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9 January 2025 | 46 replies
We can only hope future clients get their expected return.
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23 January 2025 | 7 replies
For me, it wasn't a book that got me into this but it was a conversation I had with a client while I was a financial advisor working for Merrill Lynch.
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19 January 2025 | 8 replies
What I wrote above does not create an attorney/client relationship between us.
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22 January 2025 | 15 replies
Hi, we do property management in Baltimore as well as GC projects for our clients.
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14 January 2025 | 5 replies
I've had clients who work with local lenders and others who work with national lenders.
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21 January 2025 | 6 replies
This post does not create a CPA-Client relationship.
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22 January 2025 | 10 replies
Tax-deferred strategies like 1031 exchanges and refinancing allow further tax-efficient wealth building.This post does not create a CPA-Client relationship.
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21 January 2025 | 14 replies
Setting up an LLC may allow for deductible expenses, and investing in municipal bonds could provide tax-free interest.This post does not create a CPA-Client relationship.
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2 February 2025 | 20 replies
If I have a homeowner client that wants to play games, I'll gladly help transition them to another manager.
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14 January 2025 | 27 replies
A client can close on a new property with us in less than 45 days so no long closing or pre construction risk anymore with our program.