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Results (586)
Deyano M. The Risks- my financial advisor
30 September 2011 | 17 replies

So folks...

Just wanted to see everyone's opinions on this. About 2 years ago my wife and I hired a financial advisor. He has been fantastic- we have some great retirement investments and are 200% better saving for t...

Matt Guignon self directed ira custodians
25 March 2018 | 16 replies

I'm asking this question for my father who is looking to be a private investor for real estate projects.  He is looking for a reputable, low fee, custodian company for self directed ira's to use for these projects.  I...

Andrew Lin Self Directed IRA Custodian Recommendations
14 June 2018 | 1 reply

Hi all,I was wondering if y'all had any recommendations for self-directed IRA custodians?I've seen the big list here on Bigger Pockets, but there are quite a few options on there: https://www.biggerpockets.com/rei/sel...

Dave Versch Self-directed IRA LLC with checking
5 January 2015 | 4 replies

Hi.  I invest in tax lien certificates in NJ, and I'm looking to create what I think is called a "self-directed IRA LLC with checking".  In other words, I want to be able to roll some money from an existing IRA into a...

Tina Chau Mark Kohler Attorney
24 July 2022 | 3 replies

Hi Did anyone work with Mark Kohler's firm?  If so, how was your experience?  Are they very expensive?  I'm looking for advice with his firm on trusts and LLC's formation and asset protection.  Thanks!

Bobby Casey Hello from North Carolina
28 November 2010 | 7 replies

Hi, my name is Bobby from North Carolina. I have been involved in various businesses over the years and sold my last company in '08.

Currently I run an asset protection consulting firm. We provide domestic and of...

Bea J. Searching for Smal Buss. CPA Accountant in the Central Maine area
23 January 2024 | 3 replies

Good day investors. I am looking at suggestions on hiring a CPA tax accountant / professional in the Central Maine area in particular Skowhegan, Fairfield, Waterville area. Would greatly appreciate any leads you can g...

Thomas Smith Hey guys I am looking for a real estate tax strategist (CPA)
3 February 2020 | 13 replies

Does any other real estate pro’s have any referrals for a Real Estate tax strategist (CPA) in my area Central Valley California or Bay Area ?

Justin Swaby Real Estate Portfolio
15 October 2024 | 4 replies

Hi everyone,

My name is Justin Swaby, and my partner and I are currently building a real estate portfolio consisting of single-family and multi-family properties. We are actively searching for firms or individuals ...

Richie P. Understanding the Process to Purchase
11 November 2022 | 3 replies

Hi everyone! I'm hoping someone can help me out a bit by sharing some details on what their typical process looks like in a acquiring a deal. Basically everything that happens in between finding a lead, and closing th...