
4 September 2024 | 10 replies
DSCRThere are multiple considerations to optimize the refinancing portion of the BRRRR method.
4 May 2024 | 3 replies
Unsuccessful Property Search: Hours spent on unsuccessful property searches, where no purchase is made, do not qualify.On-Call Periods: Instances where you are on-call but do not actively perform work do not count towards material participation.Meeting Requirements:Maintain Detailed Records: Keep accurate time logs and records documenting your involvement in material participation activities, supported by evidence such as emails and calendar appointments.Seek Professional Guidance: Collaborate with a qualified tax professional to ensure compliance with IRS regulations and to optimize your material participation strategy.I hope this high-level overview gives you insight into what activities matter and ones that do not.

2 July 2024 | 9 replies
That $500K could easily kick out another $5K in tax-free income per month.Combing the above two paragraphs $10K per month in tax-free income is the equivalent of $200K in W2 (highly-taxed) income.Mixing vacation dreams and investing usually sub-optimizes both.

8 May 2024 | 3 replies
Let's talk about leveraging tax strategies to optimize your real estate investments.

9 September 2024 | 7 replies
It’s always a good idea to consult with a tax professional who can look at your specific situation and optimize your deductions.Best of luck with your new condo!

23 April 2014 | 13 replies
Those alerts can also be seen if you mouse over the "Inbox" on the upper right menu bar and scroll down.

20 April 2023 | 30 replies
We treat each property as our own investment to optimize the returns of the owner.

13 April 2024 | 12 replies
Hi everyone,I'm seeking guidance on navigating the world of real estate investing, particularly in the context of tax optimization.

8 May 2024 | 4 replies
CPAs, while essential for tax optimization and financial oversight, may not always be viewed as indispensable in the initial planning phase.Communication Gaps: There may be communication gaps or misunderstandings about the roles and contributions of CPAs versus attorneys and GPs.

7 September 2024 | 9 replies
To navigate these complexities and ensure you’re optimizing your tax strategy, it would be wise to consult a tax professional who specializes in international taxation and U.S. real estate.