Cost Segregation is a commonly used strategic tax planning tool that allows companies and individuals who have constructed, purchased, expanded or remodeled any kind of real estate to increase cash flow by accelerating depreciation deductions which can defer state and federal income taxes and increase cash flow.When a property is purchased, not only does it include a building structure, but it also includes all its interior and exterior components.

In my view, it'd also be wise to have emergency reserves available for your duplex as well, separate from your personal reserves.Roth IRAs are great tools for investing, assuming you qualify to do so based on earned income thresholds.

What are the most important tools to have in place as we get this going? 

There are a ton of tools within his program that are useful, but none of that stuff matters if you can’t get deals bought/funded through them which is the only reason I paid my money.

What are some recommended platforms or tools that help streamline the payout process for multiple clients while keeping everything organized?

It's good to hire your own representation that is working on your behalf, not the seller's.Letter of IntentIt's a tool to negotiate formally and in writing. 

I've seen several questions on this forum looking for the best CRM.

I didn’t even realize biggerpockets had all these tools, thank you so much!!  

I have read many DST PPM's and have come to conclusion the Sponsors are the only one that can reliably profit from these investment tools, whereas the investors can only trust their due diligence identified enough red-flags.

If so, which tools specifically?