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Advisor or CPA for guidance in SDIRA issues
Hi - I have a single family house owned mostly by an Inherited SDIRA & a small percentage by myself as an in-kind distribution. Overall behind in the process by about a year - just catching up now & could use some (paid) advice on how best to navigate the complications -Probably an hour or two's consulting, at the most. The attorneys who might be appropriate are in the $500-600/hour range which is a little steep for me at the moment (I'll be lucky to cover past debts), especially as they're not certain they'll be of use. If anyone has a person or firm in mind that I could reach out to, I'd be grateful. Does not have to be local, since these are mostly general issues, not State (I've used advisors in other states but for other issues). Thanks, John
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Hi John,
Since your investment is in a SDIRA, have you contacted an ERISA attorney or just an attorney? Erisa's specialize in SDIRA issues. Not sure what your complications are.
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- Tax Accountant / Enrolled Agent
- Houston, TX
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I see major issues. Some SDIRA experts to ask if they can help: @Dmitriy Fomichenko, @Bernard Reisz, @Brian Eastman
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- Solo 401k Expert
- Anaheim Hills, CA
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@Michael Plaks, thanks for the mention!
@John Cava, feel free to contact me directly; I'll do my best to help and can offer a complimentary 15-minute consultation.
- Sense Financial Services LLC
- (949) 228-9393
- https://www.sensefinancial.com
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- CPA delivering RE Tax Tools: 1031 Exchange, SDIRA, 401(k), Cost Seg
- New York City, NY
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@Michael Plaks Honored by the mention. Thank you.
@John Cava While the ideal time to get unbiased professional insight is before the transaction, getting such advice can still be very impactful at this point.
Thank you! Will follow up for sure.