For long-term planning, consider transferring the property into a trust to manage tax and legal complexities.This post does not create a CPA-Client relationship.

My favorite calls are from prospective clients who have been with another company - they know what matters to them and I know a lot about how the relationship will go, based on what they've experienced with another PMC. 

Private Money Lenders (PML): More flexible, relationship-based funding with lower fees.

Consult a CPA or estate attorney to ensure compliance.This post does not create a CPA-Client relationship.

You can also find commercial brokers that are in that space and build the relationship.

Renting part of the home after conversion provides additional income and deductions.This post does not create a CPA-Client relationship.

But what I will say is that he is a disastrous relationship manager.

I’ve built strong relationships with local agents and other investors in the Hamptons, which helped me discover this off-market property.

What worked for me was focusing on building strategic relationships with top tier people (quality partners) who could complement what I brought to the table—sales, management, and execution.When you are approaching sellers for creative financing, leading with a clear value proposition (and CONFIDENTLY) is key.

My goal is to leverage equity through private money lending (PML) partnerships while building valuable relationships within the local investment community.How I Can Add Value:With 6+ years of experience running various businesses, I can offer high-level and detailed technical insights to help visualize and automate your operations effectively.For example, I’ve developed a dashboard that tracks company expansions across the greater Phoenix area in real time.