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19 January 2025 | 55 replies
Firstly, do you manage your own property or do manage mix of your own plus clients' property?
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29 January 2025 | 47 replies
HELOCs or traditional financing may also be better options to preserve retirement funds while minimizing immediate tax liabilities.This post does not create a CPA-Client relationship.
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17 January 2025 | 19 replies
They tell you that they "cherry pick" potential clients, but belive it or not they don't!
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8 January 2025 | 4 replies
Last but not least....A few members in replies have already mentioned why it makes sense to hold…….I very much appreciate ALL FEEDBACK, however I think it will be helpful to provide some added context as to why I am absolutely certain (and my CPA’s are convinced as well) on my decision to liquidate the entire portfolio and onceAs I educate clients on daily, income tax brackets as well as long term capital gain tax brackets in our country are more favorable right now than they've been at any point in the past 80 years.
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11 February 2025 | 183 replies
He said one of his plans for 2 units for one of his clients were rejected by the city.
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23 January 2025 | 15 replies
I tell my clients to determine how much they have in personal assets - if they have more than $500K in personal assets, I always recommend an additional $1M umbrella.
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25 January 2025 | 155 replies
Like I said I do this but for much bigger deals and for my existing clients that are then using me to fund their deals.. and I have total control of the transaction.. these folks are going to learn the hard way. what happens when the deal does not close and the seller wont sign the release ????
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10 January 2025 | 16 replies
Just keep in mind that entertainment expenses—like taking clients out for a show or a game—aren’t deductible anymore.And, yes, you can deduct 100% of your education expenses if you’re already a real estate investor.
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14 January 2025 | 18 replies
Being a remote location might already limit client base.
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11 January 2025 | 9 replies
Next, I tend to recommend that clients stay away from inflated HOA fees.