Office Hours: Jan 2024 - Picking CPA, Accredited Investor Tips, Q&A #418

The Wealth Elevator

English - January 16, 2024 16:51 - 46 minutes - 85.2 MB - ★★★★★ - 289 ratings
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Previous Episode: Coaching Call 1.5M Net Worth - Sell my California Home? Maximizing Equity

Next Episode: Tax Planning Q&A with CPAs - C-Corp vs S-Corp, deducting HELOC, and REPS #419

In this week's episode, we discuss the current financial climate, future investment strategies, and share tips on diversifying your investment portfolio. We delve into the Federal Reserve's actions, possible interest rate cuts, and the impact on property investment. An interesting comparison between commercial and residential real estate markets is also discussed. Strategies for 2024 are highlighted, with a preference for more secure, conservative deals. We also tackle the crucial subject of taxes for investors; from suitable CPAs to tax strategies using LLC documents and much more. Furthermore, the importance of pursuing investments based on values rather than mere outcome-driven gains is emphasized, ensuring the the goal is significant, stable growth over time.

00:00 Introduction and Federal Reserve Update

00:19 Impact of Interest Rates on Property Investments

01:30 Market Predictions and Investment Strategies

02:18 Tax Tips for Investors

03:41 Investment Opportunities and Market Trends

04:37 Office Hours: Q&A Session

07:49 Investment Strategies for 2024

12:19 The Importance of Diversification in Investments

14:54 The Role of CPAs in Personal and Business Taxation

17:58 Investment Decisions for Accredited Investors

24:57 Conclusion and Future Plans

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