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Steve Smith
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Investor legal, accounting gurus

Steve Smith
Posted Sep 19 2021, 09:43

Just looking for info on folks that are providing professional services to RE investors that may not be available locally. Just finished a webinar with Anderson Business Advisors that have a program for RE and stock investors. Membership based... $3K to get in and $35 a month for unlimited questions to the pros. They have a library of info on different subjects, specialized info on specific items like structuring entities, trusts, asset protection, tax, etc. They also provide professional services at additional costs. Kinda like a all inclusive program for the RE investor. Looking into it, there are always goods and bads, but overall, looks interesting for the folks that want an all inclusive approach. The founder also has Infinity Investing which offers similar.

Are there other competing organizations out there? Would rather find one where one could pick and choose, so if you only need one item like asset protection, you could get that (realizing there's a lot of overlap).

Often hard to get the nitty gritty and the best way to handle RE investing issues.