Common issue in the PMC world:(Some owners seem to think we're their personal assistants!

In my area, the common examples would be sewer and garbage but could include anything really. 6.

A few common practices that are working in the current rate and insurance environment:1.

You’ll learn how self-employed investors are using retirement accounts to invest directly in real estate, private opportunities, notes, precious metals, and more ⚙️🏡During this session, you’ll walk away with:🔹 A clear breakdown of how Solo 401k and Checkbook IRA structures actually work🔹 Best practices for following IRS rules and avoiding compliance issues🔹 Guidance on structuring partnerships inside retirement accounts🔹 Awareness of prohibited transactions and common missteps 🚫🔹 Proven approaches investors use to grow tax-advantaged wealth 📈If you’re ready for more control, faster access to your funds, and expanded investment options, this workshop is built for you 🔑

If these are the common lawsuits all CRE professionals have, I think we have some big problems in the industry don’t we.

There might be some trial and error before you find a good fit.

Happy to connect and share a few practical things that have helped new wholesalers avoid common first-deal mistakes.

I see you've jumped right into Legal and Tax Forum.I'm glad you referenced: Common compliance issues remain focused on prohibited transactions and reporting complexity around alternative assets.This is a 'drum' I've been beating for years.

Where investors get tripped up (common patterns): Using debt leverage in private real estate or partnership structures Owning private equity or operating business interests that generate ordinary business income Failing to track and trigger Form 990-T as requiredDocumentation reminder (education-only):Maintain income characterization support and coordinate with tax professionals before and during calendar year reporting if you suspect UBTI exposure.5) Practical ChecklistBefore adding private equity–style exposure or other alternatives to your SDIRA: ☐ Confirm that the asset type is permissible for SDIRAs under IRS guidelines. ☐ Ensure entity documentation clearly names the SDIRA as the owner. ☐ Identify whether the investment may generate UBTI/UBIT. ☐ Coordinate with your custodian/administrator on valuation requirements. ☐ Review compliance risk related to disqualified persons and prohibited transactions.6) What We’re Watching Further IRS guidance on safe harbor procedures for rollovers and RMDs in 2026.

The Big Question: Given my context, what are common reasons why I shouldn't/wouldn't be able to work with a real estate attorney to put my home into a land trust, then sell the home to a cash buyer and keep paying my current loan, post-sale for the 25 remaining years on the loan?