Tax, SDIRAs & Cost Segregation
Market News & Data
General Info
Real Estate Strategies
Short-Term & Vacation Rental Discussions
presented by

Landlording & Rental Properties
Real Estate Professionals
Financial, Tax, & Legal
Tax, SDIRAs & Cost Segregation
presented by

1031 Exchanges
presented by

Real Estate Classifieds
Reviews & Feedback
Updated over 2 years ago on . Most recent reply

Hi, I’m looking for a CPA that’s familiar with solo 401 (k)
Hi, I’m looking for a CPA that’s familiar with cost segregation and solo 401 (k) residential investing.
I’m in the S. Florida area. Preferably someone that’s accepting new clients. Thank you in advance!
Most Popular Reply

Dmitriy Fomichenko
#1 New Member Introductions Contributor
Tax & Financial Services
Pro Member
- Solo 401k Expert
- Anaheim Hills, CA
- 6,243
- Votes |
- 17,851
- Posts
You are correct, in some instances a return and payment of taxes may be required when investing using 401k. This would be the case if there is an "active" income from a business activity. All passive income from passive investments will be sheltered from taxes, which is how the 401k was designed to invest: passively.
- Dmitriy Fomichenko
- (949) 228-9393

Sense Financial Services LLC
166 Reviews
4.9 stars