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Keith Tidwell
Pro Member
  • New to Real Estate
  • San Francisco CA; Louisville, KY
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RFI - Asset Protection Lawyer and CPA in/around NorCal

Keith Tidwell
Pro Member
  • New to Real Estate
  • San Francisco CA; Louisville, KY
Posted May 30 2019, 15:15

RFI - I live in Walnut Creek, CA and work in San Francisco.  Looking for referrals for (a) an asset protection attorney and (b) a CPA, in each case, who are familiar with the needs of a CA-based individual investing in out-of-state buy-and-hold properties.  Extra points if the attorney and CPA are familiar with one another and work well together (i.e., see eye-to-eye on strategies and issues common to the above mentioned real estate investor).  The game plan is to set up an asset protection strategy and scale up an out-of-state (read: outside CA) buy-and-hold investment property portfolio.

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