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21 February 2025 | 9 replies
I had to check every reference but I think it save the client 50 to 100 hours of associate time.Just saying.
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16 January 2025 | 18 replies
A great deal of accountants work with out of state clients.
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22 January 2025 | 5 replies
Consider an installment sale if financing is an issue.This post does not create a CPA-Client relationship.
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28 January 2025 | 14 replies
@Kiran AsknaniAirDNA is within shouting distance of my clients' STR actual revenues here in Colorado.
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24 January 2025 | 8 replies
Splitting the gift across multiple years may reduce immediate tax reporting but requires appraisals, legal documentation and proper structuring.If the house is highly appreciated, holding it for inheritance may be more tax-efficient because the recipient would receive a stepped-up basis to the FMV at the time of your passing, eliminating much of the capital gains tax liability.This post does not create a CPA-Client relationship.
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21 January 2025 | 4 replies
If you're at all interested in North Carolina, consider the Triangle (Raleigh / Durham) and Triad (Greensboro / Winston-Salem) areas, which are my focus for both clients and myself.
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27 January 2025 | 18 replies
I, my clients, my PM, have never had issues with it You are not clear with insurance companies by hiding it.
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24 January 2025 | 18 replies
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!
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17 January 2025 | 23 replies
They must provide quality service, or their clients won't want to pay the price.
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22 January 2025 | 4 replies
I always make sure to do this for my buyer clients!