I’m trying to have him see the bigger picture if he puts money in tax advantage accounts first and strategically uses a tax professional, that he will be able to offset his high tax bracket w2.

When I started, I first wrote out my 3 main objectives for my portfolio, which was cash flow, appreciation, tax benifiets in that order.

Are we able to transfer our funds to each other's LLC without worrying about taxes since they are both under the same parent company?

Hello everyone,I am looking for insight into professional services for property tax appeals. 

Do you really want a paltry 3% dividend while losing many of the tax advantages you have with actually owning the property yourself? 

High property taxes and increases in insurance are very real there as well.

Its basically a tax that is over an above your property taxes and is used to pay back the developer that built out the infrastructure and amenities of the community.

Unfortunately many lenders will see this as a red flag and may not take the risk to lend you the rest of the money even if you use stated income program or bank statement program but those are for self employed borrowers who have active income from their business but write off to many expenses that when filling their taxes their net income is really low or sometimes negative.

There have been multiple legal challenges to this position of the FTB (California tax department, or Franchise Tax Board), but I don't believe any CA resident won such a fight.

Instead of using your personal income, employment history and DTI to qualify, a lender would look at the income or potential income of the property to make sure it cash flows after taxes and insurance are accounted for.