The onboarding was extensive, and I don’t think they do a great job of explaining that most of what they need is related to the banking side of things and actually nothing to do with setting up the software.

Wow, that’s a tough lesson, but one so many of us in real estate can relate to.

The relinquished property was owned by one taxpayer and the replacement property was owned by a different taxpayer, although related parties or entities.

Quote from @Theodore Sutton: Check out the site meetup.com and also the events page on BP for meetings up in your area to meet people like this and build relationships.

Related to the prop 13 savings which is huge, due to prop 9 (?)

Relatively small amounts of interest income ($1600+ per year) is the highest taxed form of income I have found if you have kids at home.After earning a few grand in interest, It takes away my child tax credits and gives me an effective tax rate of 70%.   

I don't think enough people consider this aspect.Selling Stock: Selling part of your portfolio could work, but the 15% capital gains tax might make this an expensive choice unless the stock has underperformed or you’re diversifying away from riskier investments.HELOC: Using a HELOC on an existing property is a flexible and relatively low-cost option.

But as it relates to buying and owning RE nothing has changed..

The limit is "three unrelated people" and cousins are not considered related under this code.

If a dispute arises relating to this Contract (whether prior to or after Closing) and is not resolved, the parties must first proceed, in good faith, to mediation.