I have 2 investment properties one with a long-term tenant and one I use as a STR. Both Cashflow positive and in high demand and high capital growth rate areas. I currently work in tech and I am looking to purchase a business. I have tried various tax filing companies over the years and still feel am leaving money on the table. I also want to engage in proactive tax savings using strategies and my current CPA doesn’t offer those options so I am lookin g forward to learning here. - Why do you want to save money on taxes? Not just “to save money” — but what does that money mean for your life? ••• I want true freedom- being able to leave my tech job and pursue other opportunities while giving my family a good life. - Where are you right now in your journey? Just starting out? Own rentals? Flipping or doing STRs? ••• See above. - What’s your #1 challenge right now — your “big domino”? The one thing that would make everything else easier? ••• Building a business or finding a business to buy that meets my investment thesis.

I have a self-directed IRA STR and wondering if there are any tax benefits I can get in the short term.