Would like to re-assess needs and coordinate, augment, and/or eliminate these various policies.Curious who has done this type of exercise and how they selected an agent that could do it all. 

I am going through the same exercise now, as I have a rental I want to sell contract for deed on a five year balloon.

There can be some exceptions as noted by @Eamonn McElroy but those are rare and not likely in your case - though do check with counsel to be certain.Because income is not taxed as it is earned, you are able to more effectively grow savings by compounding the gains over time and reinvesting earnings within the plan.  

My ultimate plan is to sell my lot to a developer who will likely construct a multi-unit- the lot is approximately 10k square feet and zoned for multi-units.The benefit is that they are paying the cost to build a new wall between the two properties, as there is no wall there currently.However, my concerns are (1) will this affect the future value of my lot- as the v-ditch encroaches onto my property approximately 12 inches, effectively reducing the useable square-footage of the property?

What is the most effective option for new landlords?

It isn't a taxable event for you until "if and when" he exercises the Option.

I wasn't happy with the returns I was getting for a few years in the 529 and I was looking for something to invest in where effort could lead to more return.Nothing I can do day to day will effect what the market is doing and in turn how my 529 performs.

Thats where I’m at now and I need some expert advice on creating an effective d4d system that isn’t going to burn a lot of cash.

It will be effective as of his signature.You can find a copy of the latest version of the bill and more details here: http://iga.in.gov/legislative/2020/bills/house/1165.

The landlord tells the tenant and HUD the new rent and effective date.