At the end of the tax year I just send her my P&L, balance sheet and settlement statements.

(referrals would be appreciated)I suppose the settlement agreement executed Feb 6th prevents me from assigning the mortgage in his name to the probate estate… However, I’ve read that since he’s deceased I could potentially assume that mortgage at the 1.6% that’s locked in… if I knew or if that was the case I certainly wouldn’t have sold… Purchase $1.4 2021Mortgage $260k @ 1.6%Improvements $187kSale $1.985 2024Commission total: $3.5%

My lawyer is hoping to argue that against them but it seems like the most likely route is settlement, which means I'm paying thousands of dollars for nothing.

Settlement lawyers I have come across use agent to buy, I will not go to any state that I am unlicensed in and buy without an  agent.

We refer to this as reconciling to the previous tax return.As far as where to get the information to calculate some of these values, most of it can be derived from the closing/settlement documents for the fixed asset.To calculate depreciation, amortization, etc, you'll dig through IRS publications.

We charge $595 and I waive it for repeat and high price point clients.The new NAR settlement rules also mandate and allow agents since August 17th to negotiate their own buyer-side commission.

Our lawyer had stated we go along with what the tenants want and to make them sign a settlement statement.

I recommend you contact them and try to negotiate a settlement and pay it off.

The median price of all settlements studied was $31,000.

Then the closing department reaches out to title to finalize the settlement statement with all the debits and credits and money owed into escrow and then you set up the date and time.Sounds like to me you were dealing with a Broker who had no confirmation from his lender and it sounds like he handled the process very sloppy and was not on top of things and then he's telling you you're closing such and such day while he pushes the lender.