Structuring CRE Holding Entity and Property Management Co.

[Keith Meyer]

Under contract on the first multifamily property we've purchased for awhile and coming to find we may be behind the times a bit on how to best structure both the RE Holding Entity and the Property Management Entity. Willing to pay for expert Financial/Accounting advice and looking to form a long term relationship with an experienced professional. Specifically seeking advice on:

• Inheritance planning. How to incorporate an heir into the Property Management Entity while ensuring heirs receive the step-up in tax basis. Specific to S Corp's, how to structure so that heirs still receive step-up in basis upon owner's passing
• Depreciation management. How to account for 1031 exchange impact to tax basis and future purchases
• Entity structuring. How to simplify entities to ensure clean accounting books and maximize property attractiveness for future lenders and buyers

I realize these are somewhat different specialties but would prefer to consult with someone with a comprehensive understanding if possible. Figured BiggerPockets would be the place to search!