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ProInsight

101 members • Free

4 contributions to ProInsight
Speak Your Unique Value Proposition More Often
The more you speak your unique value proposition (UVP), the more clearly you'll be able to articulate it. My invitation to you is to say your UVP more often. You can even practice it here in the comments. I'll share ours: WHAT IS IT THAT YOU DO? ProInsight is the category leader in Relational Tech™—an AI platform that helps 'by-referral' professionals transform into Modern-Day Advisors without having to learn new technology. HOW DO YOU DO THAT? Our platform transfers professional trust. We do this at three levels: 1. Professional → Client – Turning you from a reactive service provider into a proactive Modern-Day Advisor by converting your database into Assets Under Management (AUM). 2. Professional → Professional – Turning B2B referrals from sporadic to automatic by converting community databases into Local Assets Under Management (LAUM). 3. Professional → Successor – Preserving and transferring trust when you acquire the database of a retiring peer or prepare your own business for sale. Through this model, ProInsight helps you build a business that is both scalable and sellable.
0 likes • Aug 26
@Meagan Peer @Justin Stoddart When I click on the link it says I don't have access :( I'm logged in... is there a reason I wouldn't be able to access this tool? I'd love to try it out!
The "One Big Beautiful Bill" — What It Means for Real Estate, and Why You Should Care
Whether you were for it or against it, the One Big Beautiful Bill Act (OBBB) has officially passed. While it impacts many sectors, my big question is always: what does it mean for real estate? That’s my passion and my wheelhouse, so let’s break it down. While the headlines focus on politics, we’re focused on impact. The OBBB isn’t just another tax tweak; it fundamentally reshapes the playing field for how we buy, sell, invest, and build. In my world, that means big opportunities and a few big caveats. A Bold Boost to Affordable Housing First up: affordable housing. This bill supercharges the Low-Income Housing Tax Credit (LIHTC), increasing allocations by 12% and lowering bond-financing thresholds. Translation? Developers now have stronger incentives (and fewer barriers) to build more affordable units. Analysts expect this to add up to one million new affordable homes nationwide. For Sioux Falls, where we see steady population growth and a strong workforce influx, this is a game-changer. More affordable options mean more talent retention, more neighborhood stability, and ultimately, stronger economic growth. Opportunity Zones Just Became Permanent Remember Opportunity Zones? Previously set to sunset in 2026, they’re now here to stay, and then some. Investors can defer capital gains longer, and new rural-friendly provisions encourage development in underserved areas. For business owners and investors looking to scale or diversify, this is like hitting the tax strategy jackpot. We’ve already seen how transformative these zones can be for neglected corridors and downtown districts. Permanent status? Even bolder. Enhanced Tax Perks for Investors Real estate owners and investors are smiling right now. Why? - 100% bonus depreciation extended through 2029. - Pass-through QBI deduction increased from 20% to 23% permanently. - Section 179 cap raised to $2.5 million. These aren't minor tweaks. They're major cash flow accelerators, creating a strong runway for both small and large operators to reinvest, improve properties, and grow portfolios faster.
1 like • Aug 2
@Justin Stoddart Funds may be withdrawn without early-withdrawal penalty in the following situations: • Higher education expenses (similar to qualified education costs under 529s) • First-time home purchase • Entrepreneurial or business start‑up expenses Also, once the child reaches age 59½, withdrawals become penalty‑free as with normal IRAs
1 like • Aug 2
@Justin Stoddart Yes $5,000 per year per child from all sources until the year they turn 18. Employers can contribute $2500 per year for employees without it being taxable to the employee (but dues count towards $5k max) and babies born between now and 2028 get an initial $1,000 deposited by the government.
New to ProInsight!
Hey everyone! I’m new here and excited to be part of this community! I run an accounting firm that focuses on educating clients to make smart financial decisions—not just during tax season, but all year long. I’m passionate about helping business owners understand their numbers so they can actually use them to grow. Outside of work, I love to paint and I'm usually reading a great business book. love talking strategy, and always enjoy connecting with people who are growth-minded. Looking forward to learning from all of you—and contributing wherever I can. 😊 Would love to hear: What's one thing you're working on right now that you're excited about?
1 like • May 9
Hi Renee! Nice to meet you! I am a tax advisor with similar focus and goals. I would love to connect and learn more about your business and how we might be able to collaborate to better serve our clients and their financial goals.
1 like • May 9
@Renee Daggett Thank you! I happen to be free during that time so I just signed up. Looking forward to it.
Welcome Everyone!
We are excited to have you explore our new Skool Community! This is now replacing our previous member area with more tools and courses for you to explore and elevate your business!
2 likes • Apr 18
Excited to check it out, thanks!
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Shay Bachelder
2
12points to level up
@shay-bachelder-8239
Tax Advisor

Active 18d ago
Joined Apr 18, 2025
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