Sorry folks but I’m on vacation.
Equalizer, Without getting into too much detail I could give your CPA a run for his money on tax issues as well as your financial planner, handyman, pta president or chamber of commerce president. The points you raise are great and probably some of the major reasons my clients use me. While they are great bonuses to my clients, giving tax advice or construction issue (though I often do with a disclaimer) is really best left to personal tax advisors and general contractors.