*Most important- these steps should be done over a number of conversations and not on the first meeting.

Hello BP,I am in the process of purchasing a home in Milwaukee. The house use to be a duplex but was converted to a single family home. Does anyone know the process to convert it back to a duplex? I assume I need to a...

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I tried to have a conversation with them to increase the rent via a mutual agreement but they said they cannot afford it.

Perhaps have a conversation with a couple local CPAs (check our your local investor club or similar - will probably get some great referrals) and a few on the forums and go from there. 

You may wish to confirm that the new 401k provider will handle the ongoing compliance support such as any required 5500 filing (e.g. 5500-ez for a one-participant plan with assets in excess of $250,000), any required tax reporting (e.g. 1099-r in the event of a distribution or in-plan Roth conversion), mandatory plan updates and amendments, etc.4.

We are trying to legalize an attached garage conversion in our investment SFH in San Jose, CA (converted 10+ years ago and purchased as is).

If so, how should I approach that conversation?

I haven't had much success talking to mortgage broker about it because as soon as I mentioned renting out the property or investment property they change the entire conversation to conventional loans like I no longer qualify for a regular mortgage.

That way you can have a constructive conversation with the city.