I have a few pieces of advice that you likely already know and are implementing but just wanted to make sure!

We just switched to Appfolio and are trying to implement Corporate Accounting into our process.

Maybe taking some time to figure out what you are trying to accomplish and working backwards from there - coming up with action items that need to be implemented along the way. 

There's probably a benefit to being an early adopter in that you take care of it before everyone else "has to" do it, but if you're too early then the infrastructure/products/know-how isn't there as much so you pay more than if you wait until demand is more widespread.Most folks I know, including myself, are taking a "wait and see" approach at the moment, but obviously folks that owner occupy might act earlier especially since it could benefit them personally.Now is a good time to recommend RISE Engineering, which does free energy audits of residential properties and then reduced-cost work if you do decide to implement some/all of their suggested improvements.My understanding is that it's free for the audit and reduced-cost for the work, because they get funded partly from charges everyone already pays on their electric/energy bills - i.e., it's subsidized by a tax we're already paying.

I know this is strange, but I've never gone to one & I would like to know the best way to ask questions about how to successfully implement the various plans I have. 

Running the numbers or implementing the LAPS system? 

Our success has been in buying small multifamily with value-add and implementing the BRRRR strategy. 

Passive gains could be coming from other passive investments especially coming from sale of other assets (which are overripe - you should have sold earlier so you don't have such a large capital gain and depreciation recapture in the first place).In summary Passive Losses cannot offset Ordinary Income (401k withdrawals) unless you are implementing REP status

I really need to educate myself on this before I try and implement it.

@Brian Burke I’m implementing so many things that I learned from BPcon to my business as we speak