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Results (10,000+)
Brittany Myrick The Newest New England Investor
14 January 2025 | 11 replies
Highly recommend @Lien Vuong she commented below and has helped a lot of our clients start of expand their investment property portfolio. 
John Malone Are you aware of the new Corporate Transparency Act Coming in 2024 (every LLC)
31 December 2024 | 22 replies
At our firm (tax advisory) we are offering a service to help clients with this and we expect many tax/cpa/law firms will as well. 
Kelly Taylor Recommendations for a Self-directed Roth IRA Custodian - Equity Trust anyone?
6 January 2025 | 11 replies
Some custodians are really good but have higher fees, so using them if you have a low dollar account may not be the best move and vice versa. not specifc to ET, but as a GP, we have worked with most in regards to assisting clients get their investment coordinated.
Mike Yerardi Is it worth it to keep paying for the "REALTOR" status in Massachusetts?
2 January 2025 | 1 reply
I'm not a typical Realtor perse looking for clients so I don't need the trust factor that may go with the REALTOR symbol in my marketing or anything.
Craig Oram JWB experience - My thoughts, let me know yours
30 December 2024 | 24 replies
This is explained early and often with new clients and it has always been a part of our fee structure as long as you've been a client
Victor Yang Taking a small loss to save on taxes?
17 January 2025 | 6 replies
This post does not create a CPA-Client relationship.
Seidy Lasker Wash Sale Rules for Options
2 January 2025 | 1 reply
Disallowed losses under wash sale rules increase the cost basis of replacement securities, potentially reducing future taxable gains.This post does not create a CPA-Client relationship.
Bob Willis DSCR for acquisition of existing PadSplit
16 January 2025 | 21 replies
I'm familiar with Jeff and the C2C team (i've heard great things) and work primarily with Fernandos team who I love.Right now - all of the padsplit loans I am working on for my clients are underwritten based off long term rental rates.
Josh H. Buying Home from Auctions?
13 January 2025 | 8 replies
I'm seeing lots of my clients have success currently with auctions in Cecil County and Baltimore City. 
Dalton Foote Value Add MultiFamily
13 January 2025 | 21 replies
Hey @Dalton Foote - I highly suggest  using a renovation loan and house hacking a multi-family if that is possible with your current life circumstances.The 203k and homestyle renovation loans are just amazing products and drastically help you reduce your risk, in my opinion, because you are able to leverage the cost of the entire renovation with such a low down payment loan.We work with a lot of clients who use these products in Chicago, and no matter what, in the long term, they gain great equity.If you aren't able to house hack - the process is essentially the same, but just with more money down with hard money or conventional construction loan.