Your Life Vision

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Are we a good fit? Help us know.

~ We request this ‘workup’ prior to an initial consultation & when life has changes.

~ What is your ‘higher purpose’ in life? We want to help with it: 1st, when we ‘initiate any and all’ property brokerage including referrals packages for relocations, and as needed, concierge support services such as: financial modeling spreadsheets/ bookkeeping consultations/ tax prep/ property tax protests/ relocations.

Your ‘life events’ are the ‘bigger picture’ approach we help with. If the big picture is not how you see life, you may looking for just a ‘processor’, otherwise we’re honored to assist you.

Start here: ~ Click to complete your ‘VISION’ survey (as also shown below). We need this on file for ‘concierge’ appointments. ~ Only real estate initial consultation appointments can be set without Your ‘VISION’ feedback.

~ You may be eligible for discounts & additional services. Complete this short 3 question ‘Charitable Vision‘ & fully populate the below for details.

Our working agreements will address portfolio brokerage (including referrals) & support services: tax, customized client spreadsheet, and related services.

The following are some example packets we’ve put together for clients.

Using vehicles such as an LLC, S Corp, or C Corp, to create current or future flows. ie: managed ‘Rentals’ vs ‘Flips’ or ‘Wholesaling’, etc.

Samples:

Rental – profits offset with deductions.
- No payroll taxes on taxable income.
- Capital gains deferred until sale date.
- Equity build as lien is payed down.
- SDIRA prefers a management co. unrelated to tax adviser, major value increasing improvements must be hired, minor repairs/maintenance may be done by investor.
Buy/ Resell – reselling to a ready buyer on land contract.
- Taxes & insurance are escrowed into the payment.
- Less management time/ effort.
- Buyer/end user perks: homestead tax amounts, interest /tax deductions.
- Slower, approx. 6 months*
Buy via Lease w/ Option to Purchase.
- Rent set at such a rate that an index is tied to increases for taxes & insurance are escrowed into the payment.
- Occupant responsible for maintenance and repairs.
- At exercise, taxes & insurance are escrowed into the payment.
- Investor perks for more tax deductions & quicker eviction – keep “non refundable option monies”. Quicker evictions, approx. 45 days*
- Tax deduction perks to business end users
- Often the option retroactively converts to land contract so that renter/buyer may apply all monies paid out as if purchased back to day one.
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PLEASE SEEK THE ADVISE OF YOUR LAWYER, TAX ACCOUNTANT, LENDER, INSURANCE AGENT, AND OTHER PROFESSIONALS. WE ARE NOT OFFERING THIS TYPE OF ADVISE BUT SIMPLY NOTING ITEMS HERE FOR CONSIDERATION WHEN DISCUSSING THESE THINGS WITH THE PROFESSIONALS OF YOUR CHOICE.