Why Last Week Changed This Newsletter

How a week of unexpected feedback led to more leadership, more honesty, and still plenty of smart tax planning.

Table of Contents

Dad jokes and going off script,,,

Last week’s newsletter was about my dad’s passing and a comment he once shared with me about parenthood and running a business. Many of you reached out offering condolences. Some shared your own struggles. And some of you just wanted the punchline to my father’s hooker/attorney joke, which I was happy to share.

Whatever the reason, I truly appreciated the feedback. I was touched by the condolences and grateful for the stories and memories you shared. Some I had heard before. Others were new. All of them meant a lot.

What struck me most was how many of you connected with the message. I guess I should not be surprised. Trying to balance work and family is something most of us wrestle with. Still, it got me thinking.

What if I went off script more often? What if these newsletters were not just about tax savings, profit maximization, or why the 469 grouping election matters so much to real estate investors? Spoiler alert. It does matter. It is significant. And you should at least know enough to ask your CPA whether it applies to you.

But what if I also wrote more about running a business and shared more personal stories?

I enjoy writing. Sometimes I wonder if anyone reads these. Then I get a wave of messages like last week.

I would like to dive deeper into the challenge of balancing parenting and running a business because I think it is important and something we can all learn from. I am not an expert and I do not want to claim that I am. But I have found things that have worked for me, and if it helps even one person, that is enough.

So maybe I will mix it up. More leadership. More parenting. More AI. And yes, still plenty of tax. Let me know what you want to hear about, I would love to riff on it.

Upcoming Webinar: Selling Real Estate Without Giving Half of It to the IRS

Join us on February 23 as we talk with Sean Ross about practical, legal strategies, including 1031 exchanges, for real estate investors planning to sell appreciated property and keep more equity working instead of paying a large tax bill. We will share the same framework we use with clients to defer taxes, reinvest strategically, and make smarter decisions before timing becomes critical.

Podcasting like a boss

I had the opportunity to sit down with Nic Espanet of the Flex Forward podcast and share my take on MultiFamily Investing, our journey with EOS and what we are doing in the P&C Collective. Check it out -

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