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6 January 2025 | 5 replies
One of the things we do and recommend to our clients is to purchase a home owners warranty to cover all of the mechanical, electrical and plumbing compenents.
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2 January 2025 | 53 replies
She helped several other clients out of a similar situation in Baltimore.
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9 January 2025 | 9 replies
Combining HELOC and private funding is also viable.This post does not create a CPA-Client relationship.
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9 January 2025 | 21 replies
Because it takes repetition for people to remember things and you have to be top-of-mind when they encounter a potential client for you!
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2 January 2025 | 1 reply
My clients generally pay 6%-8% of the loan amount if they're working with an HML or PML.
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2 January 2025 | 1 reply
I'm not a typical Realtor perse looking for clients so I don't need the trust factor that may go with the REALTOR symbol in my marketing or anything.
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3 January 2025 | 5 replies
Accurate records of all expenditures are essential to claim deductions and calculate the cost basis for future capital gains taxes, including depreciation recapture.This post does not create a CPA-Client relationship.
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2 January 2025 | 1 reply
Disallowed losses under wash sale rules increase the cost basis of replacement securities, potentially reducing future taxable gains.This post does not create a CPA-Client relationship.
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2 January 2025 | 10 replies
LLC offers no tax savings.This post does not create a CPA-Client relationship.
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1 January 2025 | 5 replies
Last thing to look at (and right out of the pages of our client's own experiences) might be starting a transition of wealth in the form of using 1031 strategically to purchase property that your heirs live in until you pass and they inherit.