Last thing to look at (and right out of the pages of our client's own experiences) might be starting a transition of wealth in the form of using 1031 strategically to purchase property that your heirs live in until you pass and they inherit. 

Its tasteful but makes things a little cozier.We are not a luxury property, and that's ok. 

My clients love it here because of the positive cash flowing deals and lots of appreciation potential.

I have all kinds of specific searches set up for my investor clients to help find the best deals. 

It would be possible in other ways like a lot of hot client leads but anything other than that will probably be specific to what that agent needs.

That is actually still challenging enough, as many clients have told us - in hindsight they were glad we talked them out of a full-blown rehab.

I'm not a typical Realtor perse looking for clients so I don't need the trust factor that may go with the REALTOR symbol in my marketing or anything.

We would never recommend that for our clients.

I would imagine getting the cash out is about the easiest part, having the check in hand is the exciting part, and buying a house is the nerve-wracking part. i watch videos at work and talk to my clients all the time about real estate.

Disallowed losses under wash sale rules increase the cost basis of replacement securities, potentially reducing future taxable gains.This post does not create a CPA-Client relationship.