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Results (373)
Latasha Griffin Need: CPA/tax planner in GA/TN (REI, logistics, laundromat)
10 January 2022 | 0 replies

Does anyone have a good referral on a CPA licensed in GA (and TN would be great) who has experience with not only REI but small business owners in the transportation and laundromat businesses? I'm purchasing a few tru...

Veronica Ortiz-De Anda Urban Planner + R.E. Agent + Civil Eng Newbies Ventura County, CA
4 November 2020 | 8 replies

Hello Bigger Pockets Community!! After listening to BP podcasts for the last 3 three months (I thank the quarantine for that) I finally became a member of BP! I am an urban planner and licensed real estate agent. My h...

Yollan Kitsoukou Here is my plan, tell me why it won’t work!
11 April 2019 | 15 replies

Hi all,I am new to real estate investing and new on BP. I purchased my first duplex last year, which cashflow $100. So I am currently living rent free with some extra cash in my pocket every month. I just find another...

David A. Do you use a business planner for your notes/activities?
30 November 2012 | 1 reply

I am looking for a good business planner to take notes, store business cards, documents. If so do you recommend a certain brand or are they all pretty much the same.

Schelley Stamps SEEKING FINANCIAL PLANNER w/REAL ESTATE INVESTING KNOWLEDGE in GA
29 November 2018 | 1 reply

Hello, I need a fiduciary financial planner in Ga who is also a multi property RE investor . I live in S E Ga. Can anyone recommend someone they have used, or if you are one can you please leave contact info? Thanks!

Shane Woodman Looking for Financial Planner and tax expert in Richmond, VA
20 January 2022 | 2 replies

Hello BP folks, I'm in search of a financial planner/adviser and tax expert in the Richmond, VA area. I teach personal finance to organizations and we are scaling big enough that I need to add to my team. These two me...

Khadija Imara Looking for CPA Tax Planner Well Versed in Opportunity Zones
17 January 2023 | 2 replies

Hello,I am business owner looking for a CPA and tax planner. I will be investing soon and looking for someone who has a vast knowledge about opportunity zones funds and properties. Thanks in advance.

Parker Robertson How to guarantee a tax planner is the right fit?
28 March 2023 | 3 replies

I have a consultation with a tax planner coming up early this week. How can I ensure they have the right experience to help a real estate investor? What are some traits I should look out for? More importantly what are...

Henrik Lemos How to find financial Planner to advise retiring Prop. Investor
12 April 2017 | 3 replies

Hi folks,I'm trying to help locate an appropriate financial planning/analyst resource. Someone with experience analyzing and making recommendations re: existing investment property portfolio... and making adjustments/...

Daniel Murphy Cost seg & STR loophole from a financial planners perspective
15 October 2023 | 8 replies

Hey all, I did a cost seg study on my short term rental for the 2022 tax year. I'm a financial planner by profession & really wanted to understand the nuances behind this topic more. I love comparing the hype vs r...