I've also held of holding properties in individual LLCs that are owned by one S corporation, which allows for a 60 / 40 split between ordinary income (regular tax) and dividends (capital gains tax rate).With the goal of minimizing taxation and liability protection, what would be the recommendation from more experienced people here?

Non-recommended) do the Cost Seg.

I never recommend to my clients to be the ones to deal with the tenants unless they have the experience.2.

I do recommend creating (and keeping updated) written policies for all of your leasing and screening process, and making them available to folks during the application and screening process (talking about, sending links to, emailing, & reminding, the more times they see it the better even though they likely won't read it).

I moved to miami florida to study the economics and help apply it and it was a capital market as well. if you don't live in a capital market like Chicago, New York, Austin Texas, Los Angeles, San Francisco, california or miami florida I'd recommend moving to a market like that too. it will change your life. 

Still narrowing things down, so I’d appreciate any recommendations!

Quote from @Torrean Edwards: Quote from @Zachary Deal: I would recommend posting the classified section of BP to see if you can find a Milwaukee area plumber that can help.

You state, "your lender" - I admire the loyalty but also would recommend you get a minimum of 3 quotes (at least two from mortgage brokers).

Wondering if anyone has any recommendations for a normal investment property refinance.

I'd like to be able to give a variety of options for the listeners along your recommendations and feedback on the options.