I had been a tax client of Anderson in prior years, but never signed up for any of their client programs.

I want to diversify and I feel like the best way to accomplish that is through real estate.

Quote from @Dean Harris: @Mike SferaThis is a great question and one I get from our client base often here in Memphis, TN.

It’s inspiring to see how much you’ve accomplished in the past seven years—and with such a diverse portfolio, too!

I would ask, when you say real estate, specifically what are you trying to accomplish or do?

In our case, we used our CPA, who creates SD 401(k) plans for his clients, though I’m sure he obtains the boilerplate from a facilitator.

Looking forward to seeing what you accomplish!

I know the decision shouldn't be made of tax benefit alone but starting to think other areas may help me accomplish both more efficiently.

Owning a duplex at 20 is a huge accomplishment, and it’s inspiring to see you’re already planning your next move.From my perspective, real estate investing is a long-term game focused on building equity, paying down debt, and maintaining stability over chasing short-term cash flow.

Specialist tend to get large volumes of clients as they are seen as the expert in the field.