1. Although you should not let the tax tail wag the dog, it is smart to use all the tax benefits available to you. Having your assets in the right investment vehicle can save you a lot of money over many years (such as putting tax inefficient assets in retirment/deferred accounts and if selling assets for rebalancing that have gains, sell in your retirement account instead of your brokerage account).

  2. Toby,
    How would you arrange an LLC for an investor in RE Syndications as an LP? What state or states and what structure?

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