@Ray Detwiler  You are overcomplicating this process and it appears you are confusing anonymity and asset protection.

This could threaten not only the financial well-being of your clients, but also the integrity of your tax practice.Here are some of the current schemes that scammers are using to go after tax professionals.Phishing Attacks Targeting Key Information: Scammers are targeting tax professionals through phishing emails and text messages that appear to be from the IRS in order to obtain sensitive information such as CAF numbers, PTINs and EFINs.

I'm not familiar with investing in your area, but the insurance in particular appears very reasonable compared to the costs I see in OKC. 

I will say they appear to prefer to work with me via email versus over the phone as I set up an appointment with my assigned customer service agent and she cancelled the appointment.

While not in TN specifically, I have assisted clients do as you have described: live in a property as a principal residence for 2 years, rent it out for 3 years, then sell.Based on the situation described, you would appear to be eligible for the MFJ joint exclusion on principle residence on your 90% share.However, in order to retain that ability, the house will very likely need to be sold (ie, sale closed, not just under contract) by the end of this month. 

It appears that you have a complex structure already suggested to you(PM company, S-Corp, Investment LLC, etc).Who suggested this structure to you and what did they say was the benefit for setting all these companies up?

It appears if you create a trust it would be a revocable trust to get step up basis.  

I think you just want the unit to appear cheaper when people are filtering through listings.

As for the mortgages, everything appears to be up to date.

From what I have gathered Ohio, Pennsylvania, and Michigan tend to be the states that keep appearing as the best spots for potential Section 8 landlords, at this moment in time.