My partner is a builder in the LA area and his client posed an interesting question for him that could affect financing in the future. 

Also, check state-specific tax laws, as some states impose additional transfer taxes.This post does not create a CPA-Client relationship.

Do they take on clients just for the LAIC service?

What real estate tax saving strategies have you utilized with other clients?

I only buy positive cash flow and so do my clients.

Hi Ashley, We have found what works well for us, as well as our clients is to ask them during the on boarding process if they have any preferred contractors.  

One workaround could be keeping a separate spreadsheet to track your adjusted tax basis accurately and only using Stessa for operational insights.You could also reach out to a cpa and see if they have a specific recommendation for software to use.  

Nowadays, people can make paycheck stubs/W2's that look convincing so just make sure you invest in software that gathers verified information on applicants.  

I ran the type of numbers I would do for my CFO clients and came up with the following proforma: https://drive.google.com/open?

In that case, the GP, who was a cheating SOB, issued a K-1 allocating cap gains [§1231 gains] to my Client, who was a minority LP.