There are dozens of check boxes, some of them matter, and Balance Sheet and capital accounts are now required.

A home (whether primary or investment) in my eyes is considered as a savings account once you own it - a store of wealth. 

this is where the gray area comes in with accounting.

Make sure that your tax accountant understands this. 

It may be hard to find unbiased advice on account of that.To me, it seems that his/their core competency is promotion and fund raising.

You will also need a US bank account.

You want an accountant who can help you strategize and who is responsive when you want to know the consequences of the financial decisions you are making throughout the year.Good luck.

Our growth has been entirely organic, driven by word-of-mouth referrals, but we’re now looking to expand our reach to new investors who might be interested in our offerings.I’ve seen and heard a lot about lead magnets (e.g., signing up for an eBook in exchange for an email address) and was wondering if anyone has suggestions on lead magnets that have been particularly effective in converting interested parties into prospects.I’d greatly appreciate any advice or guidance you can share.

@Caryn FischerI agree with Jaron, you should definitely have a consultation with your tax accountant and/or financial planner before you do anything. 

There are also additional costs of operating and maintaining an LLC, like separate bank accounts, annual report filings, tax filings, etc.2.