Title
The linkage of property ownership that connect the present owner to the original source of title.
What is chain of title?
When is the last day to file taxes?
April 15
A couple purchasing a new home is a good referral for these 6 people.
Luis (realtor), Julie(notary)
Mario(lender), Irma (property insurance)
Feliz(escrow),
Nelson(title)
How many years in business do I have?
16 yrs
How many years of experience do I have?
21 years
The borrowers hold title to the property and the lender places a lien on the property through use of the mortgage document.
What is a deed of trust?
1098T Form deduction from the school , education expenses
Your neighbor tells you she is getting married and wants to secure her assets. Name 3 people you can referred her to.
Sophia(trust attorney),Veronica (hair specialist for the wedding), Jeff (life insurance)
What is the name of my business?
TAX 411
How many kids do I have?
Four kids
You pay this twice a year when you are a home owner?
What are property taxes?
What is the Standard deduction for Married Filing Jointly status for 2021?
25,100
Your client got into a car accident. Who will you referred them to?
Octavio(personal injury), Dr Kent(Chiropractor), Ramon(auto body shop)
Audit and casework
What is my best type of referrals?
Real Estate Agent that has a home to sell.
A lender doing a refinance transaction
Residential and commercial Real Estate
How old is title insurance?
120 years
True or False. Can a parent claim a dependent up to the age of 23?
True
A client tells you he has a friend who just started their business and needs help because they have employees and wants to expand their business.
Carlos(payroll), Donna (financial advisor)
Diane(bookkeeping and taxes)
Lance(commercial insurance)
Gerry (IT consultant)
Ric (branding)
Audits, Filing sales tax, personal and business taxes, bookkeeping, entity formation.
What type of issues I help clients with?
1. Help them clear liens on title.
Example :Removing an old judgement or old loans.
2. Verifying title ownership
3. Record document at the close of sell
What are community property, joint tenants, trust, partnership, tenancy in common and community property with rights of survivorship?
What is vesting
If you didn't get your stimulus check for $600 by January 15th, what do you do?
File your 2020 taxes to get any stimulus payment not received.
Your best friend tell you she is getting a divorce and wants to sell her house as soon as possible. What two people can you referral to?
Sanjay(family law)
Joanna (staging)
Luis , Feliz, Mario, Nelson, Julie
Type of referrals I am looking for?
Audit
Business entity formation
Bookeeping
Business taxes
What year did Nelson run the LA marathon?
2015