Our IR team is vertically integrated in-house and not outsourced.

Because the IRS requires you to have no more than a $50K loan balance on your 401K over a rolling 12 month period I had to wait to do another loan even though I had mine paid back in full from when we took it out in 2023. 

I’d be more than happy to hop on a call with you to discuss the different areas and explore how you might make it work.

We have 8 business entities availing of their services, and as "advisors", they should make business life easier -- not add more work on your plate --- but instead, my team and I have been checking for mistakes, or following up on action items, missed deadlines, and paying penalties to the IRS and Secretaries of State due to their negligence.

PLRs can NOT be used or cited as precedent should you be audited, and it is always possible that the IRS could still disallow this 1031 Exchange.

Quote from @Kate Stoermer: Hopped in to say Avalara as well. 

With an SDIRA, you can invest in long-term rentals while preserving your retirement savings, but you must follow strict IRS rules:1.

Here's how to handle your situation for tax purposes based on IRS guidelines:1.

Feel free to shoot me a text and we can hop on a call.

Not everybody can: https://www.biggerpockets.com/forums/51/topics/1075919-five-...Also, cost segregation will not help you with your CA state taxes, only (potentially) with your Federal (IRS) taxes.