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Results (3,165+)
Danielle Cage Creating an LLC - use my CPA or diy?
13 November 2015 | 32 replies
From my experience as an ex financial planner, having dealt with many family related partnerships and business ventures, it is better to work out the divorce process before the event when you are all still friends than after the event when you are potential enemies.
Julie Shepard Recommendation for a Tax Planner in the SF Bay Area
2 February 2016 | 2 replies
Hi All,Can anyone recommend a great tax planner/tax preparer who understands rental property, 1031 exchanges, etc as well as general overall tax knowledge?
Kenzy J Forler First time buyer questions
14 October 2015 | 5 replies
If you're looking to possibly get hard numbers, I would recommend contacting @Albert Bui, he is a mortgage planner who I believe operates out of the South Puget Sound region and is used to working with investors.I would also look to get in contact with a good real estate agent, one who can help you start to figure out what you should pay for a given space.Cheers, and keep asking questions of the community!
Mike O. getting started and making it grow
12 March 2015 | 11 replies
I don't do real estate transactions without first consulting with my CPA/Financial Planner.
Joshua Andrews Meeting investors through financial planners
8 March 2015 | 3 replies
I'm curious if any note investors have spent the time cultivating relationships with financial planners or advisers in order to gain access to their pool of clients?
Kathryn Marchetti Coverting my SURS into a self directed ira
16 March 2015 | 2 replies
I am meeting my financial planner next week so in the mean time I wanted to see if anyone here has a good answer for me.  
Michael Win What account to open
8 April 2015 | 5 replies
I'm not an attorney, an accountant, or a financial planner.
Beverly Wertz New Member from Harrisburg, Pa area
14 May 2016 | 6 replies
I know one of the members, Adam, is a financial planner and he could be more helpful with your 401K questions.
Austin Snow Denver Property - What would you do?
12 May 2016 | 7 replies
It's worth a face-to-face conversation with a city planner as to whether or not they'd even consider supporting your request.
Samantha Robbins My "3 unit multifamily" unit appraised as a "2-unit" multifamily
17 May 2016 | 1 reply
Go down to the city planners dept and see what the city had permitted it to be.The additional unit may be unknown to them and therefore illegal until you can ask the city to grandfather it in as is or make the necessary safety changes to make it legal and insurable.