He failed his clients.

I live in the Research Traingle areas and has been aggressively investing in real estate here as well as helping my investor clients invest in the region.

Relationships are key -this off-market deal was found through a longtime realtor friend and my last seller financed deal was through a landlord/client I worked with for several years. 

One of my CFO clients just refinanced 40 of his properties (20 of them are S8) in the Midwest and he cashed out 7 figures!

For long-term planning, consider transferring the property into a trust to manage tax and legal complexities.This post does not create a CPA-Client relationship.

What I wrote above does not create an attorney/client relationship between us.

I've got a CFO client in Kansas City that has a 40+ unit SFR portfolio and is now targeting 5+ MFs.

I am interested in utilizing space again for group meetings, workshops, and for clients who may still desire private space.  

This year, let's prioritize learning and adaptability, recognizing that continuous growth is key to staying ahead in an ever-evolving world.Networking and collaboration will be crucial as we navigate the changing landscapes of industries.

Avoid C-Corps, as they incur double taxation.Use LLCs for rentals and consider an S-Corp election for flips if income justifies the additional complexity.This post does not create a CPA-Client relationship.