Services

The Smart Investment Property Evaluator ˢᵐ

Know your numbers and make better decisions with your investment properties.

Benefits

Owning income-producing real estate can be one of the best investments one can make. Income property can provide tax savings in addition to an excellent return on your investment. The Smart Investment Property Evaluator ˢᵐ will help you make better, smarter, safer choices and decisions with your investment properties.

The Smart Investment Property Evaluator ˢᵐ consists of several systems and strategies that help you to: source, evaluate, acquire, rent, and manage income-producing real estate investments.

The Smart Investment Property Evaluator ˢᵐ is also a training platform, providing you with webinars, spreadsheets, checklists, and other “best practices” tools that will help you to be a better real estate investor.

If you already own income-producing real estate, The Smart Investment Property Evaluator ˢᵐ will run the analysis on your properties to help you ensure every property is optimized for income, taxes, asset protection, and more.

The process of sourcing, evaluating, acquiring, renting, and managing real estate can be difficult or even overwhelming. The Smart Investment Property Evaluator ˢᵐ is here to help. 

Get Started

Enroll now to get started with The Smart Investment Property Evaluator ˢᵐ.  Discover a better, smarter, safer way to know your numbers and make better decisions with your investment properties. 

Featured Newsletters

Tax-Smart Strategies to Pay for College

Tax PlanningA special report by the Bradford Tax InstituteIn this newsletter we review: How Are 529 College Savings Account Withdrawals Taxed? Child's College: Use a 529 Plan or Tap Your Roth IRA?...

Spring 2022 Key Financial Planning & Investment Deadlines Checklist

Financial GuidesSpring is here! As some of you may or may not know, every quarter I like to send my clients, family, and friends all the key financial deadlines heading our way over the next three...

Essential Tax Tips for IRAs

Tax PlanningDenise Appleby, APA, CISP, CRC, CRPS, CRSPWoe to the taxpayer who runs afoul of the numerous and confusing IRA rules. There are forms to file, contributions to make, distributions to...

How College 529 Savings Account Withdrawals Are Taxed & Why You May NOT Want to Use a 529 Plan Altogether

Tax Planningby the Bradford Tax InstituteSection 529 college savings plans have been around long enough that withdrawals are now commonplace. You may be ready to take one. The big advantage of 529...

New Retirement Rules – What you need to know about the SECURE Act

Financial GuidesThere have been some major retirement rule changes following the passage of the SECURE Act and you may have questions on what it means for your retirement plans. Our "New Retirement...

The Smart Tax Planning Newsletter January 2022

Tax PlanningEvery month we provide you with a fairly detailed review of several Important Tax Topics. Scan through the highlighted topics noted below.  In This Month's Newsletter We Review: Is Your...

Winter 2022 Key Financial Planning & Investment Deadlines Checklist

Financial GuidesDo you know what days the market closes for 2022? Or when different tax forms are due? Or when the various enrollment periods for Medicare and health insurance begin and end? Each...

2022 Retirement Calendar Checklist

Financial GuidesThis Checklist gives you the guidance you need on taxes, Social Security, Medicare, retirement account distributions, year-end tasks, and more. It compiles multiple deadlines and...

2022 Key Financial Data Guide

Financial GuidesThe 2022 Key Financial Data reference guide puts many important financial numbers right at your fingertips—in a simple graphic format. Organize your finances at your convenience...

The Smart Tax Planning Newsletter October 2021

Tax-Saving TipsTaxation of 529 College Savings Account Withdrawals The big advantage of 529 plans is that qualified withdrawals are always federal-income-tax-free—and usually state-income-tax-free...