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17 January 2025 | 4 replies
Acquiring Clients: For those who’ve raised capital successfully and built a strong network of clients, how did you go about finding and nurturing those relationships?
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14 January 2025 | 28 replies
This also helps with tax planning so clients aren't blindsided.The tools/software that clients use is as varied as the clients themselves.
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7 February 2025 | 6 replies
Do you have property managers and contractors who your clients have been using for over a year successfully?
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22 January 2025 | 5 replies
I refer some clients to them.
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1 February 2025 | 10 replies
But on that note I do use about 4 different data sources for comp'ing the property's rental price estimate for my clients.
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26 January 2025 | 17 replies
A client came in and I was looking at his financials and saw that he was bringing in about $50k a month and asked him what the heck he was doing to make that.
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28 January 2025 | 10 replies
Most CFO clients that I work with that are new construction/home builders usually target a 20%-25% gross margin as they usually have to deliver high teen returns to their investors.Great question.
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31 January 2025 | 22 replies
Quote from @Ben Trageser: I work with Mark's firm a lot along with a number of clients.
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31 January 2025 | 6 replies
To avoid issues, hold the property in the trust for a year, ensure the LLC is properly structured, and consult a CPA or 1031 exchange expert to confirm compliance with state and federal tax laws.This post does not create a CPA-Client relationship.
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5 February 2025 | 38 replies
Law enforcement is now targeting third parties involved in “cooking the books” that “force by fraud” qualify clients for Covid-19 relief.