I learned nothing from the meeting but my confidence grew so that's what I gained! 

As Linda mentioned, high-level nuggets are a good way to demonstrate an understanding of an investor's tax situation and possible solutions but granular tax advice should not be given in an intro meeting - not only because it's a paid-for service but also because tax advice is extremely individualized; we need to know the investor's unique situation before we can accurately and confidently advise, so a review of documentation would be a prerequisite (in most cases).Lastly, as some have said above, we also turn away clients - whether it be for capacity reasons or because it isn't a good fit.

Offer anything up to that amount but no more than that.The hard part, of course, is being confident in your numbers and criteria!

I know it's not a matter to be taken lightly, which is why I'm waiting to file this return - because even though the CPA is confident in her answers, I am not.

There are numbers that I'm confident in: - Cash flow per door = $298 ($596 per duplex)- Cap Rate = 8.56%- Cash-on-Cash ROI = 18.53%Then there are the numbers that I am (conservatively) speculating about:- Rehab cost total = $50,000 + 10% extra for unknowns- ARV per duplex = $179,000 - 210,000This is a big investment for both of us.

Having completed my first BRRRR while living 1,000 miles away from the property, during a pandemic, I have a lot more confidence and am ready to take on my next deal.

Pay close attention to what they're doing you'll maybe gain the confidence to do the next one yourself. 

Im actively investing my savings in commodities I believe in and in alignment with my worldview, I have confidence my investing will grow my nest egg until im ready to plunge into RE!

If you're confident in your property -at a certain point you just have to let miserable people be miserable. 

In general, a performing asset with solid leases and stable tenants brings a lot of confidence to the deal.