
26 February 2024 | 7 replies
Look for areas with strong rental demand and good potential for appreciation.

26 February 2024 | 7 replies
*This post does not create a CPA-client relationship.

26 February 2024 | 4 replies
A lot of conversational AI is super helpful, like Jasper for marketing (blogs, client communication, etc...).

26 February 2024 | 11 replies
Really, where I seem to use these most is with a client that has several million in stock market investments and wants access to funds without selling the stocks and paying the capital gains taxes.I probably wouldn't advise this...but you could look around for a custodian that has really cheap margin rates...and open an account there...and then take margin out of the account...That's what I do personally.

26 February 2024 | 7 replies
If rents are strong and support your $2400 rental price and you know you could readily secure a replacement tenant at that price, why negotiate?!?

26 February 2024 | 17 replies
Guys not sure the volume of furnaces you install, and I know this is off topic, but I strongly strongly disagree Goodman’s are a good furnace.

26 February 2024 | 3 replies
Would love to help your clients out with residential, multifamily and commercial lending, while seeing what we can refer your way on the insurance side!

26 February 2024 | 3 replies
Yes sir, my client wants to see more data.
26 February 2024 | 18 replies
I am not sure if there has been a change of mgmt or something else so wanted to get a POV from other potential clients of theirs.
27 February 2024 | 11 replies
Accountants are in such demand, that the best are not even accepting clients half the time.The other problem I see often with accountants on here is that they specialize in larger investors, and have really high prices when you as a smaller investor do not need all the bells and whistles.Another thing I see is folks thinking they need to have a tax professional in their state.