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Financial Planning Value Add: A financial planning client owns two homes (primary and rental) but hadn't applied for the homestead exemption for their general residence. This was discovered by looking up their property tax history on the appraisal district website. By sending them the application link to e-sign, they are receiving a retroactive ~$5,000 property tax refund, which covers their entire financial planning fee. It's amazing how the small blind spots in planning add up! #BeyondInvestments

Combat low appraisal volumes by diversifying your services. Take on multiple projects, including home measurements, tax appeals, and pre-listing appraisals. Learn more: https://lnkd.in/dD4kKPF9 #DiversifyYourSkills #NonLenderAppraisal #ConnectForEfficiency

Passive loss limitations are restrictions imposed by the Internal Revenue Service (IRS) on the amount of losses an investor can claim from passive activities, such as real estate investments. These limitations were introduced as part of the Tax Reform Act of 1986 to prevent taxpayers from offsetting their regular income with losses from passive activities. If you're interested in learning more about residential or commercial real estate, don't hesitate to pick up the phone and give us a call at 303 237 8658! Our knowledgeable team is standing by to answer any questions you may have and provide you with the information you need to make an informed decision. So don't wait - call us now and take the first step towards achieving your goals! #denverurbanexperts #katchencompany #denver #denverrealestate #commercialrealestate #residentialrealestate #realestate

Understanding the intricacies of property tax assessments is crucial for homeowners and real estate professionals alike. The basis of assessment often rests on market value, which can fluctuate and impact your financial planning. How does your county calculate it, and what does it mean for your bottom line? Join the discussion on tax strategies and ensure you're equipped for the fiscal year ahead. #RealEstate #PropertyTax #TaxPlanning #FinancialLiteracy #MarketValuation #TaxAssessment #ProfessionalDevelopment #JumboTaxes #EconomicInsights #HomeOwnership

The TaxProf: Weekly SSRN Tax Article Review And Roundup: Layser Reviews Cowing's Equity And Ownership In Affordable Housing: This week, Michelle Layser (San Diego; Google Scholar) reviews Adam Cowing (UC-Irvine), Equity and Ownership in Affordable Housing, 2024 U. Ill. L. Rev. 399. In the U.S., homeownership is often essential for wealth building. For middle-income households, “home equity is the largest single financial asset,” and it accounts for 50-70%... http://dlvr.it/T7MF77 @SoCalTaxProf #Tax #Policy #Law

🏡 This reel is your ultimate guide to navigating the world of real estate investing from reporting rental income to maximizing deductions. 💡 Watch closely to snag the tax geak tips you need and share this with your investing friends. 🚀 We’re ready to discuss your specific situation and set you up for tax success. 📞 Schedule a call with us today, and let's ensure your rental property works for you! #rentalincome #taxwriteoff #taxwriteoffs #taxprofessional #taxtips #taxplanning #taxhelp #taxservices #atltaxes #taxplanningtips #individualtax #individualtaxes #taxreturns #alabamataxes #birmingham #taxgeaks #taxdeductions #taxeducation #taxdeduction #taxhacks #taxesseason #taxesdone #taxesdoneright #smallbusinessaccounting #financialtips #accountingtips #savingstips #taxrefund #financiallyfree #manageyourmoney

Challenges and Limitations of Property Tax Calculator Property tax calculators, especially those tailored for California, are invaluable tools for homeowners, potential buyers, and real estate investors. They provide a quick and easy way to estimate property tax liabilities based on input parameters such as property value and location. Read more: https://lnkd.in/gWw9krTa Book your free consultation now! https://lnkd.in/d_rbANc9 #accounting #finance #propertytax #propertytaxcalculator

🏡 This reel is your ultimate guide to navigating the world of real estate investing from reporting rental income to maximizing deductions. 💡 Watch closely to snag the tax geak tips you need and share this with your investing friends. 🚀 We’re ready to discuss your specific situation and set you up for tax success. 📞 Schedule a call with us today, and let's ensure your rental property works for you! #rentalincome #taxwriteoff #taxwriteoffs #taxprofessional #taxtips #taxplanning #taxhelp #taxservices #atltaxes #taxplanningtips #individualtax #individualtaxes #taxreturns #alabamataxes #birmingham #taxgeaks #taxdeductions #taxeducation #taxdeduction #taxhacks #taxesseason #taxesdone #taxesdoneright #smallbusinessaccounting #financialtips #accountingtips #savingstips #taxrefund #financiallyfree #manageyourmoney

The TaxProf: Weekly SSRN Tax Article Review And Roundup: Layser Reviews Cowing's Equity And Ownership In Affordable Housing: This week, Michelle Layser (San Diego; Google Scholar) reviews Adam Cowing (UC-Irvine), Equity and Ownership in Affordable Housing, 2024 U. Ill. L. Rev. 399. In the U.S., homeownership is often essential for wealth building. For middle-income households, “home equity is the largest single financial asset,” and it accounts for 50-70%... http://dlvr.it/T7MF6B @SoCalTaxProf #Tax #Policy #Law

Bright-line Property Tax Rules Get a Makeover: What You Need to Know In a major policy shift, the government has reduced the bright-line test period for residential property sales back to two years. Alongside this, several related rules will be simplified, including removing complex apportionment rules for the main home exclusion and expanding rollover relief provisions. With new and changing government legislation, it's crucial to stay informed about updates that may affect your financial planning and compliance. This articles cover bright-line and trust changes. SEE THE FEATURED SECTION BELOW for a fantastic breakdown of details you need to know! #SME #businessadvisory #businessgrowth #financialgoals #Trilingual