Over the past few years, we've had the honor of working with hundreds of real estate investors, business owners, and high earners on building tax-efficient lives and legacies. As we head into a new year, I’m trying to better communicate what we actually do — and nothing beats hearing it from real people we’ve helped. If my team and I have helped you:✅ Save on taxes✅ Understand your numbers✅ Create a long-term tax strategy✅ Or just made this whole thing less stressful… Would you be open to sharing 1-2 sentences about your experience?(Feel free to drop it in the comments or DM me — whichever you prefer!) It helps us tremendously, and it might also help someone who’s on the fence about getting their tax life in order.

Hope everyone is having a great holiday season so far. Will a LTR with a tenant in place bought in 2025 work for a cost seg to save taxes from a W2 or a pension income? Thank you for any information. Happy Holidays.

I bought a primary in 2024 that I will move out of and convert to STR in 2026 spring. I am starting bathroom renovation on 2 bathrooms next week to prepare it for listing next spring. Can I expense this and if so, which tax year? Can I do a cost set? Thank you

What hours can you count if you take a trip out to a property during the inspection period once you're under contract? only the hours you're physically at the property? or can you count hours visiting places around the property as you think through what you plan to add to your guidebook?

Hello All. New to the STR but felt that I needed to be here to have a smarter tax strategy rather than paying hundreds of thousands of dollars every year to IRS. 1. I want to save money on taxes because I feel that I should be in control of the money I earn. 2. I am just starting out in STR Business. Probably too late for a good STR in 2025 but setting myself for a early 2026 purchase 3. I am looking for the right property and getting my team ready. I have  realtor. Will be needing a lender and a set up team and a cohost to help. Will need guidance about meeting the 100 Hour rule AND having a co-host.