The Power of Self-Directed Accounts by John “Jack” Kiley, CPA, CISP I have been working with retirement accounts for a long time. As a young CPA, at the first CPA practice I worked for, I learned about self-directed retirement accounts. The firm’s basic recipe was to provide bookkeeping services for its clients’ business activities and then prepare the business and individual tax returns. As a client’s business became more profitable
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The “Big” Guys, “Little” Guys, and Those In Between by T. Robert Finlay, Esq. During the height of the Financial Crisis, California passed its landmark legislation intended to help homeowners facing foreclosure — the Home Owner Bill of Rights (HOBR). In short, HOBR required loan servicers to follow certain procedures when putting defaulted borrowers on notice of foreclosure prevention alternatives and prevented servicers from “dual tracking,” i.e., simultaneously proceeding with
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Testimony Provided by: David Howard, National Rental Home Council by David Howard On September 12, as chief executive officer of the National Rental Home Council, I testified at a hearing of the Texas state legislature examining the impact of “institutional owners” on housing affordability in the state. I testified, in part, “Fundamentally, the expanding role of large {SFR} owners in the housing market is a direct response to the growing
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Profits Inch Up Across U.S. in Second Quarter of 2024 by ATTOM Team ATTOM, a leading curator of land, property data, and real estate analytics, released its second-quarter 2024 U.S. Home Flipping Report showing that 79,540 single-family homes and condominiums in the United States were flipped in the second quarter. Those transactions represented 7.5%, or one of every 13 home sales, nationwide during the months running from April through June
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In this episode of Uncontested Investing, I sit down with Sean Morgan, CEO of Forecasa, a leading analytics platform in the private lending industry. Sean shares his unique journey from being a CPA in a big four accounting firm to transitioning into entrepreneurship within the oil and gas sector and eventually co-founding Forecasa. We dive into his experiences with data and analytics, the founding of multiple successful businesses, and his
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Andrew and Michelle Lucas are the Founders of Lucas Properties, one of South Carolina’s top real estate firms with a stellar real estate agent team. This power couple has completed hundreds of deals over the years and now they’re focused on providing support to other real estate investors by providing guidance and coaching through the Deal Finders Club. Listen to this episode to learn more about how working together has
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