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

[Lisa Eisenhauer]

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 

[Greg O'Brien]

Re out of state, this is fine.  If you are forming a syndicate, you need a syndication attorney. If you are just investing as an LP, you can find a business attorney to review a PPM, but I'm not sure that is enough work for them to be honest and it might be a long wait.

RE SDIRA - this should be handled by your custodian.  If you need a good one, we prefer Horizon Trust out of Nevada.