David Yee
Are Certified Financial Planners (CFP) helpful?
7 March 2024 | 2 replies
If you want advice on real estate investing and the tax and financial strategies associated with it you should work with a tax strategist with real estate investing and financial planning experience.
Aline Elad
Capital gain taxes from Investment account
7 March 2024 | 3 replies
@Aline EladIf you take funds from an investment account and sell that asset I believe you will owe taxes on that gain even if you reinvest that amount laterIf you took a loan against it then that may be differentNot tax advice and not a cpa just sharing how it has worked for me in the past.
Philip Feinstein
CPA Recommendations please and thank you!
5 March 2024 | 15 replies
You want an accountant that can help you strategize and who is responsive when you want to know the tax consequences of the decisions you are making throughout the year.Good luck in your search.
Dianne Pettitt
Investment in The Summit Lofts in Georgetown TX. Is this a scam?
9 March 2024 | 23 replies
Thank your for all that good advice.
Glenn Verley
HELP! Trying to figure out what to do with INHERITED LAND!
8 March 2024 | 13 replies
Thanks for the advice!
Sal Grimaldi
Owner finance question
7 March 2024 | 1 reply
I need advice how to do that. never done that before.
Audrey Zehner
Trying to sell my condo and buy farm, advice needed.
5 March 2024 | 3 replies
Thank you all for any advice, I can do the research if someone can just point me in the right direction.
Frank Agyeman-Duah
Travelling Nurses Rental
8 March 2024 | 21 replies
All of the above is great advice.
Kalen Adamson
moving capital from stocks/ETFs or shares into real-estate
7 March 2024 | 7 replies
@Kalen AdamsonNot tax advice as a cpa can respond but typically when you cash in stocks that gain is taxed (if owned for a while at qualified dividend rate).You could take the cash, hold money for taxes and put that money as a contribution to the LLC and then start investing in real estateIf you invest in real estate you may get depreciation etc whixh could be paper loss and potential reduce tax obligation but the entire picture needs to be looked at
Jordan Naeem
Free and Clear Multifamily partnership advice
5 March 2024 | 7 replies
Hello everyone,I'm a newer investor and looking for a little advice for a potential partnership and multifamily investment.