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14 January 2025 | 2 replies
@Clarissa Zimmermann I usually direct my clients rent.app
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22 January 2025 | 4 replies
Selling now prioritizes liquidity and growth opportunities, while holding benefits from long-term appreciation and rental income.This post does not create a CPA-Client relationship.
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5 February 2025 | 13 replies
But I have a client with the same type of building and has a non-conforming basement that he uses as an Airbnb and hasn't had any issues with it.
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12 January 2025 | 25 replies
However, when I talk to new clients, they are not interested in these properties.
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10 February 2025 | 121 replies
Example, I have a client who recently transferred the reigns to generation 4, yes 4, of running the family REI Trust.
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31 January 2025 | 44 replies
I was the HML who put the CA clients into title for 1k per house.. then countrywide or wells would refi them in about 90 to 120 days generally they could cover their lending costs and be positive cash flow 50 to 150 a month..
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19 January 2025 | 18 replies
Here's a link https://www.oregon.gov/ODA/shared/Documents/Publications/FoodSafety/ServiceAnimalsposter.pdf The BS factor is off the charts with some clients...Then it gets tricky because you are only allowed to ask certain questions as to whether the dog has been trained to perform a specific task etc.
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16 January 2025 | 0 replies
By and large, QI's have very high ethical standards, and are sometimes overlooked as the engines of this tax saving tactic.]REPUTATION MARKERS 📊INDUSTRY STANDINGMembership in professional organizationsLeadership roles in FEAEducational contributions to the industryRelationships with major title companiesCLIENT RELATIONSHIPS 👥Testimonials from CPAs and attorneysReferences from title companiesLong-term client relationshipsTransparent fee structuresRELATIONSHIP RED FLAGS 🚩Overly familiar with your realtor/brokerKickback arrangements (illegal!)
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24 January 2025 | 16 replies
Work with a knowledgeable SDIRA custodian to ensure compliance with regulation.This post does not create a CPA-Client relationship.
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9 February 2025 | 17 replies
@Marcos De la Cruz There's no hard & fast minimum - it's based on your personal return preferences...usually I recommend to my CFO clients that they make an annual somewhat higher than what they could get by investing in the stock market.