Once you get beyond the basic “exempt assets” you need an experienced attorney who specializes in asset protection.

The thought of loosing out on the primary residence tax exemption makes me cringe. 

The $250/$500K exemption doesn't even come close to making a dent.Originally posted by @Andre Debs:you don’t have to pay a capital gains tax when selling a primary residence on the first $250,000 of profit, or $500,000 if married. 

I own property that according to that site is under rent control, but it is exempt under Costa-Hawkins. 

If you have a network of investors they can let in on the GP side and through the issuer exemption you can raise equity for your deals. 

I asked my attorney and he "While the churches are exempt from taxes they are not exempt from water bill or city citations." 

This is for any loan on anything, though it seems that everyone and their brother gets a usury exemption including banks, credit card companies, and even pawnbrokers.

A transfer to a trust is exempt from due on sale violations since banks will view transfers to a trust as an estate planning tool.

ECI/FDAP can be taxable for exempt organizations.

The DST is viewed as an estate planning tool, and therefore exempt from the far-reaching corporate tax laws set forth by California’s FTB.I would agree that having a CPA that is experienced in Real Estate appears to be a good idea at this point.