
17 June 2025 | 11 replies
Utah is an upper echelon market generally speaking.

21 June 2025 | 10 replies
we were half through revamping our SOP when AI really started to launch and we are now speaking into AI with the gist of the OP and letting it generate and then manually tweaking it.

17 June 2025 | 13 replies
Ask to speak with some of their current owners and current/former tenants.

5 June 2025 | 6 replies
If you are unsure of specifics, you should speak with a mortgage broker who can dig into your specific details and help determine what you may qualify for.

19 June 2025 | 3 replies
Renting can be especially appealing if you're not committed to staying in the area long term and want to preserve capital for a more strategic investment later.Financially speaking, if you bought the condo, covered the HVAC, and then sold in two years for roughly what you paid, you could still end up losing $20,000–$30,000 once you account for transaction costs and potential market fluctuations.

23 June 2025 | 4 replies
If you just hire the cheapest or first PMC you speak with and it turns into a bad experience, please don’t assume ALL PMC’s are bad and start trashing PMC’s in general.

19 June 2025 | 5 replies
If it's your parents' primary residence instead — or if it's treated as a second home or for personal use — the 1031 exchange will likely be disqualified due to IRS related-party rules.Because related-party exchanges are closely scrutinized, your parents should speak with a qualified tax advisor or 1031 exchange intermediary to ensure everything is structured correctly.Hope that helps clarify!

23 June 2025 | 6 replies
If you just hire the cheapest or first PMC you speak with and it turns into a bad experience, please don’t assume ALL PMC’s are bad and start trashing PMC’s in general.

22 June 2025 | 3 replies
Sounds like you’re navigating a big transition and doing a lot of things right already by planning ahead and speaking with a tax attorneyA few things to consider or ask about when you meet with themCapital Gains Exemption If this was your primary residence for 2 of the past 5 years you may qualify for the Section 121 exclusion which allows you to exclude up to 250K in gains if single or 500K if married filing jointlyCapital Gains Bracket You’re right to look at your taxable income including W2 wages and life insurance proceeds to see where you land The life insurance death benefit itself is generally not taxable but if any of it was interest income it might be Ask the attorney to confirm that partEstimated Taxes If you sell the house and owe tax you may need to make an estimated payment to avoid penalties especially if your W2 job didn’t withhold enough for the yearHealth Insurance and Marketplace Credits Since you’re planning to go on your partner’s plan this may not apply but if for any reason you do end up looking at Marketplace insurance your income level will impact subsidies Ask how your income mix affects thisNew Business Planning Talk about how startup costs might be deducted how to structure the business (LLC S corp etc) and whether making a clean break this year or early next year gives you any tax advantageRetirement Account Planning If you have any traditional retirement accounts and this is a low-income year you might consider a Roth conversion or some other strategy to optimize your tax bracketIt’s totally normal to feel nervous about a big change like this but you’re already doing the most important thing which is planning proactivelyHappy to talk more if you want help organizing the numbers or figuring out what to ask I work with a lot of people going through life and business transitions like this and it’s all about getting the right pieces in place ahead of time

3 June 2025 | 21 replies
Give it time, this is getting shredded in court as we speak.