Activity
Mon
Wed
Fri
Sun
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Jan
What is this?
Less
More

Memberships

Tax Strategy 365 Community

566 members • Free

🏠 Lower Taxes w/ Ryan

1.1k members • $1/year

12 contributions to 🏠 Lower Taxes w/ Ryan
HAPPY NEW YEAR 🎊🎈🎆
Thank you for your continued support and trust in our CPA firms.
1 like • 19d
Happy New Year!
Hour Tracker
I was wondering for the material participation/Hour tracker - Does creating social media posts, talking to guests, etc. counts in all of that ? Kind of feels like a Grey zone so I figured I'd ask to get a clear answer. Thank you !
2 likes • 23d
@Joseph Jimenez I plan to use Ryan's excel in the end, but I am not great at Excel. So for the day to day, I got REPSLog. The app makes it easier to just quickly add an activity.
Legal structure
I just spoke with my bank and learned that I cannot transfer my two properties from personal name to LLC unless I refinance them. I do plan to refinance eventually but not now. Is there any workaround for legal protection?
0 likes • 29d
@Claudya Alain I am in the process of transferring the deed on an MTR, my attorney is handling it. Will the bank call the loan? I guess technically they can but I hear usually they do not. I guess I should be calling my bank as well?
New STR
Hi there - it has been a crazy few weeks but I just listed a new STR in South Bend, Indiana. It has only been a week, no takers yet. Question, what if I do not get the 2 required guests, avg 7 days or less, this calendar year to take advantage of STR tax loophole? Can I take advantage of tax loophole next year, 2026?
Roth Conversion with Cost Seg?
Instead of receiving a tax refund in the year we completed the Cost Segregation Study, we converted an IRA to Roth and "paid" the taxes due with the refund owed. Any generic thoughts on this as a tax strategy combined with STR taxes? (We tend to believe in tax-diversification of post-retirement income as well as diversification of investing in both traditional markets and businesses.) Thanks! @Ryan Bakke, CPA
3 likes • Sep '25
@Daniel Sleep wow
1-10 of 12
Adriana McLaughlin
3
23points to level up
@adriana-mclaughlin-7031
PR exec, former journalist but Real Estate Investing is my passion! 1-MTR Richmond, VA, buying an STR in South Bend, Indiana near Notre Dame ☘️

Active 18h ago
Joined Sep 4, 2025
From Garden City, NY
Powered by