Consulting a real estate attorney and CPA ensures compliance and tax efficiency.This post does not create a CPA-Client relationship.

Tax Savings:While it’s true that the stock market has been strong, real estate offers unique tax advantages that aren’t available with other asset classes.

I've also reviewed work done by both CPAs and tax preparers in large and small firms.I'm constantly learning new income tax strategies, reviewing my understanding of tax legislation and opportunities that are created with new legislation. 

My name and my daughter’s name(s) are also in title and the loan.I have really good equity in both properties (six figure) with great interest rates.At some point my daughters and their husbands will move out to upgrade to something bigger.I want to turn these properties into investment properties after my daughters move out:  thinking the best way is to convert in my name only.Also considering leveraging the equity in the properties to help buy new homes/townhomes for my daughters when they are ready as well.Wondering what the best strategies would be for me to expand property portfolio, minimize tax impact , create more passive income while continuing to help my family grow.I appreciate any advice! 

If you have a truly superior and/or unique product it will be easier to not have to compete with price. 

Hi Arthur, every property is unique.

This has made financing more expensive for buyers, but it has also led to less competition in the market, creating opportunities for those who are financially prepared.One of the biggest factors to watch in 2025 is new housing supply.

Additionally, managing series LLCs can be challenging, especially when it comes to opening bank accounts or handling titles for individual cells, which can create unnecessary complexity.

Trump is pro-crypto and creating massive tax shelters and deregulating.

I’m also networking with investors, lenders, and other professionals who align with my mission of creating opportunities for future investors and helping others gain education in real estate.If you have experience with:✅ Finding off-market deals✅ Creative financing strategies✅ Scaling from single-family to multifamily✅ Investing in South Carolina real estateI’d love to connect, learn, and potentially collaborate.Let’s build together!