I've worked with him on several occasions, he works primarily with investors. 

@Dominique Osborn spent hours with them on the phone and provided receipts on numerous occasions but it's still showing as "not" paid.Anyway, is anyone on here a tax lawyer or can anyone recommend one?

I have seen a QI completely blow an exchange on several occasions. 

Adds to the definition of "real estate broker" any individual or business entity who sells or offers to sell, buys or offers to buy, negotiates, or otherwise deals in real estate contracts, including assignable contracts, on two or more occasions in any 12-month period for compensation or valuable consideration.

In CA, there is no limit on the number of brokered loans you can make, but no loan can exceed 10% of your net worth, exclusive of your home.Loan Seniority – Unless you can afford to be wiped out on occasion (you can’t) or have enough money to pay off a 1st(you don’t), then don’t make 2nd position loans. 1stPosition Only.

They know that they will take the hit if they do something objectionable.I have pulled cash from the deposit on occasion.

I've heard him on multiple occasions tell someone to sell their cash flowing property that was paying for itself and their personal mortgage, to pay off the personal mortgage.

You are priced to sell in these occasions, but you're guaranteeing a good house if you own other houses in that area and want a good neighborhood. 

We've thought about subbing out to a proper "property management" company but we really don't need help collecting rent or expenses (this is all done electronically online) or even finding new Tenants on the odd occasion when we have an Apt turnover (we use Brokers for that) ...

I think we've all seen the DSCR rates swing up and down as well over the past two years, on several occasions, DSCR rates were beating conventional rates at par pricing by nearly 0.75% at higher leverages.