Am I the only one dealing with reg D 506(b) compliance question??

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Illustrative scenario prepared by my practice.
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Hypothetical question

Quick background on my situation — any input appreciated.

Reg D 506(b) compliance question. I've been dealing with this for about 9 months now and the situation isn't improving.

I have already tried to resolve this directly but got conflicting advice.

Has anyone been through something similar? What worked for you?