Hi. Does anyone have a FP that knows the laws, loopholes and how to apply them or better yet, advise you based on present and intended situations? I'm looking for a Mark J. Kohler (KKOS) or Clint Coons (Anderson Advis...
Hi Everyone,Could anyone recommend a financial planner/accountant based in Rochester NY. An individual with property investments knowledge, city/state property and tax laws would be an added advantage Thank You
I'm curious if any note investors have spent the time cultivating relationships with financial planners or advisers in order to gain access to their pool of clients? This would be for investing in notes. To me this wo...
I am looking for a financial planner to begin working with. I am based in NJ and I’m certainly not looking for anything super cost aggressive as I am new and simply looking for some degree of paid mentor ship that I c...
Hi all. I am thinking of purchasing a SFH. The multi-units didn't work out for me like I had hoped it would. I am thinking about purchasing in a neighborhood in what is usually the worst possible area to buy...t...
Hey guys,Just getting out of my last year of college, working my way to finding a rental close to campus. I'm trying to get a team together of a certified financial planner, insurance agent, and also a attorney on inv...
Hello fellow BPers - I'm looking for referrals on a CPA for tax strategy and tax planning for both near and long term guidance. I have properties in both Colorado and Wisconsin.
Thanks in advance for recommendati...
Hello all! I'm looking for a tax planner/strategist in the Philadelphia (and surroundings) area. Can anyone provide a recommendation? Thanks.Kish
What yearly planners does everyone recommend?