What I don't know is: 1) whether the whole process needed to be started differently  (I can refer you to a qualified professional who specializes in partial exchanges). 2) whether you're interested in taking a passive approach on this (as this partial exchange would be into an asset managed by someone else.

You can be professional and cordial, but still firm and following the law. 

I will be travelling there soon so also love connecting with fellow investor and professionals.

These are professionals with additional training and a stricter code of ethics.

He comes with high praise and knows several people in both my personal and professional network but I want to make sure I'm aware of any conflicts of interest this can bring about.

I get a list of liens (hospital, mechanics, HOAs) ... 

If you are organized, present yourself in a professional way, and speak intelligently (i.e. you understand how the HELOC works amongst other forms of bank financing), someone will take you seriously.

I could voice call, chat, make offers, ask questions, prospect, etc..IT professionals also have been getting more opportunities to work from home. 

I am a relatively seasoned real estate professional with experience as a broker, property manager, investor, syndicator, attorney and urban planner...and I like to think I have at least a sense of the CA market from multiple perspectives.

They are also required to take continuing education to keep their license.I think you should choose your tax professional on his/her experience in the area of taxation(real estate) that you are looking for.I would choose an EA with 5 years of experience in Real estate than a CPA who does not practice in real estate taxation.Please be mindful that most accountants will say that they deal with your type of tax return in hopes of keeping your business.