Learn about what we do, how we got here and why we're so passionate about rental financial health
Hear straight from our clients why thousands of first time homebuyers, landlords, and rental owners trust the ICU with their finances globally
Answers to the common questions we get about our services and software partners
The latest press releases, articles, speaking engagements, TV and podcast interviews from the ICU
We have a homeownership financial literacy platform that shows American first time homebuyers how to purchase a property (primary or rental) any where in the world
Our American first time homebuyer services are catered to those that want to purchase a rental property as their first home and then purchase their primary residence after
We assist new owners, inherited property owners, and homeowners converting their house into a rental property to get business funding under their EIN regardless of where the property is located (Americans only)
We take over tax prep and bookkeeping for American high income income rental owners and private landlords who have property abroad
Getting ready to buy your first rental property starts with having your financial documentation in order before you ever sit down with a lender
Before you walk into a lender conversation, your financial documentation needs to tell a clear, organized, presentation-ready story
We'll prepare and file an accurate, rental-optimized tax return for you, handled by a Rental Tax Strategist who actually understands the details a generalist preparer tends to miss, like depreciation, passive activity loss limitations, and how to properly report income across Schedule E and C
This is where you build the financial foundation to purchase your first rental property, and keep it strong long after closing day.
ENROLLMENT SEP-DEC
This is ongoing care for your business's financial health, built for the Rental Owner who's ready to be treated like a business, not just a household.
ENROLLMENT MAY-AUG
This is year-round tax strategy and bookkeeping for the Rental Owner who already has a portfolio worth optimizing.
ENROLLMENT JAN-APR
We'll walk through your full financial picture with you, spending patterns, savings, debt, credit, all of it, and give you a clear diagnosis of what's working, what's holding you back, and what needs attention before you're truly ready to buy
This scan gives you an honest read on your business's financial health, what's currently making you look bankable, what's working against you, and where the real gaps are between where you stand today and where you need to be
We'll take a deep look at your current rental portfolio and how it's actually being handled at tax time, where you may be overpaying, what's being missed, and where your structure might be working against you instead of for you
Hands on training for how to organize your personal finances by setting up an easy to use money management and credit system to put you in position to purchase a property
MULTIPLE LOCATIONS | IN PERSON ONLY
Hands on training for how to organize your business finances by setting up an easy to use money management and credit system to put you in position to fund your business under your EIN
Hands on training for how to organize your rental finances by setting up an easy to use digital orgabization and bookkeeping system to put you in position to be fully prepared for tax season
We partner with other service providers that help rental businesses stay financially healthy
Get dedicated rental business accounts, debit cards and automated financial management tools that integrate seamlessly with your bookkeeping and property management operations
Form your landlord or vacation rental business LLC and build on a strong foundation by separating your personal and business finances. Best for tax and funding purposes
Whether you're a traditional landlord, furnished rental operator or vacation rental host your property needs additional insurance coverage that regular homeowners insurance just doesn't provide. Only applicable for select markets within the U.S.
Take full control over where your retirement money is invested with a self-directed IRA. You can also calibrate payments to a more comfortable frequency and grow your rental portfolio using your account to purchase or invest in real estate globally
Building wealth with real estate is half the battle. Protecting it is another! A Trust Plan includes all the documents of the Will Plan, plus additional legal documents that are specific to your state’s requirements. All our documents are designed by estate planning attorneys and customized by you.
Unsure of what your Debt to Income Ratio is? Use our free calculators to see if you're ready for personal financing or business funding options
Free downloadable bookkeeping tips, tax guides, checklists, and more all curated for rental ownership at every stage
LIVE Q&A, Guest Masterclasses, Mobile Clinic Replays and Pre-Recorded Homebuyer Courses with access to virtual clubs to connect with others on the same journey as you. Available for First Time Homebuyers, Rental Owners/Landlords, and Real Estate Investors.
An annual LIVE to update current, past and prospective clients on what the ICU offers and any major updates happening within the company for your benefit!
Sat, Jun 22
Virtual Clinic
Jun 22, 2024, 10:00 AM – 4:00 PM EDT
$0.00
