Julie Widener of Allegent Group, LLP, a Certified Public Accountants and Advisor firm referred a client to me that required a partial interest discount in an LLC holding an apartment complex. I very much appreciate it. Thank you Julie!

I had the pleasure of connecting with Rhonda as we prepared for her to be a guest speaker at the DT Santa Monica meeting in November, as well as my regional branch managers' meeting. Rhonda was gracious enough to spend a few minutes with me during a phone call to briefly look through my LinkedIn profile and give me her professional opinion and a few pointers on how I can improve my presence and image on LinkedIn. I must say...I was blown away with her expertise and innovative ideas and I made several changes she recommended. Almost instantly I started to receive more relevant connection requests and even a few leads from my network. I highly recommend anyone who is on LinkedIn to consult with Rhonda and let her do a quick audit of your profile and indulge in her expertise in helping you leverage LinkedIn to increase your presence and gain more business. Thank you Rhonda!!

Thank you, Chris, for taking care of our clients. Chris is preparing a Research and Development credit for an entertainment client. They qualify based on their research in sound. Their credit is approximately $25k. Chris really knows her business!

A big thank you to Jason Stone, wealth advisor with Secura Financial Planning and Wealth Management, for referring me to a client of his who is purchasing a boat in Canada for $320K CAD. My people were able to save the client $12,096 USD on the conversion of the funds vs his bank (a 4% difference), and no foreign wire transfer fees. He is a very happy client! Thanks again Jason!

Recently I received a phone call from a possible new client who was referred to me by Norm Blieden, who is a CPA. I really appreciate his referral to me and trusting me with providing reverse loan information to his clients.

I called Larry for help on understanding more about title insurance . He was incredibly helpful, gave freely of his time to give me direction and answer me questions. For anyone attending meetings, you know that Larry is generally thanked be members in every meeting with the highest of accolades. He is truly amazing at what he does.

Craig was a huge help to me in locating a property across the country! This is not something that he got a personal gain from - it was strictly a help flow to me. He followed up and checked on how things were going periodically with and really demonstrated care and interest in how it was going. A truly amazing asset and friend. Thanks Craig! Can't speak highly enough of him.

Thanks Eric for starting this phenomenal network. I've found a home away from home and enjoy interacting with professionals from various fields. It's also good to get feedback from other experts on our expertise.

I wish to express my appreciation to Alan's thoughtful referral of a new reverse loan client to me. Referrals are my "life blood", and my best source of business. "Thank you" Alan for trusting me with your friend.

A huge thanks to Jerry Friedman of Jerry Friedman & Associates for his referral to a manufacturer. This client was pretty certain they didn't do R&D initially, but when we went through what Manufacturing does that qualifies, they ticked many of the boxes. They are pretty excited to get this going now. Jerry not only did the intro but helped me to get through and establish a call and a rapport with the client so that they can see they have the ability to take advantage of these credits. Everyone wins! Thanks Jerry, not only for the intro but for the care factor in helping me get a conversation going here. Much appreciated.