Yes I am a licensed broker there but this is not a marketing pitch.

A CPA can review the details of the situation (the age of person who died is a factor more so than her age) and advise her on minimizing the tax.

Smaller, no selling from front of the room allowed (no guru pitches).

They need to know that I’m used to meeting a hard budget and getting in and out on time with minimal changes or bumps.The purpose of the work is different too.

I suspect a good portion of the seminar will be staged, and when the sales pitch starts turn on mute.

well obviously I want my risk to be minimal but what I really want to avoid is having 100 different checking accounts that i need to keep track of whats going in to each one and what is coming out of each one.

Let's just keep in mind to leave out the "spin" or "sizzle" and any pitch.

No pitches, no tapes to buy, no cruises to fill, it's just networking and sharing ideas.

Also, I will be living in as an owner.Type: Duplex (True duplex, not mother-in-law)Units: 2Rent: $795 / SideSQ FT: 1100 / SideYear Built: 1924Mortgage Type: FHAPurchase Price: $150,000Down Payment: $5,250 (3.5% of Purchase Price)Mortgage Payment: $875 (includes PMI, estimate only)Interest Rate: 4.25%Term: 30 yearImmediate Capital expenditure: $3000Property Management: $159 (10% of gross rent)Insurance: (need estimate)Utilities (water / trash): (need estimate)Utilities (heat / cool / elect): paid by tenantTaxes: $119 / monthHOA: noneVacancy: 1 side currently rented (I will be living in other side)Note: Recently remodeled, requires minimal immediate attention.

Property tax assessment = $410K land, $40K improvements (building) = minimal depreciation deduction.Current home will rent for at least $2200, up to $2500.Mortgage on current home = $295K, $1350/mo.Property tax on current home = $550/moHomeowners Ins on current home = $75/moCurrent home will likely not go up in value very much over the next 3 years.So, is it a better financial plan to rent the current home, and be able to take tax deductions, and assume negligible effort as a landlord, or sell the home, and invest the ~$250K cash that will come out of the sale?