Vilson Nikollaj
Fund 501 Reg D - Financial Reporting Requirements SEC
Regarding investments in Funds under 501 Reg D, does anyone know if there are any financial reporting requirements? Such annual Balance Sheets, P&L Reports, Statement of Cash Flows, etc that the manager is legally...
Ariane Randolph
Becoming an Investor Friendly Agent
Hi:
I would like to focus my business on Investor Transactions, are there any suggestions?
Thank you.
David V.
Do any Accountants offer a retainer sort of arrangement
I currently do my own bookkeeping and taxes (for five rentals) and am generally comfortable doing so. However, what I need from time to time are answers to tax related questions that come up. I currently have an att...
Jean-Marie Poth
Turbo Tax Deluxe or CPA?
I have always had an easy time with Turbo Tax This past year, I bought my first rental and now it is TAX TIME!!! I'm wondering if I should use a cpa or continue with Turbo Tax Deluxe? The questions are very straigh...
Trino Martinez
Seeking CPA with Real Estate (UT) AND Small Business (CA S-Corp) experience
I am looking to make a change with my current CPA/Tax Preparer. Ideally looking for a CPA that can discuss tax strategies while preparing tax returns for a small business (CA S-Corp) consulting AND out-of-state (UT) ...
Tim Arter
Newbie CPA interview questions
Besides the obvious; "What's your history with Real Estate?" What are a few key interview questions?
Has anyone ever used two CPAs; is that a thing? I don't believe a real estate CPA would be good for my niche curre...
Nicholas A.
Distractions During Negotiation
Hello :)I am currently reading David Lindahl's "Multi-Family Millions", and in chapter 9 he discusses negotiation secrets. I am sure as most know, and some may not know, all emotions must be kept out of the negotiatio...
Matt Everling
Ways to guarantee a high appraisal for BRRRR refi?
I’m rubbing the magic lamp that is the collective BP genius in the hopes of finding a way to “guarantee” a high enough ARV appraisal to pull my cash out in a 75% LTV BRRRR refi...
Steve Bergeron
Pitching to investors
Hi BP members,I’m just looking for any advice or tips on making your Pitch to potential investors.I recently had a zoom call and was giving my pitch and it was harder than I thought it would be. It was the first time ...
Arijit De
Firms for reviewing Tax Returns before filing
I live in San Jose CA and have been working with my CPA for the last 8 years and he's been great in handling the W2, capital gains, etc. However, since last 3 years I've grown my real estate portfolio and have realize...