22 May 2016 | 2 replies
Correct me if I'm wrong, but I'm assuming there are sales people (or financial planners, if that is the preferred terminology) that are paid by commission.
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23 December 2019 | 56 replies
Last week, I spoke to a planner at Alameda County, who said the county attorney is working on it.
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30 June 2020 | 8 replies
James, thanks for your reply, and thanks to all of you for your replies thus far....your insights are appreciated greatly.Let me clarify my earlier post when I said that I have no interest in working with a "traditional broker".....I spend 95% of my week being a financial-planner and meeting with clients, only 5% of my week is spent with my Real Estate LLC employee's.
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24 January 2024 | 41 replies
Could someone recommend Prime alternatives or a CPA and Tax PLANNER in Texas (I'm in Austin)?
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12 April 2017 | 4 replies
Hi,Sorry if this is in the wrong category, but I'm fishing with a big net right now.My Ex-bro-in-law is a financial planner, and ironically, he isn't necessarily great with his own money.
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14 January 2020 | 184 replies
From the advice of an estate planner here in NZ I have been made aware some potentially problematic tax laws for NZ Tax Residents who have foreign income.
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30 July 2013 | 2 replies
Legal advice from an attorney will consider the laws, including the laws in your state, your exact situations and goals, and then will provide you with legal options that best fit your unique situation.The inclusion of a licensed financial planner would also be a good idea to help you plan your future.Yes, there is a cost.
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18 September 2013 | 6 replies
I've been looking into lots for building multi-family and speaking with lots of land use planners, that's a great knowledge to have when getting into this side of the business.
26 December 2021 | 11 replies
Additionally, be wary of CPA firms, businesses, attorneys, wealth planners, etc who will take on any client who walks through the front door.
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1 February 2018 | 4 replies
Try to talk with the planner on duty and a building plans reviewer if you can, the permit technician is a wealth of information about the process, but the reviewers will tell you what they expect to see.