Who it’s for
Physicians, dentists, CRNAs, pharmacists, attorneys, engineers, tech professionals, airline pilots and executives: people with a large salary they can’t restructure, equity in the home they live in, and a tax bill nobody has shown them a legal way to shape.
The 10 steps
- Know your equity. See what your home is worth and what is truly available to work with.
- Put idle equity to work. Learn how the equity you already have could fund a first property, without selling your home.
- Find the right property. Learn to spot rentals that fit the plan, with live deal reviews in your sessions.
- Run the numbers on the deal. Stress-test rent, expenses and returns before you commit.
- Structure the entity. Education on LLCs and asset protection, with introductions to formation providers.
- Acquire the property. Coaching through the purchase, from offer to keys.
- Accelerate depreciation. A cost segregation study can move a large share of the building’s deduction into Year 1, depending on your facts.
- Activate the loss. Real estate professional status or short-term rental participation, if you qualify, so the deductions can offset W-2 income.
- Adjust your withholding. If you qualify, the difference can show up in your paycheck, not only at year-end.
- Reinvest and repeat. What you keep helps fund the next acquisition.
What coaching is, and isn’t
It is one-on-one sessions with Yemani, a step-by-step plan, and introductions to CPAs, attorneys and cost segregation specialists. Their fees are billed by them, and you choose who you work with.
It isn’t tax, legal or investment advice, a lender, or a promise of any result. Your CPA makes the tax calls.
For professionals who share this page
No referral compensation of any kind is offered or accepted.