This includes individuals who primarily have W-2 income from employment, basic investment income, and perhaps own a home or have standard deductions.Rental Property: If you have one or two rental properties and feel comfortable managing the related expenses and deductions, tax software can handle this level of complexity, especially if your transactions are straightforward and well-documented.Complex Scenarios: Hiring a CPAWhen to Consider: As your financial life becomes more complex—such as owning multiple rental properties, running a business, dealing with investment incomes, or having special tax considerations (like inheritance or foreign income)—the benefits of hiring a CPA increase.Cost Consideration: Hiring a CPA typically costs at least $1,000 to file your taxes, which can increase based on the complexity of your return.

I'm thinking of going with Mark J Kohler's firm, but they have not yet confirmed they are able to create a structure like this or something similar.The more I read about this matter, the more confused I feel on what to do next.

Feel free to give me a message, we can connect! 

Feel free to send me some details, I'm happy to discuss or answer any questions you have. 

I’ve read the responses here and feel this post should be a learning opportunity.

Feel free to send me a PM!

Following is my opinion but I recommend you get the feel of the neighborhoods. 

Good luck on your journey and feel free to reach out if you ever need any guidance or advice.

I will see your head-scratching and raise you a dire warning of a deep multifamily crash continuing - to the tune of another 20-30% in asset values, perhaps on average, in the US. https://www.biggerpockets.com/blog/multifamily-crash-to-cont...in theory if bond yield is increasing, shorter term financing commercial real estate price valuation should go down, they are working on the reverse.good thing about CRE is every asset class experiences the same phenomenon except industrial because the supply is perhaps limited.residential doesn't feel the same effect of CRE because residential has longer term financing.

You really have to watch the training videos (which i dread, i always feel like I can just figure it out as I go...), everything is hidden and not self explanatory.