Is it implementation?

Sure, you can be comfortable with the strategy itself and its implementation, but we stress the importance of creating a DEFENSIBLE strategy in the event of an IRS audit, allowing you to KEEP the deductions you received and ultimately providing you with confidence when your return is filed.Also, the more detailed your time log is, the easier it is for a tax advisor to review and point out what hours will stick when an IRS agent takes a look at your log.Things you can consider to add to strengthen your time log: Screenshots of time spent on calls with contractors/cleaners/etc.Pictures of work you are completing (i.e. painting)etcChris Tile, CPA

We did not have a trust, and set about having a trust implemented, and then we implemented the rest of the tricfecta. 

Youre right, the strategy of "buy, borrow, die" is nothing new although I have rarely seen anyone go into detail of how to actually implement the concept as a portfolio strategy beyond the typical "1031 exchange" advice to avoid taxes.

That broader framework is something I’m actively working to understand and implement.

When investors understand why conflicts arise and how the resolution process works, they can implement practical systems that prevent most issues from escalating.

Should I implement a more creative strategy like STR, MTR, or Rent-By-The-Room, or just stick to long-term rentals?

And it will take years to implement.

I want my clients implementing good practices at the start and getting their systems lined up BEFORE they have multiple properties.

I also know that the order in which you read them is also important as you can have all of the information, just not know where to implement it.I would highly appreciate if anybody else that has done a lot of reading could compile a short list of some books that have impacted them heavily and if so, what the best order to read them in is.