A good real estate accountant can save you thousands of dollars by leveraging entity selection and formation, tax deductions, cost segregations, bonus depreciation and tax planning.I recommend finding an accountant specializing in real estate taxation, business taxation, financial planning and tax planning.Consider working with your accountant remotely to expand your options.I would also recommend looking for an accountant willing to work with you throughout the year.

What did they say is the plan?

.- The townhouse you're moving into is currently a rental, but you plan to live there two years for the 121 exclusion.

 Hi Roger, yes, the plan is to house hack.

🙌Once goals are set, it's time to reverse-engineer investment plan.

I do not have the capital for the property to pitch in, so I plan to use the investors money to secure the property.The interest rate that I will pay the investor is 5% for up to a duration of 20 years.

Alternatively, if you’re using QuickBooks Online with a plan that includes the "Payments" feature, you can collect rent directly through QuickBooks while staying on top of your bookkeeping

We are just starting to research and plan for a move out to the southeast somewhere, still in early planning phase. 

I plan to live there with my wife.

Now, are you planning to house-hack and live in one unit, or going full rental?