At that point, I was fed up and consulting a lawyer and was waiting to respond to Katee until I had legal advice.

Retain a cash reserve to cover vacancies or downturns, and align with your long-term goals by consulting a financial advisor.

We all do the same thing, we just call ourselves different names and carry similar but different licenses:- CPA - Certified Public Accountant- EA - Enrolled Agent - Accountant - Tax advisor - Tax strategist- Tax consultant - Tax plannerIt all means basically the same.

It’s crucial to consult your lender, document everything, and seek advice from a real estate attorney or CPA to align with your long-term goals.Good luck!

Always consult with your attorney before you rely on the above information.

I knew about some of the changes, but we need to consult with our advisor group and see what they are finding out on how to handle the situation.

As a 3rd-party real estate consultant that has no skin in the game other than what I charge, I provide exactly what you've described—unbiased, no-nonsense, and straightforward advice.

We’re open to offering a consulting fee or hiring for this expertise.Any advice, resources, or referrals are greatly appreciated!

Not practicing law in your state though, so you need to consult a qualified lawyer in your jurisdiction to see what to do

We managed to navigate it, but it was a lesson in the importance of understanding both federal and state regulations.Given your location in Boston, Massachusetts, it's especially pertinent to consult with a qualified intermediary or tax professional familiar with both federal and Massachusetts state laws to ensure a smooth exchange process.