Kris Hey Kris - I'm the owner of a brokerage in South Bend that specializes in working with out of state investors.

However, if you feel you don’t need a tax plan that complex, there are tax planners who specialize in working with real estate investors and can help you craft a tailored plan that’s more affordable.

Focus on finding a real estate tax strategist who specializes real estate taxation, cost segregations, tax planning and financial planning. 

As a new investor, focusing on these can give you a solid foundation to grow your portfolio.I’m primarily focused on the Indianapolis market, where we specialize in new build duplexes that offer strong returns and stable rental income.

I highly recommend working with one that specializes in real estate taxation.

Of the many local lawyers I reached out to, all but one did not specialize in PML.

And, another one requires more support (special needs).Husband working on starting his own business (starting phase, no income)On the side, there are some income ($50K a year)Goal:1.

He finds out the light fixture is not broken, just needs a new bulb, but it's a special type.

Refillable so you don't need to have the special bottles.

Here's how I do my due diligence:1) Portfolio matching: (takes 30 seconds per deal)a) Have an educated opinion on where I think we are in the real estate cycles (financial and physical market cycles)b) Then and only then do I pick the strategies, capital stack, and specialized asset subclasses that make sense for that opinion.