After a corporate career, I now help others build wealth and live their best lives through lifelong tax and financial planning.I live in Phoenix with my husband and two kids.

When I had slow years or was between corporate jobs I would transferred my regular IRA savings to Roth accounts.  

That analysis will compare whether it makes sense to remain as LLCs, elect S-Corp, or even consider a C-Corp.

I made a transition from Corporate Sales into a institutional CRE firm back in 2022.

Temporarily increasing management fees or guaranteed payments in an S Corp or partnership can also help show stronger borrower income.It’s also smart to plan taxes with financing in mind.

As I put our information out there as to what we were seeking... we have been contacted (emails) whose information are difficult to verify. maybe has only one photo on Facebook and no other information, their Corporations are inactive, or the perhaps with time differences you receive emails at 2 a.m. 

Here’s why: Residential agents often focus primarily on primary-home sales or leasing and may not fully understand investment nuances like ARV, STR/LTR/MTR, market demographics, employment trends, local businesses, transportation, and other amenities—all of which significantly impact returns.A seasoned commercial advisor works with investors, business owners, and corporations across multiple sectors (hospitality, healthcare, land/development, industrial/flex, office, etc.), giving you perspective that most residential agents simply don’t have.They operate statewide and even nationally, and they have a network of experienced vendors at your disposal.  

However, I was talking to a DSCR loan officer about a property I was looking at and they told me that they would only lend to an entity like a LLC or corporation; they would not lend to me individually.

Three, they function more like the accounting systems I'm used to from my corporate days--you can't delete things as easily, so there's a clearer audit trail.

Using an S Corporation can help reduce self-employment tax by splitting income between salary and distributions.