
28 February 2025 | 85 replies
I look at all I do for clients for free..

28 February 2025 | 24 replies
I have had some clients happily looking for breakeven or small loss if it meant having what they wanted.

15 January 2025 | 2 replies
Your brokerage is required to supervise you, and maintain all records of the transaction, just like any other client.

15 January 2025 | 9 replies
A client of mine in Maryland added smart home features to their rentals and boosted rents by 12% with minimal investment.

15 January 2025 | 11 replies
I knew that was not true because I had paid $780 a couple months before on a property in the same area and also my realtor told me that her clients had been paying that lower rate.

27 January 2025 | 17 replies
While QBO is probably more common, I've learned that they have had to become accustomed to a lot of different programs because their clients use so many different platforms.

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!)

21 January 2025 | 19 replies
Quote from @Jay Hinrichs:Jay, it does look like one of the strategies of this 711Rescue is to restructure the loan for their clients, but at 2x DSCR!

21 January 2025 | 6 replies
This post does not create a CPA-Client relationship.

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.