Skip to content
×
PRO
Pro Members Get Full Access!
Get off the sidelines and take action in real estate investing with BiggerPockets Pro. Our comprehensive suite of tools and resources minimize mistakes, support informed decisions, and propel you to success.
Advanced networking features
Market and Deal Finder tools
Property analysis calculators
Landlord Command Center
$0
TODAY
$69.00/month when billed monthly.
$32.50/month when billed annually.
7 day free trial. Cancel anytime
Already a Pro Member? Sign in here

Join Over 3 Million Real Estate Investors

Create a free BiggerPockets account to comment, participate, and connect with over 3 million real estate investors.
Use your real name
By signing up, you indicate that you agree to the BiggerPockets Terms & Conditions.
The community here is like my own little personal real estate army that I can depend upon to help me through ANY problems I come across.
Tax, SDIRAs & Cost Segregation
All Forum Categories
Followed Discussions
Followed Categories
Followed People
Followed Locations
Market News & Data
General Info
Real Estate Strategies
Landlording & Rental Properties
Real Estate Professionals
Financial, Tax, & Legal
Real Estate Classifieds
Reviews & Feedback

Updated over 1 year ago,

User Stats

9
Posts
9
Votes
Lisa Eisenhauer
9
Votes |
9
Posts

Need an attorney/CPA with multi-family syndication and self-directed IRA experience

Lisa Eisenhauer
Posted

I am looking for an attorney and CPA with commercial multi-family syndication and self-directed IRA investing experience who can review a PPM over the next few weeks and professionally advise me through the process. This is proving to be much harder than I expected and I'm starting to get worried; anyone I can find who has the type of expertise I need is booked solid for months and usually not taking any new clients.
 
I have gone through the professional resource lists on the websites of the various self-directed IRA custodians and contacted any that seem to have the necessary expertise.   I live in Virginia and everyone I have contacted so far has been from out-of-state.  How important is it that I work with licensed professionals in the state I live in?

I am on FindLaw now, which feels like searching for a needle in a haystack.  Can anyone refer me to someone, and/or provide me with some ideas on where else to look?  I'm ideally trying to find someone I can establish a long-term relationship with for investing through my self-directed IRAs.

Thanks! -Lisa 

Loading replies...