A previous Client and employer of mine came to me wanting to unload a property.

Having a PMC myself (probably will never happen and I'll just manage my stuff) I would never allow my clients to have to ask for proof.thank you for the insights!

Naturally your relinquished property must be sold before you can take title to the new property, but its a great way to make the process as smooth as possible.Even though the time frames can feel daunting I find that 95% of exchanges from my clients are successful.

I recently attempted this with an FHA loan for a client, but it was unsuccessful.

Don’t waste time with someone with unrealistic expectations; you won’t make the deal and just set up the client to get realistic for the intermediary that replace you. 5.

There will be a consultation and assessment to determine your business goals, strategies, etc.Research to identify the grants that are most aligned with your goals and strategies.Preparation of documents using a checklist to simplify the process.Application submission.Follow up with you, the client for clear compliance and reporting expectations once a grant has been awarded to you.Here are a few resources for accessing grant funding:Grants.govUSA.gov/GrantsNational Institute of HealthSmall Business Administration - GrantsHave you utilized grants in your real estate portfolio?

You have a much more engaging discussions with clients.

*This post does not create a CPA-client relationship.

Communication What’s your process for keeping out-of-state clients informed?

Could you put me in touch with that Broker, I'm an agent/Broker too, so would represent myself or my clients.