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Leading you to a better financial future.

Three Ways to Structure a Seller Financing Deal: All Cash, Conventional Loan, and Seller Financing

Explore three property deal structures—cash, conventional loan, or seller financing. Each option offers unique pros and cons, from quick cash closes to long-term seller payments with interest. Flexibi... ...more

Finances

September 23, 20241 min read

Three Ways to Structure a Seller Financing Deal: All Cash, Conventional Loan, and Seller Financing

The Buyer’s Perspective: How to Use Seller Financing to Close Deals

Struggling with loan approval? Discover how seller financing can help you bypass strict bank requirements, negotiate better terms, and secure lower interest rates and fewer transaction costs. ...more

Finances

September 23, 20241 min read

The Buyer’s Perspective: How to Use Seller Financing to Close Deals

Deep Dive- Cost Segregation Studies

Cost Segregation Study If you own rental real estate then you should know about cost segregation studies. Keep reading for what this study is, how it works, and who benefits. You can think of a cost... ...more

Finances

March 06, 20245 min read

Deep Dive- Cost Segregation Studies

Financing and Your Tax Strategy Part 2

Financing and tax strategy should go hand in hand. These two have cause and effect relationships with each other and it is important to consider them both when making decisions. In this week's part 2 ... ...more

Finances

March 06, 20242 min read

Financing and Your Tax Strategy Part 2

The New BRRRR Method

Today, we're going to talk about the BRRRR method, and why you should add another step to the BRRRR method. We're going to talk about a new concept that I've never seen anybody ever talk about before,... ...more

Finances

March 06, 20245 min read

The New BRRRR Method

The Podcast to End All Podcasts on LLCs

You have likely heard of an LLC. You may even know that it protects your assets. But I would be willing to bet that in this week’s podcast of the LearnLikeaCPA show there is something new for you. ...more

Finances

March 06, 20244 min read

The Podcast to End All Podcasts on LLCs

Financing and Your Tax Strategy

Does it matter for my tax situation whether I finance a property using a conventional loan, secondary home loan, investment loan, or DSCR Loan? In our latest episode of LearnLikeaCPA podcast, we dis... ...more

Finances

March 06, 20245 min read

Financing and Your Tax Strategy

Deep Dive: The Self-Directed IRA

Self-Directed IRAs are one of my favorite investment vehicles! They give you the tax benefits of a retirement account while maintaining the freedom of other types of investments. You can invest in rea... ...more

Finances

March 06, 20241 min read

Deep Dive: The Self-Directed IRA

Q&A: Buy, Borrow, Die 

Creating an LLC for your property If you have a rental property, you may be considering creating an LLC for it. LLC is a Limited Liability Company that acts as a distinct legal institution to hold y... ...more

Finances

March 06, 20241 min read

Q&A: Buy, Borrow, Die 
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Choose Your Journey to Tax Excellence

Journey 1

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Scale, streamline, and systemize your advisory business.

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  • Bonus:A Power Checklist for the ultimate year-end tax planning session.

Journey 2

Tax and Legal Foundations: Core Strategies for All Levels

Master the fundamentals that drive financial success.

Perfect for business owners and advisors, this track delivers essential insights on asset protection, tax planning, estate strategies, and IRS compliance.

WHAT YOU’LL LEARN:

  • Unlock estate planning with Revocable Living Trusts.

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Journey 3

Advanced Insights: Unlock Complex Tax Strategies

Top-tier strategies for high-value clients.

Designed for experienced professionals, this track offers in-depth guidance on prime tax strategies, entity structuring, and payroll solutions. Gain the insights needed to handle complex business scenarios with confidence.

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