SDIRA Legal and/or Tax Professionals

SDIRA Legal and/or Tax Professionals

Hendersonville, NC · Member since 2017 · 6 posts · 1 vote

I'm looking for the most knowledgeable attorney or tax professional who would know if specific things would be considered self-dealing. Who do you recommend? 

Thank you

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  • Brett SynickyPro Member
    Solo 401k and SDIRA Consultant · Orange, CA · Member since 2013 · 875 posts · 498 votes
    1y
    Quote from @Eric Clance:

    I'm looking for the most knowledgeable attorney or tax professional who would know if specific things would be considered self-dealing. Who do you recommend? 

    Thank you

    @Ashish Acharya can probably help.  Also, there are many people who specialize in self directed retirement accounts on this forum. Why don't you post the details here and let some chime in. For now you or anybody else reading this thread can see the basic details here: prohibited transactions and disqualified parties

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