If losses strain your finances, selling might be the best move, but optimizing rental income or tax deductions could make holding worthwhile.This post does not create a CPA-Client relationship.

I have a client that bought a condo to rent after living there and the HOA ended up outlawing rentals.

For long-term planning, consider transferring the property into a trust to manage tax and legal complexities.This post does not create a CPA-Client relationship.

You search for existing guides, select the best and provide the link or the document to your clients.

If you have TIE, time, interest, and energy, self-managing is the way to go.Our clients already have jobs - surgeons, attorneys, executives - that don’t have time nor interest in another job.  

In our case, we used our CPA, who creates SD 401(k) plans for his clients, though I’m sure he obtains the boilerplate from a facilitator.

I suggest that you make it a point of finding a good lender, not just someone who can do the job of helping your clients buy their home but someone who is willing to teach you.

That's what separates the best real estate agents who represent investor/developer clients.

One of my clients just bought a bizz ( new bizz for him) and the owner stayed on and they are running it together.. its manufacturing and I suspect that more prevalent than RE development.

Particularly looking for an investor friendly agent able to take on house hacking clients in NYC and LI