@Carlos Rodriguez we've got Canadian clients from Toronto and Vancouver.Have tax attorney, CPA, etc. to assist also:)DM us if interested in chatting...

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. 

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.

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.

Quote from @Dennis Bragg: @Stephanie MedinaYour question brought me back to a deal a client of mine did in Chicago a few years ago.

For me, it wasn't a book that got me into this but it was a conversation I had with a client while I was a financial advisor working for Merrill Lynch.

You CAN limit that agreement to a specific property; but, as others have stated, agents are looking for a certain amount of loyalty from their clients.If an agent gets vibes from a prospective client that indicates that they want to cheapskate and not pay a professional for their service, they are not likely to waste their time with them.

This post does not create a CPA-Client relationship.

Setting up an LLC may allow for deductible expenses, and investing in municipal bonds could provide tax-free interest.This post does not create a CPA-Client relationship.

While I don't know the nuances of the market, I do have a client that's a real estate investor and agent in Phoenix that could probably give you some suggestions.