We are now married and I expect we'll file our 2024 taxes jointly.

Keeping clean records from day one really helps when tax season rolls around.

You're giving up some good tax benefits since you're in the tier of taking itemized deductions.

This allows you to use all of the tax and deferred depreciation recapture to purchase the larger MF propertyA consolidation exchange is where you sell multiple investment properties to purchase a larger and nicer investment property, but you also get the benefit of using all of the tax you would have had to pay to your advantage.

You have the ability to sell while limiting your capital gains tax because you lived in 2 of the last 5 years. 

Just curious.If you are going to pay a PM, just be aware that you might not make any money on it.I just use a spreadsheet.

Anyone using for all or part of your tax needs?

From a tax standpoint, there are additional disclosures to make when selling a business asset for less than fair market value to a related third party. 

Whichever loan that you decide to use, the interest will be tax deductible due to interest tracing rules.

We are in a very low tax bracket this year but should be 10% higher in 2025.