I would hire the best fee based financial planner.

The leads you’re getting are probably tire-kickers or just early planners testing the waters.

But that's 100% up to you.Trusted resources (Philly-specific):Your Pennsylvania state affiliate provides the certification lane; local recovery coalitions, discharge planners, and reentry nonprofits become your best early referral partners.

Sit down with a tax planner/CPA who can look at everything holistically and guide you to the structure that best supports your goals.

For example: a most recent STR transaction we have pending, the STR permit does not transfer outright, but we verified with the planner directly that if the client submits the single page application on Monday - the permit will be issued by Friday.- HARD PreQualification and SOLID mortgage broker or loan officer.

That long-term planner energy is exactly what makes great investors and even greater leaders.Your global perspective is powerful — especially with your language background and community throughout the EU.

Quote from @Jen Menchaca: Hi Zach, I’ve recently purchased a planner that is very similar to this.

Daniel,Thank you for the comprehensive information.I've thoroughly researched SB9 and have had a meeting with the city planner, resulting in a list of requirements.

Coordinating with an estate planner is critical to ensure the transfer doesn’t inadvertently create a taxable event or complicate Medicaid planning.Refinancing / BRRRR strategy: Using the gifted property to refinance and fund another property can work, but you need to make sure lenders are comfortable with the structure.

We have a tax accountant and financial planner that needs our data if various formats.