I am working through this structure with a number of clients right now from a tax perspective.I highly recommend Mark Fetzer at KKOS - I work with him often on these clients and he is set up to advise in Texas.

Transferring a 1031 exchange property into an LLC shortly after purchase typically won’t trigger immediate tax consequences for your wife if the LLC is a disregarded entity, as you file jointly.This post does not create a CPA-Client relationship.

And the only "client" reviews I've seen mention that their customer service is non responsive and difficult to get a hold of once you're purchased their services.

Clients are getting much better terms using their local credit union, and generally really appreciate being the good advice and direction.

Just wanted to chime in from a tax perspective, something to keep in mind and plan to have some discussions with your CPA:Using the property for personal use during the year will prevent you from recognizing some expenses on your property.

Hi @Luca Perinuzzi, I work with New Western and we only sell investment properties, so all of our clients are naturally investors.

A balanced approach, combining financing with a cash reserve for stability, maximizes tax efficiency, inflation protection, and aligns with your goal of retiring sooner.This post does not create a CPA-Client relationship.

Pennsylvania even had cases where lawyers were disbarred for selling overly complicated trust structures to older clients who didn’t need them.2.

*This post does not create an attorney-client or CPA-client relationship. 

Ensure your investment pipeline justifies the fees, and consult the custodian about rollover options to avoid unnecessary expenses if investments slow.This post does not create a CPA-Client relationship.