Did you work with any real estate professionals (agents, lenders, etc.) that you'd recommend to others?

If you kept all necessary receipts your tax professional should be able to sort this out.Good luck Max

That is why people in large part want to meet with a professional.

We definitely will seek to have a mortgage.

Generally dealing with an agent is more professional and less emotional than dealing with a seller directly. 

@Jay Lutz Make sure you have a very detailed, professionally drawn up partnership agreement with at least one or preferably more exit strategies written into it.

Beyond Real Estate:I love traveling, meeting new people, spending time in nature, seeking adventures, learning new things, and always up for sports (playing and watching).Super pumped to dive into discussions, swap stories, and learn from all of you.

Aaron, You should really consult a tax professional. 

It may also be beneficial to seek advice from real estate professionals or financial advisors with experience in this type of situation.

first off if you have to buy a system those are not true private money lenders those are HML ers full stop.private money lenders are folks that you meet personally.. at REIA meetings etc.. other professionals that you may encounter in your day to day that would have invest-able cash. many of these professionals will have IRA solo K profit sharing plans and those are your perfect investor. otherwise quit wasting your time and find the nearest HML that are REAL  ( tons of fakes) their rate will be basically the same as private lenders generally speaking