I’ve never prospected for motivated SELLERS, so I do NOT have first hand experience on what works - or what doesn’t specific to wholesalingHowever, I do have first hand experience with website optimization.  

Sounds like you’re navigating a big transition and doing a lot of things right already by planning ahead and speaking with a tax attorneyA few things to consider or ask about when you meet with themCapital Gains Exemption If this was your primary residence for 2 of the past 5 years you may qualify for the Section 121 exclusion which allows you to exclude up to 250K in gains if single or 500K if married filing jointlyCapital Gains Bracket You’re right to look at your taxable income including W2 wages and life insurance proceeds to see where you land The life insurance death benefit itself is generally not taxable but if any of it was interest income it might be Ask the attorney to confirm that partEstimated Taxes If you sell the house and owe tax you may need to make an estimated payment to avoid penalties especially if your W2 job didn’t withhold enough for the yearHealth Insurance and Marketplace Credits Since you’re planning to go on your partner’s plan this may not apply but if for any reason you do end up looking at Marketplace insurance your income level will impact subsidies Ask how your income mix affects thisNew Business Planning Talk about how startup costs might be deducted how to structure the business (LLC S corp etc) and whether making a clean break this year or early next year gives you any tax advantageRetirement Account Planning If you have any traditional retirement accounts and this is a low-income year you might consider a Roth conversion or some other strategy to optimize your tax bracketIt’s totally normal to feel nervous about a big change like this but you’re already doing the most important thing which is planning proactivelyHappy to talk more if you want help organizing the numbers or figuring out what to ask I work with a lot of people going through life and business transitions like this and it’s all about getting the right pieces in place ahead of time

It’s easy to get swept up in the thrill of sourcing and closing deals, but without a strong foundation in these areas, your growth may be at risk.An effective tax strategy helps you optimize deductions, leverage advantageous tax structures, and retain more of your earnings.

It’s easy to get swept up in the thrill of sourcing and closing deals, but without a strong foundation in these areas, your growth may be at risk.An effective tax strategy helps you optimize deductions, leverage advantageous tax structures, and retain more of your earnings.

While there's no shortage of options out there,as you mentioned, such as PropStream, DealCheck, REI Simpli, and Podio, the aim is to stand out by honing in on what really matters to investors: ROI, value, performance, efficiency, and possibly price.Expanding on what matters as outlined earlier, here are my assumptions regarding what investors might require if I were to launch a product today:User-Friendly Experience: A platform that feels like second nature to real estate investors, with intuitive design and features that make life easier.All-in-One Solutions: A toolbox stacked with everything necessary for successful investing—from finding leads to analyzing deals and managing properties.Seamless Integration: Make workflow smoother by seamlessly connecting with other essential tools and platforms you rely on.Insightful Analytics: Next-level decision-making with advanced analytics and data visualization that help you optimize investment strategies.Now, the challenge lies in the fact that every investor is unique, and the features might be excessive if they don't offer genuine value.

Proactive tax planning helps you leverage deductions, choose optimal structures, and keep more of what you earn.

My ads are being optimized daily, so I anticipate more leads next week and going forward.

My family and I recently relocated to Worcester, MA, and we’re currently operating one of our residential properties as a short-term rental (STR).I’m seeking some guidance and insight regarding tax implications and optimization strategies for STRs.

Understanding IRS Section 179 is key to optimizing your tax strategy.179 lets businesses expense certain assets upfront instead of depreciating them over time.For 2025, up to $1.22M of qualified equipment and software can be expensed, but there are limits.The maximum investment threshold is $3.05M, reducing the deduction dollar-for-dollar if exceeded.Additionally, the Section 179 deduction cannot surpass your taxable business income, and some assets, like real property, generally don’t qualify unless specified as "qualified improvement property."

Loads of information on the forums and BP tools for you to expand your knowledge or find just about anything.I am on the lending side of things and am always happy to talk shop with investors looking to learn more about financing options out there, even if not in my resource pool.I would say, No, those terms are not the norm a bit high IMO.