategist specializing in real estate and not merely a general tax preparer.
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12 March 2024 | 12 replies
It may be worth consulting with a real estate advisor or financial planner to help you determine the best approach for your situation.
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12 March 2024 | 13 replies
He was able to correct them bit we are a bit hesitant and we’re trying to find a better CPA that can be our tax planner/strategist.
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11 March 2024 | 8 replies
I don't really know what I need. I think I am looking for someone to do taxes and give tax advice but I am 52 with a great job and would like some advice for investing / retirement planning. Right now with it being ...
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12 March 2024 | 10 replies
As a Certified Financial Planner specializing in real estate investments, I'm excited to offer some insights into your retirement planning question.
10 March 2024 | 1 reply
I guess even though the numbers dont make sense I want to give my kids a place to live when I am gone and a rental a piece as they get nothing until there 30 from my parents trust if, I am gone It might mean putting my private residence up for grabs to get deal done or just invest somewhere else and she told me to write a business plan as to what I want to do she said she will get a financial planner and go over my business plan.
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10 March 2024 | 12 replies
Call into the offices of city planners or regulators to get their advice and make sure they know you're trying to do things above board.
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9 March 2024 | 3 replies
He really needs to clarify goals, get with a good tax planner etc.
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8 March 2024 | 3 replies
@Noa Zell Agreed with @Jon Schwartz on first identifying the allowed uses in the MR1 zone and then reach out to the Planner to discuss the options for permitting those uses and the timing.
8 March 2024 | 8 replies
@Lisa GoodingI recommend finding a tax strategist that specializes in real estate taxation and is also a fee-only financial planner.