Also, I have yet to see anyone discuss call risk with these.

After discussing their goals, we realized they would like to maximize the property's value while also including me in the process, given my background in general contracting.

A quick fix now can save you from potential negative feedback later on.I'd be happy to discuss more ideas!

Yeah this is actually the strategy me and my father have discussed! 

There was an interesting journal of accountancy article on this recently discussing the potential liability for CPA firms.  

I look forward to engaging with you all, sharing insights, and hopefully contributing to discussions as I progress on my journey. 

Managing properties locally is simply more efficient as I get started.I’d definitely be up for discussing this further and exploring potential synergies.

What she delivered was half-finished and poorly done—definitely not what we discussed or agreed upon.

Talk to an accountant prior to doing the cost segregation study.You want to discuss whether it will be beneficial or not.In general real estate is considered passive which means that it can't be used to offset other forms of income such as wages, interest, dividends, capital gains, etc.However, there are some exceptions where the real estate loss can offset these types of income.best of luck.

Suing was their way to create a record...coincidentally the client probably would have just signed an easement for them without the suit...but they chose to file first and then discuss.