Episode #29 - What do I need to bring with me to set up a JV agreement?

This week we are helping you out with putting together a Joint Venture (JV) agreement for a real estate investment transaction.

Needed from JV1 (party 1) and JV2 (party 2):

- All the parties involved (individual names or corporations)
- Properties involved in the JV agreement
- Roles and responsibilities of JV1 and JV2
- The buy in or monetary investment towards the deal - Expectations and ROI for the eventual maturity of the agreement

Episode #31 - The process for setting up an operating or holding company?

When setting up either one, two or multiple corporations with different structures, the same process/information worksheet is used. We do need to be aware of who your accountant is to make sure we are creating the best option for your tax planning purposes.