.#4 Before you do any of that while you're prepping to get started is detail out all your databases. 

The main reason I do it is that if a client does move on to another tax pro next year, a lot of detail that they'd ask for can be found in those supplemental sheets.

I know I left out a lot of the technical details in my plan and first steps idea.

Thanks for the analysis @Lee Ripma!!!

I'm not sure how well versed they are in the trust details but it makes sense that it would be due to the step up basis so if there's a way I can approach them to give them a solution to that, that would be great. 

If you’re interested, feel free to reach out, and I can share his details with you.

Verifying last 2 years of rental history and income extremely important to find the “best of the worst”.Make sure you understand the Class of properties you are looking at and the corresponding results to expect.The City of Detroit has 183 Neighborhoods we’ve analyzed.PM us if you’d like to discuss this logical approach in greater detail!

- **Feedback from Showings**: It’s important to get detailed feedback from potential buyers and their agents.

Hire a local home inspector or contractor to assess the property and provide a detailed report.

I've seen it mentioned a couple of different places but never with that level of detail.