check with a local attorney there are rules for filing liens of course anyone can file them but that does not mean they were filed legally.. in most states you have to give a PRE lien notice in writing and by certified mail.. you have time limits to file it.. so if they try to cloud your title they are taking a risk of slander of title. not that they have any money to pay if they lose but you can fire back with that if you need to.

  - 2 of 5 year rule on owner occupied allows gains (to a limit) being exempt from gains tax- accelerated depreciation (cost segregation) can further allow writing off the depreciation- this to me is the most crazy of all, at death property value is rebaseline with all gains being forgiven to the heirs.  

I've also written/helped write several various legal documents for the IRS/courts. 

State Farm will still write (as of a couple months ago), but they limited it to newer buildings. 

You can write your own operating procedures and do quarterly and annual meetings between you and your partner, but it's not as complicated as it sounds.

Write down the answer.

Why don't you use a bit different model where your potential clients can pay perhaps $250 (or a bit more if reasonable but no more than $500) for an hour meeting to talk to a real CPA who has been trained by you and determine whether or not they can save me money on taxes such as capital gains or ordinary income or passive income by forming structures that makes sense for using up various deductions and write-offs to the fullest extent to off-set the various sources of income and let them show me how they can eliminate my taxes down to minimal to zero in that quick session, it is like a preview session to what is possible given my actual data. 

@Evan Polaski I asked for projections VS actuals and got a break down of the last 5 deals the operator completed but anybody could just write that on a spreadsheet and paste it, how would i verify?

The write up sounds good but it needs a ton of work.

@Henry ClarkDo you feel it’s necessary to explain in writing the reason for his 30 day notice?