In my shoes, it would be hard to credit a client for a decision that could have saved you $10k+ in damages, especially when it wasn't something that went to our firm (like management fees or an in-house maintenance contractor).

Those rentals debt serviced and also covered my California monthly rent (I know some of you may question paying someone else's mortgage) but at that time, I preferred the renting lifestyle which placed me much closer to work, my family, my clients, and friends.

@Frank Alfano Avatar is your ideal prospective client.

Diversification and long-term goals should guide your decision.This post does not create a CPA-Client relationship.

Quote from @Dean Harris: I love it when agents, clients and potential buyers listen to my podcast!

One of my clients has added about 50 doors through me.

His advice was that if you have a client who wants to do a sub to transaction, to bow out of that deal and recommend they do the transaction with their attorney instead of representing them.

Qualified Intermediaries should focus on doing one thing and doing it well - successfully administering the clients' 1031 Exchange. 

I hope you help your client with this bc in a way, you helped them get into this mess.

And how far back in time would you consider someone a client?