You should be able to keep the tax status for each type of money or improve it with transfers and a good network of people based on your particular situation and goals. 

Check in with a lot of your local RE groups and local RE meetups. also start to network with other wholesalers.

I am based out of Ormond Beach, FL and I work the Greater Daytona Beach area, all the way over to Orlando/Kissimmee and down into Brevard County as well.I'm looking to expand my network through BP!

I would also network with other experienced investors and pick their brains on here. 

Currently working on networking and building a team of reliable professionals to work with over the coming years.I have been interested in Real Estate Investing for the past few years, but only recently got the bug and really started getting into it.

Good afternoon BP community,

I’ve been on BP for a while and love reading your stories, both successful and non-successful. I’ve been doing short term rentals and had to dive in and made major fixes before. Recently,...

I finally made a profile to expand my network and reach out to other investors in my local market.

Find a meetup or network on here, see what they are doing and copy it. 

After understanding my specific needs and those specific to notes, plus doing their own research with people in their network, they created my Chart of Accounts and most importantly workflows starting with costs incurred during diligence and going through various outcomes for an asset.

Is there a step by step guide out there, should I network with other investors and learn from them, or is there another way to learn that im simply overlooking?