25 November 2025 | 24 replies
no one needs to send me anything.and i try to be pretty engaged when there are turns but that's just me.
6 December 2025 | 72 replies
It's the same 10-15 people who I feel like I engage with every morning while I have my coffee ;-)AI is getting so much better so quickly @Steve K.
28 October 2025 | 9 replies
Who to hire / ballpark:• Real Estate savvy, Tax strategist/CPA for planning • Cost seg study (condo STR): fee depends on size/firm dependent• Estate plan (revocable trust package)• Hourly attorney (LLC/lease/risk)I would suggest start with a 60–90 min tax planning session to map the 12–24-mo plan, then loop in attorney and (if green-lit) cost seg.
4 November 2025 | 11 replies
Quote from @Patrick OHalleran: Hi David - I used HallCPA for a Consulting engagement (about $5k) and found the tax planning support to be very helpful.
8 November 2025 | 11 replies
Although if I was looking to really build my career or business I think I would engage there a lot as it tends to be what I see far more business oriented..
5 November 2025 | 2 replies
.👉 Why it matters: With affordability improving and more inventory available, this could be the start of a rebound in existing home sales — creating more opportunities for listings, move-up buyers, and client re-engagements.🍂 Family Hack of the WeekDon’t toss those pumpkin seeds!
11 November 2025 | 20 replies
Quote from @Tomoko Hale: After engaging with a few lenders for a DSCR loan, I decided to go with one of them.
12 November 2025 | 97 replies
We gave him 56k in deposits and he will not even pick up his phone or engage in a conversation.
6 November 2025 | 2 replies
That means more of your cash stays in your business, not the IRS’s pocket.For many buyers in this market the ability to offset income and reinvest tax savings is a major advantage — and it strengthens your underwriting.Since STRs have strong appeal (friends & family groups, weekend escapes, high-end amenities) the sooner you position it as a business, the better your financial outcome.Your Step-By-Step Playbook for Cost SegregationHere’s a practical checklist to make cost segregation work for you in an STR:Buy/underwrite with tax strategy in mind: When you evaluate a property, include cost segregation as part of your operating model (not just nightly rate and occupancy).Engage a cost segregation specialist: You’ll want a qualified provider who understands STRs (they’ll allocate assets into proper shorter lives, document everything).Structure operations for “business” treatment: Track participation (guest communication, property maintenance, marketing) to lean into non-passive income treatment.Conduct the study early: Ideally in the year you take service (purchase or major renovation) so you front‐load benefits.Keep detailed records: Invoices, improvement costs, design/furnishing upgrades, hours spent managing.
11 November 2025 | 7 replies
Also, this is an example of treating real estate like numbers on a spreadsheet over engaging all 5 senses.