I was assigned to them through the team’s consultation platform.

In that way, there will be an official trail of the agreement.Of course, best answer is consult CPA.

If you feel your CPA may not be fully up to date on certain aspects of your particular tax situation, especially with multi-state holdings, consulting another professional can offer fresh insights or alternative strategies.

Of course, with all things, the situation varies and no one on these forums has seen your underlying documents and the actual terms, and thus, you should consult with legal counsel specific to your situation. 

Reach out to your tax advisor, who might be deep in extension tax returns at the moment, and ask to have a consult or sit down.

Networking, financial tools, and consulting local agents can also help.

Be sure to consult with an experienced tax expert so you understand the tax consequences. 

To avoid this, it's critical to consult with your lender before making the transfer.

If you do, you should consider consulting an attorney to discuss what you should have in place, and make sure your insurance company understands the setup as well and the potential increase for that scenario.Hope that helps.Mike

The roommate (without the order against him) loves the place and is consulting the military's attorney.