Latest blogs and articles
Leading you to a better financial future.
Why Seller Financing is a Great Option for Retiring Property Owners
Retiring property owners can turn to seller financing for a steady income stream, earning interest over time while avoiding a large capital gains tax hit. It offers financial stability and predictable... ...more
Investment
September 23, 2024•1 min read
Wealth Building Strategies and Tips in Real Estate Investing
One of the best ways to build wealth is to invest in Real Estate. If you googled the top 10 industries to invest in, you’d find real estate on the top 5 of the list on most of your search result links... ...more
Investment
March 06, 2024•3 min read
You're Not a Real Estate Investor If You Can't Run a Pro-Forma
Are you best friends with pro-formas? If you are a real estate investor then you really should be. Don’t know much about pro-formas? Want to learn more? You’re in the right place. This week’s LearnLik... ...more
Investment
March 06, 2024•4 min read
Syndications Deep Dive
Let’s talk syndications. What are they, why do you care, and how do you know if it could be a good fit for you. First, what are they? A syndication is a fund that invests in real estate with multiple... ...more
Investment
March 06, 2024•2 min read
Maximizing Your Return on Equity and Exiting Tax Efficiently
How do I calculate my return on equity? What return on equity should I aim for? How do I exit tax efficiently on my property? In this week's LearnLikeaCPA Podcast we take a deep dive into return on ... ...more
Investment
March 06, 2024•5 min read
Solo 401k - The Entrepreneur’s Path to Retirement
Today we're going to be talking about retirement accounts. There's plenty of them out there. From traditional Roth, 401(k) IRA, SEP IRAs, SIMPLE IRAs, and so forth, all these different types of retire... ...more
Investment
March 06, 2024•2 min read
The Power of Leverage in Real Estate
Using leverage is a great way to boost your return on capital compared to using only your money. Of course, there are pros/cons to using leverage/other people’s money but in my opinion you will fall b... ...more
Investment
March 06, 2024•2 min read
Deep Dive: Real Estate Professional Status
Have you ever wondered why the real estate professional status exists? Real estate is a great way to build wealth over time. You have a stream of income, a hedge to cushion you against inflation, and ... ...more
Investment
March 06, 2024•4 min read
Fix & Flip vs Buy & Hold // Real Estate Q&A
I think we all know at this point that real estate is one of the best ways to attain financial freedom. Everyone spends on real estate. People are always paying rent or buying homes, moving from one t... ...more
Investment
March 06, 2024•1 min read
Choose Your Journey to Tax Excellence
Journey 1
Building a Tax Advisory & Consulting Practice
Scale, streamline, and systemize your advisory business.
Turn compliance clients into year-round advisory opportunities while mastering operational efficiencies for sustainable growth. This track covers pricing, hiring, marketing, and client engagement essentials to help you build a practice you love.
WHAT YOU’LL LEARN:
Crafting solid engagement letters and pricing models.
Transforming compliance clients into year-round
partners.
Marketing
strategies that drive consistent growth.
Recruiting and training the right team to scale your business.
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.
Maximize retirement savings through Solo 401(k) plans.
Real estate strategies: Short-term, long-term, and self-rentals.
Learn asset protection that actually works.
Navigate IRS resolution with confidence and ease.
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.
WHAT YOU’LL LEARN:
Report multi-entity structures with Forms 1065 & 1120S.
Maximize tax savings using Bonus Depreciation & Section 179.
Seamlessly relocate clients to tax-free states.
Navigate business sales and acquisitions smoothly.
Use 105 Plans to save clients on healthcare costs.
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