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JF3516: Tax Mistakes Investors Make that Drive CPAs Crazy, and How to Avoid Them ft. Kiyoshi Simon and Amanda Han

The Best Ever CRE Show

CHAPTER

Strategic Financial Planning and Partnering with CPAs

The chapter emphasizes the importance of strategic financial planning and partnering with CPAs for accurate tax strategy and planning. It discusses limitations of property management software and the need to integrate with financial software like QuickBooks, as well as the efforts to improve this issue by building relationships with app developers. Furthermore, it highlights common tax and accounting mistakes made by investors and stresses the importance of maintaining a solid balance sheet for business financial health.

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