I called the SDIRA office and the person I talked to said they wouldn't hold a note for below market rate but couldn't tell me why not or where to find out why not and said the compliance office didn't take phone calls.

I won't speak for Bill, but yes, we both draw concerns on the advertising the company is doing and whether it is in compliance by them being properly licensed.

The problem was the older units were not in compliance and once these quick fixes went bad in a few years each unit would need a complete new system costing 3,500 apiece per unit.

Not to sound lazy, but if there are specific criteria which make a unit a unit (if that makes sense), perhaps you could remove some of those criteria easier than you think to bring it into compliance.

This means you will need a private lender with an NMLS registration, SAFE Act and Dodd-Frank compliance, and whatever else the state of PA requires for licensing and compliance.

We're well focused on wrapping up 2017 tax year compliance work right now. 

Which matters...a lot.If you are the manager of your LLC, and you are a CA resident, the LLC is deemed doing business in CA and must file a CA 568 annually and pay the annual $800 CA LLC tax.If your partner is also a CA resident, he/she will have the same compliance obligation exposure for his/her LLC.And now, we're going to add a third LLC into the mix? 

Each is appropriate in it's own portion of the real estate cycle as long as they are in compliance with your goals.For me the states I invest in are equally important to the type of investment.

You may wish to confirm that the new 401k provider will handle the ongoing compliance support such as any required 5500 filing (e.g. 5500-ez for a one-participant plan with assets in excess of $250,000), any required tax reporting (e.g. 1099-r in the event of a distribution or in-plan Roth conversion), mandatory plan updates and amendments, etc.4.

Thanks for that bit of info Nancy, I will suggest our HOA do the same to implement language differentiating these compliances.