Archive for May, 2014

De-Mystifying Your Tax Questions on Real Estate Investing

May 28, 2014 @ 11:50 am posted by Amanda Han CPA ( Tax Strategist)

As you know, here at Tax Loopholes we love the concept of using real estate as a wealth building vehicle. There are many tax benefits available to real estate investors but the issue sometimes is whether or not you understand the right ways to take advantage of them. As we head into summer this year,  Continue

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3 Metrics for your Marketing Score Board

@ 11:45 am posted by David Finkel ( Advisor)

I wanted to share with you three metrics (numbers) you must measure for your “marketing score board.” As I have in previous blogs, I am going to emphasize the theme of simplicity. Complicated metrics will just overwhelm you. You’ll use a simple score board. What’s more, a simple score board will help you to successfully  Continue

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5 Selling Systems to increase your Cash Flow

May 21, 2014 @ 12:35 pm posted by David Finkel ( Advisor)

I want to share with you five specific selling systems you can use to increase your business’s cash flow. I’ll also share several actual case studies of our business coaching clients who have used various ideas to grow their sales. My suggestion is that you read through this letter closely and choose one or two  Continue

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Beware of the IRS Scams

@ 11:43 am posted by Amanda Han CPA ( Tax Strategist)

Today we wanted to share a very important story with you that we just encountered at our office. Yesterday we received a call from our client Julie. She was in full panic mode as a result of a phone conversation with the “IRS” and we couldn’t blame her. Late Friday afternoon the phone rang and  Continue

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Real Estate Market Update

May 15, 2014 @ 10:42 am posted by David Finkel ( Advisor)

A short while ago I did a private webinar interview with Maui Advisor Bill Shopoff on the current state of the real estate market. As you know Bill is an industry insider and mega-successful real estate investor. I wanted to give you a chance to access the video recording of this data-rich interview. During this  Continue

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