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Updated over 6 years ago on . Most recent reply presented by

Barry Collier's profile image
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Barry Collier
  • Investor
  • from Encino, CA
  • Member since Apr 28, 2017
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Barry Collier's profile image
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Barry Collier
  • Investor
  • from Encino, CA
  • Member since Apr 28, 2017
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Barry Collier
  • Investor
  • Encino, CA
3
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Tax, SDIRAs & Cost Segregation

Looking for a CPA w/ note experience

Barry Collier
  • Investor
  • Encino, CA
Posted

Hi everyone!

Do any of you have any recommendations for a CPA that has experience with tax strategies specific to notes? Ideally it would be someone experienced with both active note and passive note fund tax considerations.

I'm in the Los Angeles area, but the location isn't super important.

Thanks in advance!

Barry

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Brian Eastman
  • Self Directed IRA & 401k Advisor
  • from Wenatchee, WA
  • Member since Jul 15, 2014
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Brian Eastman
  • Self Directed IRA & 401k Advisor
  • from Wenatchee, WA
  • Member since Jul 15, 2014
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Brian Eastman
  • Self Directed IRA & 401k Advisor
  • Wenatchee, WA
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Brian Eastman
  • Self Directed IRA & 401k Advisor
  • Wenatchee, WA
Replied

@Barry Collier

I am not 100% sure he will have the specific expertise you are looking for, but @Brandon Hall is a true strategist as a CPA and very much connected when it comes to real estate topics.  Certainly worth reaching out.  

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