I'd be very careful about trying to advise your investors on tax matters.Ideally they'd retain independent advisors who advise them about the tax ramifications surrounding entering, maintaining, and exiting an investment.If you are providing tax advice (and worst of all -- written tax advice) about how a deal is going to work out, they rely on that advice, and then things don't go as planned I imagine you have some liability exposure.

@Matthew MaynardI have a package of four duplexes under contract in Independence, Missouri.

You should reach out to an independent insurance agent at minimum. 

This will definitely be a lesson learned hard independant of the outcome. 

Regardless, I can not see how it could possibly help you to argue that, as it suggests that the upstairs is an independant and privately occupied living area...1. how many front doors does this house have? 

There will be another bump when independent contractors can file.

Our go to's are Alamo Title, Capital Title, and Independence Title.

You have to screen everyone independently. 

I am looking to network with an independent investor/wholesale friendly real estate attorney in Miami, who is familiar with closing assignment of contract, lease options, and “Subject To” deals.

In-house appraisals seem to be a little different but what about if we need an independent appraisal?