Remember last summer when mortgage rates briefly dipped, and it looked like more homeowners might finally list their properties?

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

If you do place the property in her name, you've got a Gift Tax (Form 709) to complete. 

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

.: New to REI & BP, and debating my first move.My Background:30, single, no kids, no property, high income, fully remote worker$300K to allocate toward real estate (+ $100K/year after tax)Currently renting in NYC but planning to move back to LA (hometown) in summer 2025 or the following yearTired of paying rent and want to start building equityMy Dilemma:1️⃣ House Hack in NYC – Stay a couple more years here, buy a small multi-family now and offset costs with rental income.

Post Dodd Frank sellers have continued the same bad practice of selling houses to occupants with financing at selling prices that are way high, can't be justified via any type of 3rd party valuation (appraisal, zestimate, tax value, even recent sales in the same area).   

Sellers can avoid paying transfer taxes to the county, while buyers are spared from facing significant property tax increases.However, it's important to note that lenders typically only approve these loans for properties with five or more units.

.; and capital to pay for options, marketing, legal counsel, accounting, tax advise, etc.  

If you need financial help, ask under the "Finance, Tax, and Legal" forum.

.💬 Ask in the right forum – If you’re looking for financial advice, head over to the Finance, Tax, and Legal forum.