@Alex Gaw one option may be to tell the agent to relay your situation and try to appeal to his good will.

This way instead of giving tax money to government programs you have no control over and a government that can't balance the budget you give to charities where you influence how much of every dollar goes to the cause.Not to mention the good will that it brings and felling good about making a difference.I have a feeling people do not get that same feeling paying taxes to an out of control government.Is there limits with a corp on how much you can give to charities within a year??

Listen to Pacino’s closing speech from Scent of a Woman or Williams’ park bench monologue in Good Will Hunting.

What might look good will probably stop being a deal when you readjust for taxes.

I'm batting close to 100% with the nice reviews and on the off chance something weird pops up this usually buys me some good will so they don't review at all. 

Goodwill goes a long way.

So, even though I send referrals (like the others), how do I maintain the highest level relationship, goodwill, and continued partnership in the future.Thanks for the input Scott!

When you have a pre-existing relationship with someone and that someone invested money with you or lent you money, the SEC does not frown upon that.I am willing to plant the seed of goodwill (through networking as I described above) and water it (through follow up and building the relationship).

One addition I try and add is in the "green" category... after seeing too many useful items and unopened food in the dumpster, I started telling tenants about ways to give away items (addresses in town for goodwill/ Salvation Army/food banks and free cycle,etc).. 

I’m doing exactly as he told me as I strongly believe in helping others and being an ambassador of goodwill.