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Many people like rental income because it seems passive and simple, until it isn’t so passive … or simple!
Using this checklist, you will help clients understand the challenges and nuances that exist with owning a rental property. Whether it’s landlord responsibilities and managing risk, or investment and tax/estate concerns, you will be prepared to lead a thoughtful discussion on this complex topic.
This checklist covers some key issues a client must consider when owning a rental property, such as:
Last reviewed 3/6/2023
Created on 5/12/2022