CPA / Attorney Referal REI via Solo401k

[Bill Nolan]

Hi All

Looking to continuously develop and build team.

I am currently working with RE Agent and referred Attorney in the purchase of first investment property. With that said, looking at long term strategies and while not unhappy with referred attorney looking to community for reference specific to minimizing risk, maximizing gains and strategically develop portfolio efficiencies in asset protection and tax exposure.

I've been studying and educating myself for past 18 months prior to this first opportunity. Now that I'm there, I need to look long term.

Fist opportunity is 100% Cash purchase, maybe BRRR if it makes $$$ sense. I am performing my due dillegence to the best of MY knowledge & want to be aggressive yet strategic.

I am open to local (Chicago) brick and mortar referal or out of state digital / teleconference teammates.

If possible, my happy place is a referal with both capacities of Financial and Legal advice/support with REI using retirement funds, can support our (wife and I) small business and my W-2 with aforementioned expertise.

to date the forum has been a great tool. I do have an IM or connection request out there however looking for my Unicorn.

Thanks and have a great day!!!