I'd @ him, but we aren't connected, maybe Steve can, as a moderator I think he has more options/functions available to him.Bring this up with your attorney and tax adviser, the passing of interests is in the Operating Agreement, not as a title transfer in the LLC. :)

There is no grandfathering in performing a service or function after the effective date, the date of the contract is irrelevant.

There seem to be so many that are critical to know in order to structure the best deal...

Yes, marketing and networking are critical.

In this scenario, even keeping cash in your portfolio isn't "the ultimate wise move" because let's say with inflation or with a sea change in the economic functioning of this country, your Benjamins get diluted.

Functional obsolescence.I don't know your area, but would it be valuable to add a half bath so you have a 3/1.5 instead?

You can be a Mary Kay Consultant, you can be a Home Decorating Consultant but consulting in RE matters will be seen, mark my words, as a licensee function in every state.

And will they still give me the wide range of functions that something like Quicken PM would give?

@Kim HandelmanI don't understand some of the people here who don't know her and criticize just because she is charging for her educational course.

This why it is critical to have someone that knows the area before making out of state purchases.