Most capital calls solve this issue by structuring new capital as a type of preferred equity which I believe is how Ashcroft is handling but again, please read the PPM and/or consult an attorney to provide specific guidance.

Not looking to hand off my taxes but rather a consultation to review this piece when the time comes.  

Reach out anytime Hey Alan, I would be happy to talk and consult and listen to your experiance.What is your email ?

@Philip MukaYou need to consult an estate planning attorney specialist.  

I was assigned to them through the team’s consultation platform.

In that way, there will be an official trail of the agreement.Of course, best answer is consult CPA.

Of course, with all things, the situation varies and no one on these forums has seen your underlying documents and the actual terms, and thus, you should consult with legal counsel specific to your situation. 

If you feel your CPA may not be fully up to date on certain aspects of your particular tax situation, especially with multi-state holdings, consulting another professional can offer fresh insights or alternative strategies.

Reach out to your tax advisor, who might be deep in extension tax returns at the moment, and ask to have a consult or sit down.

Networking, financial tools, and consulting local agents can also help.