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18 February 2025 | 7 replies
I would suggest the client to find another partner with experience or have the builder/GC PG for favorable terms.
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23 February 2025 | 7 replies
Many of my most sophisticated investor clients are engineers.
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18 February 2025 | 8 replies
I also have a client in Turlock who could rec a good CPA up there as well.
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18 February 2025 | 4 replies
I want to fund my life through managing properties and investments, doing a little bit of hair (I used to have a salon and now I just have about 2 clients a week that I still do for now), and I plan to get into small business strategy consulting after graduation.
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6 February 2025 | 6 replies
As much as I can I try to keep my clients out of serious foundation repair as it is typically not a one time repair, but an ongoing issue over time.
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21 February 2025 | 4 replies
Often (as happened with Northpoint), I had only talked to the person in charge of bringing in new clients.
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4 February 2025 | 0 replies
But I ran some actual reports for clients this week and wanted to share.
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20 February 2025 | 8 replies
If real estate is involved, separating it into its own LLC before the sale can simplify the process and make it easier to leverage a 1031 exchange.This post does not create a CPA-Client relationship.
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10 February 2025 | 3 replies
Time horizon matters a lot too, talking to a client in their 60's wanting to retire is very different than someone in their 30's looking to build and accumulate wealth.
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5 February 2025 | 8 replies
I never recommend to my clients to be the ones to deal with the tenants unless they have the experience.2.