Why do I want to save $ on taxes? I'm a planner. I like to plan 2-3 steps ahead. Before we finally take action and acquire our first rental property, I want to be sure we have the correct tax strategies in place so that we can scale to numbers 2, 3, and beyond. Our ultimate goal is to regain the freedom we once had - freedom to do what we want and freedom from financial stress. And THIS time around, create long-term wealth for our children and future grandbabies - through REI🥰 Where am I on my REI journey? My husband and I are both physician assistants with no prior RE background. I've been learning about REI through mentorships, courses, podcasts, etc since last March. Ive suffered a severe case of shiny object syndrome - considering every strategy from PML, to fix & flips, etc - till finally landing on MTRs/STRs. From there, my type A personality has kept me stuck in analysis paralysis. I need a plan. I need to get unstuck. I have set a goal for myself of purchasing a property by the end of the first quarter💪 What is my #1 challenge at this current point in time? Because we are in a season of transition (one year before empty nesters🥺), I struggle with which market makes the most sense for us. We plan to relocate to a warmer climate in a couple years and, although I know rentals can be managed long-distance, I prefer to be within at least driving distance. In addition, I struggle with deciding the smartest way to fund our first deal. With cashflow being our immediate goal, I love the pros of a cash purchase. At the same time, I hate the idea of tying up our cash in one property and stunting our portfolio growth. These are just 2 of my "dominoes". Honestly, I may just struggle with the art of decision-marking, in general🤣 But I am hopeful that with some solid expert advice, I will make an informed decision and finally take action. Im so excited to be here and to learn from all of you!❤️

Hey everyone — quick heads up on this Friday’s schedule. Due to a scheduling conflict, the following live sessions will be canceled this Friday, January 30: Canceled Calls (CST time): 9:00 AM – Tax Strategy 365 Members Only (VIP) 10:00 AM – Level 3 Community Members Only 3:00 PM – Tax Return Clients (Premium) + Tax Strategy 365 Members (VIP) Still ON as scheduled: 12:00 PM – Tax Strategy 365 Members Only (VIP) Tax Strategy Q&A – Rapid-fire answers to your tax and investing questions, live. We’ll be back to our regular full Friday lineup next week. Update your calendar Join us at 12 PM Come back ready to level up Appreciate you all. Let’s get to work. — Ryan

Hey everyone! 👋 We’re big on being intentional with taxes so we can invest back into our family - from kids’ college funds to more trips together (because wow, the years are flying by). We’ve owned our one STR for just over two years and are starting to run into some cash-flow challenges as the market gets more competitive. Right now, we’re weighing two options: pursuing a 1031 exchange or raising capital to make strategic improvements that help the property stand out. Looking forward to learning from this group!

Hi everyone! I’m Ana Carolina 👋🏼 joining from Denver, CO. I'm juggling a dual career in corporate America and Real Estate Agent... I'm entering my second year of building my real estate business on the side. I’m also a mom to 3... raising 2 neurodivergent kiddos, which is a big reason why I’m so focused on being intentional with money and long-term planning. 🐋 Why do I want to save money on taxes? Not just to “save money,” but to create more breathing room. Less going to taxes means more going toward my family, paying down debt, reinvesting, and building real financial freedom. 🐙 Where am I right now? I’m in build mode. Learning how to structure real estate the right way and shifting from side-hustle thinking into treating it like a real business. 🏖️ Biggest challenge right now? Getting my systems, cash flow, and tax strategy dialed in. Once that’s solid, everything else gets easier and less overwhelming. Really glad to be here and learn with you all 🙌