*This post does not create a CPA-client relationship.

Use DIY tools for straightforward cases but consider professional help for maximum savings and audit protection.This post does not create a CPA-Client relationship.

I have not yet but I am planning to look into it for a client in the near future.

I have a basic spreadsheet built for clients that I'm happy to share for free.

They do know and want something in place you will have to go back to them to fix, or they're doing their best to go with the client's unrealistic wishes and don't have the guts to tell them that won't work.After dealing with plenty of these, I will tell you what I see works best. 

What I wrote above does not create an attorney/client relationship between us.

@Erik EstradaThe crazy part was that when I had spoken with the Self Directed IRA custodian, Equity Trust Company, they had given me a list of lenders clients had previously used.

To maintain control and avoid being locked into larger deals, consider directly owning replacement properties or exploring a partial 1031 exchange while carefully structuring syndication investments.This post does not create a CPA-Client relationship.

While I don't actively work with commercial deals I work with our commercial broker in our office to connect my clients.

How does it work when you're entering into a relationship with a client?