My CPA is telling me I should open a new LLC with the investor and then we all file K-1 docs.

Received the collateral files, reviewed myself for any red flags (break in chain etc) and then sent the files to the lawyer who was recommended by someone in the note world.  

Safety, security, opportunity for myself as well as family/friends, leisure, free time, etc.

I then have the Contractor break down their pricing by these Categories which is used as a Payment Schedule to pay the Contractor.The Contractor is then paid once the work is completed in each Category generally at the end of the week.You also may want to consider holding back 5 to 10% retainage which will help keep the Contractor motivated to complete the work.Here's a Payment Schedule Template in my fileplace:https://www.biggerpockets.com/files/user/drobertson/file/payment-schedule-template

It's not an investor fee, it's a doc fee that it charged by the broker to maintain your transaction files for a period of years set by the state, or something similar.

Also I don’t really bug or threaten them I just file on the 15th.  

I'm thinking about a family syndication that would allow the parents (my parents and their siblings) help secure homes for their children (me and my siblings/cousins) while giving the parents an investment return.My thought is, someone like me or my cousins do not have the capital built up to get a loan from a bank that does not include PMI so offering the "syndicate LLC" a higher return on investment for a short period of time while allowing the child better leverage to grab a house with the cash that the syndicate provides. 

You can then speak to them and determine what they intend to do and what your options are after you file.

You'll find them a variety of ways: expired listings, landlords who have filed for eviction, probate sellers, pre-foreclosures, and as referrals from active agents, just to name a few methods.

If that is the case then I'm pretty sure that what he is offering are securities and therefore such deals must comply with SEC regulations.I'm not an attorney so this is definitely not legal advice, your best bet to get clear on this is to talk to a real estate attorney first and also consult with an SEC attorney.