I'm looking for referrals for a custodian, tax attorney, and a CPA to set one up and advise me.

They just want to know who to send the tax bill to.

At least, if you don't want issues down the road tax wise and if the government finds out it could cause some serious legal issues.

Also, I'm not sure how you're paying attention to it on the tax side, but the unit that you are living in's profit at sale is calculated differently than the other unit that you're renting out.Once you move out, that unit is officially available for rent so from that point forward, any profit gained at future sale will be calculated starting from that point and will be taxable.

A lot of lenders used to apply 35% for expenses, but in the last several years, the numbers for supplies, labor, utilities, taxes, etc… have increased significantly.Also take into account the age, occupancy and how has the property been maintained, this will affect the expenses too

The last polling I saw showed that the large spending by the aids health foundation was working.  

Income would be from hunting dues and timber harvesting, expense would be conservation management, taxes, and the mortgage.

And of course we're in agreement on consulting a tax pro.

You’ll have 45 days from your sale to identify them and you’ll have to buy enough of them, and only them, within 180 days of your sale to meet your 1.1M requirement, or face taxes.

https://www.biggerpockets.com/forums/51-tax-legal-issues-con...