The Wealth Elevator

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

01.16.2024 - By Lane Kawaoka, PEPlay

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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 Hosted on Acast. See acast.com/privacy for more information.

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