Obviously I don't want this person filing my return, I'm already in touch with others.

So S8 not longer fits my strategy personally.  

Check those two lists against all of the lists and articles you have been reading to see where the closest crossover is.That is how you find a competitive advantage.If you build an out-of-state funnel with everyone you just met, you will not have a competitive advantage.Number 1 above gives you a personal, geographic advantage.

@Juan VargasI personally started my business by leveraging credit and now own/operate a multi-million dollar real estate portfolio.

Something I keep in mind when researching on YouTube is finding someone the most similar to myself in regard to personality, so that when you viewe their videos, you could see myself easily applying the information.

Both an IRA and 401k can leverage with a mortgage, so long as the mortgage is non-recourse - meaning no personal guarantee from you.  

Personally I would rather have the $260k now and invest it and get 8-9% than $100k now and get 6.75% over the next 30 years which is taxed as ordinary income...

This formalizes the relationship and segregates the rental income from my personal income.Banking and Accounting:Separate Accounts: Open a separate bank account for the LLC.

If not - fly there and meet a bunch of PMs in person.

You can attend their online meeting or in person when they start up again.