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Updated over 1 year ago,
Need an attorney/CPA with multi-family syndication and self-directed IRA experience
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