I am looking to purchase real estate for both investment purpose as well as to offset as much tax liability as possible. 

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

You will want to fully understand the tax reporting burden you will face. 

Any tax pro who is familiar with REI will be able to help you.

@Brad Kanouse Using Traditional IRA funds for an investment property typically incurs income tax and a 10% penalty if you’re under 59½, as investment properties don’t qualify for tax exemptions.

In Minneapolis, are there programs in place from non profits and the government to aid first time home buyers with costs?

It will have to be a pass through/disregarded LLC to keep the tax payer the same and the 1031 valid.

Would recommend.I will be using the firm for my 2022 tax return (1040 and 3 LLC's), expensive (about $5k-6k) but given they've assisted with the tax planning I'm hopeful the synergy will provide the best outcome.Happy to answer any add'l questions.Pat  Hi Pat,Just want to confirm, that is HallCPA fee for filling 2022 tax for one 1040 and 3 LLCs?

I'm in the market for entity config and tax planning/prep.

There are less taxes in Alberta too.