@Jon Daniel - Ok, thank you for the offer and info -- I will let my client know this as well.

I’m a real estate agent looking to provide more value for my clients.

Most tax pros who work with clients nationwide (myself included) have clients who live, work, and invest in multiple states.As long as you work with someone who is either familiar with multiple state laws/regs or has the capability/resources to research the appropriate laws/regs, it should not be a challenge.Ultimately, you have to be comfortable with your team members and how they work.Happy to answer any other questions you may have!

What I wrote above does not create an attorney/client relationship between us.

Every single LO I've seen across my desk when I represent the tenant/purchasers have violated the law so I get to tell my client that this is a virtually risk-free transaction for them. 

@jon @Jon K. you should consult with self directed IRA specialist instead of forums.I know for sure my client was investing his IRA in investment properties, your case would be like you're a HML, which is an investment of your money. 

The agency requirements for brokers are very strict and although this may not break any of them the broker would have to be very careful with disclosures to you since you are not their client.

I would reach out to him and see if he's currently accepting new clients.  

Hunt down clients.

I have a client who is potentially interested in purchasing a new construction condo in Chicago.