We own our primary residence, have always taken the standard tax deduction, have 4 children, one graduating high school this year, have never owned a business, don’t know what could possibly be written off or what needs to be saved throughout the process, and would prefer to have a cpa and attorney assist with the set up of an LLC to ensure we’re getting the most tax benefits and asset liability protection as well. 

Hi @Joseph DoddsIt would benefit you to speak with a local lender or a mortgage broker that can make this happen.

The pass through tax benefits of a syndication, if invested via an LLC, would ultimately pass to you, the owner, anyway.

From that moment on, the majority always votes for the candidates promising the most benefits from the public treasury with the result that a democracy always collapses over loose fiscal policy, always followed by a dictatorship.

Its a great way to build a solid foundation personally and professionally, and the benefits are substantial (GI bill, VA loan to name a couple). 

I wanted to make sure I organize the new townhomes so that I have maximum tax benefit and legal protection.

I would also agree that an accountant will be better able to help you navigate the benefits of a HoldCo financially. 

Maybe the cost can be justified, but you should expect transparancy on what exactly was done etc.Being a PM is not easy, owners expect work to be done by a skilled and licensed contractor, who of course gets a salary, also benefits and work truck, not to mention a mark up for the PM to actually make a profit. 

Disclaimer: I do not have a Pro membership so I am not familiar will all of the current benefits of that upgrade.

If you are eligible for a Solo 401k, you can enjoy a lot of benefits compared to a self-directed IRA.