by Stephen Morris, CPA, MBT, CCIM | Mar 20, 2023 | Uncategorized
This will be a quick PSA to everyone, including my clients and the general public, about the need to form Limited Liability Companies “LLCs,” especially in California. LLCs are great legal vehicles to protect your business venture. As long as you properly maintain a...
by Stephen Morris, CPA, MBT, CCIM | Mar 16, 2023 | Uncategorized
I think ChatGPT is a great tool that can help you crank out letters, essays, and do some research. Coincidentally, it also does some decent tax research and can help you identify some areas of the Internal Revenue Code and give you the answers on how the laws work....
by Stephen Morris, CPA, MBT, CCIM | Mar 9, 2023 | Real Estate
This article is specifically targeted to you small mom and pop landlords, but also you folks who want to jump into building wealth through real estate should take note. I want to address the following areas — what to look for in a property manager and the impact of...
by Stephen Morris, CPA, MBT, CCIM | Mar 3, 2023 | Uncategorized
I read an interesting report, linked below, yesterday which talked about the migration patterns of millionaires from the USA (which sounds like birds were being studied). The short of it is that there’s been a net out migration of millionaires in the US (that is, the...
by Stephen Morris, CPA, MBT, CCIM | Feb 13, 2023 | International
Another major topic that I get a lot of questions on is how to save a lot of taxes in a very quick amount of time. Usually, for real estate investment strategies to work towards your advantage, you need to actually go out and buy real estate. Other concepts, such as...
