Well the simple answer is at this time my fiancee is not open to the idea of house hacking  our first purchase for a home.

However, for the taxable account, what would be my options to limit my tax basis (as well, how would I be able to calculate what my capital gains would be - is there a simple way to do so?)?

(Sfr/mfr/syndication/etc) how did you pick the area?  

Pick a strategy and make it your own, grow with it, adapt it when needed.

Now when I have a question I can pick up the phone and ask what's the easiest way for me to stay out of trouble if I...As a state-regulated entity I can have as many Virginia clients as I can handle, but only 5 clients in any other state (where I don't have a physical office presence) before I must also register in that other state.

Based on your input, keep it simple, get as much in qualified plans as you can.

Very simple reading of a script

So be patient, look at a ton of stuff, and pick the right deal!

Not sure which to pick, either the 2.0 RE system or this Automation Blueprint(which caught my eye). 

The house is a slam dunk too, I picked it up for 33% LTV.