The individual merely acts on behalf of an actual beneficialowner as the beneficial owner’s nominee, intermediary,custodian, OR agent.Note: Individuals who perform ordinary advisory or othercontractual services (such as tax professionals) likely qualify forthis exception.

I highly recommend joining the Bookkeepers for Real Estate Investors Facebook Group.It's a super supportive group for bookkeeping professionals who serve the REI community.

These are professionals with additional training and a stricter code of ethics.

Any software or professionals you’d recommend?

As such, planning ahead and working with a cost segregation firm that is highly experienced with 1031 exchanges is key.Definitely reach out to your CPA and/or certified cost segregation professional. 

Did you work with any real estate professionals (agents, lenders, etc.) that you'd recommend to others?

I've considered it in the past but have never been able to stomach the cost of a "professional" Airbnb designer. 

It’s such a problem that young professionals (particularly ones with family) are leaving in record numbers.

I'd be happiest being quite an active investor and property manager.Of course, given my wife's job there's a also a huge incentive for me to qualify for real estate professional tax status and (if I'm reading things right) maximize our paper losses.

I make this recommendation because you present yourself more professionally.