Kelly Taylor
Recommendations for a Self-directed Roth IRA Custodian - Equity Trust anyone?
6 January 2025 | 11 replies
I think what you’re referring to is a checkbook IRA so you can bypass the custodian when performing transactions/investing and all assets/accounts will be held in the name of a special purpose LLC or Trust which is the instrument that gives you checkbook control.
Armell Mayers
Real Estate Taxes
31 December 2024 | 6 replies
A good real estate accountant can save you thousands of dollars by leveraging entity selection and formation, tax deductions, cost segregations, bonus depreciation and tax planning.I recommend finding an accountant who specializes in real estate taxation, business taxation, financial planning and tax planning.You may want to consider working with your accountant remotely to expand your options.I would also recommend looking for a accountant willing to work with you throughout the year.
Ricardo Garcia
Truebooks CPA - Feedback
9 January 2025 | 46 replies
Similar to my message above to Hanon, we've made great change to give clients a better experience.
Zachary Young
Where To Buy My First Rental Property
15 January 2025 | 14 replies
Shoot me a message if you have any interest in the area and so I can learn how to help you best Thanks, Sam!
Mitch Davidson
New STR Restrictions Coming for the Asheville Area
15 January 2025 | 37 replies
A special committee was formed last year, and was to hold 6 non-public meetings and then send their finalized recommendations to the commissioners in November.
Nathan Gesner
Have you ever used your umbrella insurance policy?
15 January 2025 | 11 replies
The above insurer specializes in Storage units.
Mike Beer
Has anyone tried the RaiseMasters program by Hunter Thompson
14 January 2025 | 39 replies
I hope this helps and feel free to send me a message for any further questions.
Kin Lay
How to transfer my share of the house to my brother?
14 January 2025 | 5 replies
If you need any recommendations for estate attorneys or CPAs in San Diego, feel free to send me a message.
Mitchel Johnson
College Senior- Advice on Multifamily/ House Hacking
29 December 2024 | 3 replies
@John Mason thanks for the message.
Brandon Toron
How to get the most cash out of my property?
13 January 2025 | 13 replies
I will send you a message.