July 20, 2017

Did you Buy or Refi in 2012 – Don’t Forget Some Real Estate Fees can be Tax Deductable.

Hey… Jason Wheeler here.real estate fees can be tax deductable

I wanted to drop you a quick note to remind you something.

Since it’s tax time all of your clients are thinking about taxes right...

Now is a great time to send a note or email to clients that bought real estate from you in 2012 and remind them to get a copy of their Final HUD to their CPA.

Many homeowners forget to give a copy of the Final HUD to their tax preparer along with W2s and 1099s.

Send em a note and save them some money… You get another chance to be an advocate and a hero for them.

Some of the costs of refinancing or purhasing can be tax deductable.

FULL Disclosure

NOW I am NOT a tax Advisor so ask your CPA for sure… so this is NOT tax advise.

This is just a friendly reminder as I want to help save you as much money as possible.

If you bought or refinanced with me in 2012 just get in touch and I’ll send you a copy of the documents you would need to show your tax preparer.

Stay awesome!

– Jason Wheeler – Lending Ninja

PS: When you decide to to contact me just call email or ask me anything you want about today’s crazy lending world… Leave me a comment on my blog or Facebook.

PPS: If this reminder is a GOOD valuable one that your friends clients or co workers would benefit from… Please “like” and share this posting right now.

About Jason Wheeler - Real Estate & Lending

Jason Wheeler got started with in the Real Estate & Mortgage Lending business in 2003. Since then Jason has become a top producer for one of the largest, most well respected Real Estate and Mortgage Brokers in the industry, producing quality loans in California, and helping countless families with their home purchases and sale. For fun... Jason loves being outdoors and writing important tips on his blog (what you are reading now) and hangs with his wife kids and dog. IF YOU LIKE THIS CONTENT GO VIP HERE

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