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Fred and Wilma were just driving around one weekend and found a great new house! It was perfect and they'd been thinking about making a move for quite some time. Unfortunately, the price of the house was substantially more than Fred was really budgeting.
After Fred disclosed his dilemma to his Realtor, the Realtor described the fact that the higher price and the higher loan amount might have a positive impact on Fred's tax returns next year. Naturally, Fred was aware of that but he really needed to truly understand what implications his increased home price might mean after tax considerations.
We prepared a Move-up HomeBuyer Tax AnalysisTM for Fred and Wilma. The Move-up HomeBuyer Tax AnalysisTM allows us to "Fast-forward" the financial tape so that clients can view their income taxes as if they have moved up to a bigger home.
We found that few homeowners have a real perspective about the increased tax benefits of buying a new home.
The Move-up HomeBuyer Tax AnalysisTM visually demonstrates the freed-up cash flow that move-up buyers and first-time buyers can discover hidden deeply within a 1040 and Schedule A Cash flow consulting is essential for most homebuyers.
Why?
We've found that what keeps most folks from buying their first home or moving up is a concern over cash flow and not "qualification" concerns.
Click Here to view the introductory summary letter to the Move-up HomeBuyer Tax AnalysisTM. It's purpose is to provide a one-stop "bottom line" answer for clients.
Click Here to view the complete side-by-side current 1040 and how their 1040 will look when they buy the new home.
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Contact Information
Nations Home Funding
4700 Falls of Neuse Road
Suite 120
Raleigh, NC 27609
919-877-0022 Ext 204 (p)
919-877-9505 (f)
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