3 September 2025 | 19 replies
By keeping these strategies in mind, you can optimize your tax situation during the home-buying process.This post does not create a CPA-Client relationship.
2 September 2025 | 7 replies
https://www.nar.realtor/magazine/real-estate-news/study-adus...As you noted, adding an ADU is a lot of effort, but there are additional reasons that an ADU addition is not an optimal RE investment.
29 August 2025 | 22 replies
Many investors hit a plateau at some point, and that’s often where a shift like leveraging equity for a larger multifamily, adding in passive investments, or even optimizing existing cash flow can help speed things up.
26 August 2025 | 70 replies
If he’s not at the table, then he’s on the menu.
25 August 2025 | 6 replies
Proactive tax planning helps you leverage deductions, choose optimal structures, and keep more of what you earn.
25 August 2025 | 12 replies
I recently spoke with a real estate-focused tax strategist about optimizing my investment structure and deductions.
25 August 2025 | 4 replies
Proactive tax planning helps you leverage deductions, choose optimal structures, and keep more of what you earn.
25 August 2025 | 6 replies
While it's easy to get swept up in the excitement of finding deals, overlooking these key areas can significantly impact your long-term success.A solid tax plan helps you take advantage of deductions, optimize your investment structure, and retain more of your income.
29 August 2025 | 61 replies
I'm still in the marketing phase, have a site built, learned a ton about optimizing it for the most views.
25 August 2025 | 6 replies
That way, you’re not just optimizing this single transaction, but building a framework you can keep using as your portfolio grows.I’d definitely loop in a CPA and QI early, because once you start the 1031 clock, you don’t want to be scrambling to restructure entities under deadline.