
24 January 2025 | 8 replies
Splitting the gift across multiple years may reduce immediate tax reporting but requires appraisals, legal documentation and proper structuring.If the house is highly appreciated, holding it for inheritance may be more tax-efficient because the recipient would receive a stepped-up basis to the FMV at the time of your passing, eliminating much of the capital gains tax liability.This post does not create a CPA-Client relationship.

5 February 2025 | 13 replies
But make sure to build a strong core 4 if you invest out of state (deal finder, your property manager, your lender, and your contractor).5.

21 January 2025 | 74 replies
You set your own payment terms with YOUR client and then find funding for them.The Capital Syndicate is a private lender firm that offers financing through their own company, but they also provide you with a list of about 150 other private lenders.

21 January 2025 | 5 replies
If this is for real, I strongly suspect you'll need to be an accredited investor.

16 January 2025 | 5 replies
Competition remains strong but it doesn't mean your goal is impossible to reach.

30 January 2025 | 19 replies
While my local marketplace is the Greater Hartford region, I serve clients all over CT.

9 January 2025 | 4 replies
My clients who invest in Section 8 housing do so in 'not quite' transitioned communities but that have low crime rates.

22 January 2025 | 4 replies
For an OOS investor, I would recommend looking at Kansas City as one of my CFO clients also manages 100+ doors for OOS investors and knows the market very well.

22 January 2025 | 9 replies
I really hate the city because of taxes and water bills but the charming neighborhoods with a strong sense of community seem to be Lauraville, Beverly, Hamilton and Franklintown.

7 February 2025 | 8 replies
I've run into some issues where clients get a little anxious over a valuation that came in low or a condition comes up that is fairly minor.