FAQs

Frequently Asked Questions

Learn how Finania works, what you can expect, and how our financial consulting services help you grow."

Free Tax Strategy Guide

What’s inside the free “7 Tax Strategies Every High-Income Professional Should Know”?

What’s inside the free “7 Tax Strategies Every High-Income Professional Should Know”?

What’s inside the free “7 Tax Strategies Every High-Income Professional Should Know”?

Is this guide only for doctors?

Is this guide only for doctors?

Is this guide only for doctors?

Will I be contacted after I download the guide?

Will I be contacted after I download the guide?

Will I be contacted after I download the guide?

Do these strategies apply even if I don’t own real estate yet?

Do these strategies apply even if I don’t own real estate yet?

Do these strategies apply even if I don’t own real estate yet?

Can I share the guide with my colleagues?

Can I share the guide with my colleagues?

Can I share the guide with my colleagues?

Is the guide updated for current tax laws?

Is the guide updated for current tax laws?

Is the guide updated for current tax laws?

STR vs MTR Tax Breakdown

How is short-term rental income taxed compared to mid-term rentals?

How is short-term rental income taxed compared to mid-term rentals?

How is short-term rental income taxed compared to mid-term rentals?

Why does the IRS treat STRs differently than long-term rentals?

Why does the IRS treat STRs differently than long-term rentals?

Why does the IRS treat STRs differently than long-term rentals?

Can I use STRs to take real estate losses against my W2 income?

Can I use STRs to take real estate losses against my W2 income?

Can I use STRs to take real estate losses against my W2 income?

What if I rent for both short and mid-term periods—how is that taxed?

What if I rent for both short and mid-term periods—how is that taxed?

What if I rent for both short and mid-term periods—how is that taxed?

Do I need to use a CPA familiar with STR tax rules?

Do I need to use a CPA familiar with STR tax rules?

Do I need to use a CPA familiar with STR tax rules?

Can I switch a long-term rental to a short-term rental for better tax benefits?

Can I switch a long-term rental to a short-term rental for better tax benefits?

Can I switch a long-term rental to a short-term rental for better tax benefits?

Cost Segregation 101

What is cost segregation in real estate?

What is cost segregation in real estate?

What is cost segregation in real estate?

How much does a cost segregation study usually cost?

How much does a cost segregation study usually cost?

How much does a cost segregation study usually cost?

Can I do cost segregation on a short-term rental?

Can I do cost segregation on a short-term rental?

Can I do cost segregation on a short-term rental?

Do I need to be a Real Estate Professional to benefit from cost segregation?

Do I need to be a Real Estate Professional to benefit from cost segregation?

Do I need to be a Real Estate Professional to benefit from cost segregation?

Does cost segregation work on renovated properties?

Does cost segregation work on renovated properties?

Does cost segregation work on renovated properties?

Can I reuse a cost seg study when I refinance?

Can I reuse a cost seg study when I refinance?

Can I reuse a cost seg study when I refinance?

Real Estate for Physicians

I’m a full-time doctor—how do I get started in real estate?

I’m a full-time doctor—how do I get started in real estate?

I’m a full-time doctor—how do I get started in real estate?

What kind of properties do most physicians invest in first?

What kind of properties do most physicians invest in first?

What kind of properties do most physicians invest in first?

Do I need an LLC before buying real estate?

Do I need an LLC before buying real estate?

Do I need an LLC before buying real estate?

Can I invest passively if I’m too busy to manage rentals?

Can I invest passively if I’m too busy to manage rentals?

Can I invest passively if I’m too busy to manage rentals?

Do I need to put 20% down to buy an investment property?

Do I need to put 20% down to buy an investment property?

Do I need to put 20% down to buy an investment property?

Can I use my 401(k) or IRA to invest in real estate?

Can I use my 401(k) or IRA to invest in real estate?

Can I use my 401(k) or IRA to invest in real estate?

Join the Program

Is there a cost to join the private network?

Is there a cost to join the private network?

Is there a cost to join the private network?

Can I still join if I'm primarily interested in tax-saving strategies and mentorship rather than buying property right away?

Can I still join if I'm primarily interested in tax-saving strategies and mentorship rather than buying property right away?

Can I still join if I'm primarily interested in tax-saving strategies and mentorship rather than buying property right away?

When will the group officially launch?

When will the group officially launch?

When will the group officially launch?

How soon can I expect results after joining?

How soon can I expect results after joining?

How soon can I expect results after joining?

Do I have to already own property to join the group?

Do I have to already own property to join the group?

Do I have to already own property to join the group?

What exactly is included in the private physician network?

What exactly is included in the private physician network?

What exactly is included in the private physician network?

Passive Investment Waitlist

What is the Passive Investment Waitlist?

What is the Passive Investment Waitlist?

What is the Passive Investment Waitlist?

Do I need to be an accredited investor to join?

Do I need to be an accredited investor to join?

Do I need to be an accredited investor to join?

Will I get notified about syndication opportunities?

Will I get notified about syndication opportunities?

Will I get notified about syndication opportunities?

How do I build a pre-existing relationship to qualify for deals?

How do I build a pre-existing relationship to qualify for deals?

How do I build a pre-existing relationship to qualify for deals?

What kind of deals will I see on the waitlist?

What kind of deals will I see on the waitlist?

What kind of deals will I see on the waitlist?

Can I back out after expressing interest in a deal?

Can I back out after expressing interest in a deal?

Can I back out after expressing interest in a deal?

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BUILDING WEALTH SHOULDN’T REQUIRE BURNOUT

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