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

Licensed in both Hawaii and Vermont at the moment, navigating acquisitions and depositions by collaborating the directions of my client with grounded professional understanding. 

I remember years ago our attorney reviewing one such issue for a client that was coming over to us. 

I have a friend who is a banker locally, he's seen business bank numbers for 40 years...he know what makes a strong business client and when it is a weak business with some good years.

To avoid issues, hold the property in the trust for a year, ensure the LLC is properly structured, and consult a CPA or 1031 exchange expert to confirm compliance with state and federal tax laws.This post does not create a CPA-Client relationship.

High earners should also consider estate planning tools like trusts or Family Limited Partnerships (FLPs) to minimize future tax burdens.Given his income level and tax complexity, consulting a real estate-focused CPA is essential to maximizing deductions and optimizing tax efficiency.This post does not create a CPA-Client relationship.

I do have a client with almost similar situation.

The saddest part are the endorsements some of the students provide which then validates these services to the next waive of clients.

My partner is a builder in the LA area and his client posed an interesting question for him that could affect financing in the future. 

Every day I mark how many calls to leads I made, how many people I contacted (and was it email, call, text) from my database/past clients....how many social media posts I answered or made, etc.I don't know if that's automating, but every week I can quickly see how much of each money generating thing I did.Do you use Google Calendar?