I have been told by several of my clients that it was is one of the most professional and informational offerings that they had ever seen.Matt is like a mentor or a coach all the way through the process.

Check out this podcast from BP, with Dave Meyer and Chris Clothier from Nov.we work with clients all the time in your situation and can help strategize your portfolio to reach your 10-15 year goals!

Be mindful of recapture tax when selling but consider long-term strategies like a 1031 exchange.This post does not create a CPA-Client relationship.

Then, gather evidence like recent sales of comparable properties to support your case.

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

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.

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!