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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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14 January 2025 | 2 replies
@Clarissa Zimmermann I usually direct my clients rent.app
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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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12 January 2025 | 25 replies
However, when I talk to new clients, they are not interested in these properties.
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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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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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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 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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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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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!)