I would highly recommend speaking with a financial advisor as they bring much value besides investment management.

My wife and I did this about 13 years ago we had the chafa program I didn't know this was still available to first time  home buyers it is essentially down payment assistance you put the majority of the down payment into a 2nd loan 30year fixed with means your mortgage payment go up like 100.00,  we then payed off that with the tax savings the following year..don't quote me I am not a advisor .

They Seller Finance it with a balloon at 3 years, with the expectation you'll have established residency and be able to get a traditional mortgage. 

We also establish certain policies to avoid these.

I wanted to know if and how I can ask a financial advisor (and if you think they'd be open to it) discuss DAF accounts and other option to donate to us through that account instead of directly to us.

He gives valuable tax content, and his firm is our legal/CPA advisors, so I can say he is legit and trustworthy. 

Most importantly I’d love to build relationships with more people in the community and establish friendships that can last a lifetime.

Lifting the veil MAY refer to disclosure of ownership interest, piercing the veil refers to disregarding the entity to establish liability; whether in a “real estate” transaction. of any other type of transaction2.

.), you do not need any forms—just keep track of your spending to share with your tax advisor at the end of the year.The best way I’ve found to keep track of expenses is through a credit/debit card that is dedicated ONLY to your business.

It’s a bit complex, so working with a 1031 exchange expert and a tax advisor is crucial to make sure everything is done correctly.