looking for real-estate savvy CPA in Portland, OR area

[Emily Refi]

Has anyone worked with a real estate savvy CPA in Portland, OR? I need a CPA to help with a tri-plex deal. Looking to convert traditional IRA to SD IRA to use for part of a down payment and rehab. Referrals appreciated....thanks!

[Mike Nuss]

@Emily Refi I use and recommend Kyle Pearson at Collective (formally Pearson Advisory) ilovecollective.com. He started his cpa career working for a large national syndicator, so he knows real estate very well. He also has the fun of trying to figure out our crazy acquisition and entity structure.....we're always putting him to the test so he's used to it.  

You may want to reach out to IRA Advantage out of Lake Oswego. David and Tom Moore are extremely knowledge in SD IRAs. I know quite a few people that have used them to set up their check book IRAs.

Just a quick heads up. SD IRAs are their own entities...."part of a downpayment" will have some very strict structuring guidelines in order to not break the IRA rules, as co mingling funds is not allowed. Dave and Tom can speak more to that though for sure.