
10 October 2018 | 15 replies
Unfortunately we can't pick and choose whose return to put this on to holistically minimize taxes.

29 October 2018 | 22 replies
The overall theme that I'd like to convey is that (a) tax and financial strategy vary from individual to individual, (b) tax and financial strategy are integrated and must be approached holistically, and (c) while you should retain qualified professionals to assist you with the various components of your tax and financial strategy, you must remain an educated investor to ensure that optimal results are achieved.

8 April 2019 | 31 replies
You now have an infinite return on your cash since you denominator is $0.Now, personally, I have looked for a 12% COC but only have found 1 deal so far at that number.I would love to see a more holistic discussion of target returns that takes into account other factors like the associated tax benefits (depreciation), growth in equity thru the rent paying your mortgage, etc.

10 April 2019 | 58 replies
This can help you really help make sure you've done a holistic DD.

8 April 2019 | 4 replies
This is just an opinion thing, but I have seen several law suits based solely on poorly constructed lease contracts.In regards to your questions about LLC I often try explain the purpose of asset protection holistically.

2 March 2019 | 42 replies
Also, take a holistic view of the deal with all fees included and see if your numbers work to decide if the deal makes sense.

11 March 2019 | 24 replies
@Kristen Bouvier ScovilleWithout knowing your holistic picture and goals it's difficult to advise on this.Generally speaking it's a no-no to put appreciating assets like real estate into a corporate tax entity, whether it be an S Corp or C Corp.

8 May 2021 | 139 replies
The one thing I wish someone had told me when I was younger was to think holistically about investing.

1 December 2018 | 18 replies
A tax loss isn't the same as an overall, holistic loss (ROI).A tax loss, or a breakeven rather, is the optimal tax position.

17 August 2019 | 12 replies
Generally your tax CPA/EA knows all of your facts, circumstances, and goals and is much better equipped to advise you as he/she knows your holistic tax picture.