Some of my clients I only speak with once a year if that. 

That is subjective though - I just advise my exchange clients to understand that number and understand their exposure.

Also, given our members are more focused on scale, many of them elect to create a syndication (even if it's a fix and flip fund), given the significant upside once raising more capital is possible.We also have clients who use our process for raising capital for crypto funds, buying existing businesses, hedge funds, and etc.

The demand for vacation rentals in places like Destin, 30A, and Panama City Beach remains strong.

In addition to this, I've had 2 clients this past year tell me they used Airdna in '22 and '23 to see projected and estimated income and was drastically different than actual income made with very comparable properties. 

This is especially helpful since your goal is to replace your income and invest full-time.Market Timing: Bend, OR, has seen strong appreciation, but if you believe the market is peaking or stabilizing, now might be a strategic time to cash out.Cons:Losing the Low-Interest Loan: Your 3.1% rate is a huge advantage in today’s environment.

Keep records of the payment timing to substantiate your reporting if needed.This post does not create a CPA-Client relationship.

Since you’re considering converting the upper unit into a short-term rental, you may also want to implement strict rules around smoking or strong odors in your house rules to avoid future issues.

I have a number of clients who have leveraged their equity to purchase a 2nd - or 10th - investment property.

Failure to meet material participation rules will limit rental losses to offsetting passive income or carrying forward.This post does not create a CPA-Client relationship.