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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.
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8 February 2025 | 42 replies
Once you are an experienced investor and know rental rates and costs you can provide value to clients.
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8 February 2025 | 10 replies
I had no idea who we were working with as I was lead to believe it was one of his clients from his tax business.
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3 February 2025 | 7 replies
Real estate agents and agencies will always tell a client to buy, and it's always a good time.
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7 February 2025 | 22 replies
If losses strain your finances, selling might be the best move, but optimizing rental income or tax deductions could make holding worthwhile.This post does not create a CPA-Client relationship.
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27 January 2025 | 15 replies
When the house eventually sold, I contacted the buyers agent and explained it to him so he could be the hero with his clients and show them how they could save a bundle on their property taxes by appealing and getting that corrected!
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7 February 2025 | 22 replies
If you have TIE, time, interest, and energy, self-managing is the way to go.Our clients already have jobs - surgeons, attorneys, executives - that don’t have time nor interest in another job.
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6 February 2025 | 12 replies
One of my clients just bought a bizz ( new bizz for him) and the owner stayed on and they are running it together.. its manufacturing and I suspect that more prevalent than RE development.
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16 January 2025 | 20 replies
If one of those is true, my usual recommendation to my CFO clients is to start in those markets.
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15 January 2025 | 49 replies
I recommend Stessa to all my retail clients.