Trying to figure out the optimal strategy that will provide liability protection, proper estate transfer at death, and other strategies that can benefit their tax situation.I have my ideas, but want to consult with someone who has estate and tax planning experience in CA.

I spent the last three weeks scraping data on this very topic. 

.($1,000,000 - $25,000 = $975,000)As a seller you probably have a listing agent to pay too on top of your transfer taxes, closing costs, etc, so the net is less than that obviously, but we are just focusing on the buyer agent compensation piece of it right now for easy numbers!

Also, ideally, something that allows the landlord to upload receipts and have OCR technology capture and input the data where it needs to be in the system automatically.

There must be a reason they're using CFD as opposed to DOT or mortgage and transferring deed to the buyer at closing.

This helps reduce operational costs and increase efficiencies, hopefully giving the landlord back time to spend on other areas of the business.Market Trend Predictive Analytics: There are AI algorithms that can analyze large amounts of data in order to predict property values and future market trends.

Redfin and zillow should give this data freely..correct?

There has been significant growth, especially with tech giants like Intel, Meta, Amazon, and Google setting up operations (2 data centers), driving up property prices and job opportunities.

For example, my client recently tried to do a deed transfer, and when I reviewed the deed history and names they were proposed on the transfer - there were discrepancies.

Additionally, the management companies would take around 10% of the rent for their services.Given this, I’m exploring whether it would be a smart move to refinance when interest rates drop, and possibly form an LLC to transfer the property into.