Hey guys - I've come to realize over the past 18 months that my financial advisor is a great guy, good at his job, but simply not specialized in what my goals are.  It seems like each time I promote a financial strate...

I am looking for some advice on how to best structure this STR agreement. My friend and I would like to purchase a vacation home, and it is already a successful STR so we would like to keep that up to offset the expen...

Before people scream "DON'T SELL NOW!" please hear me out:A friend of mine realized her actively managed 403b plan had a HIGH FEE 1.30% expense ratio and wanted to direct exchange into a Vanguard low-cost Index fund V...

Hi Gang,

My father is retiring and selling his business/property. I'm trying to think of the best ways to 1.protect the income from taxes and 2.create a good investment vehicle for his future retirement. He does ha...

Good Evening,I just finished reading Tax-Free Wealth by Tom Wheelwright, CPA and it really has my wheels turning on the importance of the right Tax Advisor for your business. How have you all went about doing this? Ar...

Hi all. Has anyone used Anderson Advisors for real estate ? If so, how was the experience ? Thanks ! 

Looking for a point in the right direction. If this should be posted somewhere else let me know.Good day - in need of an advisor, happy to pay the right person.
Situation1. How do I take profits my tour business gene...

I came across a company close to me that for a flat fee of $2,500 they advise for income tax, estate and gift tax planning,  document preparation for pour-over wills, revocable living trust, durable power of attorney,...

What are some great questions you should ask a CPA specializing in real estate when getting started?

This is a rant about the nightmare that is getting a conventional mortgage at Chase and I'm not sure if this is the right place to do it but I want this to be a warning to any other investor that may be looking to use...