I mentioned buyers brokers not showing houses to their clients because they thought the commission split was too low.

I have a BP member client who has purchased two oceanfront units there so far and another client of mine is scheduled to close on her first one later this month. 

I am a preferred resource for a few folks in the wholesale lanes who meets clients that need funding.  

Is the price calculated by the client alone, is the client taking the expert advise from the agent and doing all the homework?

While gifts exceeding $18K per year (2024) require filing Form 709, they don't create an immediate tax, but the IRS may scrutinize this as tax avoidance.Tax-Saving Alternatives:Prorated Section 121 Exclusion – If you lived in the home part-time, you may qualify for partial tax exemption.1031 Exchange – If your share was an investment property, reinvesting the proceeds defers capital gains.Installment Sale – Spreading payments over time may reduce your tax bracket.Adjusted Basis Review – Factor in capital improvements and selling costs to lower taxable gains.This post does not create a CPA-Client relationship.

He failed his clients.

One thing to consider since you are a California resident investing is the compliance requirements for LLCs incorporated in California or operating as a foreign entity here - the rules here are different than most states.  

@Tyler Koller, we use QBO for all of our Clients but I don't recommend it as a PM software (since it's not that).

I have multiple clients that use DSCR loans about 3 times per year, per client.  

I've read the qualifying criteria multiple times and have already notified my CPA who has done it multiple times for their clients previously.