It also identifies signer names within the documents, allowing you to uncover the owners behind the ownership entities.Currently, lenders primarily utilize the platform to monitor client and bank activity, but we're exploring options to tailor the tools for investors.

You search for existing guides, select the best and provide the link or the document to your clients.

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.

Instead, consider a HELOC or home equity loan to fund repairs, as the interest may be deductible if used for home improvements.This post does not create a CPA-Client relationship.

This approach balances tax efficiency, financing goals, and family considerations effectively.This post does not create a CPA-Client relationship.

Focus on long-term guests, like corporate clients staying 30+ days, because it’s easier and brings steady income.

I am the real estate professional and I worked with hard money lender This sounds like the exact same strategy a client of mind uses in Kansas City!

You get some of the strongest rent demand in the Phoenix area being closer to downtown, and then you position yourself for the upside of the growing North Phoenix economy with TSMC and other economic developments.If you want more info, I can send you the 3-5 most recent properties my clients have purchased in the last month for you to review.

Just this month, I’ve gotten under contract for my clients for multiple 20%+ cash on cash rental properties so there’s definitely tons of opportunity here.

I suggest that you make it a point of finding a good lender, not just someone who can do the job of helping your clients buy their home but someone who is willing to teach you.