15 May 2025 | 15 replies
We went through that process when we started transitioning our properties too, and I know it can feel like a lot at first.A few resources I found helpful:Bizee offers some step-by-step guides, though I’d recommend customizing based on your state’s specific requirements.If you're planning to grow your portfolio, connecting with a real estate-savvy CPA and attorney early on is huge, they can help structure things to protect your assets and optimize your tax situation.If you ever want to bounce ideas around or hear how we did it (and what I wish I knew earlier), feel free to reach out.
15 May 2025 | 13 replies
Focus on optimizing your current property first to improve cash flow.
14 May 2025 | 11 replies
A tax professional who understands both U.S. and Mexican tax laws will be crucial in ensuring you're optimizing your tax strategy.Estate and Succession Planning: One additional benefit of the Series LLC structure is that it could streamline your estate planning for your properties.
13 May 2025 | 0 replies
🔹 10 Strategies to Secure the BEST Loan Terms in Today’s CRE Market 🔹In an environment where lending standards are tightening, Brokers must help secure optimal loan terms for their clients.
12 May 2025 | 3 replies
Seeking expert guidance on optimal structuring options:1.
12 May 2025 | 18 replies
This is great example actually I have lived in that house for two years in past 5 years so no capital gain taxes for me only the realtor commision,looking for great optimal price that can sell the house in a month though?
9 May 2025 | 2 replies
I would look at holding the better located property (given your optimism on appreciation) and selling the one with weaker fundamentals.
10 May 2025 | 16 replies
Even a brief consultation could give you clarity on how to proceed and optimize your deductions.
9 May 2025 | 5 replies
Wondering what the community thinks on the optimal amount of cash on hand is for maintaining the building at time of purchase.
8 May 2025 | 3 replies
It’s easy to get swept up in the thrill of sourcing and closing deals, but without a strong foundation in these areas, your growth may be at risk.An effective tax strategy helps you optimize deductions, leverage advantageous tax structures, and retain more of your earnings.