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11 January 2025 | 7 replies
@Van Lam I had a client just run into this recently.
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23 February 2025 | 80 replies
They have a large client base of DC workers . ( some real sweet boats there ) .
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15 January 2025 | 10 replies
However, like most property managers, once in awhile they do have investors interested in selling and at that point, they may reach out to their clients about that sale.
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17 January 2025 | 28 replies
I have not yet but I am planning to look into it for a client in the near future.
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23 January 2025 | 10 replies
With a Conventional Loan you can buy a SFH, Duplex, Triplex or Quadplex with as little as 5% Down if it is your primary residence as long as you have the intention of occupying one of the units for 1 year after closing escrow.This is the strategy I have personally implemented and have assisted many of my investor clients in doing the same. 20% Down is also beneficial as it keeps your payment low but it does limit your ability of buying more real estate faster.i would be more than happy to discuss the different strategies with you over the phone or in person.
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22 January 2025 | 21 replies
A Roth IRA Conversion lets you convert funds, pay taxes upfront, and withdraw contributions tax- and penalty-free after 5 years, offering a longer-term solution.This post does not create a CPA-Client relationship.
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9 January 2025 | 20 replies
And, even if he has real estate clients, doing a tax return doesn't really educate one.
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9 January 2025 | 46 replies
We can only hope future clients get their expected return.
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16 January 2025 | 9 replies
I've trained people at my jobs when I was a senior accountant to controller.I've used Yardi Enterprise (old desktop client software)Yardi Voyager 6s & 7sYardi Genesis2Reason why I say you won't be able to find a tutor is because no one is going to spend $15K a year to use as a training platform to mentor and tutor people.
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14 January 2025 | 4 replies
It’s a smart move, especially since it ties in with your goal of saving for your first investment.For skills, you probably already have a good foundation with your sales experience—things like communication, organization, and dealing with clients are all super valuable.